Zacks Research Estimates CMS Energy’s Q1 Earnings (NYSE:CMS)

CMS Energy Corporation (NYSE:CMS) – Stock analysts at Zacks Research increased their Q1 2026 earnings per share estimates for CMS Energy in a research note issued to investors on Monday, September 8th. Zacks Research analyst Team now expects that the utilities provider will post earnings per share of $1.07 for the quarter, up from their previous forecast of $1.06. The consensus estimate for CMS Energy’s current full-year earnings is $3.59 per share. Zacks Research also issued estimates for CMS Energy’s Q2 2026 earnings at $0.66 EPS, Q4 2026 earnings at $1.06 EPS, FY2026 earnings at $3.85 EPS and Q2 2027 earnings at $0.89 EPS.

CMS Energy (NYSE:CMS) last issued its earnings results on Thursday, July 31st. The utilities provider reported $0.71 earnings per share for the quarter, topping the consensus estimate of $0.67 by $0.04. CMS Energy had a return on equity of 12.07% and a net margin of 12.76%.The business had revenue of $1.84 billion for the quarter, compared to analyst estimates of $1.68 billion. During the same period last year, the company posted $0.66 EPS. The business’s quarterly revenue was up 14.4% on a year-over-year basis. CMS Energy has set its FY 2025 guidance at 3.540-3.600 EPS.

CMS has been the subject of a number of other research reports. Morgan Stanley restated an “outperform” rating on shares of CMS Energy in a research note on Thursday, August 21st. Wolfe Research reissued a “peer perform” rating on shares of CMS Energy in a report on Monday, July 7th. Barclays boosted their target price on shares of CMS Energy from $77.00 to $78.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 22nd. Finally, Wall Street Zen cut shares of CMS Energy from a “hold” rating to a “sell” rating in a research report on Saturday, July 26th. Eight analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $77.25.

CMS Energy Trading Up 0.3%

Shares of CMS opened at $70.89 on Tuesday. CMS Energy has a 12 month low of $63.97 and a 12 month high of $76.45. The stock’s 50-day moving average is $72.01 and its two-hundred day moving average is $71.81. The company has a debt-to-equity ratio of 1.93, a current ratio of 1.00 and a quick ratio of 0.77. The stock has a market cap of $21.22 billion, a PE ratio of 20.97, a P/E/G ratio of 2.63 and a beta of 0.39.

CMS Energy Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, August 29th. Stockholders of record on Friday, August 8th were paid a $0.5425 dividend. The ex-dividend date of this dividend was Friday, August 8th. This represents a $2.17 annualized dividend and a dividend yield of 3.1%. CMS Energy’s dividend payout ratio is presently 64.20%.

Insiders Place Their Bets

In related news, SVP Lauren Y. Snyder sold 2,220 shares of CMS Energy 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 of the company’s stock, valued at $962,865.12. The trade was a 14.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Brandon J. Hofmeister sold 2,000 shares of the company’s stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $73.62, for a total transaction of $147,240.00. Following the completion of the sale, the senior vice president directly owned 68,036 shares of the company’s stock, valued at $5,008,810.32. The trade was a 2.86% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.49% of the stock is currently owned by company insiders.

Institutional Trading of CMS Energy

A number of hedge funds have recently bought and sold shares of CMS. Bison Wealth LLC acquired a new stake in CMS Energy during the 4th quarter valued at $312,000. Captrust Financial Advisors raised its position in CMS Energy by 1.1% during the fourth quarter. Captrust Financial Advisors now owns 41,395 shares of the utilities provider’s stock valued at $2,759,000 after buying an additional 470 shares during the period. Cetera Investment Advisers lifted its stake in CMS Energy by 7.7% in the 4th quarter. Cetera Investment Advisers now owns 33,991 shares of the utilities provider’s stock worth $2,265,000 after acquiring an additional 2,440 shares in the last quarter. CoreCap Advisors LLC boosted its position in CMS Energy by 10.5% during the 4th quarter. CoreCap Advisors LLC now owns 3,124 shares of the utilities provider’s stock worth $208,000 after acquiring an additional 297 shares during the period. Finally, Ethic Inc. acquired a new position in shares of CMS Energy in the 4th quarter valued at about $336,000. 93.57% of the stock is owned by hedge funds and other institutional investors.

About CMS Energy

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.