Rep. Julie Johnson Sells CMS Energy Corporation (NYSE:CMS) Shares

Representative Julie Johnson (D-Texas) recently sold shares of CMS Energy Corporation (NYSE:CMS). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in CMS Energy stock on December 9th. The trade occurred in the Representative’s “MERRILL LYNCH LONG TERM GROWTH” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

CMS Energy Trading Up 0.6%

Shares of CMS Energy stock opened at $71.71 on Monday. The firm’s 50 day moving average is $71.65 and its 200 day moving average is $72.14. The firm has a market capitalization of $21.82 billion, a PE ratio of 20.73, a price-to-earnings-growth ratio of 2.55 and a beta of 0.49. CMS Energy Corporation has a 1 year low of $65.10 and a 1 year high of $76.45. The company has a current ratio of 0.90, a quick ratio of 0.60 and a debt-to-equity ratio of 1.84.

CMS Energy (NYSE:CMS) last issued its earnings results on Thursday, October 30th. The utilities provider reported $0.93 earnings per share for the quarter, beating analysts’ consensus estimates of $0.86 by $0.07. The firm had revenue of $2.02 billion for the quarter, compared to analyst estimates of $1.83 billion. CMS Energy had a net margin of 12.62% and a return on equity of 12.10%. The company’s quarterly revenue was up 15.9% on a year-over-year basis. During the same quarter last year, the business posted $0.84 earnings per share. CMS Energy has set its FY 2026 guidance at 3.800-3.870 EPS and its FY 2025 guidance at 3.560-3.600 EPS. Equities research analysts forecast that CMS Energy Corporation will post 3.59 earnings per share for the current fiscal year.

Institutional Trading of CMS Energy

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in shares of CMS Energy by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 39,170,301 shares of the utilities provider’s stock worth $2,869,616,000 after purchasing an additional 126,172 shares during the period. Geode Capital Management LLC raised its stake in CMS Energy by 1.6% during the second quarter. Geode Capital Management LLC now owns 8,020,765 shares of the utilities provider’s stock worth $553,440,000 after buying an additional 130,059 shares during the last quarter. Ameriprise Financial Inc. lifted its holdings in CMS Energy by 2.7% in the third quarter. Ameriprise Financial Inc. now owns 4,900,632 shares of the utilities provider’s stock valued at $358,865,000 after buying an additional 128,860 shares during the period. Norges Bank bought a new stake in CMS Energy during the second quarter valued at $238,951,000. Finally, Reaves W H & Co. Inc. grew its holdings in CMS Energy by 14.8% during the 3rd quarter. Reaves W H & Co. Inc. now owns 2,149,018 shares of the utilities provider’s stock worth $157,437,000 after acquiring an additional 276,476 shares during the period. Institutional investors and hedge funds own 93.57% of the company’s stock.

Insider Activity

In related news, SVP Brandon J. Hofmeister sold 4,000 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $72.47, for a total transaction of $289,880.00. Following the sale, the senior vice president owned 64,259 shares in the company, valued at $4,656,849.73. This represents a 5.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.40% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on CMS. JPMorgan Chase & Co. boosted their price objective on CMS Energy from $80.00 to $81.00 and gave the stock an “overweight” rating in a research report on Thursday. Wells Fargo & Company raised CMS Energy to a “hold” rating in a research note on Tuesday, October 28th. Morgan Stanley upped their price objective on CMS Energy from $71.00 to $76.00 and gave the company an “outperform” rating in a research note on Wednesday, October 22nd. UBS Group cut their target price on shares of CMS Energy from $81.00 to $77.00 and set a “neutral” rating on the stock in a research report on Wednesday, December 17th. Finally, Barclays reduced their target price on shares of CMS Energy from $82.00 to $74.00 and set an “overweight” rating on the stock in a report on Wednesday. Nine analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $77.67.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.