RIA Advisory Group LLC Takes $974,000 Position in CMS Energy Corporation $CMS

Key Points

• RIA Advisory Group bought a new stake of 13,922 shares of CMS Energy (approximately $974,000) in Q4, and institutional investors now own about 93.57% of the company with several firms increasing positions.
• CMS Energy beat Q1 estimates with $1.13 EPS vs. $1.11 expected and $2.73B revenue vs. $2.46B, set FY2026 guidance of 3.83–3.90 EPS, and announced a quarterly dividend of $0.57 (≈3.0% yield).
• Insider activity included Director Diane Leopold buying 2,000 shares while insiders sold a total of 20,664 shares (≈$1.58M) last quarter; the stock carries a consensus “Moderate Buy” rating with an average price target of $81.50.

RIA Advisory Group LLC bought a new stake in CMS Energy Corporation (NYSE:CMS - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 13,922 shares of the utilities provider's stock, valued at approximately $974,000.

A number of other institutional investors also recently modified their holdings of CMS. Bison Wealth LLC bought a new position in shares of CMS Energy in the fourth quarter valued at approximately $312,000. Integrated Wealth Concepts LLC bought a new position in shares of CMS Energy in the first quarter valued at approximately $293,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of CMS Energy by 10.8% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 34,638 shares of the utilities provider's stock valued at $2,602,000 after acquiring an additional 3,367 shares during the last quarter. Empowered Funds LLC raised its stake in shares of CMS Energy by 22.0% in the first quarter. Empowered Funds LLC now owns 6,788 shares of the utilities provider's stock valued at $510,000 after acquiring an additional 1,226 shares during the last quarter. Finally, Woodline Partners LP raised its stake in shares of CMS Energy by 40.7% in the first quarter. Woodline Partners LP now owns 25,243 shares of the utilities provider's stock valued at $1,896,000 after acquiring an additional 7,300 shares during the last quarter. Institutional investors own 93.57% of the company's stock.

Insider Buying and Selling at CMS Energy

In other CMS Energy news, Director Diane Leopold bought 2,000 shares of the stock in a transaction on Wednesday, February 25th. The stock was purchased at an average price of $76.70 per share, with a total value of $153,400.00. Following the acquisition, the director owned 2,769 shares of the company's stock, valued at approximately $212,382.30. The trade was a 260.08% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Brandon J. Hofmeister sold 4,000 shares of CMS Energy stock in a transaction on Friday, February 27th. The stock was sold at an average price of $78.23, for a total transaction of $312,920.00. Following the sale, the senior vice president directly owned 70,670 shares of the company's stock, valued at $5,528,514.10. This represents a 5.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 20,664 shares of company stock worth $1,579,506 over the last quarter. 0.50% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of brokerages recently weighed in on CMS. Weiss Ratings reissued a "buy (b-)" rating on shares of CMS Energy in a report on Wednesday, January 21st. Jefferies Financial Group raised their price target on shares of CMS Energy from $79.00 to $81.00 and gave the company a "buy" rating in a report on Wednesday, January 28th. KeyCorp raised their price target on shares of CMS Energy from $79.00 to $83.00 and gave the company an "overweight" rating in a report on Monday, March 2nd. UBS Group reissued a "neutral" rating on shares of CMS Energy in a report on Friday, February 6th. Finally, BMO Capital Markets lowered their price target on shares of CMS Energy from $86.00 to $85.00 and set an "outperform" rating for the company in a report on Friday, April 17th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, CMS Energy has a consensus rating of "Moderate Buy" and an average price target of $81.50.

CMS Energy Price Performance

CMS opened at $76.06 on Friday. The company has a fifty day moving average price of $77.13 and a two-hundred day moving average price of $74.07. The company has a debt-to-equity ratio of 1.80, a quick ratio of 0.76 and a current ratio of 0.84. CMS Energy Corporation has a 52 week low of $67.71 and a 52 week high of $80.36. The firm has a market capitalization of $23.50 billion, a PE ratio of 21.01, a P/E/G ratio of 2.75 and a beta of 0.37.

CMS Energy (NYSE:CMS - Get Free Report) last released its earnings results on Tuesday, April 28th. The utilities provider reported $1.13 EPS for the quarter, topping analysts' consensus estimates of $1.11 by $0.02. CMS Energy had a net margin of 12.55% and a return on equity of 12.17%. The firm had revenue of $2.73 billion during the quarter, compared to analyst estimates of $2.46 billion. During the same quarter in the previous year, the business earned $1.02 EPS. The business's quarterly revenue was up 11.6% compared to the same quarter last year. CMS Energy has set its FY 2026 guidance at 3.830-3.90 EPS. As a group, analysts anticipate that CMS Energy Corporation will post 3.87 earnings per share for the current year.

CMS Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 29th. Shareholders of record on Friday, May 8th will be issued a dividend of $0.57 per share. This represents a $2.28 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend is Friday, May 8th. CMS Energy's payout ratio is currently 62.98%.

CMS Energy Company Profile

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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