CMS

CMS ENERGY CORP

NYSE · Electric & Other Services Combined · Inc. MI · CIK 0000811156
$73.57 +0.99% $22.7B
Insider Selling Cluster (4 insiders)30 New Institutional Positions15 Institutional Exits
Vol
Market Cap$22.7B
Cap SizeLarge Cap
Analyst ConsensusBuy (59%)
Inst. Holders50 funds
Inst. Value$16.1B
Inst. Activity30 buys / 15 sells
Insider Activity1B / 4S
Insider Net $-$1.6M
Reddit Sentiment79° Bullish
SEC Reports7
Exchange NYSE·Sector Electric & Other Services Combined·Inc. MI·CIK 0000811156·Prev Close $72.85

Recent Activity

Jun 12, 2026 short_volume
Short Volume: CMS — 60.1% short (0.5M / 0.9M)
Short: 540,893 | Exempt: 2,995 | TRF Vol: 900,495 | Short Ratio: 60.1% | Off-exchange volume (dark p
Jun 5, 2026 Event
Rosa Eyleen Flynn v. American Airlines/Sedgwick CMS
Court ruling from District Court of Appeal of Florida. Docket: 1D2026-1099
Jun 3, 2026 SEC
CMS Energy announced the retirement of CFO Rejji P. Hayes, effective June 3, 2026, and the appointment of Sri Maddipati
8-K — Impact 3/10
May 26, 2026 Insider
Hofmeister Brandon J. sold 3,000 shares
Senior Vice President @ $74.31 ($222.9K)
May 13, 2026 SEC
CMS Energy entered into a new equity distribution agreement to sell up to $3 billion of common stock through an at-the-m
8-K — Impact 3/10
May 13, 2026 SEC
CMS Energy has filed a prospectus supplement for an at-the-market (ATM) common stock offering of up to $3 billion, utili
424B5 — Impact 6/10
May 8, 2026 Insider
SHANK SUZANNE F. was granted 2,411 shares
Director
May 8, 2026 Insider
Soto Myrna was granted 2,411 shares
Director

Price Targets

$79.79 +8.4% upside Buy
Current $73.57 Low $66.00 Median $80.50 High $88.00 14 analysts
$66.00 $88.00

Analyst Ratings

Hold59% buy · 22 analysts
4Strong Buy
9Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 4, 2026 Jefferies DOWNGRADE Buy → Hold
Jun 4, 2026 BMO Capital MAINTAIN Outperform → Outperform
May 18, 2026 Truist Securities MAINTAIN Buy → Buy
May 14, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 11, 2026 BMO Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.78 ▲ +0.9% $0.57 — $1.13 10% YoY 11
Next Q $1.06 ▲ +0.6% $0.99 — $1.21 14% YoY 11
Current FY $3.88 $3.85 — $3.95 8% YoY 16
Next FY $4.17 $4.14 — $4.20 7% YoY 16

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$2.6B
VANGUARD CAPITAL MANAGEMENT LLC$1.5B
VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B
STATE STREET CORP$1.4B

Recent Insider Trades

DateInsiderTypeValue
May 26, 2026Hofmeister BrandonSELL$222.9K
May 8, 2026SHANK SUZANNEA$0.00
May 8, 2026Soto MyrnaA$0.00
May 8, 2026Keyes RichardA$0.00
May 8, 2026Wright LauraA$0.00

