CMS Energy and Consumers Energy Announces Board Changes, Effective February 20, 2026
CMS Energy and Consumers Energy have announced the appointment of two new members to their boards of directors, effective February 20, 2026. Diane Leopold, former executive vice president and chief operating officer at Dominion Energy, brings over three decades of utility experience and will serve on the Compensation and Human Resources Committee and the Finance Committee. Richard Keyes, president and CEO of Meijer, Inc., also joins the boards, bringing 35 years of operational and strategic experience, and will serve on the Audit Committee and Governance, Sustainability and Public Responsibility Committee.
CMS Energy Announces Diane Leopold and Richard Keyes to Join the Board of Directors
CMS Energy announced the election of Diane Leopold and Richard Keyes to its boards of directors, effective February 20, 2026. Leopold, a retired executive vice president and chief operating officer at Dominion Energy, brings over three decades of utility experience and will serve on the Compensation and Human Resources and Finance Committees. Keyes, president and chief executive officer of Meijer, Inc., brings over 35 years of business experience and will serve on the Audit Committee and Governance, Sustainability and Public Responsibility Committee.
Dominion utility veteran and Meijer CEO join CMS Energy boards
CMS Energy (NYSE: CMS) has elected Diane Leopold and Richard Keyes to its and Consumers Energy's boards of directors, effective February 20, 2026. Leopold, a retired executive from Dominion Energy, brings over three decades of utility operations experience, while Keyes, the current CEO of Meijer, adds over 35 years of retail and operational leadership. They have been assigned to key committees, strengthening the boards with diverse and extensive expertise.
CMS Energy Announces Diane Leopold and Richard Keyes to Join the Board of Directors
CMS Energy has announced the election of Diane Leopold and Richard Keyes to its boards of directors, effective February 20, 2026. Diane Leopold, former executive vice president and chief operating officer at Dominion Energy, brings over three decades of utility experience and will serve on the Compensation and Human Resources, and Finance Committees. Richard Keyes, president and CEO of Meijer, Inc., brings over 35 years of operational and strategic experience and will join the Audit Committee and Governance, Sustainability and Public Responsibility Committee.
Consumers Energy details major 2025 grid investments to boost reliability across Michigan
Consumers Energy highlighted significant infrastructure investments in 2025 to strengthen Michigan's electric grid, reduce outages, and control costs. The company completed nearly 2,700 reliability projects, including building new substations, installing thousands of utility poles and line sensors, and extensive tree trimming. These efforts led to a reduction of 130,000 customer outages despite a 20% increase in weather events, demonstrating progress towards long-term reliability goals.
Barclays Adjusts Price Target on CMS Energy to $79 From $74, Maintains Overweight Rating
Barclays has increased its price target for CMS Energy (CMS) from $74 to $79, while maintaining an "Overweight" rating on the stock. This adjustment reflects a positive outlook on the company's financial prospects. The news follows several other analysts' updates on CMS Energy, indicating active review within the utilities sector.
State approves $242 million DTE Energy rate hike
The Michigan Public Service Commission has approved a $242 million rate increase for DTE Energy, which will take effect on March 5. This increase is 58% lower than DTE's initial request. Michigan Attorney General Dana Nessel expressed frustration, calling the hike unreasonable, while DTE Energy stated the increase supports investments for improved reliability and maintains competitive rates.
CMS Energy Announces Diane Leopold and Richard Keyes to Join the Board of Directors
CMS Energy has announced the election of Diane Leopold and Richard Keyes to its boards of directors, effective February 20, 2026. Leopold, a retired executive vice president and COO of Dominion Energy, brings over three decades of utility experience. Keyes, president and CEO of Meijer, Inc., contributes more than 35 years of operational and strategic leadership expertise.
AI data centers fuel AES rise as top corporate clean power supplier
AES has been recognized by BloombergNEF as the top seller of clean energy to corporations in the U.S. and the Americas for the fifth consecutive year in 2025. This achievement is largely driven by soaring demand from AI data center development and advanced manufacturing, with corporate Power Purchase Agreements (PPAs) now representing nearly two-thirds of AES' backlog. Google was identified as AES' top corporate buyer in 2025, highlighting the company's significant role in providing clean energy solutions to major technology firms.
