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CMS Energy Corporation

NYSE:CMS 株式レポート

時価総額:US$21.2b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

CMS Energy 配当と自社株買い

配当金 基準チェック /46

CMS Energy配当を支払う会社であり、現在の利回りは3.4%で、収益によって十分にカバーされています。

主要情報

3.4%

配当利回り

-4.9%

バイバック利回り

総株主利回り-1.5%
将来の配当利回り3.8%
配当成長6.2%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向67%

最近の配当と自社株買いの更新

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
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
分析記事 • 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...
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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.
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ナラティブ更新 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

決済の安定と成長

配当データの取得

安定した配当: CMSの1株当たり配当金は過去10年間安定しています。

増加する配当: CMSの配当金は過去10年間にわたって増加しています。


配当利回り対市場

CMS Energy 配当利回り対市場
CMS 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (CMS)3.4%
市場下位25% (US)1.4%
市場トップ25% (US)4.1%
業界平均 (Integrated Utilities)3.5%
アナリスト予想 (CMS) (最長3年)3.8%

注目すべき配当: CMSの配当金 ( 3.4% ) はUS市場の配当金支払者の下位 25% ( 1.36% ) よりも高くなっています。

高配当: CMSの配当金 ( 3.4% ) はUS市場の配当金支払者の上位 25% ( 4.11% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: CMSの配当金は、合理的な 配当性向 ( 66.9% ) により、利益によって賄われています。


株主配当金

キャッシュフローカバレッジ: CMSは配当金を支払っていますが、同社にはフリーキャッシュフローがありません。


高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/09/11 08:07
終値2026/09/11 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
  • SECフォーム10-Q
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
  • SECフォーム10-K
  • SECフォームDEF 14A
主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

CMS Energy Corporation 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
Jacob KilsteinArgus Research Company
David ParkerBaird
Daniel FordBarclays

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