Reddit Sentiment

79°
Bullish
Bearish Neutral Bullish
10 mentions 8 bullish 0 bearish
50 institutional holders with $16.1B total value (207,102,963 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 30 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.33,563,574$2.6B16.2%
3VANGUARD CAPITAL MANAGEMENT LLC19,877,297$1.5B9.6%
4VANGUARD PORTFOLIO MANAGEMENT LLC18,793,345$1.5B9.1%
5STATE STREET CORP18,099,033$1.4B8.7%
6DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,135,227$631.1M3.9%ADD +36.7%
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/7,630,373$614.3M3.8%
8DEUTSCHE BANK AG\7,745,314$600.9M3.7%ADD +29.8%
9Invesco Ltd.7,645,197$593.1M3.7%
10VICTORY CAPITAL MANAGEMENT INC6,839,262$530.6M3.3%
11WELLINGTON MANAGEMENT GROUP LLP6,655,944$516.4M3.2%DOUBLED +13011.5%
12WELLS FARGO & COMPANY/MN5,422,074$420.6M2.6%
13AMERIPRISE FINANCIAL INC4,930,577$382.7M2.4%
14GOLDMAN SACHS GROUP INC4,778,533$370.7M2.3%
15MORGAN STANLEY4,713,999$365.7M2.3%
16GQG Partners LLC4,412,573$342.3M2.1%
17Pictet Asset Management Holding SA4,166,815$323.3M2.0%ADD +70.9%
18BANK OF AMERICA CORP /DE/3,668,532$284.6M1.8%
19FIL Ltd3,036,193$235.5M1.5%
20BARCLAYS PLC2,995,363$232.4M1.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLINGTON MANAGEMENT GROUP LLPDOUBLED50,7646,655,944+13011.5%$516.4M2026-Q1
PARNASSUS INVESTMENTS, LLCADD1,472,6591,953,213+32.6%$151.5M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM2,150,0601,448,350-32.6%$112.4M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.ADD795,5291,023,324+28.6%$79.4M2026-Q1
ING GROEP NVTRIM1,263,429657,619-47.9%$51.0M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED104,530624,253+497.2%$48.4M2026-Q1
HSBC HOLDINGS PLCTRIM729,009490,194-32.8%$38.0M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED6,041478,520+7821.2%$37.1M2026-Q1
ExodusPoint Capital Management, LPTRIM955,297404,248-57.7%$31.4M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCDOUBLED93,478401,012+329.0%$31.1M2026-Q1
M&T BANK CORPADD206,688387,300+87.4%$30.0M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD196,580373,588+90.0%$29.0M2026-Q1
BROOKFIELD Corp /ON/DOUBLED42,560362,641+752.1%$28.1M2026-Q1
Artemis Investment Management LLPADD172,501282,753+63.9%$21.9M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM732,170232,875-68.2%$18.1M2026-Q1
Neuberger Berman Group LLCDOUBLED26,269227,773+767.1%$17.7M2026-Q1
Korea Investment CORPADD142,351209,785+47.4%$16.3M2026-Q1
FIFTH THIRD BANCORPDOUBLED37,768156,210+313.6%$12.1M2026-Q1
State of Tennessee, Department of TreasuryADD96,466147,966+53.4%$11.5M2026-Q1
Trexquant Investment LPDOUBLED54,806133,399+143.4%$10.3M2026-Q1
TORONTO DOMINION BANKTRIM356,651117,647-67.0%$9.1M2026-Q1
Holocene Advisors, LPDOUBLED14,656101,269+591.0%$7.9M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASDOUBLED9,90099,257+902.6%$7.7M2026-Q1
Verition Fund Management LLCTRIM338,22788,543-73.8%$6.9M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDTRIM170,39487,207-48.8%$6.8M2026-Q1
18 unique insiders with 39 transactions. Net insider value: -$1.6M ($153.4K bought, $1.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 26, 2026Hofmeister Brandon J.Senior Vice PresidentSELL3,000$74.31$222.9K
May 8, 2026SHANK SUZANNE F.DirectorAWARD2,411
May 8, 2026Soto MyrnaDirectorAWARD2,411
May 8, 2026Keyes Richard PatrickDirectorAWARD2,411
May 8, 2026Wright LauraDirectorAWARD2,411
May 8, 2026Butler Deborah HDirectorAWARD2,411
May 8, 2026Leopold DianeDirectorAWARD2,411
May 8, 2026IZZO RALPHDirectorAWARD2,411
May 8, 2026Sznewajs John GDirectorAWARD2,411
May 8, 2026RUSSELL JOHN GDirectorAWARD2,411
May 8, 2026TANSKI RONALD JDirectorAWARD2,411
Mar 26, 2026Hofmeister Brandon J.Senior Vice PresidentAWARD2,863
Mar 26, 2026McIntosh Scott BVP, Controller, CAOTAX W/H1,197$76.33$91.4K
Mar 26, 2026Johnson Shaun MExecutive Vice President & CLOAWARD3,284
Mar 26, 2026Rochow Garrick JPresident and CEOAWARD19,681
Mar 26, 2026Snyder Lauren YSenior Vice PresidentTAX W/H574$76.33$43.8K
Mar 26, 2026Rochow Garrick JPresident and CEOTAX W/H25,833$76.33$2.0M
Mar 26, 2026Hofmeister Brandon J.Senior Vice PresidentTAX W/H3,759$76.33$286.9K
Mar 26, 2026Hayes Rejji PEVP/CFOAWARD6,316
Mar 26, 2026Hayes Rejji PEVP/CFOTAX W/H8,290$76.33$632.8K
Mar 26, 2026Johnson Shaun MExecutive Vice President & CLOTAX W/H4,311$76.33$329.1K
Mar 26, 2026Snyder Lauren YSenior Vice PresidentAWARD674
Mar 26, 2026Berry Tonya LExecutive Vice President & COOAWARD2,021
Mar 26, 2026Berry Tonya LExecutive Vice President & COOTAX W/H2,642$76.33$201.7K
Mar 26, 2026McIntosh Scott BVP, Controller, CAOAWARD1,028
Mar 2, 2026McIntosh Scott BVP, Controller, CAOSELL1,750$78.21$136.9K
Feb 27, 2026Hofmeister Brandon J.Senior Vice PresidentSELL4,000$78.24$312.9K
Feb 25, 2026Leopold DianeDirectorBUY2,000$76.70$153.4K
Feb 20, 2026RUSSELL JOHN GDirectorSELL14,914$75.76$1.1M
Feb 20, 2026Leopold DianeDirectorAWARD769
Feb 20, 2026Keyes Richard PatrickDirectorAWARD769
Jan 29, 2026Hofmeister Brandon J.Senior Vice PresidentAWARD13,752
Jan 29, 2026Thomas ShannonSenior Vice PresidentAWARD7,757
Jan 29, 2026Hayes Rejji PEVP/CFOAWARD33,144
Jan 29, 2026Snyder Lauren YSenior Vice PresidentAWARD3,526
Jan 29, 2026Berry Tonya LExecutive Vice President & COOAWARD20,451
Jan 29, 2026Johnson Shaun MExecutive Vice President & CLOAWARD19,747
Jan 29, 2026Rochow Garrick JPresident and CEOAWARD123,413
Jan 29, 2026McIntosh Scott BVP, Controller, CAOAWARD5,008

