Lombard Odier Asset Management Switzerland SA Makes New Investment in CMS Energy Corporation $CMS

Lombard Odier Asset Management Switzerland SA acquired a new position in shares of CMS Energy Corporation (NYSE:CMS) in the 1st quarter, HoldingsChannel reports. The fund acquired 9,591 shares of the utilities provider’s stock, valued at approximately $744,000.

Several other hedge funds also recently modified their holdings of the stock. Sound Income Strategies LLC lifted its position in shares of CMS Energy by 84.4% during the 4th quarter. Sound Income Strategies LLC now owns 343 shares of the utilities provider’s stock valued at $25,000 after acquiring an additional 157 shares during the period. Elyxium Wealth LLC acquired a new stake in CMS Energy in the fourth quarter worth $29,000. DV Equities LLC acquired a new stake in CMS Energy in the fourth quarter worth $29,000. MidFirst Bank bought a new stake in CMS Energy in the fourth quarter valued at $31,000. Finally, Scarborough Advisors LLC bought a new stake in CMS Energy in the first quarter valued at $31,000. Institutional investors own 93.57% of the company’s stock.

CMS Energy Stock Up 0.4%

Shares of NYSE CMS opened at $74.55 on Wednesday. The company has a debt-to-equity ratio of 1.80, a current ratio of 0.84 and a quick ratio of 0.66. The company has a 50-day moving average price of $74.28 and a 200-day moving average price of $74.79. The stock has a market capitalization of $23.03 billion, a P/E ratio of 20.59, a P/E/G ratio of 2.69 and a beta of 0.35. CMS Energy Corporation has a 1 year low of $68.64 and a 1 year high of $80.36.

CMS Energy (NYSE:CMS) last posted its earnings results on Tuesday, July 28th. The utilities provider reported $0.37 earnings per share for the quarter, topping analysts’ consensus estimates of $0.36 by $0.01. CMS Energy had a net margin of 12.55% and a return on equity of 12.17%. The company had revenue of $1.83 billion for the quarter, compared to analyst estimates of $1.87 billion. During the same quarter in the prior year, the business posted $0.71 EPS. The firm’s revenue was down .5% compared to the same quarter last year. CMS Energy has set its FY 2026 guidance at 4.080-4.170 EPS. On average, equities research analysts forecast that CMS Energy Corporation will post 3.87 EPS for the current fiscal year.

CMS Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Friday, August 7th will be paid a $0.57 dividend. The ex-dividend date of this dividend is Friday, August 7th. This represents a $2.28 annualized dividend and a dividend yield of 3.1%. CMS Energy’s dividend payout ratio is 62.98%.

Analysts Set New Price Targets

CMS has been the topic of a number of research analyst reports. KeyCorp cut shares of CMS Energy from an “overweight” rating to a “sector weight” rating in a research report on Thursday, July 23rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of CMS Energy in a research report on Friday, June 5th. Wells Fargo & Company set a $80.00 price target on CMS Energy in a research note on Tuesday, April 21st. BMO Capital Markets increased their price target on CMS Energy from $81.00 to $86.00 and gave the stock an “outperform” rating in a report on Monday, July 20th. Finally, Barclays raised their price objective on CMS Energy from $79.00 to $81.00 and gave the company an “overweight” rating in a research note on Tuesday, July 14th. 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.com, CMS Energy currently has a consensus rating of “Moderate Buy” and a consensus target price of $81.33.

Key CMS Energy News

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

• Positive Sentiment: 2026 guidance exceeded expectations: CMS Energy raised or reaffirmed fiscal 2026 adjusted EPS guidance at $4.08-$4.17, above the approximately $3.88-$3.87 analyst consensus. This provides near-term earnings support. CMS Energy earnings and guidance
• Positive Sentiment: Quarterly EPS slightly beat estimates: Second-quarter adjusted EPS was $0.37, versus the $0.36 consensus estimate. The company is also emphasizing its regulated utility business and investments intended to serve rising electricity demand, a strategy that could improve earnings visibility over time. CMS Energy second-quarter results
• Neutral Sentiment: Strategic portfolio shift: CMS said it will exit non-utility renewables development through its NorthStar Clean Energy Services business, allowing greater focus on regulated operations. The move may reduce exposure to development risks but also limits potential growth from renewable projects. CMS Energy 2027 forecast and renewables exit
• Negative Sentiment: 2027 outlook disappointed: CMS Energy forecast 2027 adjusted profit below Wall Street expectations, creating a potential overhang for the stock despite the favorable 2026 guidance. Reuters report on CMS Energy outlook
• Negative Sentiment: Year-over-year earnings weakened: Second-quarter EPS fell from $0.71 or $0.66 a year earlier, depending on the reporting measure, while revenue declined slightly to $1.83 billion from the prior year and missed the $1.87 billion consensus. Operating income also decreased year over year. CMS Energy Q2 earnings analysis

Insider Activity at CMS Energy

In other news, SVP Brandon J. Hofmeister sold 3,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $74.31, for a total value of $222,930.00. Following the transaction, the senior vice president owned 67,111 shares in the company, valued at $4,987,018.41. This trade represents a 4.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.50% of the stock is currently owned by company insiders.

CMS Energy 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.