CMS Energy Corporation $CMS Shares Bought by National Pension Service

National Pension Service lifted its position in CMS Energy Corporation (NYSE:CMS) by 0.8% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 404,536 shares of the utilities provider’s stock after buying an additional 3,324 shares during the period. National Pension Service owned approximately 0.14% of CMS Energy worth $28,026,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Nicholson Wealth Management Group LLC grew its holdings in CMS Energy by 0.7% during the second quarter. Nicholson Wealth Management Group LLC now owns 23,495 shares of the utilities provider’s stock worth $1,628,000 after acquiring an additional 158 shares during the period. Croban lifted its stake in CMS Energy by 1.2% during the second quarter. Croban now owns 14,056 shares of the utilities provider’s stock valued at $974,000 after purchasing an additional 167 shares during the last quarter. Harbour Investments Inc. grew its position in CMS Energy by 15.1% in the second quarter. Harbour Investments Inc. now owns 1,278 shares of the utilities provider’s stock worth $89,000 after buying an additional 168 shares during the last quarter. Crestwood Advisors Group LLC lifted its position in shares of CMS Energy by 3.4% during the 2nd quarter. Crestwood Advisors Group LLC now owns 5,517 shares of the utilities provider’s stock valued at $382,000 after acquiring an additional 179 shares during the last quarter. Finally, NorthRock Partners LLC grew its holdings in shares of CMS Energy by 5.0% in the 2nd quarter. NorthRock Partners LLC now owns 3,813 shares of the utilities provider’s stock worth $264,000 after acquiring an additional 181 shares during the last quarter. Institutional investors own 93.57% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have commented on the stock. Morgan Stanley upped 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. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CMS Energy in a research note on Wednesday, October 8th. Wall Street Zen raised shares of CMS Energy from a “sell” rating to a “hold” rating in a research note on Saturday, October 18th. Barclays raised their target price on CMS Energy from $78.00 to $82.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 21st. Finally, Wells Fargo & Company upgraded CMS Energy to a “hold” rating in a report on Tuesday, October 28th. Eight equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $78.36.

CMS Energy Price Performance

Shares of NYSE:CMS opened at $73.91 on Friday. The firm has a market cap of $22.49 billion, a price-to-earnings ratio of 21.87, a P/E/G ratio of 2.76 and a beta of 0.42. CMS Energy Corporation has a 1 year low of $63.97 and a 1 year high of $76.45. The company has a current ratio of 1.00, a quick ratio of 0.77 and a debt-to-equity ratio of 1.93. The business has a fifty day simple moving average of $72.88 and a 200 day simple moving average of $71.85.

CMS Energy (NYSE:CMS) last issued its earnings results on Thursday, October 30th. The utilities provider reported $0.93 EPS for the quarter, beating analysts’ consensus estimates of $0.86 by $0.07. The firm had revenue of $2.02 billion for the quarter, compared to the consensus estimate of $1.83 billion. CMS Energy had a return on equity of 12.07% and a net margin of 12.76%.The business’s quarterly revenue was up 15.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.84 earnings per share. CMS Energy has set its FY 2026 guidance at 3.800-3.870 EPS. FY 2025 guidance at 3.560-3.600 EPS. As a group, sell-side analysts predict that CMS Energy Corporation will post 3.59 earnings per share for the current fiscal year.

CMS Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, November 26th. Stockholders of record on Friday, November 7th will be paid a dividend of $0.5425 per share. The ex-dividend date is Friday, November 7th. This represents a $2.17 annualized dividend and a dividend yield of 2.9%. CMS Energy’s dividend payout ratio is 62.72%.

Insider Buying and Selling at CMS Energy

In other CMS Energy news, SVP Lauren Y. Snyder sold 2,220 shares of the firm’s stock in a transaction dated Friday, September 5th. The stock was sold at an average price of $71.26, for a total transaction of $158,197.20. Following the transaction, the senior vice president directly owned 13,512 shares in the company, valued at $962,865.12. This trade represents a 14.11% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Brandon J. Hofmeister sold 4,000 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $72.47, for a total value of $289,880.00. Following the sale, the senior vice president owned 64,259 shares of the company’s stock, valued at approximately $4,656,849.73. This trade represents a 5.86% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.40% of the company’s stock.

CMS Energy Profile

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.