CMSUtilities · Utilities - Regulated ElectricThe 16 Wall Street analysts covering CMS Energy Corp. hold a median 12-month price target of $73 — +2.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 26 of 100 as at 4 Nov 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores CMS Energy Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (94): The share price has been relatively steady.
Issuance (25): The company has been issuing shares or taking on financing, diluting existing holders.
Size (10): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on CMS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +2.9% from it.
Of the 20 most recent actions, 1 moved their price target up and 9 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | $79 → $73 |
| 22 Oct 2026 | HSBC | Initiates | Hold | $69 |
| 21 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $77 → $73 |
| 19 Oct 2026 | BMO Capital | Maintains | Outperform | — |
| 19 Oct 2026 | BMO Capital | Maintains | Outperform | $73 → $76 |
| 16 Oct 2026 | Barclays | Maintains | Overweight | — |
| 16 Oct 2026 | Barclays | Maintains | Overweight | $81 → $72 |
| 14 Oct 2026 | Truist Securities | Maintains | Buy | $81 → $77 |
| 14 Oct 2026 | Truist Securities | Maintains | Buy | — |
| 6 Oct 2026 | BMO Capital | Maintains | Outperform | $77 → $73 |
| 6 Oct 2026 | BMO Capital | Maintains | Outperform | — |
| 18 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | $79 → $77 |
| 18 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 15 Sept 2026 | Jefferies | Maintains | Hold | $78 → $74 |
| 15 Sept 2026 | Jefferies | Maintains | Hold | — |
| 8 Sept 2026 | BMO Capital | Maintains | Outperform | — |
| 8 Sept 2026 | BMO Capital | Maintains | Outperform | $82 → $77 |
| 26 Aug 2026 | Argus Research | Reiterates | Buy | $80 |
| 26 Aug 2026 | Argus Research | Reiterates | Buy | — |
| 21 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | $80 → $79 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
CMS appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, CMS Energy Corp. returned +0.3% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 30% of US stocks
Cheaper than 46% of US stocks
Cheaper than 38% of US stocks
Cheaper than 26% of US stocks
Higher than 48% of US stocks
Higher than 9% of US stocks
Higher than 46% of US stocks
Higher than 86% of US stocks
Higher than 69% of US stocks
Higher than 54% of US stocks
Higher than 66% of US stocks
Higher than 88% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
CMS Energy Corp. has a market value of $22.0B and an enterprise value of $42.7B.
Revenue in the twelve months to 30 June 2026: $8.8B. The latest quarter grew 8.0% year on year.
Net income over the same four quarters: $887.0M, a 10.1% net margin.
Diluted earnings per share, trailing twelve months: $3.31.
Free cash flow in the twelve months to 30 June 2026: −$2.1B, after $4.1B of capital spending.
CMS Energy Corp. spent $690.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 25.0×; forward P/E: 16.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.26%, paying out 80% of earnings.
CMS Energy Corp. employs 8,350 people — $1.1M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own CMS Energy Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
CMS Energy added 745 megawatts of new customer contracts. NorthStar restructuring reduces parent funding needs by over $500 million.
Why it matters — The update highlights new contracted capacity and lower parent funding needs, two developments relevant to CMS watchers.
Seeking Alpha published a weekly summary of dividend activity among Dividend Champions, Contenders, and Challengers, including companies that changed dividends and those with upcoming ex-dividend dates.
Why it matters — The excerpt does not specify whether CMS Energy was included or describe any CMS dividend activity, so it provides no company-specific update for CMS watchers.
COPE Health Solutions was named one of eight finalists in QualTech, an industry event sponsored by the Centers for Medicare & Medicaid Services through its Center for Clinical Standards and Quality. Its Super Intelligence solution aims to expand Medicare Annual Wellness Visits.
Why it matters — The finalist selection highlights a technology initiative focused on a Medicare-related healthcare quality priority.
Seeking Alpha rates CMS Energy 'hold' and cites a $54-per-share price target, while noting its $24 billion capital plan could bring funding, regulatory, and dilution risks that may constrain earnings and shareholder returns.
Why it matters — The article highlights concerns for CMS watchers around capital-plan execution, Michigan-focused regulatory exposure, and the appeal of the company's 3.3% yield relative to risk-free rates.
CMS Energy held its Q3 2026 earnings call on October 27, 2026. The excerpt identifies company executives and analysts on the call and notes that the earnings release and webcast presentation are available on the company’s Investor Relations website.
Why it matters — The call is an opportunity for CMS watchers to hear the company’s quarterly results and management discussion, though the provided excerpt contains no details about performance.
The 16 Wall Street analysts covering CMS Energy Corp. have a median 12-month price target of $73, with estimates ranging from $68 to $78. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 16 analysts covering CMS Energy Corp., 7 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks CMS Energy Corp. 26 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, CMS Energy Corp. ranks 26 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (94 of 100).
No one can know that. What the data says: the median 12-month target from 16 analysts implies +2.9% from the last close, and Ticker Nerd's factor model ranks CMS Energy Corp. 26 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering CMS Energy Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CMS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $68 to $78 over the next 12 months.
CMS Energy Corp. returned +0.3% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
CMS Energy Corporation Common Stock is the equity security of CMS Energy Corporation, an energy holding company centered on regulated utility operations. The company’s core businesses include electric utility services, natural gas utility services, and NorthStar Clean Energy, which participates in independent power production and renewable generation.
The most recent item we track (The Motley Fool, 4 Nov 2026): "CMS Energy: 3 Key Takeaways for Long-Term Investors". CMS Energy added 745 megawatts of new customer contracts. NorthStar restructuring reduces parent funding needs by over $500 million.
CMS Energy Corporation Common Stock is the equity security of CMS Energy Corporation, an energy holding company centered on regulated utility operations. The company’s core businesses include electric utility services, natural gas utility services, and NorthStar Clean Energy, which participates in independent power production and renewable generation. Through its regulated utilities, CMS Energy serves residential, commercial, and industrial customers with electricity and natural gas distribution, transmission, storage, and related energy services. Its clean energy segment adds wholesale power generation and power marketing capabilities, giving the company a diversified role across the U.S. energy market. CMS Energy Corporation Common Stock represents ownership in a business that combines essential utility infrastructure with selective power-generation activities, making it a widely followed utility-sector asset for investors monitoring regulated energy providers and the transition toward cleaner electricity generation.
CEO Mr. Garrick J. Rochow · 8,350 employees · United States · https://www.cmsenergy.com