Otter Tail (OTTR) seeks votes to elect directors, ratify auditor, approve pay
Otter Tail Corporation is soliciting proxies for its 2026 Annual Meeting to be held virtually on April 13, 2026. Shareholders will vote on the election of three directors, a non-binding advisory resolution on named executive officer compensation, the ratification of Deloitte & Touche as the independent auditor, and a Bylaws amendment to add an exclusive forum provision. The company reported strong 2025 financial results, including $1.3 billion revenue, $276 million net income, $6.55 diluted EPS, and a 10% dividend increase to $2.31 per share.
Reliability Roadmap by the Numbers: 2,700 Electric Reliability Improvements Powered by Customers' Investments in 2025
Consumers Energy completed nearly 2,700 electric reliability projects in Michigan during 2025, funded by customer investments. Despite a 20% increase in weather-driven outage events, these improvements led to 130,000 fewer customer outages and $15 million in savings from improved forecasting. The projects, part of the Reliability Roadmap, aim to create a stronger, smarter grid and reduce long-term costs for customers.
Storm-battered Michigan saw 130k fewer power outages in 2025 after grid upgrades
Consumers Energy (NYSE:CMS) completed extensive grid upgrades in 2025, including 2,700 distribution reliability projects, which reduced customer outages by 130,000 and saved $15 million in storm-response costs despite a 20% increase in weather-driven outage events. Eighty percent of customer rate increases over the past five years funded these improvements. The company continues to work towards its goals of keeping outages under 24 hours per customer and limiting single-incident impacts to under 100,000 customers.
Did Strong Q4 Earnings and a Higher Dividend Just Shift CMS Energy's (CMS) Investment Narrative?
CMS Energy reported strong Q4 2025 earnings and full-year results, alongside approving an increase in its common dividend to US$0.57 per share. These actions, combined with a new omnibus shelf registration, support the company's existing narrative of being a regulated Michigan utility investing in grid and clean energy projects. However, investors should also be aware of the significant future financing needs and potential for shareholder dilution due to a large investment pipeline.
Is It Worth Investing in PPL (PPL) Based on Wall Street's Bullish Views?
This article examines the investment potential of PPL (PPL) by comparing Wall Street analyst recommendations with Zacks Rank. While PPL has a favorable average brokerage recommendation (ABR) of 1.66, the article emphasizes that brokerage recommendations often have a positive bias due to vested interests. It suggests using the more reliable Zacks Rank, which is based on earnings estimate revisions and has a strong predictive track record, to validate investment decisions.
CMS Energy 2026 Outlook & Stock Analysis - Q4 2025 Results - News and Statistics
CMS Energy reported strong adjusted earnings per share of $3.61 for Q4 2025, surpassing its guidance, primarily driven by its NorthStar Clean Energy segment. The company also raised its adjusted EPS guidance for 2026 to $3.83-$3.90 and reaffirmed its long-term growth target of 6-8%. Analysts maintain a "Moderate Buy" rating, with a consensus price target of $79.15 and a high target of $87.
Do Wall Street analysts have a favorable opinion of CMS Energy shares?
CMS Energy (CMS) has shown mixed stock performance, trailing the S&P 500 over the past year but outperforming it year-to-date. Strong Q4 2025 results and an increased 2026 EPS outlook have bolstered investor confidence. Analysts maintain a "Moderate Buy" consensus, with several "Strong Buy" ratings, indicating a generally favorable outlook despite the stock trading slightly above the average price target.
Do Wall Street analysts have a favorable opinion of CMS Energy shares?
CMS Energy Corporation (CMS) provides electricity and natural gas services, with a $23.5 billion valuation. Despite underperforming the S&P 500 over the past year, CMS shares have risen by 9.7% year-to-date. Analysts have a "Moderate Buy" consensus rating for CMS, with a price target slightly below the current trading price.
