CMS Energy (CMS) Expected to Announce Earnings on Thursday

Key Points

• CMS Energy is expected to announce its Q3 2025 earnings on October 30th, with analysts predicting earnings of $0.86 per share and revenue of approximately $1.83 billion.
• The company has declared a quarterly dividend of $0.5425 per share, payable on November 26th, which reflects an annualized yield of 2.9% and a payout ratio of 64.20%.
• Several large institutional investors have significantly increased their stakes in CMS Energy, indicating strong market interest and confidence in the utility provider's growth prospects.

CMS Energy (NYSE:CMS - Get Free Report) is expected to release its Q3 2025 results before the market opens on Thursday, October 30th. Analysts expect CMS Energy to post earnings of $0.86 per share and revenue of $1.8344 billion for the quarter. CMS Energy has set its FY 2025 guidance at 3.540-3.600 EPS.Interested persons can find conference call details on the company's upcoming Q3 2025 earningreport page for the latest details on the call scheduled for Thursday, October 30, 2025 at 9:30 AM ET.

CMS Energy (NYSE:CMS - Get Free Report) last posted its quarterly earnings results on Thursday, July 31st. The utilities provider reported $0.71 earnings per share for the quarter, beating the consensus estimate of $0.67 by $0.04. The firm had revenue of $1.84 billion for the quarter, compared to analyst estimates of $1.68 billion. CMS Energy had a return on equity of 12.07% and a net margin of 12.76%.CMS Energy's quarterly revenue was up 14.4% on a year-over-year basis. During the same period in the previous year, the firm earned $0.66 earnings per share. On average, analysts expect CMS Energy to post $4 EPS for the current fiscal year and $4 EPS for the next fiscal year.

CMS Energy Stock Up 0.8%

NYSE:CMS opened at $75.12 on Thursday. The firm has a market capitalization of $22.48 billion, a price-to-earnings ratio of 22.22, a PEG ratio of 2.84 and a beta of 0.40. CMS Energy 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's fifty day moving average price is $72.35 and its 200 day moving average price is $71.68.

CMS Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, November 26th. Investors of record on Friday, November 7th will be given a dividend of $0.5425 per share. This represents a $2.17 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Friday, November 7th. CMS Energy's payout ratio is presently 64.20%.

Insider Activity

In other news, SVP Lauren Y. Snyder sold 2,220 shares of the company'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 completion of the sale, the senior vice president owned 13,512 shares in the company, valued at approximately $962,865.12. This represents a 14.11% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Brandon J. Hofmeister sold 2,000 shares of the company's stock in a transaction dated Friday, August 8th. The stock was sold at an average price of $73.62, for a total value of $147,240.00. Following the sale, the senior vice president owned 68,036 shares of the company's stock, valued at approximately $5,008,810.32. This trade represents a 2.86% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.40% of the company's stock.

Institutional Trading of CMS Energy

Several large investors have recently made changes to their positions in the stock. Soroban Capital Partners LP boosted its stake in shares of CMS Energy by 215.8% during the 2nd quarter. Soroban Capital Partners LP now owns 1,435,170 shares of the utilities provider's stock worth $99,429,000 after acquiring an additional 980,733 shares in the last quarter. Canada Pension Plan Investment Board boosted its stake in shares of CMS Energy by 107.6% during the 2nd quarter. Canada Pension Plan Investment Board now owns 634,192 shares of the utilities provider's stock worth $43,937,000 after acquiring an additional 328,696 shares in the last quarter. The Manufacturers Life Insurance Company boosted its stake in shares of CMS Energy by 109.1% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 387,391 shares of the utilities provider's stock worth $26,838,000 after acquiring an additional 202,101 shares in the last quarter. California State Teachers Retirement System boosted its stake in shares of CMS Energy by 2.8% during the 2nd quarter. California State Teachers Retirement System now owns 363,087 shares of the utilities provider's stock worth $25,155,000 after acquiring an additional 10,000 shares in the last quarter. Finally, Sone Capital Management LLC bought a new stake in CMS Energy during the 2nd quarter valued at approximately $11,656,000. Institutional investors own 93.57% of the company's stock.

Analyst Upgrades and Downgrades

CMS has been the topic of several recent analyst reports. Weiss Ratings reissued a "buy (b-)" rating on shares of CMS Energy in a research report on Wednesday, October 8th. Wall Street Zen raised CMS Energy from a "sell" rating to a "hold" rating in a research report on Saturday, October 18th. Barclays upped their price target on CMS Energy from $78.00 to $82.00 and gave the company an "overweight" rating in a research report on Tuesday. Wolfe Research reaffirmed a "peer perform" rating on shares of CMS Energy in a research report on Monday, July 7th. Finally, KeyCorp upped their target price on CMS Energy from $76.00 to $79.00 and gave the stock an "overweight" rating in a research report on Wednesday, October 15th. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $78.82.

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.

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