US · Utilities · Utilities - Regulated Electric
EPS came in at 0.37 against a street estimate of 0.37 — a beat of 0.0%.
Analysts rate CMS Energy Corporation a buy (10 buy, 8 hold, 1 sell out of 19) with an average price target of $79.17.
CONFIDENT CMS exiting non-utility renewables to simplify operations and focus on regulated utility growth. Reaffirming 2026 EPS guidance $3.83–$3.90; introducing 2027 guidance $4.08–$4.17, maintaining 6–8% long-term growth. Michigan data center agreements and manufacturing load momentum driving utility expansion. Q2 2026 Michigan economy driving data center and large industrial load growth; nearly 100% of post-2027 earnings from regulated utility within state. Analysts probed NorthStar rationale, data center contract durability, and capex opportunity inclusion. Management emphasized capital efficiency, tariff geographic flexibility, and balance sheet strengthening enabling future optionality without equity dilution. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.70% |
| Vanguard Capital Management, LLC | 6.34% |
| Vanguard Portfolio Management, LLC | 5.99% |
| State Street Corp | 5.77% |
| JPMorgan Chase & Co | 5.05% |
| Wellington Management Company LLP | 3.88% |
| Geode Capital Management, LLC | 2.72% |
| DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 2.59% |
| Document | Date |
|---|---|
| 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 |
| Quarterly report · Q1 2026 CMS ENERGY CORPORATION - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Company Structure: CMS Energy Corporation (parent holding company) owns Consumers E | 2026-04-28 |
| Proxy statement · Q2 2026 CMS ENERGY CORPORATION PROXY STATEMENT SUMMARY CEO COMPENSATION • CEO Total Compensation 2025: $9,500,000 (Garrick J. Rochow, President and CEO sinc | 2026-03-26 |
| Annual report FY2025 CMS ENERGY CORPORATION & CONSUMERS ENERGY COMPANY Form 10-K Summary for Fiscal Year Ended December 31, 2025 --- HEADLINE NUMBERS • Market capitaliz | 2026-02-10 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| 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.
Google PlayApp StoreData updated 2026-09-18.