Do Wall Street Analysts Like CMS Energy Stock?
CMS Energy Corporation (CMS) has underperformed the broader market and the utilities sector over the past 52 weeks but has seen a 9.7% year-to-date increase. Following strong Q4 2025 results and raised 2026 EPS guidance, analysts rate the stock a "Moderate Buy," with Jefferies reiterating a "Buy" rating and an $84 price target. The current trading price is above the average analyst price target, indicating potential upside.
Consumers Energy Promotes Home Heating Credit to Help Customers Pay Energy Bills – Company Announcement
Consumers Energy is encouraging its customers to apply for the Michigan Home Heating Credit this tax season, which provides an average benefit of nearly $200 to eligible households. This initiative aims to help families manage rising costs, especially after a recent cold snap led to higher energy bills. The company is also providing $5 million to nonprofit organizations for energy bill assistance and reaching out to customers most affected by the cold to help with payments and energy reduction.
Consumers Energy promotes home heating credit to help customers pay energy bills
Consumers Energy is encouraging its customers to apply for Michigan's Home Heating Credit to help manage energy costs. The credit, averaging nearly $200, is available to households with incomes at or below 110% of the federal poverty level. Consumers Energy is also working to directly assist vulnerable customers with payment plans and energy-reduction strategies.
Consumers Energy Promotes Home Heating Credit to Help Customers Pay Energy Bills
Consumers Energy is actively promoting the Michigan Home Heating Credit to help customers manage their energy bills during tax season. This annual credit offers an average benefit of nearly $200 and is available to households with incomes at or below 110% of the federal poverty level. Consumers Energy is also providing direct outreach and $5 million in aid to non-profit organizations to help customers impacted by a recent cold snap.
Rhumbline Advisers Raises Stock Holdings in CMS Energy Corporation $CMS
Rhumbline Advisers increased its stake in CMS Energy Corporation by 2.0% in the third quarter, bringing their total holdings to 704,213 shares valued at over $51 million. Other institutional investors also adjusted their positions in the utilities provider, which recently reported better-than-expected quarterly earnings and declared an increased quarterly dividend. CMS Energy's stock currently has a "Moderate Buy" average rating from analysts.
Wall Street Zen Downgrades CMS Energy (NYSE:CMS) to Sell
Wall Street Zen has downgraded CMS Energy (NYSE:CMS) from a "hold" to a "sell" rating despite the company beating Q4 earnings and revenue estimates and setting strong FY2026 guidance. While analysts maintain a "Moderate Buy" consensus rating with an average target price of $78.31, CMS Energy's shares traded around $76.71 with a $23.5 billion market cap. The article also provides financial details, recent analyst ratings from other firms, and notes on institutional investment in the stock.
Oracle Seals Landmark CMS Cloud Deal, Solidifying Dominance in Federal Healthcare Infrastructure
Oracle has secured a significant multi-billion-dollar contract with the Centers for Medicare and Medicaid Services (CMS) to migrate and manage mission-critical cloud workloads for over 150 million Americans. This deal validates Oracle's industry-specific cloud strategy, evidenced by a 359% year-over-year increase in its Remaining Performance Obligations to $523 billion, and positions the company as a major player in the federal cloud market, challenging established hyperscalers like Amazon and Microsoft. The contract outlines a 36-month modernization roadmap for Medicare, Medicaid, CHIP, and ACA data, leveraging Oracle Cloud Infrastructure's FedRAMP High security and autonomous database technology.
PJM backs 220-mile power line to keep electricity affordable in WV and PA
The PJM Board has approved a proposed 220-mile, 765-kV transmission line by NextEra Energy Transmission and Exelon, aimed at enhancing grid reliability and affordability in West Virginia, Pennsylvania, and the Mid-Atlantic region. This project is expected to support new generation connections, create jobs, and stimulate economic development, addressing rising electricity demand. Both companies emphasize the line's importance for long-term power stability and customer affordability.
