US Bancorp DE Grows Holdings in CMS Energy Corporation $CMS

Key Points

• US Bancorp DE increased its stake in CMS Energy by 64.9% in Q4 to 365,442 shares (about $25.6 million), representing roughly 0.12% of the company.
• CMS Energy beat quarterly estimates (EPS $1.13 vs. $1.11; revenue $2.73B vs. $2.46B), raised FY2026 guidance to 3.83–3.90 EPS, and analysts expect about 3.87 EPS for the year.
• The company declared a quarterly dividend of $0.57 per share (annualized $2.28), implying a ~3.0% yield with an ex-dividend date of May 8 and a payout ratio near 63%.

US Bancorp DE boosted its holdings in CMS Energy Corporation (NYSE:CMS - Free Report) by 64.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 365,442 shares of the utilities provider's stock after purchasing an additional 143,881 shares during the quarter. US Bancorp DE owned about 0.12% of CMS Energy worth $25,555,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Covestor Ltd raised its position in CMS Energy by 52.0% in the 3rd quarter. Covestor Ltd now owns 424 shares of the utilities provider's stock valued at $31,000 after purchasing an additional 145 shares during the last quarter. Cim LLC raised its position in CMS Energy by 0.8% during the 3rd quarter. Cim LLC now owns 19,038 shares of the utilities provider's stock worth $1,395,000 after buying an additional 152 shares during the last quarter. Norinchukin Bank The raised its position in CMS Energy by 0.9% during the 3rd quarter. Norinchukin Bank The now owns 18,258 shares of the utilities provider's stock worth $1,338,000 after buying an additional 156 shares during the last quarter. Sound Income Strategies LLC raised its position in CMS Energy by 84.4% during the 4th quarter. Sound Income Strategies LLC now owns 343 shares of the utilities provider's stock worth $25,000 after buying an additional 157 shares during the last quarter. Finally, Physician Wealth Advisors Inc. raised its position in CMS Energy by 29.7% during the 4th quarter. Physician Wealth Advisors Inc. now owns 703 shares of the utilities provider's stock worth $49,000 after buying an additional 161 shares during the last quarter. Hedge funds and other institutional investors own 93.57% of the company's stock.

CMS Energy Stock Performance

NYSE:CMS opened at $76.06 on Friday. The company has a quick ratio of 0.76, a current ratio of 0.84 and a debt-to-equity ratio of 1.80. CMS Energy Corporation has a fifty-two week low of $67.71 and a fifty-two week high of $80.36. The stock has a market cap of $23.50 billion, a PE ratio of 21.01, a price-to-earnings-growth ratio of 2.78 and a beta of 0.37. The firm's fifty day simple moving average is $77.13 and its 200-day simple moving average is $74.07.

CMS Energy (NYSE:CMS - Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The utilities provider reported $1.13 earnings per share 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 business had revenue of $2.73 billion for the quarter, compared to analysts' expectations of $2.46 billion. During the same period in the prior year, the company posted $1.02 EPS. The business's revenue for the quarter was up 11.6% on a year-over-year basis. CMS Energy has set its FY 2026 guidance at 3.830-3.90 EPS. Analysts expect that CMS Energy Corporation will post 3.87 earnings per share for the current fiscal year.

CMS Energy Announces Dividend

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

Insider Activity at CMS Energy

In other news, SVP Brandon J. Hofmeister sold 4,000 shares of the company's stock in a transaction on Friday, February 27th. The shares were sold at an average price of $78.23, for a total transaction of $312,920.00. Following the transaction, 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. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Scott B. Mcintosh sold 1,750 shares of the company's stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $78.20, for a total transaction of $136,850.00. Following the transaction, the chief accounting officer directly owned 24,223 shares in the company, valued at approximately $1,894,238.60. This trade represents a 6.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 20,664 shares of company stock valued at $1,579,506. Company insiders own 0.50% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have commented on CMS shares. Mizuho upped their price objective on shares of CMS Energy from $73.00 to $76.00 and gave the stock a "neutral" rating in a research report on Friday, February 6th. BMO Capital Markets cut their price objective on shares of CMS Energy from $86.00 to $85.00 and set an "outperform" rating for the company in a research report on Friday, April 17th. Barclays cut their price objective on shares of CMS Energy from $81.00 to $79.00 and set an "overweight" rating for the company in a research report on Wednesday. Williams Trading set a $80.00 price objective on shares of CMS Energy in a research report on Monday, February 9th. Finally, UBS Group restated a "neutral" rating on shares of CMS Energy in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $81.50.

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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