Lombard Odier Asset Management Switzerland SA Takes Position in CMS Energy Corporation $CMS

Lombard Odier Asset Management Switzerland SA purchased a new position in shares of CMS Energy Corporation (NYSE:CMS) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 9,591 shares of the utilities provider’s stock, valued at approximately $744,000.

Several other institutional investors and hedge funds also recently made changes to their positions in CMS. Quadrant Capital Group LLC boosted its position in CMS Energy by 3.3% during the 4th quarter. Quadrant Capital Group LLC now owns 4,259 shares of the utilities provider’s stock worth $298,000 after buying an additional 137 shares during the period. Hantz Financial Services Inc. grew its holdings in CMS Energy by 1.5% during the 4th quarter. Hantz Financial Services Inc. now owns 9,467 shares of the utilities provider’s stock worth $662,000 after acquiring an additional 143 shares during the last quarter. Florida Financial Advisors LLC increased its position in CMS Energy by 4.9% in the 4th quarter. Florida Financial Advisors LLC now owns 3,174 shares of the utilities provider’s stock valued at $220,000 after acquiring an additional 149 shares during the period. Cim LLC increased its position in CMS Energy by 0.8% in the 3rd quarter. Cim LLC now owns 19,038 shares of the utilities provider’s stock valued at $1,395,000 after acquiring an additional 152 shares during the period. Finally, Norinchukin Bank The raised its stake in shares of CMS Energy by 0.9% during the third quarter. Norinchukin Bank The now owns 18,258 shares of the utilities provider’s stock valued at $1,338,000 after acquiring an additional 156 shares during the last quarter. Institutional investors and hedge funds own 93.57% of the company’s stock.

Insider Buying and Selling

In other CMS Energy news, SVP Brandon J. Hofmeister sold 3,000 shares of the company’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $74.31, for a total transaction of $222,930.00. Following the sale, the senior vice president owned 67,111 shares of the company’s stock, valued at approximately $4,987,018.41. This represents a 4.28% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.50% of the company’s stock.

CMS Energy Stock Up 0.4%

CMS Energy stock opened at $74.55 on Wednesday. The firm has a market cap of $23.03 billion, a price-to-earnings ratio of 20.59, a PEG ratio of 2.69 and a beta of 0.35. CMS Energy Corporation has a 52-week low of $68.64 and a 52-week high of $80.36. The company has a debt-to-equity ratio of 1.80, a quick ratio of 0.66 and a current ratio of 0.84. The firm has a 50 day moving average price of $74.28 and a two-hundred day moving average price of $74.79.

CMS Energy (NYSE:CMS) last posted its quarterly earnings data on Tuesday, July 28th. The utilities provider reported $0.37 EPS for the quarter, beating analysts’ consensus estimates of $0.36 by $0.01. CMS Energy had a net margin of 12.55% and a return on equity of 12.17%. The company had revenue of $1.83 billion for the quarter, compared to analyst estimates of $1.87 billion. During the same period in the prior year, the firm posted $0.71 EPS. The company’s quarterly revenue was down .5% on a year-over-year basis. CMS Energy has set its FY 2026 guidance at 4.080-4.170 EPS. Equities analysts predict that CMS Energy Corporation will post 3.87 EPS for the current year.

CMS Energy Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, August 7th will be issued a $0.57 dividend. The ex-dividend date is Friday, August 7th. This represents a $2.28 annualized dividend and a yield of 3.1%. CMS Energy’s payout ratio is presently 62.98%.

Trending Headlines about CMS Energy

Here are the key news stories impacting CMS Energy this week:

• Positive Sentiment: 2026 guidance exceeded expectations: CMS Energy raised or reaffirmed fiscal 2026 adjusted EPS guidance at $4.08-$4.17, above the approximately $3.88-$3.87 analyst consensus. This provides near-term earnings support. CMS Energy earnings and guidance
• Positive Sentiment: Quarterly EPS slightly beat estimates: Second-quarter adjusted EPS was $0.37, versus the $0.36 consensus estimate. The company is also emphasizing its regulated utility business and investments intended to serve rising electricity demand, a strategy that could improve earnings visibility over time. CMS Energy second-quarter results
• Neutral Sentiment: Strategic portfolio shift: CMS said it will exit non-utility renewables development through its NorthStar Clean Energy Services business, allowing greater focus on regulated operations. The move may reduce exposure to development risks but also limits potential growth from renewable projects. CMS Energy 2027 forecast and renewables exit
• Negative Sentiment: 2027 outlook disappointed: CMS Energy forecast 2027 adjusted profit below Wall Street expectations, creating a potential overhang for the stock despite the favorable 2026 guidance. Reuters report on CMS Energy outlook
• Negative Sentiment: Year-over-year earnings weakened: Second-quarter EPS fell from $0.71 or $0.66 a year earlier, depending on the reporting measure, while revenue declined slightly to $1.83 billion from the prior year and missed the $1.87 billion consensus. Operating income also decreased year over year. CMS Energy Q2 earnings analysis

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Wells Fargo & Company set a $80.00 price target on shares of CMS Energy in a report on Tuesday, April 21st. Jefferies Financial Group set a $78.00 price objective on CMS Energy in a report on Thursday, July 16th. Wall Street Zen raised CMS Energy from a “strong sell” rating to a “sell” rating in a research report on Sunday, July 5th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of CMS Energy in a report on Friday, June 5th. Finally, Morgan Stanley set a $77.00 price target on CMS Energy in a research report on Thursday, May 21st. Six research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, CMS Energy currently has an average rating of “Moderate Buy” and a consensus price target of $81.33.

CMS Energy Company Profile

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.