CMS Energy (NYSE:CMS) Issues FY 2026 Earnings Guidance

CMS Energy (NYSE:CMS) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 4.080-4.170 for the period, compared to the consensus EPS estimate of 3.880. The company issued revenue guidance of -.

CMS Energy Stock Performance

CMS Energy stock opened at $74.15 on Tuesday. CMS Energy has a 52 week low of $68.64 and a 52 week high of $80.36. The company has a current ratio of 0.84, a quick ratio of 0.66 and a debt-to-equity ratio of 1.80. The stock has a market cap of $22.91 billion, a P/E ratio of 20.48, a price-to-earnings-growth ratio of 2.71 and a beta of 0.35. The stock has a 50 day moving average of $74.26 and a 200-day moving average of $74.75.

CMS Energy (NYSE:CMS) last issued its earnings results on Tuesday, July 28th. The utilities provider reported $0.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.36 by $0.01. CMS Energy had a net margin of 12.55% and a return on equity of 12.17%. The business had revenue of $1.83 billion for the quarter, compared to analyst estimates of $1.87 billion. CMS Energy has set its FY 2026 guidance at 4.080-4.170 EPS. On average, analysts expect that CMS Energy will post 3.87 EPS for the current fiscal year.

CMS Energy Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Friday, August 7th will be given a dividend of $0.57 per share. The ex-dividend date is Friday, August 7th. This represents a $2.28 annualized dividend and a dividend yield of 3.1%. CMS Energy’s dividend payout ratio is currently 62.98%.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Barclays upped their price target on shares of CMS Energy from $79.00 to $81.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 14th. Jefferies Financial Group set a $78.00 price target on shares of CMS Energy in a report on Thursday, July 16th. Morgan Stanley set a $77.00 price objective on shares of CMS Energy in a research note on Thursday, May 21st. KeyCorp downgraded CMS Energy from an “overweight” rating to a “sector weight” rating in a research report on Thursday. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of CMS Energy in a research note on Friday, June 5th. Six investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $81.33.

Insider Activity at CMS Energy

In other news, SVP Brandon J. Hofmeister sold 3,000 shares of the business’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $74.31, for a total value of $222,930.00. Following the completion of the transaction, the senior vice president owned 67,111 shares of the company’s stock, valued at $4,987,018.41. The trade was a 4.28% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.50% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On CMS Energy

A number of institutional investors and hedge funds have recently modified their holdings of CMS. DV Equities LLC acquired a new position in shares of CMS Energy during the 4th quarter worth approximately $29,000. MUFG Securities EMEA plc bought a new stake in CMS Energy in the 2nd quarter valued at $61,000. Mark Sheptoff Financial Planning LLC lifted its holdings in CMS Energy by 74.2% during the 4th quarter. Mark Sheptoff Financial Planning LLC now owns 939 shares of the utilities provider’s stock valued at $66,000 after purchasing an additional 400 shares during the last quarter. Aster Capital Management DIFC Ltd bought a new position in CMS Energy during the fourth quarter worth $144,000. Finally, Virtus Investment Advisers LLC bought a new position in CMS Energy during the fourth quarter worth $163,000. 93.57% of the stock is owned by institutional investors.

CMS Energy Company Profile

CMS Energy (NYSE: CMS) is an energy company based in Jackson, Michigan, whose principal business is the regulated utility operations of its subsidiary, Consumers Energy. The company is primarily focused on providing electric and natural gas service to customers in Michigan, operating the generation, transmission and distribution infrastructure necessary to deliver energy to residential, commercial and industrial customers. Headquartered in Jackson, CMS Energy conducts its core activities within the state and is regulated by state utility authorities.

Through Consumers Energy and related subsidiaries, CMS Energy develops, owns and operates a portfolio of generation assets and delivers a range of customer-facing services, including electricity and natural gas supply, grid management, energy efficiency programs and demand-response offerings.