CMS Energy (NYSE:CMS) Price Target Raised to $76.00

CMS Energy (NYSE:CMS) had its target price upped by research analysts at Mizuho from $73.00 to $76.00 in a report released on Friday,Benzinga reports. The firm currently has a “neutral” rating on the utilities provider’s stock. Mizuho’s price objective points to a potential upside of 3.28% from the company’s previous close.

A number of other equities research analysts have also recently commented on CMS. JPMorgan Chase & Co. raised their price target on CMS Energy from $80.00 to $81.00 and gave the company an “overweight” rating in a report on Thursday, January 15th. Barclays lowered their price target on CMS Energy from $82.00 to $74.00 and set an “overweight” rating on the stock in a report on Wednesday, January 14th. Wall Street Zen upgraded shares of CMS Energy from a “sell” rating to a “hold” rating in a research report on Saturday, January 31st. KeyCorp upped their target price on shares of CMS Energy from $76.00 to $79.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 15th. Finally, Wells Fargo & Company reduced their price target on shares of CMS Energy from $77.00 to $74.00 and set an “equal weight” rating on the stock in a report on Tuesday, January 20th. Eight investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $77.57.

CMS Energy Stock Performance

NYSE CMS traded up $0.73 on Friday, hitting $73.59. 119,885 shares of the company traded hands, compared to its average volume of 3,020,698. The business’s 50 day moving average price is $70.85 and its 200-day moving average price is $72.22. The company has a current ratio of 0.90, a quick ratio of 0.60 and a debt-to-equity ratio of 1.84. CMS Energy has a 52-week low of $67.04 and a 52-week high of $76.45. The company has a market capitalization of $22.39 billion, a price-to-earnings ratio of 21.28, a P/E/G ratio of 2.54 and a beta of 0.47.

CMS Energy (NYSE:CMS) last released its earnings results on Thursday, February 5th. The utilities provider reported $0.95 EPS for the quarter, topping analysts’ consensus estimates of $0.94 by $0.01. The company had revenue of $2.23 billion for the quarter, compared to analysts’ expectations of $2.13 billion. CMS Energy had a net margin of 12.62% and a return on equity of 12.10%. The firm’s revenue was up 12.3% compared to the same quarter last year. During the same quarter last year, the business earned $0.87 EPS. CMS Energy has set its FY 2026 guidance at 3.830-3.900 EPS. Equities analysts expect that CMS Energy will post 3.59 earnings per share for the current year.

Institutional Trading of CMS Energy

A number of large investors have recently modified their holdings of the company. ProShare Advisors LLC grew its position in shares of CMS Energy by 9.7% during the 4th quarter. ProShare Advisors LLC now owns 57,904 shares of the utilities provider’s stock worth $4,049,000 after buying an additional 5,099 shares in the last quarter. HighTower Advisors LLC boosted its position in CMS Energy by 4.7% in the fourth quarter. HighTower Advisors LLC now owns 108,629 shares of the utilities provider’s stock valued at $7,596,000 after buying an additional 4,863 shares during the last quarter. North Dakota State Investment Board acquired a new stake in CMS Energy during the 4th quarter valued at approximately $713,000. Elyxium Wealth LLC purchased a new stake in shares of CMS Energy in the 4th quarter valued at $29,000. Finally, iA Global Asset Management Inc. lifted its position in CMS Energy by 2.3% during the fourth quarter. iA Global Asset Management Inc. now owns 1,323,167 shares of the utilities provider’s stock valued at $92,529,000 after purchasing an additional 30,000 shares during the period. Hedge funds and other institutional investors own 93.57% of the company’s stock.

CMS Energy News Summary

Here are the key news stories impacting CMS Energy this week:

• Positive Sentiment: Q4 results beat expectations — Q4 EPS $0.95 vs. $0.94 estimate and revenue $2.23B vs. $2.13B; management cited clean‑energy growth driving revenue and margins. Q4 Earnings Beat
• Positive Sentiment: Company raised FY‑2026 adjusted EPS guidance to $3.83–$3.90 (slightly above or in line with street), reflecting confidence in ongoing demand and project execution. Guidance Raise
• Positive Sentiment: Board increased the quarterly dividend to $0.57 (5.1% raise), signaling cash‑flow strength and support for the dividend profile (ex‑div Feb 17). Dividend Increase
• Positive Sentiment: Company said 2025 results exceeded guidance (2025 EPS $3.53 vs. $3.33 prior year) and cited strong power demand from residential, commercial and data center growth as a reason for raising 2026 forecasts. Reuters: Profit Forecast
• Neutral Sentiment: Management materials and transcripts (slides and call) are available for details on drivers, capital plan and regulatory discussion — useful for investors assessing 2026 assumptions and the $24B investment plan. Earnings Presentation
• Neutral Sentiment: Full earnings call transcript and coverage posted (useful for color on rate cases, capital spending and timing). Earnings Transcript
• Negative Sentiment: Regulatory/rate case uncertainty remains a risk — analysts flagged a recent rate‑case ruling that could cloud the outlook and affect recoverable returns, which investors should monitor. Rate Case Risk

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.