Rep. Julie Johnson Sells Off Shares of CMS Energy Corporation (NYSE:CMS)

Representative Julie Johnson (D-Texas) recently sold shares of CMS Energy Corporation (NYSE:CMS). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in CMS Energy stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

CMS Energy Trading Up 0.6%

CMS Energy stock traded up $0.43 during trading hours on Friday, reaching $71.71. The company had a trading volume of 3,184,850 shares, compared to its average volume of 2,167,015. The company has a debt-to-equity ratio of 1.84, a current ratio of 0.90 and a quick ratio of 0.60. CMS Energy Corporation has a 12-month low of $65.10 and a 12-month high of $76.45. The company has a 50-day moving average price of $71.65 and a 200 day moving average price of $72.14. The firm has a market cap of $21.82 billion, a price-to-earnings ratio of 20.73, a P/E/G ratio of 2.55 and a beta of 0.49.

CMS Energy (NYSE:CMS) last issued its earnings results on Thursday, October 30th. The utilities provider reported $0.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.86 by $0.07. CMS Energy had a net margin of 12.62% and a return on equity of 12.10%. The firm had revenue of $2.02 billion for the quarter, compared to analysts’ expectations of $1.83 billion. During the same quarter last year, the business earned $0.84 earnings per share. The business’s revenue was up 15.9% on a year-over-year basis. CMS Energy has set its FY 2026 guidance at 3.800-3.870 EPS and its FY 2025 guidance at 3.560-3.600 EPS. Equities analysts forecast that CMS Energy Corporation will post 3.59 earnings per share for the current year.

CMS Energy Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, November 26th. Investors of record on Friday, November 7th were given a dividend of $0.5425 per share. This represents a $2.17 annualized dividend and a yield of 3.0%. The ex-dividend date was Friday, November 7th. CMS Energy’s dividend payout ratio (DPR) is presently 62.72%.

Insiders Place Their Bets

In other CMS Energy news, SVP Brandon J. Hofmeister sold 4,000 shares of the stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $72.47, for a total value of $289,880.00. Following the completion of the sale, the senior vice president owned 64,259 shares in the company, valued at approximately $4,656,849.73. This represents a 5.86% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 0.40% of the company’s stock.

Institutional Trading of CMS Energy

A number of institutional investors have recently made changes to their positions in CMS. Benjamin Edwards Inc. lifted its stake in shares of CMS Energy by 379.3% in the 3rd quarter. Benjamin Edwards Inc. now owns 61,861 shares of the utilities provider’s stock worth $4,532,000 after purchasing an additional 48,954 shares during the period. Venture Visionary Partners LLC raised its stake in shares of CMS Energy by 769.5% in the third quarter. Venture Visionary Partners LLC now owns 27,521 shares of the utilities provider’s stock worth $2,016,000 after buying an additional 24,356 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of CMS Energy by 10.9% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 591,377 shares of the utilities provider’s stock valued at $40,971,000 after buying an additional 58,024 shares in the last quarter. Vaughan Nelson Investment Management L.P. increased its holdings in CMS Energy by 17.3% in the 3rd quarter. Vaughan Nelson Investment Management L.P. now owns 630,599 shares of the utilities provider’s stock worth $46,198,000 after acquiring an additional 92,980 shares in the last quarter. Finally, Bahl & Gaynor Inc. boosted its position in shares of CMS Energy by 9.5% in the second quarter. Bahl & Gaynor Inc. now owns 724,816 shares of the utilities provider’s stock worth $50,215,000 after purchasing an additional 62,880 shares during the period. Hedge funds and other institutional investors own 93.57% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have commented on CMS shares. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of CMS Energy in a research report on Wednesday, October 8th. Morgan Stanley lifted their target price on shares of CMS Energy from $71.00 to $76.00 and gave the company an “outperform” rating in a report on Wednesday, October 22nd. JPMorgan Chase & Co. raised their price target on CMS Energy from $80.00 to $81.00 and gave the company an “overweight” rating in a report on Thursday. Wall Street Zen upgraded shares of CMS Energy from a “sell” rating to a “hold” rating in a research note on Saturday, January 10th. Finally, KeyCorp raised their price objective on shares of CMS Energy from $76.00 to $79.00 and gave the company an “overweight” rating in a research note on Wednesday, October 15th. Nine investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, CMS Energy currently has a consensus rating of “Moderate Buy” and an average price target of $77.67.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

About CMS Energy

CMS Energy (NYSE: CMS) is an energy company based in Jackson, Michigan, whose principal business is the regulated utility operations of its subsidiary, Consumers Energy. The company is primarily focused on providing electric and natural gas service to customers in Michigan, operating the generation, transmission and distribution infrastructure necessary to deliver energy to residential, commercial and industrial customers. Headquartered in Jackson, CMS Energy conducts its core activities within the state and is regulated by state utility authorities.

Through Consumers Energy and related subsidiaries, CMS Energy develops, owns and operates a portfolio of generation assets and delivers a range of customer-facing services, including electricity and natural gas supply, grid management, energy efficiency programs and demand-response offerings.