CMS EnergyCMS
CMS
About: CMS Energy is an energy holding company with three principal businesses. Its regulated utility, Consumers Energy, provides regulated natural gas service to 1.8 million customers and electric service to 1.9 million customers in Michigan. NorthStar Clean Energy, formerly CMS Enterprises, is engaged in wholesale power generation, including contracted renewable energy. CMS sold EnerBank in October 2021.
Employees: 8,324
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
7,751% more call options, than puts
Call options by funds: $62.5M | Put options by funds: $796K
51% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 63
22% more repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 233
13% more capital invested
Capital invested by funds: $18.9B [Q4 2024] → $21.3B (+$2.41B) [Q1 2025]
2% more funds holding
Funds holding: 703 [Q4 2024] → 719 (+16) [Q1 2025]
0.09% less ownership
Funds ownership: 95.11% [Q4 2024] → 95.02% (-0.09%) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 2 (-2) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$71
1%
upside
Avg. target
$78
11%
upside
High target
$83
18%
upside
7 analyst ratings
4 positive
57%
3 neutral
43%
0 negative
0%
Morgan Stanley Stephen Byrd | 1%upside $71 | Equal-Weight Maintained | 22 May 2025 |
BMO Capital James Thalacker | 12%upside $79 | Outperform Maintained | 29 Apr 2025 |
Evercore ISI Group Greg Gordon | 8%upside $76 | In-Line Maintained | 28 Apr 2025 |
Scotiabank Andrew Weisel | 15%upside $81 | Sector Outperform Maintained | 25 Apr 2025 |
Wells Fargo Neil Kalton | 17%upside $82 | Overweight Maintained | 25 Apr 2025 |
Financial journalist opinion
Based on 5 articles about CMS published over the past 30 days
Neutral
PRNewsWire
1 day ago
CMS Energy to Announce 2025 Second Quarter Results on July 31
JACKSON, Mich. , July 10, 2025 /PRNewswire/ -- CMS Energy announced today it will provide 2025 second quarter results along with a business and financial outlook at 9:30 a.m.
Positive
Zacks Investment Research
3 days ago
CMS Energy to Gain From Key Investments & Renewable Expansion
CMS is set to benefit from its strategic investment plan of $20 billion through 2029 while retiring coal units, and expanding solar and wind capacity.
Positive
Seeking Alpha
1 week ago
Don't Be Too Cute, Buy These 3 Dividend Growers Instead
We avoid very high-yielding stocks, as the best way to grow richer over time is to own a diversified basket of dividend growth stocks. Today, we're highlighting a leading alternative asset manager, a niche medical devices company, and Michigan's largest regulated utility. Relative to our fair value estimates, the trio of fast-growing businesses are trading at 4% to 7% discounts.
Neutral
PRNewsWire
3 weeks ago
CMS Energy Announces the Pricing Terms of its Cash Tender Offer for Certain Outstanding Debt Securities
JACKSON, Mich. , June 18, 2025 /PRNewswire/ -- CMS Energy Corporation ("CMS Energy") (NYSE: CMS) announced today the pricing terms of the outstanding bonds listed in the table below (the "Bonds") pursuant to the previously announced cash tender offer (the "Tender Offer") for up to $147.095 million aggregate principal amount (the "Aggregate Tender Cap") of the Bonds and certain other series of bonds specified in the Offer to Purchase, dated June 4, 2025 (the "Offer to Purchase") relating to the Tender Offer, which were issued by Consumers Energy Company ("Consumers").
Neutral
PRNewsWire
3 weeks ago
CMS Energy Announces the Early Results and Upsizing of its Cash Tender Offer for Certain Outstanding Debt Securities
JACKSON, Mich. , June 18, 2025 /PRNewswire/ -- CMS Energy Corporation ("CMS Energy") (NYSE: CMS) announced today the early results and upsizing of the previously announced cash tender offer (the "Tender Offer") for up to the Aggregate Tender Cap (as defined below) of the outstanding bonds listed in the table below and certain other series of bonds (the "Bonds"), which were issued by Consumers Energy Company ("Consumers").
Neutral
PRNewsWire
1 month ago
CMS Energy announces cash tender offers for up to $125 million of outstanding debt securities issued by Consumers Energy
JACKSON, Mich. , June 4, 2025 /PRNewswire/ -- CMS Energy Corporation ("CMS Energy") (NYSE: CMS) announced today the commencement of a cash tender offer (the "Tender Offer") for up to $125 million aggregate principal amount (the "Aggregate Tender Cap") of the outstanding bonds listed in the table below (the "Bonds"), which were issued by Consumers Energy Company ("Consumers").
Positive
Zacks Investment Research
1 month ago
CMS Energy Thrives on Strategic Investments & Renewable Growth
CMS is expected to benefit from its strategic investment plan and expansion of renewable generation despite coal ash disposal costs and high debt levels.
Neutral
PRNewsWire
1 month ago
CMS Energy Announces New Organizational Structure to Support its Long-Term Company Strategy
JACKSON, Mich. , May 15, 2025 /PRNewswire/ -- CMS Energy announced today a new corporate organizational structure to support the company's operational transformation and long-term company strategy.
Neutral
Market Watch
1 month ago
10 stocks for a high-tariff world
Low-volatility stocks may be your best bet for the next several years.
Negative
Zacks Investment Research
1 month ago
Pharma Stocks Hit by Trump's Vow to Cut US Prescription Drug Costs
The price cuts would see that U.S. consumers pay the same amount as the nation that pays the lowest price for that drug.
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