US · Utilities · Utilities - Regulated Electric
EPS came in at 1.44 against a street estimate of 1.34 — a beat of 7.5%.
Analysts rate CMS Energy Corporation a buy (7 buy, 9 hold, 0 sell out of 16) with an average price target of $73.85.
CONFIDENT CMS reaffirmed 2026 and 2027 EPS guidance, expects NorthStar restructuring completion by year-end, and highlighted substantial regulated utility investment opportunities. Q3 FY26 Management expects continued data-center progress after the election and sees durable Michigan regulatory support. Analysts focused on FCM durability, NorthStar execution, data-center timing, and Michigan policy. Management emphasized signed contracts, regulatory constructiveness, and post-election progress. 2026-10-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.54% |
| Vanguard Capital Management, LLC | 6.43% |
| Vanguard Portfolio Management, LLC | 6.07% |
| State Street Corp | 5.65% |
| JPMorgan Chase & Co | 5.23% |
| Wellington Management Company LLP | 3.88% |
| Geode Capital Management, LLC | 2.79% |
| Deutsche Bank AG | 2.58% |
| Document | Date |
|---|---|
| Company announcement · Q4 2026 HEADLINE NUMBERS • CMS Energy issued and sold $1,000,000,000 of 6.800% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2057 on November 3, 20 | 2026-11-03 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • The document is CMS Energy Corporation’s and Consumers Energy Company’s unaudited Form 10-Q for the quarter ended September 30, 20 | 2026-10-27 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 reported EPS was $0.39, down from $0.92 in Q3 2025. • Q3 2026 adjusted EPS was $1.44, up from $0.93 in Q3 2025. • For th | 2026-10-27 |
| Quarterly report · Q2 2026 CMS ENERGY CORPORATION – Q2 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Shares Outstanding (as of July 13, 2026): CMS Energy Corporation – 313,577,136 | 2026-07-28 |
| Results announced · Q3 2026 CMS ENERGY Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 reported EPS: $0.37 vs. $0.66 in Q2 2025 (down 44%) • Q2 2026 adjusted EPS: $0.37 vs. | 2026-07-28 |
| Board / officer change · Q2 2026 CMS ENERGY CORPORATION - FORM 8-K SUMMARY Filed June 3, 2026 --- HEADLINE NUMBERS • New CFO Base Salary: $775,000 annually • Restricted Stock Award | 2026-06-03 |
| Company announcement · Q2 2026 CMS ENERGY CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Equity offering program: up to $3,000,000,000 in common stock authorized to be offered | 2026-05-13 |
| Charter / bylaws change · Q2 2026 CMS ENERGY CORPORATION - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • CMS Energy Corporation and subsidiary Consumers Energy Company held their | 2026-05-13 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.57 / share ex-date Nov 6, 2026 · pay Dec 1, 2026 | 2026-11-06 |
| Dividend | $0.57 / share ex-date Aug 7, 2026 · pay Sep 1, 2026 | 2026-08-07 |
| Dividend | $0.57 / share ex-date May 8, 2026 · pay May 29, 2026 | 2026-05-08 |
| Dividend | $0.57 / share ex-date Feb 17, 2026 · pay Feb 27, 2026 | 2026-02-17 |
| Dividend | $0.54 / share ex-date Nov 7, 2025 · pay Nov 26, 2025 | 2025-11-07 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for CMS Energy Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.