CMS Energy/$CMS

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About CMS Energy

CMS Energy is an energy holding company with three principal businesses. Its regulated utility, Consumers Energy, provides regulated natural gas service to 1.8 million customers and electric service to 1.9 million customers in Michigan. NorthStar Clean Energy, formerly CMS Enterprises, is engaged in wholesale power generation, including contracted renewable energy. CMS sold EnerBank in October 2021.

Ticker

$CMS
Sector

Primary listing

NYSE

Employees

8,324

CMS Energy Metrics

BasicAdvanced
$23B
21.57
$3.47
0.40
$2.14
2.90%

What the Analysts think about CMS Energy

Analyst ratings (Buy, Hold, Sell) for CMS Energy stock.

Bulls say / Bears say

CMS Energy beat second-quarter adjusted profit estimates, reporting $0.71 per share versus $0.69 expected, driven by a 14.4 percent rise in revenue to $1.84 billion on robust power demand from AI-driven data centers and signing an agreement for a new 1 GW data center load addition (Reuters)
After its fourth-quarter report, CMS Energy raised its 2025 adjusted EPS guidance to $3.54–$3.60 from $3.52–$3.58 and increased its annual dividend by $0.11 to $2.17 per share, reflecting confidence in operating improvements and constructive regulatory outcomes (Reuters)
Consumers Energy’s agreement to sell 13 unprofitable hydroelectric dams for $1 each to Confluence Hydro LLC will transfer operational and environmental risks, reduce long-term costs for ratepayers, and may qualify for clean energy subsidies, bolstering its cost structure and focus on core infrastructure investments (AP News)
CMS Energy’s fourth-quarter profit fell to $262 million, or $0.87 per share, down from $306 million, as total operating expenses rose to $1.56 billion and revenue of $1.99 billion missed analyst estimates, highlighting margin pressure from higher gas costs and interest expenses (Reuters)
The Michigan Public Service Commission approved only a $153.8 million electric rate increase—53 percent below Consumers’ $325 million request—and set return on equity at 9.9 percent versus the 10.25 percent sought, constraining the utility’s ability to fully recover infrastructure investments (Michigan PSC)
Consumers Energy filed its sixth electric rate case in six years on June 2, 2025, seeking a $460.2 million increase based on a 10.25 percent ROE, signaling frequent regulatory filings that may erode goodwill with regulators and customers and invite stricter scrutiny (S&P Global)
Data summarised monthly by Lightyear AI. Last updated on 10 Nov 2025.

CMS Energy Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

CMS Energy Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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