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 December 11th, the Representative disclosed that they had sold between $1,001 and $15,000 in CMS Energy stock on November 13th. 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 Charles Schwab (NYSE:SCHW) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Cigna Group (NYSE:CI) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Wells Fargo & Company (NYSE:WFC) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 11/13/2025.

CMS Energy Stock Performance

CMS traded down $0.66 on Friday, hitting $69.95. The company’s stock had a trading volume of 1,163,232 shares, compared to its average volume of 2,422,849. CMS Energy Corporation has a 12 month low of $63.97 and a 12 month high of $76.45. The firm has a market cap of $21.29 billion, a P/E ratio of 20.21, a price-to-earnings-growth ratio of 2.68 and a beta of 0.47. The company has a quick ratio of 0.60, a current ratio of 0.90 and a debt-to-equity ratio of 1.84. The company’s 50 day simple moving average is $73.20 and its 200-day simple moving average is $72.03.

CMS Energy (NYSE:CMS) last posted its quarterly earnings results on Thursday, October 30th. The utilities provider reported $0.93 EPS for the quarter, topping analysts’ consensus estimates of $0.86 by $0.07. CMS Energy had a return on equity of 12.10% and a net margin of 12.62%.The firm had revenue of $2.02 billion during the quarter, compared to analyst estimates of $1.83 billion. During the same period last year, the company earned $0.84 earnings per share. The business’s revenue for the quarter was up 15.9% on a year-over-year basis. 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. Analysts forecast that CMS Energy Corporation will post 3.59 EPS for the current year.

CMS Energy Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, November 26th. Investors of record on Friday, November 7th were paid a dividend of $0.5425 per share. This represents a $2.17 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date was Friday, November 7th. CMS Energy’s dividend payout ratio is presently 62.72%.

Institutional Trading of CMS Energy

Institutional investors have recently bought and sold shares of the company. Jane Street Group LLC boosted its stake in CMS Energy by 503.4% during the first quarter. Jane Street Group LLC now owns 175,804 shares of the utilities provider’s stock worth $13,205,000 after buying an additional 146,667 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in CMS Energy by 10.9% in the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 591,377 shares of the utilities provider’s stock worth $40,971,000 after acquiring an additional 58,024 shares in the last quarter. Venture Visionary Partners LLC raised its holdings in shares of CMS Energy by 769.5% in the 3rd quarter. Venture Visionary Partners LLC now owns 27,521 shares of the utilities provider’s stock valued at $2,016,000 after purchasing an additional 24,356 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings 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 buying an additional 2,093 shares during the last quarter. Finally, Vanguard Group Inc. raised its stake 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 worth $2,704,977,000 after purchasing an additional 702,713 shares during the last quarter. 93.57% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on CMS shares. KeyCorp raised their price target on CMS Energy from $76.00 to $79.00 and gave the company an “overweight” rating in a report on Wednesday, October 15th. Barclays lifted 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. Weiss Ratings restated a “buy (b-)” rating on shares of CMS Energy in a research report on Wednesday, October 8th. Morgan Stanley increased their target price 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, JPMorgan Chase & Co. dropped their price target on CMS Energy from $85.00 to $80.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Nine investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $78.25.

Insider Activity

In other CMS Energy 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 sale, the senior vice president directly owned 64,259 shares of the company’s stock, valued at approximately $4,656,849.73. This represents a 5.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.40% of the stock is currently owned by company insiders.

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.