Global Retirement Partners LLC Sells 9,237 Shares of CMS Energy Corporation $CMS

Global Retirement Partners LLC lowered its stake in shares of CMS Energy Corporation (NYSE:CMS) by 75.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,032 shares of the utilities provider’s stock after selling 9,237 shares during the quarter. Global Retirement Partners LLC’s holdings in CMS Energy were worth $212,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of CMS. Vanguard Group Inc. grew its holdings in CMS Energy by 3.8% during the fourth quarter. Vanguard Group Inc. now owns 40,672,292 shares of the utilities provider’s stock worth $2,844,213,000 after buying an additional 1,501,991 shares in the last quarter. Pictet Asset Management Holding SA grew its stake in CMS Energy by 70.9% in the 4th quarter. Pictet Asset Management Holding SA now owns 3,571,251 shares of the utilities provider’s stock valued at $249,738,000 after purchasing an additional 1,481,779 shares during the period. Soroban Capital Partners LP grew its stake 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 during the period. BI Asset Management Fondsmaeglerselskab A S grew its stake in CMS Energy by 3,585.4% in the 3rd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 443,054 shares of the utilities provider’s stock valued at $32,458,000 after purchasing an additional 431,032 shares during the period. Finally, Zimmer Partners LP grew its stake in CMS Energy by 129.8% in the 3rd quarter. Zimmer Partners LP now owns 694,400 shares of the utilities provider’s stock valued at $50,872,000 after purchasing an additional 392,262 shares during the period. Institutional investors own 93.57% of the company’s stock.

CMS Energy Stock Up 0.0%

CMS stock opened at $72.60 on Monday. The stock has a fifty day moving average of $75.70 and a 200-day moving average of $74.01. CMS Energy Corporation has a fifty-two week low of $68.37 and a fifty-two week high of $80.36. The company has a market capitalization of $22.43 billion, a price-to-earnings ratio of 20.05, a PEG ratio of 2.63 and a beta of 0.35. The company has a debt-to-equity ratio of 1.80, a quick ratio of 0.66 and a current ratio of 0.84.

CMS Energy (NYSE:CMS) last announced its quarterly earnings data on Tuesday, April 28th. The utilities provider reported $1.13 earnings per share for the quarter, topping the consensus estimate of $1.11 by $0.02. CMS Energy had a return on equity of 12.17% and a net margin of 12.55%.The company had revenue of $2.73 billion during the quarter, compared to analyst estimates of $2.46 billion. During the same quarter last year, the firm posted $1.02 EPS. The firm’s revenue for the quarter was up 11.6% on a year-over-year basis. CMS Energy has set its FY 2026 guidance at 3.830-3.90 EPS. As a group, equities research analysts predict that CMS Energy Corporation will post 3.87 earnings per share for the current year.

CMS Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 29th. Investors of record on Friday, May 8th were issued a $0.57 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $2.28 annualized dividend and a yield of 3.1%. CMS Energy’s dividend payout ratio (DPR) is 62.98%.

Insider Buying and Selling

In related news, SVP Brandon J. Hofmeister sold 3,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $74.31, for a total value of $222,930.00. Following the completion of the transaction, the senior vice president directly owned 67,111 shares of the company’s stock, valued at approximately $4,987,018.41. This trade represents a 4.28% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on CMS. BMO Capital Markets reduced their price objective on CMS Energy from $85.00 to $82.00 and set an “outperform” rating for the company in a research note on Monday, May 11th. Wall Street Zen downgraded CMS Energy from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. Morgan Stanley set a $77.00 price objective on CMS Energy in a research note on Thursday, May 21st. JPMorgan Chase & Co. reduced their price objective on CMS Energy from $86.00 to $82.00 and set an “overweight” rating for the company in a research note on Thursday, May 14th. Finally, Barclays reduced their price objective on CMS Energy from $81.00 to $79.00 and set an “overweight” rating for the company in a research note on Wednesday, April 29th. Eight investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $80.83.

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.