CMS Energy Gestion
Gestion contrôle des critères 4/4
Le PDG CMS Energy est Garrick Rochow, nommé en Dec2020, a un mandat de 5.75 ans. La rémunération annuelle totale est $ 10.53M, composée du salaire de 12.1% et des bonus 87.9%, y compris les actions et options de la société. détient directement 0.2% des actions de la société, d'une valeur de $ 43.17M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.7 ans et 7.7 ans.
Informations clés
Garrick Rochow
Directeur général
US$10.5m
Rémunération totale
| Pourcentage du salaire du PDG | 12.10% |
| Durée du mandat du directeur général | 5.8yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 2.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 7.7yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Sep 08
CMS Energy: Snatch Up This Future Dividend Aristocrat Now
Summary CMS Energy remains positioned to become a Dividend Aristocrat early next decade. The regulated utility topped the analyst consensus for both operating revenue and adjusted EPS in the second quarter. CMS Energy possesses a BBB S&P credit rating with a stable outlook. The stock is trading at an 11% discount to my updated fair value estimate. CMS Energy is set up for a 17% total return through September 2027 and 11% annual total returns by the end of 2031. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 07
CMS: Michigan Regulation And Data Center Load Will Shape Future Execution Risks
Analysts have trimmed the CMS Energy price target by $1.86 to $79.79 as they factor in updated regulatory filings, a lower assumed future P/E multiple, and refreshed views on growth, margins, and data center related risks. Analyst Commentary Recent research on CMS Energy reflects a mix of confidence in the company’s long term growth profile and caution around execution risks, valuation assumptions, and emerging sector level pressures such as data center related load and pushback.Mise à jour du récit • May 14
CMS: Michigan Regulation And Data Center Demand Will Drive Future Execution
Analysts have nudged the fair value estimate for CMS Energy slightly lower to about $81.64 from roughly $81.93, reflecting recent trims to Street price targets around $82, even as views on regulation, capital plans, and growth opportunities remain supportive. Analyst Commentary Recent Street research on CMS Energy shows a mix of cautious fine tuning and ongoing confidence in the company’s ability to execute on its plan, with most commentary clustering around regulation, capital allocation, and long term growth drivers such as large load and data center demand.Mise à jour du récit • Apr 27
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.Mise à jour du récit • Apr 13
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.Mise à jour du récit • Mar 29
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.Mise à jour du récit • Mar 14
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.Mise à jour du récit • Feb 27
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.Mise à jour du récit • Feb 12
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.Mise à jour du récit • Jan 29
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.Mise à jour du récit • Jan 09
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.Mise à jour du récit • Dec 18
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.Article d’analyse • Dec 13
Estimating The Intrinsic Value Of CMS Energy Corporation (NYSE:CMS)
Key Insights The projected fair value for CMS Energy is US$64.40 based on Dividend Discount Model With US$69.84 share...Mise à jour du récit • Dec 03
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.Mise à jour du récit • Nov 19
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.Mise à jour du récit • Nov 05
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.Mise à jour du récit • Oct 21
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.Seeking Alpha • Jan 27
I'm Loading Up On Utilities Like CMS Energy
Summary CMS Energy has raised its dividend for 17 consecutive years and has a realistic path to high-single-digit annual adjusted EPS growth. The company enjoys a BBB+ credit rating and shares are priced at a 6% discount to fair value, offering potential 10% annual total returns. CMS' third-quarter results were solid, with a 37.7% year-over-year increase in adjusted EPS, and the company has a strong economic development pipeline in Michigan. Despite some risks, CMS's capital spending plan and financial stability support continued dividend growth and a high-single-digit annual adjusted EPS growth rate, making it a buy. Read the full article on Seeking AlphaSeeking Alpha • Sep 10
CMS Energy: A Strong Company, But At A High Price