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (59% buy). Based on 22 analysts: 4 strong buy, 9 buy, 9 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$79.79 mean target +8.4% upside Buy (2.25)
$66.00 Low $88.00 High
MetricValue
Current Price$73.57
Target Low$66.00
Target Mean$79.79
Target Median$80.50
Target High$88.00
# Analysts14
RecommendationBuy (2.25)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.78 $0.57 $1.13 10.3% +0.9% 4↑ 3↓ $1.9B 5.8% 11
Next Q
2026-09-30
$1.06 $0.99 $1.21 14.1% +0.6% 4↑ 2↓ $2.1B 4.3% 11
Current FY
2026-12-31
$3.88 $3.85 $3.95 7.6% +0.0% 6↑ 2↓ $8.9B 4.5% 16
Next FY
2027-12-31
$4.17 $4.14 $4.20 7.4% -0.0% 1↑ 5↓ $9.3B 4.2% 16

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.783
7d ago$0.783
30d ago$0.776+0.007
60d ago$0.719+0.064
90d ago$0.722+0.061
11 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 4, 2026 Jefferies DOWNGRADE Buy Hold
Jun 4, 2026 BMO Capital MAINTAIN Outperform Outperform
May 18, 2026 Truist Securities MAINTAIN Buy Buy
May 14, 2026 JP Morgan MAINTAIN Overweight Overweight
May 11, 2026 BMO Capital MAINTAIN Outperform Outperform
Apr 29, 2026 Barclays MAINTAIN Overweight Overweight
Apr 21, 2026 Truist Securities INITIATE Buy
Apr 21, 2026 B of A Securities MAINTAIN Buy Buy
Apr 17, 2026 BMO Capital MAINTAIN Outperform Outperform
Apr 13, 2026 BMO Capital MAINTAIN Outperform Outperform
Apr 8, 2026 Barclays MAINTAIN Overweight Overweight
Mar 2, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 23, 2026 Barclays MAINTAIN Overweight Overweight
Feb 9, 2026 BMO Capital REITERATE Outperform Outperform
Feb 6, 2026 Mizuho MAINTAIN Neutral Neutral
Feb 2, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 28, 2026 Jefferies MAINTAIN Buy Buy
Jan 20, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 15, 2026 Jefferies MAINTAIN Buy Buy
Jan 15, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 15, 2026 Barclays MAINTAIN Overweight Overweight
Dec 17, 2025 UBS MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264990059%
May 1, 20264990059%
Apr 1, 20264890057%
Mar 1, 20264890057%
Feb 1, 20264890057%
Jan 1, 20264890057%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

