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 7,296 funds
0
Analysts bullish %
of 8 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
23% more repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 232
13% more capital invested
Capital invested by funds: $18.9B [Q4 2024] → $21.3B (+$2.4B) [Q1 2025]
2% more funds holding
Funds holding: 703 [Q4 2024] → 718 (+15) [Q1 2025]
0.13% less ownership
Funds ownership: 95.11% [Q4 2024] → 94.98% (-0.13%) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 2 (-2) [Q1 2025]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$71
1%
upside
Avg. target
$79
12%
upside
High target
$83
18%
upside
8 analyst ratings
5 positive
63%
3 neutral
38%
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 | 16%upside $82 | Overweight Maintained | 25 Apr 2025 |
Financial journalist opinion
Neutral
PRNewsWire
1 week 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 weeks 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.
Neutral
PRNewsWire
1 month ago
CMS Energy Declares Quarterly Dividend on Cumulative Redeemable Perpetual Preferred Stock
JACKSON, Mich. , May 2, 2025 /PRNewswire/ -- The Board of Directors of CMS Energy has declared a dividend on the 4.200% Cumulative Redeemable Perpetual Preferred Stock, Series C of the Corporation.
Neutral
PRNewsWire
1 month ago
Consumers Energy, the Principal Subsidiary of CMS Energy, Declares Quarterly Dividend on Preferred Stock
JACKSON, Mich. , May 2, 2025 /PRNewswire/ -- The Board of Directors of Consumers Energy, the principal subsidiary of CMS Energy, has declared a quarterly dividend on the Utility's preferred stock.
Positive
Zacks Investment Research
1 month ago
Here's Why CMS Energy (CMS) is a Strong Growth Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Neutral
Seeking Alpha
1 month ago
CMS Energy Corporation (CMS) Q1 2025 Earnings Call Transcript
CMS Energy Corporation (NYSE:CMS ) Q1 2025 Earnings Conference Call April 24, 2025 9:30 AM ET Company Participants Jason Shore - Treasurer and Vice President-Investor Relations Garrick Rochow - President and Chief Executive Officer Rejji Hayes - Executive Vice President and Chief Financial Officer Conference Call Participants Durgesh Chopra - Evercore ISI Constantine Lednev - Guggenheim Partners Jeremy Tonet - JPMorgan Julien Smith - Jefferies Michael Sullivan - Wolfe Research Alex Lerman - Morgan Stanley Travis Miller - Morningstar Gregg Orrill - UBS Andrew Weisel - Scotiabank Sophie Karp - KeyBanc Operator Good morning, everyone, and welcome to the CMS Energy 2025 First Quarter Results. The earnings news release issued earlier today and the presentation used in this webcast are available on CMS Energy's website in the Investor Relations section.
Negative
Zacks Investment Research
1 month ago
CMS Energy Q1 Earnings Miss Estimates, Revenue Increase Y/Y
CMS' first-quarter earnings miss the Zacks Consensus Estimate by 2.9%. However, its top line increases 12.5% from the year-ago quarter.
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