Cms Energy stock hits all-time high at 76.46 USD By Investing.com
CMS Energy Corporation's stock has reached an all-time high of $76.46, reflecting strong company performance and investor confidence. The utility has a consistent dividend payment history and recently reported robust financial results for Q4 2025, exceeding revenue forecasts. While analysts have varying price targets, InvestingPro suggests the stock might be slightly overvalued, but BMO Capital has raised its price target to $80.
Consumers Energy, the Principal Subsidiary of CMS Energy, Declares Quarterly Dividend on Preferred Stock
Consumers Energy, the principal subsidiary of CMS Energy, has declared a quarterly dividend of $1.125 per share on its $4.50 preferred stock (NYSE: CMS_pb). This dividend is payable on April 1, 2026, to shareholders of record as of March 2, 2026. CMS Energy (NYSE: CMS) is a Michigan-based energy provider that also owns and operates independent power generation businesses.
Power utility CMS Energy to pay $0.2625 on preferred shares Apr. 15
CMS Energy (NYSE: CMS) has declared a quarterly dividend of $0.2625 per depositary share for its 4.200% Cumulative Redeemable Perpetual Preferred Stock, Series C. The dividend is payable on April 15, 2026, to shareholders of record as of April 1, 2026. This dividend applies specifically to the Series C preferred shares (NYSE: CMS PRC) and not to common shareholders.
CMS Energy Declares Quarterly Dividend on Cumulative Redeemable Perpetual Preferred Stock
CMS Energy's Board of Directors has declared a quarterly dividend of $0.2625 per depositary share on its 4.200% Cumulative Redeemable Perpetual Preferred Stock, Series C. This dividend is payable on April 15, 2026, to shareholders of record as of April 1, 2026. CMS Energy is a Michigan-based energy provider known for its primary business, Consumers Energy, and independent power generation operations.
Consumers Energy declares quarterly dividend on preferred stock
Consumers Energy, the main subsidiary of CMS Energy, announced a quarterly dividend of $1.125 per share on its $4.50 preferred stock, payable on April 1, 2026. This announcement follows CMS Energy's impressive financial performance, including 19 consecutive years of dividend increases and strong Q4 2025 earnings that surpassed guidance. Analysts, like BMO Capital, have reacted positively, raising price targets and maintaining Outperform ratings for the company.
Consumers Energy, the Principal Subsidiary of CMS Energy, Declares Quarterly Dividend on Preferred Stock
Consumers Energy, the principal subsidiary of CMS Energy, has announced a quarterly dividend of $1.125 per share on its $4.50 preferred stock (NYSE: CMS_pb). This dividend is payable on April 1, 2026, to shareholders of record as of March 2, 2026. CMS Energy is a Michigan-based energy provider that also owns independent power generation businesses.
CMS Energy subsidiary to pay $1.125 a share to preferred holders
Consumers Energy, a principal subsidiary of CMS Energy, has declared a quarterly dividend of $1.125 per share on its $4.50 preferred stock. This dividend is payable on April 1, 2026, to shareholders of record as of March 2, 2026. The announcement was made from Jackson, Mich., on February 13, 2026, and explicitly states that this dividend applies only to preferred stock, not common shares.
Consumers Energy, the Principal Subsidiary of CMS Energy, Declares Quarterly Dividend on Preferred Stock
Consumers Energy, a principal subsidiary of CMS Energy, has announced a quarterly dividend of $1.125 per share on its $4.50 preferred stock (NYSE: CMS_pb). The dividend is payable on April 1, 2026, to shareholders of record as of March 2, 2026. CMS Energy is a Michigan-based energy provider that includes Consumers Energy as its core business and also operates independent power generation businesses.
Ameren Q4 Earnings Higher Than Expected, Revenues Decline Y/Y
Ameren Corporation (AEE) reported higher-than-expected earnings for the fourth quarter of 2025 at 78 cents per share, surpassing the Zacks Consensus Estimate. Despite this, total revenues declined by 8.2% year-over-year to $1.78 billion, missing estimates. The company attributed the earnings increase to higher operating income and affirmed its 2026 EPS guidance, projecting $5.25-$5.45 per share.
