CMS Energy (CMS) Projected to Post Quarterly Earnings on Thursday

CMS Energy (NYSE:CMS) is anticipated to post its Q4 2025 results before the market opens on Thursday, February 5th. Analysts expect CMS Energy to post earnings of $0.96 per share and revenue of $2.1293 billion for the quarter. Interested persons can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 5, 2026 at 10:00 AM ET.

CMS Energy (NYSE:CMS) last posted its quarterly earnings results on Thursday, October 30th. The utilities provider reported $0.93 earnings per share for the quarter, beating analysts’ consensus estimates of $0.86 by $0.07. CMS Energy had a return on equity of 12.10% and a net margin of 12.62%.The firm had revenue of $2.02 billion for the quarter, compared to the consensus estimate of $1.83 billion. During the same period in the previous year, the business earned $0.84 earnings per share. The company’s revenue for the quarter was up 15.9% compared to the same quarter last year. On average, analysts expect CMS Energy to post $4 EPS for the current fiscal year and $4 EPS for the next fiscal year.

CMS Energy Trading Down 0.3%

Shares of CMS stock opened at $71.85 on Thursday. CMS Energy has a 1-year low of $65.17 and a 1-year high of $76.45. 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 business’s fifty day moving average price is $71.21 and its 200 day moving average price is $72.20. The firm has a market capitalization of $21.86 billion, a PE ratio of 20.76, a P/E/G ratio of 2.56 and a beta of 0.49.

Analysts Set New Price Targets

Several analysts recently commented on the stock. Jefferies Financial Group raised their price objective on shares of CMS Energy from $79.00 to $81.00 and gave the company a “buy” rating in a research note on Wednesday. Weiss Ratings reissued a “buy (b-)” rating on shares of CMS Energy in a research note on Wednesday, January 21st. Wells Fargo & Company dropped their price objective on CMS Energy from $77.00 to $74.00 and set an “equal weight” rating for the company in a research note on Tuesday, January 20th. KeyCorp boosted their target price on CMS Energy from $76.00 to $79.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 15th. Finally, UBS Group dropped their price target on CMS Energy from $81.00 to $77.00 and set a “neutral” rating for the company in a research report on Wednesday, December 17th. Eight research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, CMS Energy currently has an average rating of “Moderate Buy” and a consensus price target of $77.25.

Insiders Place Their Bets

In other news, SVP Brandon J. Hofmeister sold 4,000 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $72.47, for a total value of $289,880.00. Following the completion of the transaction, the senior vice president directly owned 64,259 shares of the company’s stock, valued at $4,656,849.73. The trade was a 5.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders own 0.49% of the company’s stock.

Institutional Trading of CMS Energy

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Soroban Capital Partners LP lifted its holdings in CMS Energy by 215.8% in the 2nd quarter. Soroban Capital Partners LP now owns 1,435,170 shares of the utilities provider’s stock valued at $99,429,000 after purchasing an additional 980,733 shares in the last quarter. Zimmer Partners LP boosted its position in CMS Energy by 129.8% during the third quarter. Zimmer Partners LP now owns 694,400 shares of the utilities provider’s stock worth $50,872,000 after acquiring an additional 392,262 shares during the last quarter. Qube Research & Technologies Ltd grew its stake in CMS Energy by 24.9% in the 3rd quarter. Qube Research & Technologies Ltd now owns 1,824,470 shares of the utilities provider’s stock worth $133,661,000 after acquiring an additional 363,546 shares during the period. Canada Pension Plan Investment Board raised its holdings in CMS Energy by 107.6% in the 2nd quarter. Canada Pension Plan Investment Board now owns 634,192 shares of the utilities provider’s stock valued at $43,937,000 after acquiring an additional 328,696 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its stake in shares of CMS Energy by 109.1% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 387,391 shares of the utilities provider’s stock worth $26,838,000 after purchasing an additional 202,101 shares during the period. Hedge funds and other institutional investors own 93.57% of the company’s stock.

About CMS Energy

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.