CMS Energy Corporation

NYSE:CMS Stok Raporu

Piyasa değeri: US$22.1b

CMS Energy Gelecekteki Büyüme

Future kriter kontrolleri 1/6

CMS Energy kazanç ve gelirin sırasıyla yıllık 10% ve 4.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 7.3% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 11.7% olacağı tahmin edilmektedir.

Anahtar bilgiler

10.0%

Kazanç büyüme oranı

7.32%

EPS büyüme oranı

Integrated Utilities kazanç büyümesi12.5%
Gelir büyüme oranı4.6%
Gelecekteki özkaynak getirisi11.67%
Analist kapsamı

Good

Son güncelleme18 May 2026

Gelecekteki son büyüme güncellemeleri

Güncelleme yok

Recent updates

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Seeking Alpha • Jan 26

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

Summary CMS Energy is reiterated as a "Buy," trading at a 10% discount to a $77 fair value with robust growth prospects. CMS's $20 billion five-year capex plan, likely to be raised, underpins 6%–8% annual adjusted EPS growth and expanding rate base. With an 18-year dividend growth streak, CMS targets a low-60% payout ratio and is on track for Dividend Aristocrat status by 2032. Risks include Michigan regulatory pressures and cyber threats, but CMS maintains a BBB+ credit rating and strong capital allocation discipline. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • Aug 24

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

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Analiz Makalesi • Jul 14

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

Key Insights CMS Energy's estimated fair value is US$68.93 based on Dividend Discount Model CMS Energy's US$70.35 share...
Analiz Makalesi • Jun 26

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

CMS Energy Corporation's ( NYSE:CMS ) price-to-earnings (or "P/E") ratio of 20.3x might make it look like a sell right...
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
Seeking Alpha • Apr 06

CMS Energy: A Compelling Income And Growth Proposition Right Now

Summary CMS Energy is Michigan's leading electric and gas utility. The company's non-GAAP diluted EPS has grown steadily at a high-single digit rate annually, which should persist. CMS Energy enjoys a BBB+ credit rating from S&P on a stable outlook. Shares could be priced at a 17% discount to fair value. The electric and gas utility could be poised to deliver decent total returns in the years ahead. Read the full article on Seeking Alpha
Seeking Alpha • Jan 25

CMS Energy Corporation Looks Strong Going Into Q4 Earnings

Summary CMS Energy Corporation's stock price has underperformed the broader markets, but it is expected to rebound. The company operates in the energy industry and has a strong presence in Michigan, with reliable revenue generation. CMS has a history of beating EPS estimates, and the management appears confident in achieving annual EPS growth of 6-8%. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:CMS - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20289,8721,472-1,6483,33510
12/31/20279,3001,316-1,7933,01511
12/31/20268,9211,189-9152,71010
3/31/20268,8221,097-2,0351,940N/A
12/31/20258,5391,061-1,5892,235N/A
9/30/20258,2951,037-1,5082,160N/A
6/30/20258,0171,013-1,3752,121N/A
3/31/20257,7861,010-8792,414N/A
12/31/20247,515993-6482,370N/A
9/30/20247,4761,037-3362,372N/A
6/30/20247,406960-2492,267N/A
3/31/20247,354959-9902,225N/A
12/31/20237,462876-9102,309N/A
9/30/20237,790738-1,1552,092N/A
6/30/20238,141727-1,7821,501N/A
3/31/20238,506678-1,2831,188N/A
12/31/20228,596823-1,519855N/A
9/30/20228,351772-1,3691,003N/A
6/30/20228,052765-7751,511N/A
3/31/20227,690778-4661,694N/A
12/31/20217,329746-2571,819N/A
9/30/20217,023763-4451,615N/A
6/30/20216,805813-3981,847N/A
3/31/20216,629783-3171,907N/A
12/31/20206,418697-1,0351,276N/A
9/30/20206,486730-6881,539N/A
6/30/20206,525731-6741,401N/A
3/31/20206,588696-7721,374N/A
12/31/20196,624631N/A1,790N/A
9/30/20196,879621N/A1,533N/A
6/30/20196,932583N/A1,472N/A
3/31/20196,979629N/A1,612N/A
12/31/20186,873657N/A1,703N/A
9/30/20186,822546N/A2,071N/A
6/30/20186,750549N/A2,002N/A
3/31/20186,707502N/A1,767N/A
12/31/20176,583460N/A1,705N/A
9/30/20176,445540N/A1,587N/A
6/30/20176,505554N/A1,647N/A
3/31/20176,427586N/A1,643N/A
12/31/20166,399551N/A1,629N/A
9/30/20166,268580N/A1,461N/A
6/30/20166,167542N/A1,479N/A
3/31/20166,146485N/A1,512N/A
12/31/20156,456523N/A1,640N/A
9/30/20156,705513N/A1,905N/A
6/30/20156,649459N/A1,772N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: CMS 'nin tahmini kazanç büyümesi (yıllık 10% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: CMS şirketinin kazançlarının (yıllık 10% ) US pazarından (yıllık 16.8% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: CMS şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: CMS şirketinin gelirinin (yıllık 4.6% ) US pazarından (yıllık 11.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: CMS şirketinin gelirinin (yıllık 4.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: CMS 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 11.7 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/18 05:27
Gün Sonu Hisse Fiyatı2026/05/18 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

CMS Energy Corporation 29 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jacob KilsteinArgus Research Company
David ParkerBaird
Daniel FordBarclays