Charles Schwab Investment Management Inc. Has $133.42 Million Stake in CMS Energy Corporation $CMS

Charles Schwab Investment Management Inc. grew its holdings in CMS Energy Corporation (NYSE:CMS) by 1.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,925,841 shares of the utilities provider’s stock after purchasing an additional 22,994 shares during the quarter. Charles Schwab Investment Management Inc. owned about 0.64% of CMS Energy worth $133,422,000 as of its most recent filing with the SEC.

Other large investors also recently made changes to their positions in the company. Jane Street Group LLC increased its position in CMS Energy by 503.4% in the 1st quarter. Jane Street Group LLC now owns 175,804 shares of the utilities provider’s stock valued at $13,205,000 after acquiring an additional 146,667 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of CMS Energy by 10.9% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 591,377 shares of the utilities provider’s stock valued at $40,971,000 after purchasing an additional 58,024 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its stake in shares of CMS Energy by 7.3% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 30,873 shares of the utilities provider’s stock valued at $2,176,000 after purchasing an additional 2,093 shares during the last quarter. Vanguard Group Inc. increased its holdings in shares of CMS Energy by 1.8% in the second quarter. Vanguard Group Inc. now owns 39,044,129 shares of the utilities provider’s stock valued at $2,704,977,000 after purchasing an additional 702,713 shares in the last quarter. Finally, Dynamic Technology Lab Private Ltd bought a new position in CMS Energy in the 2nd quarter worth approximately $1,852,000. Institutional investors own 93.57% of the company’s stock.

Insiders Place Their Bets

In related news, SVP Brandon J. Hofmeister sold 4,000 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $72.47, for a total value of $289,880.00. Following the sale, the senior vice president directly owned 64,259 shares of the company’s stock, valued at approximately $4,656,849.73. The trade was a 5.86% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Lauren Y. Snyder sold 2,220 shares of the stock in a transaction dated Friday, September 5th. The stock was sold at an average price of $71.26, for a total value of $158,197.20. Following the transaction, the senior vice president owned 13,512 shares of the company’s stock, valued at approximately $962,865.12. This trade represents a 14.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.40% of the company’s stock.

CMS Energy Price Performance

Shares of CMS stock opened at $75.28 on Friday. The firm has a market capitalization of $22.91 billion, a price-to-earnings ratio of 22.27, a price-to-earnings-growth ratio of 2.76 and a beta of 0.42. CMS Energy Corporation has a 12-month low of $63.97 and a 12-month high of $76.45. The company has a quick ratio of 0.77, a current ratio of 1.00 and a debt-to-equity ratio of 1.93. The firm has a fifty day moving average of $73.49 and a 200-day moving average of $71.92.

CMS Energy (NYSE:CMS) last announced its quarterly earnings results on Thursday, October 30th. The utilities provider reported $0.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.86 by $0.07. CMS Energy had a return on equity of 12.07% and a net margin of 12.76%.The company had revenue of $2.02 billion during the quarter, compared to the consensus estimate of $1.83 billion. During the same period in the prior year, the company earned $0.84 earnings per share. The company’s revenue for the quarter was up 15.9% compared to the same quarter last year. CMS Energy has set its FY 2026 guidance at 3.800-3.870 EPS. FY 2025 guidance at 3.560-3.600 EPS. On average, equities research analysts forecast that CMS Energy Corporation will post 3.59 earnings per share for the current year.

CMS Energy Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, November 26th. Stockholders of record on Friday, November 7th were given a dividend of $0.5425 per share. The ex-dividend date of this dividend was Friday, November 7th. This represents a $2.17 annualized dividend and a dividend yield of 2.9%. CMS Energy’s dividend payout ratio is currently 62.72%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on CMS. KeyCorp increased their price objective on CMS Energy from $76.00 to $79.00 and gave the company an “overweight” rating in a research report on Wednesday, October 15th. Morgan Stanley raised their price target on CMS Energy from $71.00 to $76.00 and gave the company an “outperform” rating in a report on Wednesday, October 22nd. Wall Street Zen raised CMS Energy from a “sell” rating to a “hold” rating in a report on Saturday, October 18th. Barclays upped their target price on shares of CMS Energy from $78.00 to $82.00 and gave the company an “overweight” rating in a research report on Tuesday, October 21st. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of CMS Energy in a research report on Wednesday, October 8th. Eight investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $78.36.

CMS Energy Profile

CMS Energy Corporation operates as an energy company primarily in Michigan. The company operates through three segments: Electric Utility; Gas Utility; and Enterprises. The Electric Utility segment is involved in the generation, purchase, transmission, distribution, and sale of electricity. This segment generates electricity through coal, wind, gas, renewable energy, oil, and nuclear sources.