Connable Office Inc. Purchases New Stake in Oracle Corporation $ORCL
Connable Office Inc. has acquired a new stake of 7,000 shares in Oracle Corporation, valued at approximately $1.97 million, as institutional investors now own 42.44% of the company. Oracle recently secured a federal cloud contract with CMS and introduced new AI enhancements, but faces near-term risks from securities class-action lawsuits and insider selling. Analysts maintain a "Moderate Buy" rating with an average price target of $292.43 for ORCL.
CMS Energy Corporation (NYSE:CMS) Given Average Recommendation of "Moderate Buy" by Brokerages
CMS Energy Corporation (NYSE:CMS) has received a consensus "Moderate Buy" rating from fourteen brokerages, with an average 12-month price target of $78.31. The company recently reported strong Q earnings, beating expectations, and raised its quarterly dividend to $0.57 per share, representing a 3.1% yield. Institutional investors have also been actively adjusting their holdings in the utility provider.
A Look At CMS Energy’s (CMS) Valuation After Earnings Beat Outlook Upgrade And Dividend Raise
CMS Energy (CMS) recently reported strong Q4 and full-year 2025 earnings, upgraded its 2026 outlook, and increased its dividend, leading to positive share price movement. While Simply Wall St's narrative suggests CMS is slightly undervalued at $77.46, its P/E ratio of 21.4x is above the integrated utilities average, indicating that the market may have already factored in much of the expected growth. The company is positioned for growth due to increasing electricity demand from data centers and significant grid modernization investments, but faces potential risks from regulatory changes or a slowdown in customer growth.
State agencies question Consumers Energy’s dam sale plan
Multiple state agencies, including the Attorney General's office, Department of Natural Resources, and Michigan Public Service Commission, are pushing back against Consumers Energy's plan to sell its 13 hydroelectric dams to a Maryland-based private equity firm. The agencies are questioning whether this sale and subsequent 30-year contract for electricity is the most cost-effective solution, despite Consumers Energy's claims that repairing and operating the dams themselves would be more expensive. The Michigan Public Service Commission, which has final say, will rule on the decision in the coming weeks or months.
Earnings call transcript: Sensus Healthcare’s Q4 2025 earnings miss forecasts
Sensus Healthcare reported a significant miss on its Q4 2025 earnings, with EPS of -$0.19 against a forecasted -$0.04, and revenue of $4.9 million compared to an anticipated $8.88 million. Despite the disappointing financial results, the company maintains a strong cash position with no debt and is optimistic about achieving full-year profitability in 2026, largely due to new CPT codes improving reimbursement rates and a more diversified customer base. The executive commentary highlighted a strategic pivot away from reliance on a single large customer and increased focus on direct sales and international expansion.
How (CMSC) Movements Inform Risk Allocation Models
This article analyzes Cms Energy Corporation 5.875% Junior Subordinated Notes Due 2078 (NASDAQ: CMSC) using AI models. It identifies a neutral sentiment across all time horizons, suggesting sideways trading. The analysis provides specific trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with entry, target, and stop-loss levels, and highlights a high risk-reward short setup.
Consumers Energy Feb. 12 work to restore gas to hundreds of residents
Consumers Energy is working to restore natural gas service to approximately 500 customers in Marion, Osceola County, after an equipment issue at a gate station. Crews will be going door-to-door on February 12th to relight appliances and will leave tags with instructions for those not home. The company also provided safety tips regarding natural gas leaks and encouraged customers to be patient as service is restored.
CMS Energy Updates $1 Billion At-the-Market Equity Program
CMS Energy has updated its existing at-the-market equity offering program, allowing it to issue up to an additional $492.3 million in common stock. This program provides flexible access to equity capital, potentially diluting existing shareholders, and will be conducted through various sales methods, including forward sale transactions with major banks. Analysts currently rate CMS stock as a Hold with a $76.00 price target, and TipRanks' AI Analyst assesses it as Neutral due to mixed fundamentals and a reasonable valuation.
