United Capital Financial Advisors LLC Buys New Shares in CMS Energy Corporation $CMS

Posted by Stanley Muller on Aug 31st, 2026

United Capital Financial Advisors LLC purchased a new stake in shares of CMS Energy Corporation (NYSE:CMS – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 11,555 shares of the utilities provider’s stock, valued at approximately $884,000.

A number of other hedge funds also recently modified their holdings of CMS. Caitlin John LLC acquired a new stake in shares of CMS Energy during the 2nd quarter worth approximately $112,000. Brasada Capital Management LP acquired a new stake in CMS Energy during the second quarter worth $8,212,000. Jefferies Financial Group Inc. acquired a new stake in CMS Energy during the second quarter worth $2,106,000. Public Employees Retirement System of Ohio bought a new stake in CMS Energy in the 2nd quarter valued at $13,694,000. Finally, Corient Private Wealth LP acquired a new position in shares of CMS Energy in the 2nd quarter valued at $12,505,000. Institutional investors own 93.57% of the company’s stock.

CMS Energy Price Performance

Shares of NYSE CMS opened at $68.21 on Monday. CMS Energy Corporation has a 12-month low of $67.90 and a 12-month high of $80.36. The firm’s 50-day simple moving average is $73.16 and its 200 day simple moving average is $74.65. The company has a market cap of $21.39 billion, a price-to-earnings ratio of 20.48, a price-to-earnings-growth ratio of 2.47 and a beta of 0.35. The company has a quick ratio of 0.67, a current ratio of 0.94 and a debt-to-equity ratio of 1.81.

CMS Energy (NYSE:CMS – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The utilities provider reported $0.37 earnings per share for the quarter, beating analysts’ consensus estimates of $0.36 by $0.01. The business had revenue of $1.83 billion during the quarter, compared to analyst estimates of $1.87 billion. CMS Energy had a net margin of 11.64% and a return on equity of 10.76%. CMS Energy’s revenue for the quarter was down .5% compared to the same quarter last year. During the same quarter last year, the business posted $0.71 earnings per share. CMS Energy has set its FY 2026 guidance at 4.080-4.170 EPS. On average, research analysts expect that CMS Energy Corporation will post 3.87 earnings per share for the current fiscal year.

CMS Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Friday, August 7th will be issued a dividend of $0.57 per share. This represents a $2.28 annualized dividend and a yield of 3.3%. The ex-dividend date of this dividend is Friday, August 7th. CMS Energy’s payout ratio is currently 68.47%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on CMS. Mizuho decreased their target price on shares of CMS Energy from $78.00 to $77.00 and set a “neutral” rating on the stock in a research report on Wednesday, July 29th. Barclays raised their price target on shares of CMS Energy from $79.00 to $81.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 14th. Truist Financial decreased their price objective on CMS Energy from $85.00 to $81.00 and set a “buy” rating on the stock in a report on Tuesday, August 4th. JPMorgan Chase & Co. upped their price objective on CMS Energy from $82.00 to $85.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Finally, KeyCorp cut CMS Energy from an “overweight” rating to a “sector weight” rating in a report on Thursday, July 23rd. Seven research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, CMS Energy has an average rating of “Moderate Buy” and an average target price of $81.69.

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CMS Energy Profile

(Free Report)

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.