CMS ENERGY ($CMS) posted quarterly earnings results for Q4 2025 on Thursday, February 5th. The company reported earnings of $0.95 per share, missing estimates of $0.95 by $0.00. The company also reported revenue of $2,233,000,000, beating estimates of $1,902,465,290 by $330,534,710.
You can see Quiver Quantitative's $CMS stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
CMS ENERGY Insider Trading Activity
CMS ENERGY insiders have traded $CMS stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $CMS stock by insiders over the last 6 months:
- BRANDON J. HOFMEISTER (Senior Vice President) has made 0 purchases and 3 sales selling 6,000 shares for an estimated $437,128.
- LAUREN Y SNYDER (Senior Vice President) sold 2,220 shares for an estimated $158,198
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CMS ENERGY Hedge Fund Activity
We have seen 378 institutional investors add shares of CMS ENERGY stock to their portfolio, and 327 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VICTORY CAPITAL MANAGEMENT INC added 2,327,477 shares (+45.2%) to their portfolio in Q3 2025, for an estimated $170,510,965
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,194,198 shares (+47.5%) to their portfolio in Q3 2025, for an estimated $160,746,945
- PERPETUAL LTD removed 2,041,739 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $149,577,799
- JPMORGAN CHASE & CO removed 1,894,572 shares (-9.1%) from their portfolio in Q3 2025, for an estimated $138,796,344
- VANGUARD GROUP INC added 1,501,991 shares (+3.8%) to their portfolio in Q4 2025, for an estimated $105,034,230
- PICTET ASSET MANAGEMENT HOLDING SA added 1,481,779 shares (+70.9%) to their portfolio in Q4 2025, for an estimated $103,620,805
- BARCLAYS PLC added 885,649 shares (+67.7%) to their portfolio in Q3 2025, for an estimated $64,882,645
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CMS ENERGY Congressional Stock Trading
Members of Congress have traded $CMS stock 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $CMS stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIE JOHNSON has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 12/18, 12/09, 11/13, 08/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CMS ENERGY Analyst Ratings
Wall Street analysts have issued reports on $CMS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 01/28/2026
- Barclays issued a "Overweight" rating on 01/15/2026
To track analyst ratings and price targets for CMS ENERGY, check out Quiver Quantitative's $CMS forecast page.
CMS ENERGY Price Targets
Multiple analysts have issued price targets for $CMS recently. We have seen 7 analysts offer price targets for $CMS in the last 6 months, with a median target of $77.0.
Here are some recent targets:
- Stephen Byrd from Morgan Stanley set a target price of $75.0 on 02/02/2026
- Julien Dumoulin-Smith from Jefferies set a target price of $81.0 on 01/28/2026
- Shahriar Pourreza from Wells Fargo set a target price of $74.0 on 01/20/2026
- Jeremy Tonet from JP Morgan set a target price of $81.0 on 01/15/2026
- Nicholas Campanella from Barclays set a target price of $74.0 on 01/15/2026
- Ross Fowler from UBS set a target price of $77.0 on 12/17/2025
- Sophie Karp from Keybanc set a target price of $79.0 on 10/15/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
