CMS Energy
About: CMS Energy is an energy holding company with three principal businesses. Its regulated utility, Consumers Energy, provides regulated natural gas service to 1.8 million customers and electric service to 1.9 million customers in Michigan. CMS Enterprises is engaged in wholesale power generation, including contracted renewable energy. CMS sold EnerBank in October 2021.
Employees: 8,356
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
4,304% more call options, than puts
Call options by funds: $50.2M | Put options by funds: $1.14M
18% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 84
16% more repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 229
0.34% more ownership
Funds ownership: 94.6% [Q3] → 94.94% (+0.34%) [Q4]
0% more funds holding
Funds holding: 697 [Q3] → 699 (+2) [Q4]
5% less capital invested
Capital invested by funds: $19.9B [Q3] → $18.9B (-$1.04B) [Q4]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 4 (-1) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$69
4%
downside
Avg. target
$78
9%
upside
High target
$83
15%
upside
8 analyst ratings
6 positive
75%
2 neutral
25%
0 negative
0%
Scotiabank Andrew Weisel 84% 1-year accuracy 21 / 25 met price target | 12%upside $81 | Sector Outperform Maintained | 25 Apr 2025 |
Wells Fargo Neil Kalton 62% 1-year accuracy 31 / 50 met price target | 14%upside $82 | Overweight Maintained | 25 Apr 2025 |
Jefferies Julien Dumoulin-Smith 62% 1-year accuracy 53 / 86 met price target | 15%upside $83 | Buy Maintained | 21 Apr 2025 |
BMO Capital James Thalacker 79% 1-year accuracy 57 / 72 met price target | 7%upside $77 | Outperform Maintained | 14 Apr 2025 |
B of A Securities Julien Dumoulin-Smith 58% 1-year accuracy 47 / 81 met price target | 11%upside $80 | Buy Maintained | 24 Mar 2025 |
Financial journalist opinion
Based on 18 articles about CMS published over the past 30 days
Neutral
Seeking Alpha
1 day ago
CMS Energy Corporation (CMS) Q1 2025 Earnings Call Transcript
CMS Energy Corporation (NYSE:CMS ) Q1 2025 Earnings Conference Call April 24, 2025 9:30 AM ET Company Participants Jason Shore - Treasurer and Vice President-Investor Relations Garrick Rochow - President and Chief Executive Officer Rejji Hayes - Executive Vice President and Chief Financial Officer Conference Call Participants Durgesh Chopra - Evercore ISI Constantine Lednev - Guggenheim Partners Jeremy Tonet - JPMorgan Julien Smith - Jefferies Michael Sullivan - Wolfe Research Alex Lerman - Morgan Stanley Travis Miller - Morningstar Gregg Orrill - UBS Andrew Weisel - Scotiabank Sophie Karp - KeyBanc Operator Good morning, everyone, and welcome to the CMS Energy 2025 First Quarter Results. The earnings news release issued earlier today and the presentation used in this webcast are available on CMS Energy's website in the Investor Relations section.
Negative
Zacks Investment Research
2 days ago
CMS Energy Q1 Earnings Miss Estimates, Revenue Increase Y/Y
CMS' first-quarter earnings miss the Zacks Consensus Estimate by 2.9%. However, its top line increases 12.5% from the year-ago quarter.
Positive
Zacks Investment Research
2 days ago
CMS Energy (CMS) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for CMS Energy (CMS) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Negative
Zacks Investment Research
2 days ago
CMS Energy (CMS) Misses Q1 Earnings Estimates
CMS Energy (CMS) came out with quarterly earnings of $1.02 per share, missing the Zacks Consensus Estimate of $1.05 per share. This compares to earnings of $0.97 per share a year ago.
Positive
Seeking Alpha
2 days ago
CMS Energy: Fairly Valued, But The Stock Has Potential As A Safe-Haven Play
CMS Energy, a regulated utility in Michigan, has shown resilience in volatile markets, with a 9.93% YTD gain, outperforming the U.S. Utilities Index and S&P 500. Despite a mixed long-term performance, CMS Energy's strong year-to-date results and 2.94% dividend yield make it a potential safe haven during market turbulence. The company's growth prospects are bolstered by Michigan's improving demographics, potential data center developments, and a $20 billion capital investment plan through 2029.
Neutral
PRNewsWire
2 days ago
CMS Energy Announces First Quarter Results for 2025, Reaffirms 2025 Adjusted EPS Guidance
JACKSON, Mich. , April 24, 2025 /PRNewswire/ -- CMS Energy announced today reported earnings per share of $1.01 for the first quarter of 2025, compared to $0.96 per share for 2024.
Positive
Zacks Investment Research
4 days ago
CMS Energy Set to Report Q1 Earnings: What's in Store for the Stock?
CMS' Q1 earnings are likely to have benefited from below-normal weather patterns and cost-reduction initiatives amid higher restoration expenses.
Positive
Zacks Investment Research
5 days ago
Wall Street's Insights Into Key Metrics Ahead of CMS Energy (CMS) Q1 Earnings
Besides Wall Street's top -and-bottom-line estimates for CMS Energy (CMS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
Negative
Zacks Investment Research
1 week ago
Are Utilities Stocks Lagging CMS Energy (CMS) This Year?
Here is how CMS Energy (CMS) and Exelon (EXC) have performed compared to their sector so far this year.
Neutral
Zacks Investment Research
1 week ago
CMS Energy (CMS) Earnings Expected to Grow: Should You Buy?
CMS Energy (CMS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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