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

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 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” 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 Price Performance

CMS opened at $71.71 on Monday. The company’s 50-day simple moving average is $71.65 and its two-hundred day simple moving average is $72.14. The company has a debt-to-equity ratio of 1.84, a quick ratio of 0.60 and a current ratio of 0.90. The stock has a market capitalization of $21.82 billion, a P/E ratio of 20.73, a P/E/G ratio of 2.55 and a beta of 0.49. CMS Energy Corporation has a 52-week low of $65.10 and a 52-week high of $76.45.

CMS Energy (NYSE:CMS) last released its quarterly earnings data on Thursday, October 30th. The utilities provider reported $0.93 earnings per share for the quarter, beating the consensus estimate of $0.86 by $0.07. The firm had revenue of $2.02 billion during the quarter, compared to analysts’ expectations of $1.83 billion. CMS Energy had a net margin of 12.62% and a return on equity of 12.10%. The firm’s quarterly revenue was up 15.9% on a year-over-year basis. During the same period in the previous year, the company earned $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. As a group, analysts predict that CMS Energy Corporation will post 3.59 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in CMS. HM Payson & Co. grew its stake in shares of CMS Energy by 65.6% during the 3rd quarter. HM Payson & Co. now owns 356 shares of the utilities provider’s stock valued at $26,000 after acquiring an additional 141 shares during the period. First Horizon Corp purchased a new position in CMS Energy during the third quarter valued at approximately $26,000. Covestor Ltd boosted its position in shares of CMS Energy by 52.0% in the third quarter. Covestor Ltd now owns 424 shares of the utilities provider’s stock worth $31,000 after purchasing an additional 145 shares during the period. Trust Co. of Vermont boosted its position in shares of CMS Energy by 127.7% in the second quarter. Trust Co. of Vermont now owns 535 shares of the utilities provider’s stock worth $37,000 after purchasing an additional 300 shares during the period. Finally, Dorato Capital Management purchased a new stake in shares of CMS Energy in the fourth quarter worth $37,000. Institutional investors own 93.57% of the company’s stock.

Wall Street Analysts Forecast Growth

CMS has been the subject of a number of research reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of CMS Energy in a research note on Wednesday, October 8th. UBS Group reduced their price objective on CMS Energy from $81.00 to $77.00 and set a “neutral” rating for the company in a research report on Wednesday, December 17th. Barclays lowered their target price on CMS Energy from $82.00 to $74.00 and set an “overweight” rating on the stock in a report on Wednesday. Morgan Stanley boosted their price target on CMS Energy from $71.00 to $76.00 and gave the company an “outperform” rating in a research note on Wednesday, October 22nd. Finally, KeyCorp upped their price target on shares of CMS Energy from $76.00 to $79.00 and gave the company an “overweight” rating in a research report on Wednesday, October 15th. Nine research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $77.67.

Insider Buying and Selling at CMS Energy

In related news, SVP Brandon J. Hofmeister sold 4,000 shares of the company’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 completion of the transaction, the senior vice president owned 64,259 shares of the company’s stock, valued at approximately $4,656,849.73. This represents a 5.86% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.40% of the company’s stock.

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.

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.