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CMS

CMS ENERGY CORP

At today's price, CMS ENERGY CORP (CMS) is priced for -2.7% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
-2.7% growth
Priced In
within-range

Key Takeaways

• CMS Energy is a Michigan regulated utility, electric generation and distribution plus gas distribution, the kind of business whose earnings grow with the capital it is allowed to invest rather than with the economy. • The distinctive driver is a $24 billion capital plan that would lift its rate base from about $28.4 billion in 2025 toward $46.8 billion by 2030, a roughly 10.5% annual expansion that funds the company's targeted 6% to 8% long-term earnings growth [Source: Q1 2026 capital plan up

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Institutional ownership

775 institutional managers reported holding CMS in 13F filings for the quarter ended 2026-03-31. Together they hold about 92% of the company; the top 10 hold 48%. 89 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 16.7M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

CMS's share count grew 6% over the past five years. It pays no dividend.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at CMS over the trailing three years: 2026: 1 buy totaling $153k. 22 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

CMS's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-07-28-3.8%-13.0%
2023-10-27-0.3%+7.0%
2024-02-09+1.1%+2.8%
2024-04-26-1.6%+0.3%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

CMS's latest 8-K filings: 2026-06-03 (items 5.02, 7.01, 9.01); 2026-05-13 (items 8.01, 9.01); 2026-05-13 (items 5.03, 5.07, 9.01); 2026-04-28 (items 2.02, 7.01, 9.01); 2026-02-20 (items 5.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.