Summary CMS Energy is a solid utility company in Michigan, offering stable earnings and dividends, but currently trades at a premium price. The company faces risks from significant debt, upcoming expenses for phasing out coal plants, and reliance on Michigan's economic conditions. Despite favorable operating margins, CMS Energy's high debt limits cash flow, impacting its ability to grow dividends significantly. I recommend holding CMS Energy stock; consider selling if bought at lower prices due to unsustainable current momentum and high valuation. Read the full article on Seeking AlphaSeeking Alpha • Jun 13
CMS Energy: A Midwest Utility Worth Buying
Summary Utilities can provide a source of relatively stable income to shareholders. CMS Energy's operating results were mixed in the first quarter, but its fundamentals appear to be holding up. The electric and gas utility's interest coverage ratio is healthy. CMS could be trading at a 9% discount to fair value. The electric and gas utility's growth prospects and undervaluation could power double-digit annual total returns through 2026. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$1b |
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$11m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$10m | US$1m | US$993m |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$960m |
| Mar 31 2024 | n/a | n/a | US$959m |
| Dec 31 2023 | US$10m | US$1m | US$876m |
| Sep 30 2023 | n/a | n/a | US$738m |
| Jun 30 2023 | n/a | n/a | US$727m |
| Mar 31 2023 | n/a | n/a | US$678m |
| Dec 31 2022 | US$9m | US$1m | US$823m |
| Sep 30 2022 | n/a | n/a | US$772m |
| Jun 30 2022 | n/a | n/a | US$765m |
| Mar 31 2022 | n/a | n/a | US$778m |
| Dec 31 2021 | US$7m | US$1m | US$746m |
| Sep 30 2021 | n/a | n/a | US$763m |
| Jun 30 2021 | n/a | n/a | US$813m |
| Mar 31 2021 | n/a | n/a | US$783m |
| Dec 31 2020 | US$3m | US$638k | US$697m |
| Sep 30 2020 | n/a | n/a | US$730m |
| Jun 30 2020 | n/a | n/a | US$731m |
| Mar 31 2020 | n/a | n/a | US$696m |
| Dec 31 2019 | US$2m | US$540k | US$631m |
Rémunération vs marché: La rémunération totale de Garrick ($USD 10.53M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).
Rémunération et revenus: La rémunération de Garrick a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Garrick Rochow (51 yo)
5.8yrs
Titularisation
US$10,534,039
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 5.8yrs | US$10.53m | 0.20% $ 43.2m | |
| Executive VP & COO | 1.2yrs | US$2.03m | 0.022% $ 4.7m | |
| EVP of Business Transformation & Chief Legal & Administrative Officer | 7.3yrs | US$2.79m | 0.035% $ 7.4m | |
| Senior Vice President of Strategy | 3.4yrs | US$2.17m | 0.021% $ 4.5m | |
| SVP and President of Gas Delivery of Consumers Energy Company | 1.2yrs | US$2.40m | 0.030% $ 6.3m | |
| CFO & Executive VP | less than a year | pas de données | 0.011% $ 2.4m | |
| Chief Accounting Officer | 5yrs | pas de données | 0.0077% $ 1.6m | |
| VP of Digital Products & Technology and Chief Digital Officer | less than a year | pas de données | pas de données | |
| VP of IT & Security and Chief Information Officer | 2.6yrs | pas de données | pas de données | |
| Treasurer & VP of Investor Relations | 2.8yrs | pas de données | pas de données | |
| VP, Chief Compliance Officer & Corporate Secretary | 12.9yrs | pas de données | pas de données | |
| Vice President of Human Resources | less than a year | pas de données | pas de données |
2.7yrs
Durée moyenne de l'emploi
49yo
Âge moyen
Gestion expérimentée: L'équipe de direction de CMS est considérée comme expérimentée (ancienneté moyenne 2.7 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 5.8yrs | US$10.53m | 0.20% $ 43.2m | |
| Independent Chairman of the Board | 16.3yrs | US$465.00k | 0.042% $ 8.9m | |
| Independent Director | 6.8yrs | US$310.00k | 0.0059% $ 1.3m | |
| Independent Director | 11.7yrs | US$300.00k | 0.012% $ 2.5m | |
| Independent Director | 3.3yrs | US$300.00k | 0.0027% $ 566.7k | |
| Independent Director | 11.2yrs | US$315.00k | 0.011% $ 2.4m | |
| Independent Presiding Director | 13.6yrs | US$325.00k | 0.014% $ 3.0m | |
| Independent Director | 7.7yrs | US$320.00k | 0.0068% $ 1.4m | |
| Independent Director | less than a year | pas de données | 0.00088% $ 186.8k | |
| Independent Director | 11.7yrs | US$320.00k | 0.012% $ 2.6m | |
| Independent Director | less than a year | pas de données | 0.0010% $ 214.4k |
7.7yrs
Durée moyenne de l'emploi
64yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de CMS sont considérés comme expérimentés (ancienneté moyenne 7.7 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/11 13:37 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
CMS Energy Corporation est couverte par 29 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jacob Kilstein | Argus Research Company |
| David Parker | Baird |
| Daniel Ford | Barclays |