CMS Energy
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 7,323 funds
–
Analysts bullish %
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
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$71
2%
downside
Avg. target
$75
2%
upside
High target
$78
7%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Barclays Nicholas Campanella | 7%upside $78 | Overweight Maintained | 22 Jul 2025 |
Morgan Stanley Stephen Byrd | 2%downside $71 | Equal-Weight Maintained | 22 May 2025 |
Financial journalist opinion
Based on 5 articles about CMS published over the past 30 days
Positive
Zacks Investment Research
4 days ago
CMS Energy Set to Report Q2 Earnings: What's in Store for the Stock?
CMS may post Q2 earnings growth as rate hikes and renewables earnings offset storm-related and reliability upgrade-related expenses.
Neutral
Zacks Investment Research
5 days ago
CMS Energy (CMS) Earnings Expected to Grow: Should You Buy?
CMS Energy (CMS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
PRNewsWire
1 week ago
CMS Energy's Board of Directors Declares Quarterly Dividend on Common Stock
JACKSON, Mich. , July 21, 2025 /PRNewswire/ -- The Board of Directors of CMS Energy has declared a quarterly dividend on the company's common stock.
Neutral
PRNewsWire
2 weeks 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 weeks 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 month 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
1 month 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
1 month 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
2 months 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.
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