CMS

CMS Energy Q1 2025 Results Announcement: CMS Energy will release its first quarter results and business outlook on April 24, 2025, at 9:30 a.m. EDT, with a webcast available on their website.

Company Overview: CMS Energy is a Michigan-based energy company primarily operating Consumers Energy and independent power generation businesses, with additional investor information accessible online.

Dividend Information: CMS Energy Corp's 4.20% Cumulative Redeemable Preferred Stock, Series C recently paid a dividend of $0.2625, with the stock trading flat on Friday while common shares rose by 1.5%.

Market Insights: The article suggests exploring S.A.F.E. dividend stocks that also have preferred shares worth monitoring, although the author's views may not represent Nasdaq, Inc.'s opinions.

Dividend Performance: CMS Energy Corp's 4.20% Cumulative Redeemable Preferred Stock, Series C (CMS.PRC) is down about 1% in trading, while its common shares (CMS) have increased by approximately 1.8%.

Market Insights: The article includes a dividend history chart and mentions the author's views may not reflect those of Nasdaq, Inc.

Palisades Nuclear Plant Restart Efforts: The Palisades nuclear power plant in Michigan aims to become the first U.S. reactor to restart after shutting down for dismantling, pending major repairs and approval from the Nuclear Regulatory Commission (NRC). The project is backed by significant federal and state funding but faces challenges due to aging infrastructure and safety concerns regarding steam generator tube integrity.

Industry Implications and Safety Concerns: The successful restart of Palisades could set a precedent for other closed reactors, amidst a growing demand for nuclear energy as a reliable, carbon-free power source. However, any incident during the restart could have severe repercussions for the nuclear industry, potentially undermining the current "nuclear renaissance" trend.

Towngas China Co (TGASF): Analyst Patricia Yeung maintains a Hold rating with a price target of HK$3.00, while the current consensus is a Moderate Buy with an average price target of $0.41.

CMS Energy (CMS): Analyst Nicholas Campanella keeps a Buy rating and sets a price target of $75.00, with the consensus also being a Moderate Buy and an average price target of $73.58, indicating a slight upside potential.

NorthStar Clean Energy Financing: NorthStar Clean Energy has secured up to $334 million in financing for two solar projects in Michigan, including a 200 MW facility in Branch County and a 50 MW facility in Genesee County, aimed at generating clean electricity for nearly 36,000 homes annually.

Community Impact and Growth: The projects are part of NorthStar's commitment to renewable energy and local economic development, with plans to convert a coal-fired power plant into a biomass-fueled facility, enhancing their sustainability efforts across the U.S.

Dividend Information: CMS Energy Corp's $4.50 Series Cumulative Preferred Stock (CMS.PRB) recently paid a dividend of $1.125, with the stock currently up about 0.6% while common shares are down about 0.7%.

Market Commentary: The views expressed in the article reflect the author's opinions and may not represent those of Nasdaq, Inc.

Dividend Predictability: Dividend amounts are generally unpredictable and fluctuate with company profitability, making it essential to analyze historical performance for future expectations.

CMS Energy Corp Analysis: Evaluating CMS Energy Corp's dividend history can provide insights into the likelihood of maintaining a 3% annual yield.

Insider Trading Activity: Laura Wright, a director at $CMS, sold 100 shares for approximately $6,984, marking the only insider purchase in the last six months, with all other trades being sales.

Institutional Investor Movements: In the latest quarter, 347 institutional investors increased their holdings in $CMS stock while 357 reduced their positions.

Company Overview and Performance: CMS Energy Corporation, valued at $20.6 billion, has seen its shares underperform compared to the broader market and utility sector over the past year, with a 22% gain versus the S&P 500's nearly 22.3% and the Utilities Select Sector SPDR Fund's 31.2% increase.

Financial Results and Analyst Ratings: Despite reporting a Q4 adjusted EPS of $3.34, which exceeded expectations, CMS missed revenue forecasts. Analysts currently rate the stock as a "Moderate Buy," with a price target suggesting modest upside potential from current levels.

