Global Retirement Partners LLC Acquires 9,982 Shares of CMS Energy Corporation $CMS

Global Retirement Partners LLC lifted its holdings in shares of CMS Energy Corporation (NYSE:CMS) by 436.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,269 shares of the utilities provider’s stock after purchasing an additional 9,982 shares during the quarter. Global Retirement Partners LLC’s holdings in CMS Energy were worth $899,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Norges Bank bought a new position in shares of CMS Energy in the second quarter worth $238,951,000. Qube Research & Technologies Ltd lifted its holdings in shares of 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 worth $101,213,000 after acquiring an additional 1,333,743 shares during the period. Soroban Capital Partners LP lifted its holdings in shares of CMS Energy by 215.8% during the 2nd quarter. Soroban Capital Partners LP now owns 1,435,170 shares of the utilities provider’s stock worth $99,429,000 after acquiring an additional 980,733 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of CMS Energy by 29.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,407,152 shares of the utilities provider’s stock worth $255,911,000 after acquiring an additional 783,077 shares in the last quarter. Finally, Goldman Sachs Group Inc. increased its stake in CMS Energy by 20.2% in the first quarter. Goldman Sachs Group Inc. now owns 4,483,585 shares of the utilities provider’s stock valued at $336,762,000 after acquiring an additional 753,173 shares during the last quarter. 93.57% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other CMS Energy news, SVP Brandon J. Hofmeister sold 4,000 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $72.47, for a total transaction of $289,880.00. Following the completion of the transaction, the senior vice president owned 64,259 shares in the company, valued at approximately $4,656,849.73. This trade represents a 5.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 0.40% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Barclays raised their target price on CMS Energy from $78.00 to $82.00 and gave the company an “overweight” rating in a report on Tuesday, October 21st. KeyCorp lifted their target price on CMS Energy from $76.00 to $79.00 and gave the company an “overweight” rating in a research report on Wednesday, October 15th. Wells Fargo & Company raised CMS Energy to a “hold” rating in a research note on Tuesday, October 28th. Morgan Stanley increased their target price on shares of CMS Energy from $71.00 to $76.00 and gave the stock an “outperform” rating in a report on Wednesday, October 22nd. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CMS Energy in a report on Wednesday, October 8th. Nine investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $78.25.

CMS Energy Stock Performance

Shares of CMS stock opened at $69.60 on Thursday. The business’s 50-day moving average price is $71.97 and its 200-day moving average price is $72.07. The firm has a market capitalization of $21.18 billion, a price-to-earnings ratio of 20.11, a PEG ratio of 2.50 and a beta of 0.49. CMS Energy Corporation has a 12 month low of $63.97 and a 12 month high of $76.45. 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 (NYSE:CMS) last posted its earnings results on Thursday, October 30th. The utilities provider reported $0.93 earnings per share for the quarter, topping analysts’ consensus estimates of $0.86 by $0.07. The firm had revenue of $2.02 billion for the quarter, compared to analyst estimates of $1.83 billion. CMS Energy had a net margin of 12.62% and a return on equity of 12.10%. The company’s revenue for the quarter was up 15.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.84 EPS. CMS Energy has set its FY 2026 guidance at 3.800-3.870 EPS and its FY 2025 guidance at 3.560-3.600 EPS. Equities research analysts forecast that CMS Energy Corporation will post 3.59 EPS for the current year.

CMS Energy Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, November 26th. Stockholders of record on Friday, November 7th were paid a $0.5425 dividend. The ex-dividend date of this dividend was Friday, November 7th. This represents a $2.17 annualized dividend and a dividend yield of 3.1%. CMS Energy’s dividend payout ratio is presently 62.72%.

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.