B. Metzler seel. Sohn & Co. AG Makes New Investment in CMS Energy Corporation $CMS

Key Points

• B. Metzler seel. Sohn & Co. AG acquired 130,184 CMS Energy shares worth approximately $9.96 million in the second quarter. Institutional investors and hedge funds collectively own 93.57% of the company.
• Analysts maintain a generally positive outlook, with CMS Energy receiving a “Moderate Buy” consensus rating and an average price target of $81.67, despite some recent downgrades and neutral ratings.
• CMS Energy reported quarterly EPS of $0.37, slightly above estimates, and declared a quarterly dividend of $0.57, equivalent to an annualized yield of about 3.3%. Shares opened at $69.87, near the company’s one-year low.

B. Metzler seel. Sohn & Co. AG acquired a new stake in CMS Energy Corporation (NYSE:CMS - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 130,184 shares of the utilities provider's stock, valued at approximately $9,959,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Kilter Group LLC bought a new position in shares of CMS Energy during the 2nd quarter worth about $26,000. Scarborough Advisors LLC acquired a new stake in CMS Energy during the first quarter worth about $31,000. Elyxium Wealth LLC bought a new position in CMS Energy during the fourth quarter valued at about $29,000. DV Equities LLC bought a new position in CMS Energy during the fourth quarter valued at about $29,000. Finally, Trust Co. of Vermont acquired a new position in CMS Energy in the 2nd quarter valued at approximately $33,000. Institutional investors and hedge funds own 93.57% of the company's stock.

Wall Street Analysts Forecast Growth

CMS has been the subject of a number of recent research reports. KeyCorp cut shares of CMS Energy from an "overweight" rating to a "sector weight" rating in a research note on Thursday, July 23rd. UBS Group reissued a "neutral" rating and issued a $84.00 target price on shares of CMS Energy in a research note on Wednesday, July 29th. 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 price target on shares of CMS Energy in a research note on Thursday, May 21st. Finally, Weiss Ratings downgraded CMS Energy from a "buy (b)" rating to a "buy (b-)" rating in a report on Wednesday, July 29th. Six analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, CMS Energy has an average rating of "Moderate Buy" and an average price target of $81.67.

Insider Buying and Selling

In other news, SVP Brandon J. Hofmeister sold 3,000 shares of CMS Energy stock in a transaction on Tuesday, May 26th. The stock was 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 directly owned 67,111 shares of the company's stock, valued at approximately $4,987,018.41. This trade represents a 4.28% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.50% of the company's stock.

CMS Energy Stock Down 1.0%

NYSE CMS opened at $69.87 on Friday. The stock's 50 day simple moving average is $73.76 and its 200 day simple moving average is $74.79. The company has a debt-to-equity ratio of 1.81, a current ratio of 0.94 and a quick ratio of 0.67. CMS Energy Corporation has a one year low of $68.64 and a one year high of $80.36. The firm has a market cap 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 - Get Free Report) last announced its earnings results on Tuesday, July 28th. The utilities provider reported $0.37 EPS for the quarter, topping the consensus estimate of $0.36 by $0.01. The company had revenue of $1.83 billion for the quarter, compared to analysts' expectations of $1.87 billion. CMS Energy had a return on equity of 10.76% and a net margin of 11.64%.The business's revenue for the quarter was down .5% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.71 earnings per share. CMS Energy has set its FY 2026 guidance at 4.080-4.170 EPS. As a group, sell-side analysts forecast that CMS Energy Corporation will post 3.87 earnings per share for the current fiscal year.

CMS Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Friday, August 7th will be given a $0.57 dividend. This represents a $2.28 dividend on an annualized basis and a yield of 3.3%. The ex-dividend date is Friday, August 7th. CMS Energy's dividend payout ratio (DPR) is presently 68.47%.

About CMS Energy

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.

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