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

CMS Energy (NYSE:CMS) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 3.800-3.870 for the period, compared to the consensus estimate of 3.850. The company issued revenue guidance of -. CMS Energy also updated its FY 2025 guidance to 3.560-3.600 EPS.

Wall Street Analyst Weigh In

A number of research firms have weighed in on CMS. Wells Fargo & Company raised shares of CMS Energy to a “hold” rating in a report on Tuesday. Morgan Stanley boosted their price target on shares of CMS Energy from $71.00 to $76.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 22nd. Barclays boosted their price target on shares of CMS Energy from $78.00 to $82.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 21st. KeyCorp boosted their price target on shares of CMS Energy from $76.00 to $79.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 15th. Finally, Wall Street Zen upgraded shares of CMS Energy from a “sell” rating to a “hold” rating in a research report on Saturday, October 18th. Eight research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, CMS Energy has an average rating of “Moderate Buy” and a consensus price target of $78.36.

CMS Energy Stock Down 1.5%

CMS Energy stock opened at $72.30 on Thursday. The company has a quick ratio of 0.77, a current ratio of 1.00 and a debt-to-equity ratio of 1.93. CMS Energy has a 12-month low of $63.97 and a 12-month high of $76.45. The firm’s fifty day moving average is $72.49 and its 200 day moving average is $71.79. The company has a market capitalization of $21.64 billion, a PE ratio of 21.39, a PEG ratio of 2.80 and a beta of 0.40.

CMS Energy (NYSE:CMS) last released its earnings results on Thursday, July 31st. The utilities provider reported $0.71 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.67 by $0.04. CMS Energy had a net margin of 12.76% and a return on equity of 12.07%. The company had revenue of $1.84 billion for the quarter, compared to the consensus estimate of $1.68 billion. During the same quarter in the previous year, the company earned $0.66 EPS. CMS Energy’s quarterly revenue was up 14.4% compared to the same quarter last year. As a group, sell-side analysts predict that CMS Energy will post 3.59 EPS for the current fiscal year.

CMS Energy Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, November 26th. Investors of record on Friday, November 7th will be given a dividend of $0.5425 per share. This represents a $2.17 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date is Friday, November 7th. CMS Energy’s payout ratio is presently 64.20%.

Insiders Place Their Bets

In related news, SVP Brandon J. Hofmeister sold 2,000 shares of the business’s stock in a transaction on Friday, August 8th. The shares were sold at an average price of $73.62, for a total transaction of $147,240.00. Following the transaction, the senior vice president owned 68,036 shares in the company, valued at $5,008,810.32. The trade was a 2.86% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Lauren Y. Snyder sold 2,220 shares of the business’s stock in a transaction on Friday, September 5th. The shares were sold at an average price of $71.26, for a total transaction of $158,197.20. Following the transaction, the senior vice president owned 13,512 shares in the company, valued at $962,865.12. The trade was a 14.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.40% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. MUFG Securities EMEA plc acquired a new position in CMS Energy during the second quarter worth $61,000. Florida Financial Advisors LLC acquired a new position in CMS Energy during the second quarter worth $202,000. Brown Advisory Inc. acquired a new position in CMS Energy during the second quarter worth $224,000. Brevan Howard Capital Management LP acquired a new position in CMS Energy during the second quarter worth $248,000. Finally, Integrated Wealth Concepts LLC acquired a new position in CMS Energy during the first quarter worth $293,000. Institutional investors and hedge funds own 93.57% of the company’s stock.

About CMS Energy

CMS Energy Corporation operates as an energy company primarily in Michigan. The company operates through three segments: Electric Utility; Gas Utility; and Enterprises. The Electric Utility segment is involved in the generation, purchase, transmission, distribution, and sale of electricity. This segment generates electricity through coal, wind, gas, renewable energy, oil, and nuclear sources.