CMS Energy Corporation $CMS Position Lifted by Yousif Capital Management LLC

Key Points

• Yousif Capital Management increased its CMS Energy position by 301.3% in the third quarter, bringing its holdings to 183,238 shares valued at approximately $11.6 million. Institutional investors collectively own 93.57% of the company.
• CMS Energy reported quarterly earnings of $0.37 per share, slightly exceeding analyst expectations, while revenue totaled $1.83 billion and declined 0.5% year over year. The company provided fiscal 2026 earnings guidance of $4.08–$4.17 per share.
• CMS Energy declared a quarterly dividend of $0.57 per share, implying an annualized yield of about 3.3%. Analysts have a consensus “Hold” rating and an average price target of $77.76, compared with the stock’s reported price of $69.64.

Yousif Capital Management LLC raised its holdings in CMS Energy Corporation (NYSE:CMS - Free Report) by 301.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 183,238 shares of the utilities provider's stock after acquiring an additional 137,580 shares during the quarter. Yousif Capital Management LLC owned 0.06% of CMS Energy worth $11,559,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in the stock. MBL Wealth LLC purchased a new stake in CMS Energy during the third quarter worth about $257,000. Sowell Financial Services LLC grew its position in CMS Energy by 484.9% during the third quarter. Sowell Financial Services LLC now owns 24,652 shares of the utilities provider's stock worth $1,555,000 after buying an additional 20,437 shares during the period. Physician Wealth Advisors Inc. increased its holdings in CMS Energy by 422.3% in the third quarter. Physician Wealth Advisors Inc. now owns 2,998 shares of the utilities provider's stock valued at $189,000 after buying an additional 2,424 shares in the last quarter. Nisa Investment Advisors LLC increased its holdings in CMS Energy by 155.5% in the third quarter. Nisa Investment Advisors LLC now owns 411,751 shares of the utilities provider's stock valued at $25,973,000 after buying an additional 250,613 shares in the last quarter. Finally, Diversify Advisory Services LLC increased its holdings in CMS Energy by 174.5% in the third quarter. Diversify Advisory Services LLC now owns 11,571 shares of the utilities provider's stock valued at $730,000 after buying an additional 7,356 shares in the last quarter. 93.57% of the stock is currently owned by hedge funds and other institutional investors.

CMS Energy Price Performance

Shares of NYSE CMS opened at $69.64 on Friday. The stock has a market cap of $21.84 billion, a price-to-earnings ratio of 20.91, a PEG ratio of 2.54 and a beta of 0.32. CMS Energy Corporation has a 52 week low of $62.28 and a 52 week high of $80.36. The company's 50-day moving average price is $66.87 and its 200 day moving average price is $71.74. The company has a current ratio of 0.94, a quick ratio of 0.67 and a debt-to-equity ratio of 1.81.

CMS Energy (NYSE:CMS - Get Free Report) last posted its earnings results on Tuesday, July 28th. The utilities provider reported $0.37 earnings per share for the quarter, beating the consensus estimate of $0.36 by $0.01. The firm had revenue of $1.83 billion during the quarter, compared to the consensus estimate of $1.87 billion. CMS Energy had a net margin of 11.64% and a return on equity of 10.76%. The firm's revenue for the quarter was down .5% on a year-over-year basis. During the same period last year, the firm posted $0.71 EPS. CMS Energy has set its FY 2026 guidance at 4.080-4.170 EPS. As a group, research analysts forecast that CMS Energy Corporation will post 3.87 earnings per share for the current fiscal year.

CMS Energy Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Friday, November 6th will be given a $0.57 dividend. The ex-dividend date is Friday, November 6th. This represents a $2.28 annualized dividend and a dividend yield of 3.3%. CMS Energy's dividend payout ratio is currently 68.47%.

Analysts Set New Price Targets

A number of research firms have recently issued reports on CMS. KeyCorp downgraded shares of CMS Energy from an "overweight" rating to a "sector weight" rating in a research report on Thursday, July 23rd. Morgan Stanley lowered their price target on CMS Energy from $77.00 to $73.00 and set an "equal weight" rating on the stock in a report on Wednesday. Scotiabank reaffirmed a "sector outperform" rating and issued a $78.00 price objective on shares of CMS Energy in a research note on Thursday, October 1st. JPMorgan Chase & Co. raised their price objective on CMS Energy from $82.00 to $85.00 and gave the company an "overweight" rating in a research note on Thursday, July 16th. Finally, HSBC initiated coverage on CMS Energy in a report on Thursday. They set a "hold" rating and a $69.00 price objective for the company. Seven equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and an average target price of $77.76.

About CMS Energy

CMS Energy Corporation is an energy company headquartered in Jackson, Michigan. Through its principal subsidiary, Consumers Energy, the company provides electric and natural gas utility services to residential, commercial and industrial customers throughout Michigan.

Consumers Energy operates and maintains electric generation, transmission and distribution infrastructure, as well as natural gas storage and distribution systems. CMS Energy also conducts independent power generation and energy-related activities through its businesses focused on renewable energy, natural gas and other power projects.

Founded in 1987 as a holding company, CMS Energy traces its utility operations to Consumers Power Company, which was established in Michigan in the late 19th century.

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