CMS Energy Corporation

Informe acción NYSE:CMS

Capitalización de mercado: US$23.1b

CMS Energy Dirección

Dirección controles de criterios 4/4

El CEO de CMS Energy es Garrick Rochow , nombrado en Dec 2020, tiene una permanencia de 5.33 años. compensación anual total es $10.53M, compuesta por 12.1% salario y 87.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.21% de las acciones de la empresa, por valor de $47.81M. La antigüedad media del equipo directivo y de la junta directiva es de 2.7 años y 7.3 años, respectivamente.

Información clave

Garrick Rochow

Chief Executive Officer (CEO)

US$10.5m

Compensación total

Porcentaje del salario del CEO12.10%
Permanencia del CEO5.3yrs
Participación del CEO0.2%
Permanencia media de la dirección2.7yrs
Promedio de permanencia en la Junta Directiva7.3yrs

Actualizaciones recientes de la dirección

Recent updates

CMS: Michigan Regulatory Outcomes And Data Center Load Will Guide Execution

Analysts have nudged the CMS Energy fair value estimate higher to about $81.93 from $79.92, reflecting updated price targets that cluster around a more optimistic view on regulatory conditions, large load growth from data centers, and the company's capital plan. Analyst Commentary Recent Street research on CMS Energy clusters around a more constructive view of the company’s setup, even as some price targets have been fine tuned.

CMS: Michigan Policy And Data Center Demand Will Shape Execution And Valuation

Analysts have nudged their average price targets on CMS Energy higher by a few dollars, now centering around the low $80s. They cite recent research that focuses on regulatory and political developments in Michigan, data center load growth, capital plans, and updated views on future P/E assumptions.

CMS: Future Tradeoff Between Michigan Policy And Data Center Expansion Will Persist

Narrative Update The analyst price target for CMS Energy has edged higher by about $1, with analysts pointing to discussions around Michigan's regulatory and political backdrop, data center demand, capital plans, and future generation needs as key supports for their updated views. Analyst Commentary Recent Street research on CMS Energy has centered on price target adjustments across several firms, paired with consistent focus on regulation in Michigan, large customer demand, and capital planning.

CMS: Future Risk Reward Will Hinge On Michigan Regulation And Data Center Demand

Analysts have slightly raised their average price target on CMS Energy, reflecting a series of recent upward revisions in the $1 to $4 range that they attribute to discussions around regulation in Michigan, data center demand, the capital plan, and longer term growth drivers. Analyst Commentary Recent research updates on CMS Energy point to a modestly higher valuation framework, with several firms adjusting price targets in a tight $1 to $4 band.

CMS: Future Risk Reward Will Hinge On Earnings Execution And Dividend Policy

The analyst price target for CMS Energy in our framework has moved slightly higher to about $78.85 from $78.08, reflecting a series of updated Street targets around $79 to $80 as analysts factor in recent sector revisions, as well as their views on upcoming earnings and data center exposure. Analyst Commentary Street research on CMS Energy has centered on a cluster of target revisions in a relatively tight US$74 to US$80 range, as firms refresh their views ahead of upcoming earnings and reassess the sector.

CMS: Balanced Earnings Execution And Dividend Policy Will Shape Future Risk Reward

The analyst price target for CMS Energy has shifted modestly higher to reflect a new fair value estimate of about $78. This change comes as analysts factor in a slightly stronger profit margin outlook and updated P/E assumptions, alongside a series of recent target changes from firms including BMO Capital, Mizuho, Morgan Stanley, BofA and Barclays.

CMS: Constructive Regulation And Execution Risks Will Shape Future Risk Reward Balance

Analysts have adjusted their price target on CMS Energy to reflect a modest change in fair value to about $77 and a slightly lower assumed future P/E, citing a mix of updated views from recent research, including a $3 increase at one firm and an $8 reduction at another. Analyst Commentary Recent research on CMS Energy reflects a split view on how the current share price lines up with the new fair value estimate of about $77 and the slightly lower assumed future P/E.

