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 Price Performance

Shares of CMS stock traded up $0.43 during trading hours on Friday, hitting $71.71. The company’s stock had a trading volume of 3,184,850 shares, compared to its average volume of 2,167,015. 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 Corporation has a twelve month low of $65.10 and a twelve month high of $76.45. The stock has a market cap of $21.82 billion, a price-to-earnings ratio of 20.73, a P/E/G ratio of 2.55 and a beta of 0.49. The business has a fifty day moving average of $71.65 and a 200-day moving average of $72.12.

CMS Energy (NYSE:CMS) last posted its earnings results on Thursday, October 30th. The utilities provider reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.86 by $0.07. CMS Energy had a return on equity of 12.10% and a net margin of 12.62%.The firm had revenue of $2.02 billion for the quarter, compared to analyst estimates of $1.83 billion. During the same quarter in the prior year, the company earned $0.84 EPS. CMS Energy’s revenue was up 15.9% on a year-over-year basis. 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. As a group, equities research analysts anticipate that CMS Energy Corporation will post 3.59 EPS for the current year.

CMS Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, November 26th. Shareholders of record on Friday, November 7th were issued a $0.5425 dividend. This represents a $2.17 annualized dividend and a dividend yield of 3.0%. The ex-dividend date of this dividend was Friday, November 7th. CMS Energy’s dividend payout ratio is 62.72%.

Wall Street Analyst Weigh In

CMS has been the topic of a number of recent research reports. Morgan Stanley upped their target price on shares of CMS Energy from $71.00 to $76.00 and gave the company an “outperform” rating in a report on Wednesday, October 22nd. UBS Group reduced their price objective on shares of CMS Energy from $81.00 to $77.00 and set a “neutral” rating on the stock in a research note on Wednesday, December 17th. JPMorgan Chase & Co. lifted their target price on shares of CMS Energy from $80.00 to $81.00 and gave the stock an “overweight” rating in a research note on Thursday. KeyCorp boosted their price target on CMS Energy from $76.00 to $79.00 and gave the company an “overweight” rating in a report on Wednesday, October 15th. Finally, Barclays decreased their price objective on CMS Energy from $82.00 to $74.00 and set an “overweight” rating on the stock in a report on Wednesday. Nine investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, CMS Energy currently has an average rating of “Moderate Buy” and an average target price of $77.67.

Institutional Investors Weigh In On CMS Energy

A number of institutional investors have recently added to or reduced their stakes in CMS. Aberdeen Group plc raised its holdings in shares of CMS Energy by 14.5% in the 4th quarter. Aberdeen Group plc now owns 877,487 shares of the utilities provider’s stock worth $61,363,000 after purchasing an additional 111,075 shares during the period. Dorato Capital Management acquired a new stake in CMS Energy during the 4th quarter worth approximately $37,000. Nisa Investment Advisors LLC raised its holdings in CMS Energy by 1.4% in the fourth quarter. Nisa Investment Advisors LLC now owns 164,574 shares of the utilities provider’s stock valued at $11,509,000 after buying an additional 2,223 shares during the period. Spirit of America Management Corp NY lifted its position in CMS Energy by 11.0% during the fourth quarter. Spirit of America Management Corp NY now owns 21,700 shares of the utilities provider’s stock valued at $1,517,000 after buying an additional 2,150 shares in the last quarter. Finally, Vaughan Nelson Investment Management L.P. grew its stake in CMS Energy by 26.2% during the fourth quarter. Vaughan Nelson Investment Management L.P. now owns 795,529 shares of the utilities provider’s stock worth $55,631,000 after buying an additional 164,930 shares during the period. Hedge funds and other institutional investors own 93.57% of the company’s stock.

Insider Activity at CMS Energy

In related news, SVP Brandon J. Hofmeister sold 4,000 shares of CMS Energy stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $72.47, for a total transaction of $289,880.00. Following the transaction, the senior vice president owned 64,259 shares in the company, valued at approximately $4,656,849.73. The trade was a 5.86% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate 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.