Rep. Julie Johnson Sells Off Shares of CMS Energy Corporation (NYSE:CMS)

Representative Julie Johnson (D-Texas) recently sold shares of CMS Energy Corporation (NYSE:CMS). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in CMS Energy stock on December 9th. The trade occurred in the Representative’s “MERRILL LYNCH LONG TERM GROWTH” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

CMS Energy Trading Up 0.6%

NYSE CMS traded up $0.43 on Monday, reaching $71.71. 3,184,850 shares of the company were exchanged, compared to its average volume of 2,167,015. CMS Energy Corporation has a fifty-two week low of $65.10 and a fifty-two week high of $76.45. The stock has a market capitalization of $21.82 billion, a P/E ratio of 20.73, a price-to-earnings-growth ratio of 2.55 and a beta of 0.49. The business’s fifty day moving average price is $71.65 and its 200 day moving average price is $72.14. The company has a current ratio of 0.90, a quick ratio of 0.60 and a debt-to-equity ratio of 1.84.

CMS Energy (NYSE:CMS) last announced its quarterly earnings results on Thursday, October 30th. The utilities provider reported $0.93 earnings per share for the quarter, beating 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 firm had revenue of $2.02 billion for the quarter, compared to analysts’ expectations of $1.83 billion. During the same quarter in the previous year, the company posted $0.84 EPS. The company’s revenue 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. Analysts forecast that CMS Energy Corporation will post 3.59 earnings per share for the current year.

Institutional Investors Weigh In On CMS Energy

Several large investors have recently bought and sold shares of CMS. Bison Wealth LLC purchased a new position in shares of CMS Energy in the 4th quarter valued at about $312,000. Integrated Wealth Concepts LLC purchased a new position in CMS Energy in the first quarter worth approximately $293,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in CMS Energy by 10.8% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 34,638 shares of the utilities provider’s stock worth $2,602,000 after acquiring an additional 3,367 shares during the last quarter. Empowered Funds LLC grew its holdings in CMS Energy by 22.0% during the 1st quarter. Empowered Funds LLC now owns 6,788 shares of the utilities provider’s stock worth $510,000 after acquiring an additional 1,226 shares in the last quarter. Finally, Woodline Partners LP raised its holdings in shares of CMS Energy by 40.7% in the 1st quarter. Woodline Partners LP now owns 25,243 shares of the utilities provider’s stock valued at $1,896,000 after purchasing an additional 7,300 shares in the last quarter. Hedge funds and other institutional investors own 93.57% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Barclays dropped their price target on shares of CMS Energy from $82.00 to $74.00 and set an “overweight” rating for the company in a research note on Wednesday. KeyCorp upped their price objective on CMS Energy from $76.00 to $79.00 and gave the company an “overweight” rating in a report on Wednesday, October 15th. Weiss Ratings reissued a “buy (b-)” rating on shares of CMS Energy in a research note on Wednesday, October 8th. UBS Group decreased their price target on CMS Energy from $81.00 to $77.00 and set a “neutral” rating on the stock in a research note on Wednesday, December 17th. Finally, Wall Street Zen raised CMS Energy from a “sell” rating to a “hold” rating in a research report on Saturday, January 10th. Nine research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, CMS Energy currently has an average rating of “Moderate Buy” and an average target price of $77.67.

Insider Activity at CMS Energy

In related news, SVP Brandon J. Hofmeister sold 4,000 shares of the stock in a transaction 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 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. Insiders own 0.40% of the company’s stock.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.