CMS Energy Stock Movement Summary CMS Energy experienced a broad utilities sector rally following strong Q4 2025 earnings results. The company reported revenue of $2.23 billion, a 12.3% year-over-year increase, and EPS of $0.95, up from $0.87—both exceeding Zacks Consensus Estimates. Operating revenue for NorthStar Clean Energy and Consumers Energy also surpassed analyst expectations. Additionally, CMS Energy raised its quarterly dividend to $0.57 per share, representing a 3.1% yield. The company updated its at-the-market equity offering program, allowing issuance of up to an additional $492.3 million in common stock. Fourteen brokerages provide coverage with a consensus "Moderate Buy" rating and an average 12-month price target of $78.31. Institutional investors have been actively adjusting their holdings in the utility provider.
Read full analysisCMS Energy Stock Movement Summary CMS Energy experienced a broad utilities sector rally following strong Q4 2025 earnings results. The company reported revenue of $2.23 billion, a 12.3% year-over-year increase, and EPS of $0.95, up from $0.87—both exceeding Zacks Consensus Estimates. Operating revenue for NorthStar Clean Energy and Consumers Energy also surpassed analyst expectations. Additionally, CMS Energy raised its quarterly dividend to $0.57 per share, representing a 3.1% yield. The company updated its at-the-market equity offering program, allowing issuance of up to an additional $492.3 million in common stock. Fourteen brokerages provide coverage with a consensus "Moderate Buy" rating and an average 12-month price target of $78.31. Institutional investors have been actively adjusting their holdings in the utility provider.
CMS Energy is a Michigan-based utility holding company whose principal subsidiary, Consumers Energy, provides electricity and natural gas to nearly 7 million residents across the state. As a regulated utility, its earnings are relatively predictable, making it a classic defensive stock that tends to attract capital during risk-off market environments. Today's move reflects exactly that dynamic, with utilities leading all sectors as investors rotated into defensive names.