Rep. Val T. Hoyle Sells Off Shares of Southern Company (The) (NYSE:SO)

Representative Val T. Hoyle (D-Oregon) recently sold shares of Southern Company (The) (NYSE:SO). In a filing disclosed on October 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in Southern stock on September 23rd. The trade occurred in the Representative’s “FIDELITY ROLLOVER IRA” account.

Representative Val T. Hoyle also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Marriott International (NASDAQ:MAR) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of H&R Block (NYSE:HRB) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of NIKE (NYSE:NKE) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Bank of New York Mellon (NYSE:BK) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Cisco Systems (NASDAQ:CSCO) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Pentair (NYSE:PNR) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Heico (NYSE:HEI.A) on 9/23/2025.
• Sold $1,001 – $15,000 in shares of Target (NYSE:TGT) on 9/23/2025.

Southern Trading Up 2.2%

NYSE:SO opened at $98.23 on Friday. Southern Company has a 12 month low of $80.46 and a 12 month high of $98.36. The firm has a fifty day simple moving average of $93.62 and a 200-day simple moving average of $91.73. The company has a current ratio of 0.74, a quick ratio of 0.54 and a debt-to-equity ratio of 1.69. The company has a market capitalization of $108.06 billion, a P/E ratio of 25.25, a PEG ratio of 3.40 and a beta of 0.43.

Southern (NYSE:SO) last posted its quarterly earnings data on Thursday, July 31st. The utilities provider reported $0.91 EPS for the quarter, missing the consensus estimate of $0.99 by ($0.08). Southern had a return on equity of 12.09% and a net margin of 15.10%.The company had revenue of $6.97 billion for the quarter, compared to analyst estimates of $6.70 billion. During the same quarter in the previous year, the firm posted $1.10 earnings per share. The company’s quarterly revenue was up 7.9% on a year-over-year basis. Southern has set its Q3 2025 guidance at 1.500-1.500 EPS. FY 2025 guidance at 4.200-4.300 EPS. On average, equities research analysts anticipate that Southern Company will post 4.29 earnings per share for the current year.

Southern Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, September 8th. Stockholders of record on Monday, August 18th were paid a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 3.0%. The ex-dividend date was Monday, August 18th. Southern’s payout ratio is presently 76.09%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Avidian Wealth Enterprises LLC increased its holdings in Southern by 2.3% in the second quarter. Avidian Wealth Enterprises LLC now owns 4,697 shares of the utilities provider’s stock valued at $431,000 after buying an additional 106 shares in the last quarter. Sara Bay Financial increased its holdings in Southern by 2.7% in the third quarter. Sara Bay Financial now owns 4,133 shares of the utilities provider’s stock valued at $392,000 after buying an additional 108 shares in the last quarter. Keudell Morrison Wealth Management increased its holdings in Southern by 1.1% in the first quarter. Keudell Morrison Wealth Management now owns 10,032 shares of the utilities provider’s stock valued at $922,000 after buying an additional 110 shares in the last quarter. Delta Investment Management LLC increased its holdings in Southern by 4.6% in the second quarter. Delta Investment Management LLC now owns 2,579 shares of the utilities provider’s stock valued at $237,000 after buying an additional 113 shares in the last quarter. Finally, Marco Investment Management LLC increased its holdings in Southern by 1.1% in the second quarter. Marco Investment Management LLC now owns 10,234 shares of the utilities provider’s stock valued at $940,000 after buying an additional 113 shares in the last quarter. Hedge funds and other institutional investors own 64.10% of the company’s stock.

Insiders Place Their Bets

In other Southern news, CEO Kimberly S. Greene sold 13,158 shares of Southern stock in a transaction on Monday, July 21st. The shares were sold at an average price of $95.00, for a total value of $1,250,010.00. Following the completion of the transaction, the chief executive officer owned 93,661 shares of the company’s stock, valued at approximately $8,897,795. The trade was a 12.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.16% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently commented on SO. Barclays lifted their price objective on shares of Southern from $90.00 to $91.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 16th. Morgan Stanley lowered their price objective on shares of Southern from $94.00 to $92.00 and set an “equal weight” rating for the company in a research note on Thursday, September 25th. Wall Street Zen downgraded shares of Southern from a “hold” rating to a “sell” rating in a research note on Saturday, August 2nd. BMO Capital Markets raised their target price on shares of Southern from $98.00 to $102.00 and gave the stock an “outperform” rating in a report on Tuesday, July 22nd. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Southern in a report on Wednesday. Four analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $96.31.

About Representative Hoyle

Val Hoyle (Democratic Party) is a member of the U.S. House, representing Oregon’s 4th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

Hoyle (Democratic Party) is running for re-election to the U.S. House to represent Oregon’s 4th Congressional District. She declared candidacy for the 2026 election.

Val Hoyle was born in California and lives in Springfield, Oregon. Hoyle graduated from Merrimack High School. She earned a B.A. in political science from Emmanuel College in 1992. Her career experience includes working as a director at United Way of Lane County, a policy fellow at Wayne Morse Center for Law and Politics, and a commissioner at the Oregon Bureau of Labor and Industries. Hoyle has also worked in domestic and international sales, as well as manufacturing distribution.

Southern Company Profile

The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. The company also develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; and distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, as well as provides gas marketing services, gas distribution operations, and gas pipeline investments operations.