Insider transaction
Kimberly S. Greene, who serves as chairman, president and CEO of Southern Company (NYSE: SO), executed a sale of 25,000 shares of Southern Company common stock on March 30, 2026. The shares were sold at $96.67 apiece for total proceeds of $2,416,750. After the disposition, Greene directly holds 103,602 shares of the company.
Earnings snapshot
Southern Co. reported adjusted earnings per share of $0.55 for the fourth quarter of 2025, up from $0.50 in the same quarter a year earlier. For the full year 2025, adjusted EPS reached $4.30, an increase from $4.05 in 2024, and noted as meeting the top end of the companys guidance range.
Financing activity
As part of its financing program, Southern Co. announced a $1.3 billion note offering. The company issued its Series 2026A 6.00% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due April 1, 2058.
Analyst moves
Several brokerage firms adjusted their views on Southern Co. Evercore ISI upgraded the stock to Outperform from In Line and raised its price target to $111 from $103. TD Cowen increased its price target to $112 from $108 while maintaining a Buy rating, citing the companys growth strategy in Georgia. KeyBanc upgraded the stock to Sector Weight from Underweight, noting the disappearance of Southern Co.s historical valuation premium.
Corporate appointment
In other corporate news, Mississippi Power, a Southern Co. subsidiary, appointed Fredie Carmichael as vice president of Customer Solutions and Corporate Communications, effective March 16.
Context and takeaways
The insider sale by the companys chief executive and the updated shareholding total are reported alongside recent operational and capital-market developments. Southern Co.s reported earnings improvements for both the fourth quarter and the full year of 2025, the completion of a sizeable subordinated note offering, and several analyst rating and target adjustments. The subsidiary-level appointment at Mississippi Power was effective March 16.