Trillium Asset Management LLC Takes $17.34 Million Position in CMS Energy Corporation $CMS

Trillium Asset Management LLC bought a new stake in CMS Energy Corporation (NYSE:CMS) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 226,709 shares of the utilities provider’s stock, valued at approximately $17,343,000. Trillium Asset Management LLC owned about 0.07% of CMS Energy as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the business. Quadrant Capital Group LLC lifted its position in shares of CMS Energy by 3.3% in the fourth quarter. Quadrant Capital Group LLC now owns 4,259 shares of the utilities provider’s stock valued at $298,000 after buying an additional 137 shares during the last quarter. Hantz Financial Services Inc. increased its holdings in shares of CMS Energy by 1.5% during the 4th quarter. Hantz Financial Services Inc. now owns 9,467 shares of the utilities provider’s stock worth $662,000 after acquiring an additional 143 shares during the last quarter. Florida Financial Advisors LLC increased its holdings in shares of CMS Energy by 4.9% during the 4th quarter. Florida Financial Advisors LLC now owns 3,174 shares of the utilities provider’s stock worth $220,000 after acquiring an additional 149 shares during the last quarter. Cim LLC raised its stake in CMS Energy by 0.8% in the 3rd quarter. Cim LLC now owns 19,038 shares of the utilities provider’s stock valued at $1,395,000 after acquiring an additional 152 shares during the period. Finally, Norinchukin Bank The raised its stake in CMS Energy by 0.9% in the 3rd quarter. Norinchukin Bank The now owns 18,258 shares of the utilities provider’s stock valued at $1,338,000 after acquiring an additional 156 shares during the period. Institutional investors and hedge funds own 93.57% of the company’s stock.

Insider Buying and Selling

In other CMS Energy news, SVP Brandon J. Hofmeister sold 3,000 shares of CMS Energy stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $74.31, for a total value of $222,930.00. Following the completion of the sale, the senior vice president owned 67,111 shares in the company, valued at $4,987,018.41. The trade was a 4.28% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. KeyCorp cut shares of CMS Energy from an “overweight” rating to a “sector weight” rating in a research report on Thursday, July 23rd. Wall Street Zen raised shares of CMS Energy from a “strong sell” rating to a “sell” rating in a research report on Sunday, July 5th. Morgan Stanley set a $77.00 target price on shares of CMS Energy in a research note on Thursday, May 21st. Jefferies Financial Group set a $78.00 target price on shares of CMS Energy in a report on Thursday, July 16th. Finally, Truist Financial decreased their price target on shares of CMS Energy from $85.00 to $81.00 and set a “buy” rating on the stock in a research note on Tuesday, August 4th. Six research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, CMS Energy has a consensus rating of “Moderate Buy” and an average target price of $81.67.

CMS Energy Stock Performance

CMS opened at $69.87 on Friday. The company has a debt-to-equity ratio of 1.81, a current ratio of 0.94 and a quick ratio of 0.67. The business has a fifty day simple moving average of $73.76 and a 200 day simple moving average of $74.79. CMS Energy Corporation has a 1 year low of $68.64 and a 1 year high of $80.36. The company has a market capitalization of $21.91 billion, a PE ratio of 20.98, a price-to-earnings-growth ratio of 2.56 and a beta of 0.35.

CMS Energy (NYSE:CMS) last posted its quarterly earnings data on Tuesday, July 28th. The utilities provider reported $0.37 earnings per share for the quarter, topping the consensus estimate of $0.36 by $0.01. CMS Energy had a return on equity of 10.76% and a net margin of 11.64%.The firm had revenue of $1.83 billion for the quarter, compared to analysts’ expectations of $1.87 billion. During the same quarter last year, the business earned $0.71 EPS. The company’s quarterly revenue was down .5% compared to the same quarter last year. CMS Energy has set its FY 2026 guidance at 4.080-4.170 EPS. Research analysts expect that CMS Energy Corporation will post 3.87 EPS for the current year.

CMS Energy Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, August 7th will be given a dividend of $0.57 per share. This represents a $2.28 dividend on an annualized basis and a yield of 3.3%. The ex-dividend date of this dividend is Friday, August 7th. CMS Energy’s dividend payout ratio (DPR) is currently 68.47%.

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.