CMS Energy: Let This Utility Light Up Your Portfolio With Gains

Jan 26

CMS: Constructive Michigan Regulation And Data Center Demand Will Shape Future Returns

Analysts have inched their blended fair value estimate for CMS Energy to about $78.38 per share, reflecting slightly higher price targets in recent research that highlight steady earnings expectations, supportive regulatory outcomes in Michigan, and ongoing interest in utilities as the group gains more attention. Analyst Commentary Recent research on CMS Energy clusters around a mid to high $70s fair value range, with a mix of cautious and constructive views on both execution and valuation.

CMS: Data Center Demand And Regulation Will Shape Future Load And Earnings Visibility

Analysts have nudged their average price target for CMS Energy slightly lower to about $78, reflecting a modestly higher long term growth outlook but slightly lower projected margins and valuation multiples, amid still supportive views on the company’s regulatory backdrop and load growth. Analyst Commentary Analyst views on CMS Energy remain balanced, with recent actions reflecting both recognition of the company’s solid execution and questions around how much of that strength is already captured in the share price.

Estimating The Intrinsic Value Of CMS Energy Corporation (NYSE:CMS)

Dec 13
Estimating The Intrinsic Value Of CMS Energy Corporation (NYSE:CMS)

CMS: Data Center Demand And Regulation Will Shape Balanced Future Outlook

Analysts have nudged their fair value estimate for CMS Energy slightly higher to about $78.62 from $78.31, citing upwardly revised price targets supported by improving growth visibility, premium valuation expectations versus peers, and a constructive regulatory backdrop. Analyst Commentary Recent Street research reflects a broadly constructive stance on CMS Energy, with incremental price target increases anchored in expectations for solid execution, stable regulatory outcomes, and improving growth visibility across its service territory.

CMS: Regulatory Decisions And Market Trends Will Shape Stable Outlook

Analysts have increased their price target for CMS Energy, raising it from $76 to $79 per share. They cite steady growth prospects, constructive regulatory outcomes, and the company’s strong management within the utilities sector.

CMS: Favorable Michigan Load Growth And Regulatory Backdrop Will Support Steady Utility Returns

Analysts have modestly increased their price target for CMS Energy from $77.58 to $78.31 per share, citing the company's resilient fundamentals, improved profit margins, and supportive regulatory environment. Analyst Commentary Recent analyst research on CMS Energy presents a nuanced outlook, balancing positive expectations regarding the company’s growth prospects with caution surrounding industry dynamics and valuation considerations.

Analysts Raise CMS Energy Price Target on Positive Michigan Trends and Regulatory Developments

Narrative Update on CMS Energy: Analyst Price Target Change Analysts have increased their price target for CMS Energy by $1.04 to $77.58, citing the company's strong management, favorable growth trends in Michigan, and positive regulatory developments that support premium valuation prospects. Analyst Commentary Street research coverage has highlighted both strengths and cautions regarding CMS Energy's outlook.

Investors Met With Slowing Returns on Capital At CMS Energy (NYSE:CMS)

Aug 24
Investors Met With Slowing Returns on Capital At CMS Energy (NYSE:CMS)

Estimating The Fair Value Of CMS Energy Corporation (NYSE:CMS)

Jul 14
Estimating The Fair Value Of CMS Energy Corporation (NYSE:CMS)

CMS Energy Corporation's (NYSE:CMS) Popularity With Investors Is Under Threat From Overpricing

Jun 26
CMS Energy Corporation's (NYSE:CMS) Popularity With Investors Is Under Threat From Overpricing

CMS Energy (NYSE:CMS) Has A Somewhat Strained Balance Sheet

May 11
CMS Energy (NYSE:CMS) Has A Somewhat Strained Balance Sheet

I'm Loading Up On Utilities Like CMS Energy

Jan 27

CMS Energy: A Strong Company, But At A High Price

Sep 10

CMS Energy: A Midwest Utility Worth Buying

Jun 13

CMS Energy: A Compelling Income And Growth Proposition Right Now

Apr 06

CMS Energy Corporation Looks Strong Going Into Q4 Earnings

Jan 25

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Garrick Rochow en comparación con los beneficios de CMS Energy?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$11mUS$1m

