Oak Thistle LLC Has $637,000 Stock Position in CMS Energy Corporation $CMS

Oak Thistle LLC lessened its position in shares of CMS Energy Corporation (NYSE:CMS) by 60.6% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,691 shares of the utilities provider’s stock after selling 13,350 shares during the period. Oak Thistle LLC’s holdings in CMS Energy were worth $637,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in CMS. AlphaQuest LLC lifted its holdings in shares of CMS Energy by 285.5% during the first quarter. AlphaQuest LLC now owns 451 shares of the utilities provider’s stock worth $34,000 after buying an additional 334 shares in the last quarter. Trust Co. of Vermont increased its position in CMS Energy by 127.7% during the second quarter. Trust Co. of Vermont now owns 535 shares of the utilities provider’s stock worth $37,000 after acquiring an additional 300 shares during the period. Tobam raised its stake in CMS Energy by 35.0% in the 2nd quarter. Tobam now owns 559 shares of the utilities provider’s stock worth $39,000 after purchasing an additional 145 shares in the last quarter. Capital A Wealth Management LLC boosted its holdings in CMS Energy by 2,870.0% in the 2nd quarter. Capital A Wealth Management LLC now owns 594 shares of the utilities provider’s stock valued at $41,000 after purchasing an additional 574 shares during the period. Finally, WPG Advisers LLC acquired a new position in shares of CMS Energy during the 1st quarter worth approximately $47,000. Institutional investors own 93.57% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the company. Wells Fargo & Company upgraded CMS Energy to a “hold” rating in a research report on Tuesday, October 28th. UBS Group dropped their price target on CMS Energy from $81.00 to $77.00 and set a “neutral” rating for the company in a research note on Wednesday. Wall Street Zen downgraded shares of CMS Energy from a “hold” rating to a “sell” rating in a research note on Saturday, December 13th. Weiss Ratings restated a “buy (b-)” rating on shares of CMS Energy in a research report on Wednesday, October 8th. Finally, Morgan Stanley lifted their price objective on shares of CMS Energy from $71.00 to $76.00 and gave the company an “outperform” rating in a research note on Wednesday, October 22nd. Nine research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, CMS Energy currently has a consensus rating of “Moderate Buy” and a consensus price target of $78.25.

Insider Buying and Selling at CMS Energy

In other news, SVP Brandon J. Hofmeister sold 4,000 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $72.47, for a total value of $289,880.00. Following the completion of the transaction, the senior vice president owned 64,259 shares of the company’s stock, valued at $4,656,849.73. This represents a 5.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Company insiders own 0.40% of the company’s stock.

CMS Energy Stock Performance

Shares of CMS Energy stock opened at $69.25 on Friday. The company’s 50 day moving average price is $73.11 and its two-hundred day moving average price is $72.02. The firm has a market capitalization of $21.07 billion, a P/E ratio of 20.01, a P/E/G ratio of 2.69 and a beta of 0.47. CMS Energy Corporation has a fifty-two week low of $63.97 and a fifty-two week high of $76.45. The company has a debt-to-equity ratio of 1.84, a current ratio of 0.90 and a quick ratio of 0.60.

CMS Energy (NYSE:CMS) last announced its quarterly earnings results on Thursday, October 30th. The utilities provider reported $0.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.86 by $0.07. CMS Energy had a net margin of 12.62% and a return on equity of 12.10%. The company had revenue of $2.02 billion during the quarter, compared to the consensus estimate of $1.83 billion. During the same period in the prior year, the business earned $0.84 earnings per share. The company’s revenue for the quarter was up 15.9% compared to the same quarter last year. CMS Energy has set its FY 2026 guidance at 3.800-3.870 EPS and its FY 2025 guidance at 3.560-3.600 EPS. On average, equities analysts forecast that CMS Energy Corporation will post 3.59 earnings per share for the current fiscal year.

CMS Energy Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, November 26th. Stockholders of record on Friday, November 7th were paid a dividend of $0.5425 per share. This represents a $2.17 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend was Friday, November 7th. CMS Energy’s dividend payout ratio (DPR) is presently 62.72%.

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.