Insider Selling: CMS Energy (NYSE:CMS) Director Sells 14,914 Shares of Stock

23 Feb 2026, 22:32 by Tristan Rich · The Markets Daily

CMS Energy Corporation (NYSE:CMS – Get Free Report) Director John Russell sold 14,914 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $75.75, for a total transaction of $1,129,735.50. Following the sale, the director directly owned 131,568 shares of the company’s stock, valued at $9,966,276. The trade was a 10.18% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

CMS Energy Stock Up 0.6%

NYSE CMS traded up $0.43 on Monday, hitting $76.29. The stock had a trading volume of 4,250,281 shares, compared to its average volume of 3,310,883. The business’s fifty day moving average price is $71.62 and its 200 day moving average price is $72.35. The stock has a market cap of $23.38 billion, a price-to-earnings ratio of 21.61, a price-to-earnings-growth ratio of 2.69 and a beta of 0.47. The company has a debt-to-equity ratio of 1.89, a current ratio of 0.98 and a quick ratio of 0.76. CMS Energy Corporation has a 52-week low of $67.71 and a 52-week high of $77.28.

CMS Energy (NYSE:CMS – Get Free Report) last issued its quarterly earnings data on Thursday, February 5th. The utilities provider reported $0.95 EPS for the quarter, beating the consensus estimate of $0.94 by $0.01. CMS Energy had a return on equity of 12.09% and a net margin of 12.54%.The firm had revenue of $2.23 billion during the quarter, compared to analyst estimates of $2.13 billion. During the same quarter in the prior year, the business posted $0.87 EPS. The business’s revenue for the quarter was up 12.3% compared to the same quarter last year. CMS Energy has set its FY 2026 guidance at 3.830-3.900 EPS. Equities research analysts anticipate that CMS Energy Corporation will post 3.59 earnings per share for the current year.

CMS Energy Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Tuesday, February 17th will be issued a dividend of $0.57 per share. This represents a $2.28 annualized dividend and a dividend yield of 3.0%. This is an increase from CMS Energy’s previous quarterly dividend of $0.54. The ex-dividend date is Tuesday, February 17th. CMS Energy’s dividend payout ratio is currently 64.59%.

Analysts Set New Price Targets

CMS has been the topic of several research analyst reports. Williams Trading set a $80.00 target price on shares of CMS Energy in a research report on Monday, February 9th. Barclays lifted their price objective on shares of CMS Energy from $74.00 to $79.00 and gave the stock an “overweight” rating in a research note on Monday. Weiss Ratings reissued a “buy (b-)” rating on shares of CMS Energy in a research report on Wednesday, January 21st. Wells Fargo & Company reduced their target price on CMS Energy from $77.00 to $74.00 and set an “equal weight” rating for the company in a research note on Tuesday, January 20th. Finally, Wall Street Zen cut CMS Energy from a “hold” rating to a “sell” rating in a research report on Saturday, February 14th. Eight research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, CMS Energy has an average rating of “Moderate Buy” and a consensus price target of $79.08.

Check Out Our Latest Stock Report on CMS

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Sound Income Strategies LLC raised its stake in shares of CMS Energy by 84.4% during the 4th quarter. Sound Income Strategies LLC now owns 343 shares of the utilities provider’s stock worth $25,000 after buying an additional 157 shares during the period. HM Payson & Co. boosted its holdings in shares of CMS Energy by 65.6% during the 3rd quarter. HM Payson & Co. now owns 356 shares of the utilities provider’s stock worth $26,000 after purchasing an additional 141 shares during the last quarter. First Horizon Corp purchased a new stake in CMS Energy in the 3rd quarter valued at $26,000. Elyxium Wealth LLC purchased a new stake in shares of CMS Energy in the fourth quarter valued at about $29,000. Finally, DV Equities LLC acquired a new stake in shares of CMS Energy during the 4th quarter worth approximately $29,000. Institutional investors and hedge funds own 93.57% of the company’s stock.

CMS Energy Company Profile

(Get Free Report)

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.