Q1 Earnings Forecast for CMS Energy Issued By Zacks Research

Key Points

• Zacks Research has increased its Q1 2026 earnings per share estimate for CMS Energy to $1.07, up from a previous estimate of $1.06.
• CMS Energy reported a Q2 2025 EPS of $0.71, surpassing the expected $0.67, with revenue of $1.84 billion for the quarter, a 14.4% increase year-over-year.
• The company recently declared a quarterly dividend of $0.5425 per share, yielding 3.1%, with a current dividend payout ratio of 64.20%.

CMS Energy Corporation (NYSE:CMS - Free Report) - Research analysts at Zacks Research upped their Q1 2026 earnings per share estimates for CMS Energy in a research report issued to clients and investors on Monday, September 8th. Zacks Research analyst Team now anticipates that the utilities provider will post earnings per share of $1.07 for the quarter, up from their previous forecast of $1.06. The consensus estimate for CMS Energy's current full-year earnings is $3.59 per share. Zacks Research also issued estimates for CMS Energy's Q2 2026 earnings at $0.66 EPS, Q4 2026 earnings at $1.06 EPS, FY2026 earnings at $3.85 EPS and Q2 2027 earnings at $0.89 EPS.

CMS Energy (NYSE:CMS - Get Free Report) last posted its quarterly earnings data on Thursday, July 31st. The utilities provider reported $0.71 EPS for the quarter, topping the consensus estimate of $0.67 by $0.04. CMS Energy had a return on equity of 12.07% and a net margin of 12.76%.The firm had revenue of $1.84 billion for the quarter, compared to the consensus estimate of $1.68 billion. During the same quarter last year, the company earned $0.66 earnings per share. The business's revenue for the quarter was up 14.4% compared to the same quarter last year. CMS Energy has set its FY 2025 guidance at 3.540-3.600 EPS.

Several other analysts also recently issued reports on the company. Morgan Stanley reissued an "outperform" rating on shares of CMS Energy in a research note on Thursday, August 21st. Barclays lifted their target price on CMS Energy from $77.00 to $78.00 and gave the company an "overweight" rating in a research note on Tuesday, July 22nd. Wall Street Zen downgraded CMS Energy from a "hold" rating to a "sell" rating in a research note on Saturday, July 26th. Finally, Wolfe Research reissued a "peer perform" rating on shares of CMS Energy in a research note on Monday, July 7th. Eight investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, CMS Energy presently has a consensus rating of "Moderate Buy" and an average target price of $77.25.

CMS Energy Stock Down 1.2%

Shares of CMS opened at $70.69 on Tuesday. The business's 50 day moving average is $71.99 and its 200 day moving average is $71.81. The company has a market capitalization of $21.16 billion, a PE ratio of 20.91, a price-to-earnings-growth ratio of 2.66 and a beta of 0.39. CMS Energy has a 12-month low of $63.97 and a 12-month high of $76.45. The company has a current ratio of 1.00, a quick ratio of 0.77 and a debt-to-equity ratio of 1.93.

Hedge Funds Weigh In On CMS Energy

Several institutional investors have recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of CMS Energy in the 2nd quarter worth approximately $238,951,000. Price T Rowe Associates Inc. MD boosted its holdings in shares of CMS Energy by 16.1% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 16,554,877 shares of the utilities provider's stock worth $1,243,438,000 after purchasing an additional 2,297,928 shares during the period. Nuveen LLC purchased a new position in shares of CMS Energy in the 1st quarter worth approximately $106,745,000. Zimmer Partners LP purchased a new position in CMS Energy during the 4th quarter valued at $89,173,000. Finally, Qube Research & Technologies Ltd boosted its holdings in CMS Energy by 1,048.7% during the 2nd quarter. Qube Research & Technologies Ltd now owns 1,460,924 shares of the utilities provider's stock valued at $101,213,000 after acquiring an additional 1,333,743 shares during the period. Hedge funds and other institutional investors own 93.57% of the company's stock.

Insider Activity at CMS Energy

In other CMS Energy news, SVP Brandon J. Hofmeister sold 2,000 shares of the firm's stock in a transaction that occurred on Friday, August 8th. The stock was sold at an average price of $73.62, for a total transaction of $147,240.00. Following the completion of the transaction, the senior vice president owned 68,036 shares in the company, valued at $5,008,810.32. This trade represents a 2.86% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, SVP Lauren Y. Snyder sold 2,220 shares of the firm's stock in a transaction that occurred on Friday, September 5th. The shares were sold at an average price of $71.26, for a total value of $158,197.20. Following the transaction, the senior vice president owned 13,512 shares of the company's stock, valued at $962,865.12. This represents a 14.11% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.40% of the company's stock.

CMS Energy Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, August 29th. Shareholders of record on Friday, August 8th were issued a dividend of $0.5425 per share. This represents a $2.17 annualized dividend and a yield of 3.1%. The ex-dividend date was Friday, August 8th. CMS Energy's dividend payout ratio (DPR) is currently 64.20%.

CMS Energy Company Profile

CMS Energy Corporation operates as an energy company primarily in Michigan. The company operates through three segments: Electric Utility; Gas Utility; and Enterprises. The Electric Utility segment is involved in the generation, purchase, transmission, distribution, and sale of electricity. This segment generates electricity through coal, wind, gas, renewable energy, oil, and nuclear sources.

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