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$10mUS$1m

US$993m

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$960m

Mar 31 2024n/an/a

US$959m

Dec 31 2023US$10mUS$1m

US$876m

Sep 30 2023n/an/a

US$738m

Jun 30 2023n/an/a

US$727m

Mar 31 2023n/an/a

US$678m

Dec 31 2022US$9mUS$1m

US$823m

Sep 30 2022n/an/a

US$772m

Jun 30 2022n/an/a

US$765m

Mar 31 2022n/an/a

US$778m

Dec 31 2021US$7mUS$1m

US$746m

Sep 30 2021n/an/a

US$763m

Jun 30 2021n/an/a

US$813m

Mar 31 2021n/an/a

US$783m

Dec 31 2020US$3mUS$638k

US$697m

Sep 30 2020n/an/a

US$730m

Jun 30 2020n/an/a

US$731m

Mar 31 2020n/an/a

US$696m

Dec 31 2019US$2mUS$540k

US$631m

Compensación vs. Mercado: La compensación total ($USD10.53M) de Garrick está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.57M).

Compensación vs. Ingresos: La compensación de Garrick ha sido consistente con los resultados de la empresa en el último año.


CEO

Garrick Rochow (50 yo)

5.3yrs
Permanencia
US$10,534,039
Compensación

Mr. Garrick J. Rochow serves as an Independent Director at Hubbell Incorporated since November 19, 2024. He is Director of New Community Transformation Fund, LP. He has been Chief Executive Officer and Pre...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Garrick Rochow
President5.3yrsUS$10.53m0.21%
$ 47.8m
Rejji Hayes
Executive VP & CFO8.9yrsUS$4.09m0.087%
$ 20.1m
Tonya Berry
Executive VP & COOless than a yearUS$2.03m0.023%
$ 5.3m
Shaun Johnson
EVP of Business Transformation & Chief Legal & Administrative Officer6.9yrsUS$2.79m0.035%
$ 8.2m
Brandon Hofmeister
Senior Vice President of Strategy3yrsUS$2.17m0.023%
$ 5.3m
LeeRoy Wells
President of Natural Gas Deliveryless than a yearUS$2.40m0.030%
$ 7.0m
Scott McIntosh
Chief Accounting Officer4.6yrssin datos0.0078%
$ 1.8m
Jim Beechey
VP of IT & Security and Chief Information Officer2.2yrssin datossin datos
Jason Shore
Treasurer & VP of Investor Relations2.3yrssin datossin datos
Melissa Gleespen
VP, Chief Compliance Officer & Corporate Secretary12.5yrssin datossin datos
Srikanth Maddipati
President of Electric Supplyless than a yearsin datossin datos
Gregory Salisbury
President of Electric Distributionless than a yearsin datossin datos
2.7yrs
Permanencia media
48.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de CMS se considera experimentado (2.7 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Garrick Rochow
President5.3yrsUS$10.53m0.21%
$ 47.8m
John Russell
Independent Chairman of the Board15.9yrsUS$465.00k0.042%
$ 9.7m
Ronald Tanski
Independent Director6.4yrsUS$310.00k0.0052%
$ 1.2m
Deborah Butler
Independent Director11.3yrsUS$300.00k0.011%
$ 2.6m
Ralph Izzo
Independent Director2.9yrsUS$300.00k0.0019%
$ 447.9k
John Sznewajs
Independent Director10.8yrsUS$315.00k0.011%
$ 2.5m
Laura Wright
Independent Presiding Director13.2yrsUS$325.00k0.013%
$ 3.1m
Suzanne Shank-Werdlow
Independent Director7.3yrsUS$320.00k0.0061%
$ 1.4m
Diane Leopold
Independent Directorless than a yearsin datos0.00090%
$ 207.8k
Myrna Soto
Independent Director11.3yrsUS$320.00k0.012%
$ 2.7m
Richard Keyes
Independent Directorless than a yearsin datos0.00025%
$ 57.7k
7.3yrs
Permanencia media
63yo
Promedio de edad

Junta con experiencia: La junta directiva de CMS se considera experimentada (7.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 08:32
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

CMS Energy Corporation está cubierta por 29 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jacob KilsteinArgus Research Company
David ParkerBaird
Daniel FordBarclays