Weekly Investment Analysts’ Ratings Changes for CMS Energy (CMS)

CMS Energy (NYSE: CMS) recently received a number of ratings updates from brokerages and research firms:

• 5/21/2026 – CMS Energy was given a new $77.00 price target by Morgan Stanley.
• 5/18/2026 – CMS Energy had its price target lowered by Truist Financial Corporation from $86.00 to $83.00. They now have a “buy” rating on the stock.
• 5/14/2026 – CMS Energy had its price target lowered by JPMorgan Chase & Co. from $86.00 to $82.00. They now have an “overweight” rating on the stock.
• 5/11/2026 – CMS Energy had its price target lowered by BMO Capital Markets from $85.00 to $82.00. They now have an “outperform” rating on the stock.
• 4/29/2026 – CMS Energy had its price target lowered by Barclays PLC from $81.00 to $79.00. They now have an “overweight” rating on the stock.
• 4/21/2026 – CMS Energy was given a new $80.00 price target by Wells Fargo & Company.
• 4/21/2026 – CMS Energy had its price target raised by Bank of America Corporation from $82.00 to $88.00. They now have a “buy” rating on the stock.
• 4/21/2026 – CMS Energy is now covered by Truist Financial Corporation. They set a “buy” rating and a $86.00 price target on the stock.
• 4/20/2026 – CMS Energy was upgraded by Truist Financial Corporation to “strong-buy”.
• 4/17/2026 – CMS Energy had its price target lowered by BMO Capital Markets from $86.00 to $85.00. They now have an “outperform” rating on the stock.
• 4/13/2026 – CMS Energy had its price target raised by BMO Capital Markets from $80.00 to $86.00. They now have an “outperform” rating on the stock.
• 4/8/2026 – CMS Energy had its price target raised by Barclays PLC from $79.00 to $81.00. They now have an “overweight” rating on the stock.

CMS Energy Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 8th will be given a $0.57 dividend. The ex-dividend date is Friday, May 8th. This represents a $2.28 dividend on an annualized basis and a dividend yield of 3.1%. CMS Energy’s payout ratio is 62.98%.

Insider Activity at CMS Energy

In related news, SVP Brandon J. Hofmeister sold 4,000 shares of the business’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $78.23, for a total transaction of $312,920.00. Following the transaction, the senior vice president owned 70,670 shares in the company, valued at $5,528,514.10. The trade was a 5.36% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Diane Leopold bought 2,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were bought at an average price of $76.70 per share, for a total transaction of $153,400.00. Following the transaction, the director directly owned 2,769 shares in the company, valued at $212,382.30. This trade represents a 260.08% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.50% of the stock is owned by corporate insiders.

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.