CMS
CMS Energy
October 16, 2026 · market open
- Rarity
- 1.45
- Peak move
- +2.99%
- Float cap
- $20.4B
CMS Energy is a Michigan-based energy holding company whose regulated utility, Consumers Energy, generates, purchases, distributes and sells electricity to roughly 1.9 million customers and distributes natural gas to about 1.8 million residential, commercial and industrial customers in Michigan's Lower Peninsula. Its NorthStar Clean Energy segment develops and operates independent power production, including renewable generation such as wind and solar, and markets wholesale power.
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What we found
5 events · 0 from SEC or newswire · 0 timed with the move- Key event
customer_lossThe MPSC declined Consumers Energy's requested $7.9 million for transmission pipeline integrity work, citing a pattern of over-projecting costs and under-spending, and also denied storage pipeline replacement and customer service order tracker costs.
analyst_ratingKeyCorp analyst S. Karp raised the Q3 2026 EPS estimate for CMS Energy to $1.32 from $1.16, set a Q4 2026 estimate of $1.05 and lifted FY2026 EPS to $3.88 from $3.87, maintaining a Sector Weight rating.
- Key event
demand_signalThe U.S. Department of Energy announced a $100 billion private investment to convert the former Paducah, Kentucky uranium enrichment site into an AI/high-performance computing campus, with Brookfield building 1.8 GW of data center capacity and NextEra Energy 2 GW of gas generation plus 2.6 GW of battery storage through 2032.
- Key event
regulatory_approvalThe Michigan Public Service Commission approved a $139.2 million annual natural gas rate increase for CMS Energy unit Consumers Energy, a 4.3% residential increase (~$3.92/month) starting Nov. 1, down from the $240 million request, with a 9.8% return on equity.
analyst_ratingTruist Securities maintained its Buy rating on CMS Energy but lowered its price target to $77.00 from $81.00 on October 14, 2026.