79°
Bullish
Bearish Neutral Bullish
10 mentions 8 bullish 0 bearish 8 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 11, 2026160° Warm101
Jun 11, 2026267° Warm202
Jun 11, 2026160° Warm101
Jun 11, 2026267° Warm202
Jun 10, 2026156° Neutral001
Jun 10, 2026156° Neutral001
Feb 25, 2026160° Warm101
Feb 7, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bullish 1d 20h ago
$LASE shamefully not spoken enough about
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bullish 1d 20h ago
LASE still a sleeper and shamefully unspoken about
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 2d 1h ago
DO NOT MISS THIS! CMS GOT CAUGHT CHEATING. CLOVER HEALTH JUST WON $120M.
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bullish 2d 1h ago
CMS GOT CAUGHT. CLOVER JUST WON $120M.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 2d 17h ago
$CLOV challenged the CMS star rating and got 4.5stars…announced today.
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bullish 4mo ago
Laser Photonics Corp --- $LASE
▲ 7 💬 3 ⚡ 0.0
Jun 12, 2026
short_volume
Short Volume: CMS — 60.1% short (0.5M / 0.9M)
Short: 540,893 | Exempt: 2,995 | TRF Vol: 900,495 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: CMS — 67.8% short (1.0M / 1.5M)
Short: 997,876 | Exempt: 4 | TRF Vol: 1,472,009 | Short Ratio: 67.8% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: CMS — 71.5% short (1.0M / 1.4M)
Short: 1,000,481 | Exempt: 225 | TRF Vol: 1,399,291 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: CMS — 63.6% short (0.9M / 1.5M)
Short: 947,683 | Exempt: 239 | TRF Vol: 1,489,305 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: CMS — 57.2% short (0.9M / 1.6M)
Short: 900,812 | Exempt: 780 | TRF Vol: 1,574,171 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
Enforcement
Rosa Eyleen Flynn v. American Airlines/Sedgwick CMS
Court ruling from District Court of Appeal of Florida. Docket: 1D2026-1099
Jun 5, 2026
Enforcement
Rosa Eyleen Flynn v. American Airlines/Sedgwick CMS
Court ruling from District Court of Appeal of Florida. Docket: 1D2026-1280
Jun 4, 2026
short_volume
Short Volume: CMS — 57.4% short (0.9M / 1.6M)
Short: 944,185 | Exempt: 3 | TRF Vol: 1,645,313 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: CMS — 58.1% short (1.7M / 2.9M)
Short: 1,688,187 | Exempt: 8,077 | TRF Vol: 2,907,559 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: CMS — 66.5% short (0.9M / 1.4M)
Short: 900,923 | Exempt: 2,623 | TRF Vol: 1,355,735 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: CMS — 61.1% short (0.5M / 0.9M)
Short: 524,829 | Exempt: 111 | TRF Vol: 858,557 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: CMS — 58.3% short (0.5M / 0.9M)
Short: 509,225 | Exempt: 669 | TRF Vol: 873,621 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: CMS — 57.4% short (0.4M / 0.7M)
Short: 427,638 | Exempt: 1,152 | TRF Vol: 745,604 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: CMS — 73.5% short (0.4M / 0.5M)
Short: 373,056 | Exempt: 0 | TRF Vol: 507,528 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: CMS — 69.8% short (0.5M / 0.7M)
Short: 461,350 | Exempt: 7 | TRF Vol: 661,387 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: CMS — 79.1% short (0.6M / 0.7M)
Short: 589,859 | Exempt: 14 | TRF Vol: 745,531 | Short Ratio: 79.1% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: CMS — 56.8% short (0.4M / 0.7M)
Short: 400,283 | Exempt: 2,462 | TRF Vol: 704,436 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)