Rep. Julie Johnson Sells CMS Energy Corporation (NYSE:CMS) Shares

Representative Julie Johnson (D-Texas) recently sold shares of CMS Energy Corporation (NYSE:CMS). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in CMS Energy stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

CMS Energy Stock Performance

NYSE:CMS opened at $71.71 on Monday. The company has a debt-to-equity ratio of 1.84, a current ratio of 0.90 and a quick ratio of 0.60. The firm has a market cap of $21.82 billion, a price-to-earnings ratio of 20.73, a price-to-earnings-growth ratio of 2.55 and a beta of 0.49. The firm’s fifty day moving average price is $71.65 and its 200 day moving average price is $72.14. CMS Energy Corporation has a 1-year low of $65.10 and a 1-year high of $76.45.

CMS Energy (NYSE:CMS) last released its earnings results on Thursday, October 30th. The utilities provider reported $0.93 EPS for the quarter, topping the consensus estimate of $0.86 by $0.07. CMS Energy had a net margin of 12.62% and a return on equity of 12.10%. The company had revenue of $2.02 billion during the quarter, compared to analysts’ expectations of $1.83 billion. During the same quarter last year, the business earned $0.84 EPS. The business’s revenue was up 15.9% on a year-over-year basis. 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. On average, sell-side analysts expect that CMS Energy Corporation will post 3.59 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the company. JPMorgan Chase & Co. boosted their target price on CMS Energy from $80.00 to $81.00 and gave the stock an “overweight” rating in a research report on Thursday. KeyCorp upped their price objective on CMS Energy from $76.00 to $79.00 and gave the stock an “overweight” rating in a report on Wednesday, October 15th. Wells Fargo & Company upgraded CMS Energy to a “hold” rating in a research report on Tuesday, October 28th. Wall Street Zen upgraded shares of CMS Energy from a “sell” rating to a “hold” rating in a research report on Saturday, January 10th. Finally, Morgan Stanley increased their price target on shares of CMS Energy from $71.00 to $76.00 and gave the company an “outperform” rating in a report on Wednesday, October 22nd. Nine analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $77.67.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in CMS. HM Payson & Co. grew its stake in CMS Energy by 65.6% in the 3rd quarter. HM Payson & Co. now owns 356 shares of the utilities provider’s stock valued at $26,000 after acquiring an additional 141 shares during the last quarter. First Horizon Corp acquired a new stake in shares of CMS Energy in the third quarter valued at approximately $26,000. Covestor Ltd grew its position in shares of CMS Energy by 52.0% in the third quarter. Covestor Ltd now owns 424 shares of the utilities provider’s stock valued at $31,000 after purchasing an additional 145 shares during the last quarter. Trust Co. of Vermont increased its stake in shares of CMS Energy by 127.7% during the 2nd quarter. Trust Co. of Vermont now owns 535 shares of the utilities provider’s stock worth $37,000 after purchasing an additional 300 shares in the last quarter. Finally, Dorato Capital Management acquired a new position in shares of CMS Energy during the 4th quarter worth approximately $37,000. Institutional investors and hedge funds own 93.57% of the company’s stock.

Insider Buying and Selling

In other CMS Energy news, SVP Brandon J. Hofmeister sold 4,000 shares of the firm’s stock in a transaction on Monday, November 3rd. The stock was 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 of the company’s stock, valued at approximately $4,656,849.73. This trade represents a 5.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.40% of the company’s stock.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.