Consumers Energy restores gas service to Marion residents after equipment failure
Consumers Energy has successfully restored natural gas service to approximately 500 customers in Marion, Michigan, following an equipment failure. Service workers are going door-to-door to relight appliances and will remain in the area for several days to assist residents. Customers were advised to let faucets drip to prevent pipes from freezing and were given instructions on what to do if they suspect a gas leak.
Trump vows to make TVA CEO's 'life miserable' at pro-coal event
During a White House event promoting coal, President Donald Trump criticized the Tennessee Valley Authority (TVA) and its CEO, Don Moul, vowing to "make his life miserable" over Moul's salary. Trump also expressed satisfaction that the TVA Board reversed plans to retire coal plants, instead opting to continue coal-fired power generation, though he still took issue with executive compensation figures. The TVA responded by emphasizing its role in providing affordable, reliable energy.
Jefferies Keeps Their Buy Rating on Xcel Energy (XEL)
Jefferies analyst Julien Dumoulin Smith maintained a Buy rating on Xcel Energy (XEL) with a $94.00 price target, highlighting the company's strong performance in the Utilities sector. This positive outlook is supported by Xcel Energy's recent quarterly revenue of $3.92 billion and net profit of $524 million. Other analysts also issued ratings, with TD Cowen giving a Buy, while an Anthropic analyst reiterated a Hold rating.
Just Four Days Till CMS Energy Corporation (NYSE:CMS) Will Be Trading Ex-Dividend
CMS Energy Corporation (NYSE:CMS) is set to trade ex-dividend in four days, meaning investors need to purchase shares before February 17th to receive the upcoming US$0.57 per share dividend. The company's trailing annual dividend yield is 3.1% and it pays out 62% of its earnings. While earnings per share have grown steadily at 7.3% over the last five years, the high payout ratio might limit future reinvestment and growth.
Just Four Days Till CMS Energy Corporation (NYSE:CMS) Will Be Trading Ex-Dividend
CMS Energy Corporation (NYSE:CMS) is set to trade ex-dividend in four days, with a payment of US$0.57 per share to be distributed on February 27th. The company currently offers a trailing yield of 3.1% and has shown steady earnings growth of 7.3% over the last five years, with dividends rising alongside earnings. While the payout ratio of 62% is typical, it suggests limited funds for heavy reinvestment, potentially leading to slower future growth.
CMS Energy (NYSE: CMS) leaves $492.3M stock sale capacity in place
CMS Energy Corporation has updated its equity offering program, indicating that approximately $492.3 million in common stock capacity remains available for sale. The company initially established a $1 billion program and has already sold about $507.7 million worth of stock. Future sales will be at CMS Energy's discretion and may include various methods like at-the-market offerings and privately negotiated transactions.
Envestnet Asset Management Inc. Reduces Holdings in CMS Energy Corporation $CMS
Envestnet Asset Management Inc. significantly reduced its stake in CMS Energy Corporation by 60% in the third quarter of last year, selling over 623,000 shares. Despite this reduction, other institutional investors increased their holdings, and CMS Energy reported strong quarterly earnings, raising its full-year 2026 guidance and increasing its quarterly dividend. Wall Street analysts maintain a "Moderate Buy" consensus rating for the company.
A Look At CMS Energy’s (CMS) Valuation After Earnings Beat Outlook Upgrade And Dividend Raise
CMS Energy (CMS) recently announced a strong Q4 and full-year 2025 earnings beat, a higher 2026 outlook, and an increased quarterly dividend, leading to positive market sentiment and share price growth. While one analysis suggests the stock is 3.8% undervalued with a fair value of $77.46 due to expected growth from electricity demand and infrastructure investments, another view notes its P/E ratio is above the industry average, implying the market may have already priced in much of the anticipated growth. Investors are encouraged to consider these differing perspectives and conduct further research.