Performance Overview: The Quiver Shelley Moore Capito Strategy, which tracks stocks held by Congressmember Shelley Moore Capito, has achieved a 10.25% CAGR since inception and shows varying returns across different time frames, including a 14.50% return over the past year.

Recent Position Changes: Recent rebalancing revealed significant changes in stock positions, with notable increases in MSFT (+8.34%) and AAPL (+3.43%), while UBSI saw a substantial decrease (-17.75%).

Dividend Declaration: CMS Energy's Board of Directors has declared a dividend of $0.2625 per depositary share on its 4.200% Cumulative Redeemable Perpetual Preferred Stock, Series C, payable on April 15, 2025, to shareholders of record as of April 1, 2025.

Company Overview: CMS Energy is a Michigan-based energy provider, primarily operating through Consumers Energy and also managing independent power generation businesses.

Dividend Declaration: Consumers Energy's Board of Directors has declared a quarterly dividend of $1.125 per share on its preferred stock, payable on April 1, 2025, to shareholders recorded by March 3, 2025.

Company Overview: CMS Energy, the parent company of Consumers Energy, is a Michigan-based energy provider that also operates independent power generation businesses.

Upcoming Ex-Dividend Dates: On February 14, 2025, Starbucks Corp., CMS Energy Corp., and Otter Tail Corp. will trade ex-dividend, with respective quarterly dividends of $0.61, $0.5425, and $0.525 scheduled for payment on February 28 and March 10, 2025.

Dividend Stability and Yields: Starbucks is a potential future "Dividend Aristocrat" with over 14 years of dividend increases, while estimated annual yields are projected at 2.20% for Starbucks, 3.12% for CMS Energy, and 2.63% for Otter Tail, indicating varying levels of stability in their dividend payments.

CMS Energy Corp Analysis: CMS Energy Corp (CMS) has received an 81% rating from Validea's Multi-Factor Investor model, indicating strong interest based on its low volatility, momentum, and high net payout yields.

Pim van Vliet's Strategy: The strategy, developed by Pim van Vliet, emphasizes that low volatility stocks can outperform high volatility ones with less risk, supported by his research and the publication of his book on conservative factor investing.

CMS Energy Analysis: Guggenheim analyst Shahriar Pourreza maintained a Hold rating on CMS Energy with a price target of $69.00, while the stock has a Moderate Buy consensus and an average price target of $72.82, indicating a potential upside.

Edison International Outlook: Bank of America Securities' Ross Fowler upheld a Buy rating for Edison International with a price target of $78.00, supported by a Moderate Buy consensus and a significant potential upside from current levels.

Investment and Growth Plans: CMS Energy Corporation announced a five-year, $20 billion investment plan aimed at enhancing reliability and expanding renewable energy, with a target of 8.5% annual rate base growth through 2029.

Financial Performance and Outlook: The company reported strong financial results for 2024, raising its 2025 EPS guidance to $3.54-$3.60, while expressing confidence in achieving long-term growth driven by Michigan's economic resurgence and regulatory support.

Fourth Quarter Performance: CMS Energy reported a decline in fourth-quarter profit due to increased operating expenses, with net income falling to $262 million from $306 million year-over-year, despite a 2% revenue increase to $1.99 billion.

Future Outlook and Dividend Increase: The company raised its 2025 adjusted earnings forecast and increased its annual dividend by 11 cents to $2.17 per share, even as it faced higher costs from natural gas prices and interest rates.

Dividend Increase Announcement: CMS Energy's Board of Directors has raised the quarterly dividend from 51.50 cents to 54.25 cents per share, reflecting a commitment to the company's strategy and resulting in an annualized yield of 3.2% based on the stock's closing price of $67.12.

Payment Details: The first quarter dividend will be payable on February 28, 2025, to shareholders recorded by February 17, 2025, with additional information available on CMS Energy's website.

Earnings Adjustment: CMS Energy Corp. has raised its adjusted earnings forecast for 2025 to a range of $3.54 to $3.60 per share, slightly above the previous estimate of $3.52 to $3.58 per share.

Market Performance: The company's stock is trading at $68.17, reflecting a 1.56 percent increase in pre-market hours, while it maintains a long-term earnings growth outlook of 6 to 8 percent.