Vise Technologies Inc. Invests $1.19 Million in CMS Energy Corporation $CMS

Key Points

• Vise Technologies initiated a $1.19 million position in CMS Energy during the second quarter, purchasing 15,497 shares. Institutional investors collectively own 93.57% of the company.
• CMS Energy reported quarterly adjusted earnings of $0.37 per share, slightly exceeding estimates, while revenue declined 0.5% year over year to $1.83 billion. The company maintained full-year 2026 EPS guidance of $4.08–$4.17.
• The utility announced a quarterly dividend of $0.57 per share, equivalent to a 3.3% annualized yield. Analysts assign the stock a consensus “Moderate Buy” rating with an average price target of $81.83.

Vise Technologies Inc. purchased a new position in CMS Energy Corporation (NYSE:CMS - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 15,497 shares of the utilities provider's stock, valued at approximately $1,185,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in CMS. Norges Bank acquired a new stake in CMS Energy in the fourth quarter worth $316,057,000. Magellan Asset Management Ltd boosted its holdings in shares of CMS Energy by 698.7% during the first quarter. Magellan Asset Management Ltd now owns 2,019,954 shares of the utilities provider's stock valued at $156,708,000 after acquiring an additional 1,767,059 shares during the period. Vanguard Group Inc. boosted its holdings in shares of CMS Energy by 3.8% during the fourth quarter. Vanguard Group Inc. now owns 40,672,292 shares of the utilities provider's stock valued at $2,844,213,000 after acquiring an additional 1,501,991 shares during the period. Pictet Asset Management Holding SA grew its position in shares of CMS Energy by 70.9% during the fourth quarter. Pictet Asset Management Holding SA now owns 3,571,251 shares of the utilities provider's stock worth $249,738,000 after acquiring an additional 1,481,779 shares during the last quarter. Finally, Parnassus Investments LLC bought a new position in shares of CMS Energy during the fourth quarter worth about $102,983,000. Institutional investors and hedge funds own 93.57% of the company's stock.

Insider Buying and Selling

In other CMS Energy news, SVP Brandon J. Hofmeister sold 3,000 shares of the business's stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $74.31, for a total transaction of $222,930.00. Following the sale, the senior vice president directly owned 67,111 shares in the company, valued at approximately $4,987,018.41. The trade was a 4.28% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.50% of the company's stock.

CMS Energy Trading Down 2.0%

NYSE:CMS opened at $68.41 on Friday. The stock has a market cap of $21.45 billion, a price-to-earnings ratio of 20.54, a PEG ratio of 2.47 and a beta of 0.35. The company has a debt-to-equity ratio of 1.81, a quick ratio of 0.67 and a current ratio of 0.94. CMS Energy Corporation has a 1 year low of $68.25 and a 1 year high of $80.36. The business has a fifty day moving average of $73.65 and a 200-day moving average of $74.75.

CMS Energy (NYSE:CMS - Get Free Report) last issued its quarterly earnings data on Tuesday, July 28th. The utilities provider reported $0.37 earnings per share for the quarter, beating analysts' consensus estimates of $0.36 by $0.01. CMS Energy had a net margin of 11.64% and a return on equity of 10.76%. The business had revenue of $1.83 billion for the quarter, compared to analysts' expectations of $1.87 billion. During the same period in the previous year, the business earned $0.71 earnings per share. The company's revenue was down .5% on a year-over-year basis. CMS Energy has set its FY 2026 guidance at 4.080-4.170 EPS. Equities analysts predict that CMS Energy Corporation will post 3.87 earnings per share for the current year.

CMS Energy Announces Dividend

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

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. BMO Capital Markets increased their price objective on shares of CMS Energy from $81.00 to $86.00 and gave the stock an "outperform" rating in a report on Monday, July 20th. JPMorgan Chase & Co. boosted their target price on shares of CMS Energy from $82.00 to $85.00 and gave the company an "overweight" rating in a research note on Thursday, July 16th. Jefferies Financial Group set a $78.00 target price on shares of CMS Energy in a research report on Thursday, July 16th. Barclays raised their price target on shares of CMS Energy from $79.00 to $81.00 and gave the company an "overweight" rating in a research note on Tuesday, July 14th. Finally, Mizuho cut their price target on CMS Energy from $78.00 to $77.00 and set a "neutral" rating on the stock in a report on Wednesday, July 29th. Six investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $81.83.

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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