CMS Energy (NYSE:CMS) Issues FY 2026 Earnings Guidance

CMS Energy (NYSE:CMS) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 3.830-3.900 for the period, compared to the consensus EPS estimate of 3.850. The company issued revenue guidance of -.

CMS Energy Price Performance

NYSE CMS opened at $71.56 on Thursday. The company has a debt-to-equity ratio of 1.84, a quick ratio of 0.60 and a current ratio of 0.90. The stock has a market cap of $21.78 billion, a price-to-earnings ratio of 20.68, a PEG ratio of 2.55 and a beta of 0.47. The business has a 50 day simple moving average of $70.90 and a 200 day simple moving average of $72.22. CMS Energy has a 52-week low of $66.38 and a 52-week high of $76.45.

CMS Energy (NYSE:CMS) last announced its quarterly earnings results on Thursday, February 5th. The utilities provider reported $0.95 earnings per share for the quarter, missing analysts’ consensus estimates of $0.96 by ($0.01). CMS Energy had a net margin of 12.62% and a return on equity of 12.10%. During the same quarter in the prior year, the business posted $0.87 earnings per share. CMS Energy’s revenue was up 12.3% on a year-over-year basis. CMS Energy has set its FY 2026 guidance at 3.830-3.900 EPS. Analysts anticipate that CMS Energy will post 3.59 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on CMS shares. Jefferies Financial Group increased their target price on CMS Energy from $79.00 to $81.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Wells Fargo & Company decreased their price objective on CMS Energy from $77.00 to $74.00 and set an “equal weight” rating for the company in a report on Tuesday, January 20th. Morgan Stanley lifted their target price on CMS Energy from $74.00 to $75.00 and gave the company an “equal weight” rating in a research report on Monday. Wall Street Zen raised CMS Energy from a “sell” rating to a “hold” rating in a research report on Saturday, January 31st. Finally, Wolfe Research set a $82.00 price target on shares of CMS Energy in a research note on Friday, January 30th. Eight research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $77.69.

Institutional Investors Weigh In On CMS Energy

A number of institutional investors and hedge funds have recently modified their holdings of the company. Bison Wealth LLC bought a new position in CMS Energy in the 4th quarter valued at about $312,000. Integrated Wealth Concepts LLC acquired a new position in shares of CMS Energy in the first quarter valued at approximately $293,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in shares of CMS Energy by 10.8% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 34,638 shares of the utilities provider’s stock worth $2,602,000 after purchasing an additional 3,367 shares during the period. Empowered Funds LLC lifted its holdings in CMS Energy by 22.0% during the 1st quarter. Empowered Funds LLC now owns 6,788 shares of the utilities provider’s stock worth $510,000 after purchasing an additional 1,226 shares during the last quarter. Finally, Woodline Partners LP boosted its stake in CMS Energy by 40.7% in the 1st quarter. Woodline Partners LP now owns 25,243 shares of the utilities provider’s stock valued at $1,896,000 after purchasing an additional 7,300 shares during the period. 93.57% of the stock is owned by institutional investors.

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.