Southern Company (The) $SO Shares Purchased by Janus Henderson Group PLC

Janus Henderson Group PLC grew its holdings in Southern Company (The) (NYSE:SO) by 2,111.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,713,552 shares of the utilities provider’s stock after purchasing an additional 1,636,051 shares during the quarter. Janus Henderson Group PLC’s holdings in Southern were worth $165,393,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in SO. Empowered Funds LLC raised its holdings in shares of Southern by 17.5% in the 1st quarter. Empowered Funds LLC now owns 34,003 shares of the utilities provider’s stock worth $3,127,000 after purchasing an additional 5,067 shares during the period. Schnieders Capital Management LLC. increased its stake in Southern by 0.7% during the second quarter. Schnieders Capital Management LLC. now owns 59,217 shares of the utilities provider’s stock valued at $5,438,000 after purchasing an additional 393 shares during the last quarter. WINTON GROUP Ltd acquired a new stake in shares of Southern during the 2nd quarter worth approximately $655,000. Sei Investments Co. increased its holdings in shares of Southern by 11.5% in the 2nd quarter. Sei Investments Co. now owns 449,960 shares of the utilities provider’s stock worth $41,320,000 after acquiring an additional 46,504 shares during the period. Finally, Treasurer of the State of North Carolina raised its stake in Southern by 2.7% during the 2nd quarter. Treasurer of the State of North Carolina now owns 514,736 shares of the utilities provider’s stock valued at $47,268,000 after acquiring an additional 13,392 shares in the last quarter. Hedge funds and other institutional investors own 64.10% of the company’s stock.

More Southern News

Here are the key news stories impacting Southern this week:

• Positive Sentiment: Southern reported second-quarter adjusted earnings of $1.13 per share, exceeding the $1.01 analyst consensus and rising from $0.91 a year earlier. The company also reported $1.2 billion in quarterly earnings, or $1.03 per reported share, versus $0.9 billion, or $0.80 per share, in the prior-year period. Southern Co. Beats Q2 Earnings Estimates
• Positive Sentiment: Southern’s six-month earnings increased to $2.5 billion, or $2.24 per share, from $2.2 billion, or $2.01 per share, a sign of year-to-date profit growth. Southern Company Reports Second-Quarter 2026 Earnings
• Positive Sentiment: Georgia Power completed the Moody Battery Energy Storage System, supporting solar integration and grid reliability. Southern is also expanding storage capacity across Georgia, which could strengthen its regulated-utility growth profile. Southern Completes Moody Battery Project
• Positive Sentiment: Investors continue to view Southern as a potential AI and data-center electricity-demand beneficiary, supported by large-load contracts and a reported 25-year power agreement with OpenAI. Southern Company AI Data Center Opportunity
• Negative Sentiment: Second-quarter revenue of $6.98 billion fell short of the $7.23 billion consensus and was essentially flat year over year, tempering the earnings beat. Southern Quarterly Earnings Report
• Negative Sentiment: Management’s 2026 EPS guidance of $4.50-$4.60 brackets a $4.57 consensus estimate, while third-quarter guidance of $1.65 is below the $1.67 forecast. This modestly cautious outlook likely contributed to the stock’s weakness despite the quarterly beat.

Analyst Ratings Changes

Several analysts recently commented on the stock. Weiss Ratings raised shares of Southern from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 1st. Wall Street Zen raised Southern from a “sell” rating to a “hold” rating in a research report on Saturday, June 20th. Seaport Research Partners lowered shares of Southern from a “buy” rating to a “neutral” rating in a research note on Monday, April 20th. Truist Financial reduced their target price on Southern from $103.00 to $100.00 and set a “hold” rating for the company in a report on Friday, May 29th. Finally, Citigroup restated a “buy” rating on shares of Southern in a report on Friday, April 10th. Seven analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $100.21.

Southern Price Performance

Southern stock opened at $94.24 on Friday. Southern Company has a 52 week low of $83.80 and a 52 week high of $100.83. The business’s fifty day moving average is $94.59 and its two-hundred day moving average is $93.99. The company has a debt-to-equity ratio of 1.68, a quick ratio of 0.45 and a current ratio of 0.65. The firm has a market cap of $106.24 billion, a P/E ratio of 23.98, a P/E/G ratio of 1.85 and a beta of 0.34.

Southern (NYSE:SO) last posted its quarterly earnings results on Thursday, July 30th. The utilities provider reported $1.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.01 by $0.12. The business had revenue of $6.98 billion for the quarter, compared to analysts’ expectations of $7.23 billion. Southern had a return on equity of 12.64% and a net margin of 14.46%.The firm’s quarterly revenue was up .1% compared to the same quarter last year. During the same quarter last year, the business earned $0.79 earnings per share. Equities research analysts forecast that Southern Company will post 4.58 earnings per share for the current fiscal year.

Southern Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Monday, August 17th will be paid a $0.76 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $3.04 dividend on an annualized basis and a yield of 3.2%. Southern’s payout ratio is presently 77.35%.

About Southern

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.