King Luther Capital Management Corp Has $12.65 Million Stock Position in Southern Company (The) $SO

King Luther Capital Management Corp increased its stake in Southern Company (The) (NYSE:SO) by 16.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 133,477 shares of the utilities provider’s stock after buying an additional 18,557 shares during the quarter. King Luther Capital Management Corp’s holdings in Southern were worth $12,650,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Cloud Capital Management LLC acquired a new stake in Southern in the third quarter valued at $25,000. Grey Fox Wealth Advisors LLC bought a new stake in shares of Southern in the 3rd quarter valued at about $29,000. Steigerwald Gordon & Koch Inc. acquired a new stake in Southern in the 3rd quarter valued at about $34,000. Chilton Capital Management LLC grew its holdings in Southern by 120.1% during the third quarter. Chilton Capital Management LLC now owns 361 shares of the utilities provider’s stock worth $34,000 after purchasing an additional 197 shares during the period. Finally, Anfield Capital Management LLC grew its holdings in Southern by 309.5% during the second quarter. Anfield Capital Management LLC now owns 430 shares of the utilities provider’s stock worth $39,000 after purchasing an additional 325 shares during the period. 64.10% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Jefferies Financial Group cut their price objective on Southern from $104.00 to $93.00 and set a “neutral” rating for the company in a research report on Monday, December 15th. KeyCorp reduced their price objective on shares of Southern from $87.00 to $76.00 and set an “underweight” rating for the company in a research report on Friday, December 12th. Barclays dropped their price objective on shares of Southern from $91.00 to $88.00 and set an “equal weight” rating on the stock in a research report on Thursday, January 15th. Morgan Stanley reaffirmed an “underweight” rating and set a $85.00 target price on shares of Southern in a report on Wednesday, January 21st. Finally, Wells Fargo & Company set a $96.00 price target on shares of Southern in a research note on Friday. Four equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $96.56.

Southern Trading Up 4.5%

Shares of NYSE:SO opened at $95.16 on Friday. The business’s 50 day simple moving average is $88.56 and its 200 day simple moving average is $91.34. Southern Company has a 1 year low of $83.09 and a 1 year high of $100.83. The company has a debt-to-equity ratio of 1.69, a current ratio of 0.75 and a quick ratio of 0.59. The company has a market capitalization of $104.78 billion, a P/E ratio of 23.55, a P/E/G ratio of 2.75 and a beta of 0.45.

Southern (NYSE:SO) last released its earnings results on Thursday, February 19th. The utilities provider reported $0.55 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.56 by ($0.01). The company had revenue of $6.98 billion for the quarter, compared to analyst estimates of $6.41 billion. Southern had a return on equity of 12.52% and a net margin of 15.42%.The business’s revenue for the quarter was up 10.1% compared to the same quarter last year. During the same period last year, the company posted $0.50 earnings per share. Southern has set its Q1 2026 guidance at 1.200-1.20 EPS and its FY 2026 guidance at 4.500-4.600 EPS. On average, research analysts anticipate that Southern Company will post 4.29 EPS for the current fiscal year.

Southern Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Tuesday, February 17th will be given a $0.74 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $2.96 annualized dividend and a dividend yield of 3.1%. Southern’s payout ratio is presently 73.27%.

More Southern News

Here are the key news stories impacting Southern this week:

• Positive Sentiment: Management raised FY‑2026 and Q1 guidance well above prior expectations (FY EPS guidance 4.50–4.60; Q1 guide ~1.20), which supports near‑term earnings visibility and offsets the small Q4 EPS miss.
• Neutral Sentiment: Revenue grew ~10% year‑over‑year and beat expectations (Q4 revenue ~$6.98B vs. ~$6.41B est.), showing demand strength even as margins/earnings were pressured. MarketBeat Q4 summary and links
• Negative Sentiment: Company Q4 EPS came in at $0.55, missing the consensus by $0.01, and reported lower GAAP quarterly and full‑year earnings versus 2024 — signs of near‑term margin pressure. PR Newswire: Southern Company reports Q4 and FY2025 earnings
• Negative Sentiment: Reuters highlights that Southern forecasted annual profit below some analyst estimates and simultaneously increased its five‑year spending plan to support large‑load customers (data centers, industrials). Higher capex and a lower‑than‑expected annual profit outlook are weighing on sentiment. Reuters: Southern Co forecasts annual profit below estimates, raises spending plan
• Negative Sentiment: Analyst commentary includes a downgrade and note that the stock is “priced right” given steady growth and a moderate yield — an analyst view that can temper upside. Seeking Alpha: Downgrade note
• Neutral Sentiment: Additional coverage and metric breakdowns provide context on how revenues, margins and ROE compared to estimates — useful for assessing whether the guidance or the quarter will drive future revisions. Zacks: Key metrics vs estimates

Southern Profile

Southern Company (NYSE: SO) is an Atlanta-based energy holding company that provides electric and gas utility services and owns power generation assets across the United States. Founded in 1945, the company operates a portfolio of regulated electric utilities and affiliated businesses that generate, transmit and distribute electricity to residential, commercial and industrial customers.

Southern’s principal regulated electric subsidiaries include Georgia Power, Alabama Power and Mississippi Power, which serve large portions of the southeastern United States.