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

CMS Energy (NYSE:CMS) had its target price raised by Mizuho from $73.00 to $76.00 in a report issued on Friday morning,Benzinga reports. Mizuho currently has a neutral rating on the utilities provider’s stock.

CMS has been the topic of a number of other research reports. Wolfe Research set a $82.00 target price on CMS Energy in a report on Friday, January 30th. Barclays reduced their price target on shares of CMS Energy from $82.00 to $74.00 and set an “overweight” rating for the company in a research report on Wednesday, January 14th. BMO Capital Markets reissued an “outperform” rating on shares of CMS Energy in a report on Monday, February 2nd. JPMorgan Chase & Co. boosted their target price on shares of CMS Energy from $80.00 to $81.00 and gave the company an “overweight” rating in a research report on Thursday, January 15th. Finally, UBS Group set a $79.00 price target on shares of CMS Energy in a research report on Monday, February 2nd. Eight investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, CMS Energy currently has a consensus rating of “Moderate Buy” and an average price target of $78.23.

CMS Energy Stock Down 0.0%

CMS opened at $72.84 on Friday. The stock has a market capitalization of $22.17 billion, a price-to-earnings ratio of 20.63, a PEG ratio of 2.59 and a beta of 0.47. The firm has a 50 day moving average price of $70.80 and a 200-day moving average price of $72.21. CMS Energy has a twelve month low of $67.04 and a twelve month high of $76.45. The company has a quick ratio of 0.60, a current ratio of 1.34 and a debt-to-equity ratio of 1.99.

CMS Energy (NYSE:CMS) last posted 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 business had revenue of $2.23 billion during the quarter, compared to the consensus estimate of $2.13 billion. CMS Energy had a net margin of 12.54% and a return on equity of 12.09%. The firm’s revenue was up 12.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.87 EPS. CMS Energy has set its FY 2026 guidance at 3.830-3.900 EPS. Equities research analysts forecast that CMS Energy will post 3.59 earnings per share for the current year.

CMS Energy Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Tuesday, February 17th will be paid a dividend of $0.57 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This is a positive change from CMS Energy’s previous quarterly dividend of $0.54. This represents a $2.28 annualized dividend and a yield of 3.1%. CMS Energy’s dividend payout ratio is 61.47%.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in CMS. Bison Wealth LLC purchased a new stake in shares of CMS Energy in the fourth quarter worth about $312,000. Integrated Wealth Concepts LLC purchased a new stake in shares of CMS Energy during the 1st quarter worth approximately $293,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of CMS Energy by 10.8% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 34,638 shares of the utilities provider’s stock valued at $2,602,000 after acquiring an additional 3,367 shares during the last quarter. Empowered Funds LLC grew its holdings in shares of CMS Energy by 22.0% in the first quarter. Empowered Funds LLC now owns 6,788 shares of the utilities provider’s stock valued at $510,000 after purchasing an additional 1,226 shares in the last quarter. Finally, Woodline Partners LP increased its position in CMS Energy by 40.7% in the first quarter. Woodline Partners LP now owns 25,243 shares of the utilities provider’s stock worth $1,896,000 after purchasing an additional 7,300 shares during the last quarter. Institutional investors own 93.57% of the company’s stock.

Key Headlines Impacting CMS Energy

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

• Positive Sentiment: Q4 results beat expectations — CMS reported $0.95 EPS vs. a $0.94 consensus and revenue of $2.23B (above estimates), with revenue up ~12% year-over-year. The beat and better margins underpin near-term fundamentals and cash flow. Q4 Results and Call
• Positive Sentiment: Raised FY-2026 guidance — Management lifted adjusted EPS guidance to $3.83–$3.90 for 2026 (slightly above consensus), signaling continued earnings growth from rising power demand and clean-energy investments. This supports analyst revisions and multiple expansion potential. Reuters: Raises 2026 Forecast
• Positive Sentiment: Dividend increase — The board raised the quarterly dividend to $0.57 (a ~5.1% raise; ~3.1% yield), with an ex-dividend date of Feb. 17. A higher, growing payout reinforces appeal to income investors and signals confidence in cash generation. PR Newswire: Dividend Increase
• Positive Sentiment: Beat 2025 targets and progressing $24B investment plan — CMS reported 2025 adjusted EPS of $3.53 (up from $3.33) and said its investment plan to support grid and clean-energy growth is advancing, underpinning long-term rate-base and earnings growth. PR Newswire: 2025 Results & Guidance
• Neutral Sentiment: Analyst action — Mizuho bumped its price target to $76 (from $73) but kept a “neutral” rating, implying limited near-term upside from current levels. That modest PT raise may limit momentum despite the positive results. Benzinga: Mizuho Price Target
• Neutral Sentiment: Earnings materials available — The earnings slide deck and call transcript are posted (useful for investors wanting line-item detail on drivers such as power demand, commercial/data center growth, and capex timing). Seeking Alpha: Presentation

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.