You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
CMS Energy Corporation issued $1,000,000,000 of 6.800% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2057 on November 3, 2026. It intends to use proceeds to repay $275 million and $350 million of Senior Notes and for general corporate purposes.
CMS Energy reported nine-month net income available to common stockholders of $576 million and diluted EPS of $1.86, versus $775 million and $2.59. Consumers plans $24.1 billion of capital expenditures through 2030.
CMS Energy posted 2026 third-quarter GAAP EPS of $0.39 and adjusted EPS of $1.44, reaffirmed 2026 adjusted EPS guidance of $3.83 to $3.90 and 2027 guidance of $4.08 to $4.17, and maintained long-term adjusted EPS growth of 6 to 8 percent.
CMS Energy Corporation filed an automatic shelf registration statement covering up to 2,000,000 shares of common stock, $0.01 par value, offered under its Stock Purchase Plan, which allows investors to buy shares and reinvest dividends with no commission or service charges.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Adjusted EPS grew, guidance was reaffirmed with confidence toward the high end, and the IRP adds roughly $27 billion of capital opportunity, while NorthStar, the gas rate order, new-load contracts, and financing progress support the outlook. GAAP EPS declined, weather was unfavorable, the large data center's capital remains outside the plan, the electric rate-case recommendation is below the request, Moody's has a negative outlook on Consumers Energy, and approximately $625 million matures at the parent next year.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EPS (non-GAAP) non-GAAP | $1.44 | Q3 | — |
| Adjusted net income – non-GAAP non-GAAP | 915M | Nine Months Ended 9/30/26 | — |
| assets at signed agreement (or closed) | 35% | 2026 Third Quarter | — |
| funding needs reduced | $500M | within the current plan (through 2030) | — |
| Online | 450 | 2025 New Load | — |
| signed YTD | 195 | YTD | — |
| storm deferral approved | $57M | 2026 Q1 storms | — |
| deliveries to end-use customers (electric) | 8.9B | Three Months Ended June 30, 2026 filing | — |
| deliveries to end-use customers (gas) | 46 | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CMS
this stock
Cms Energy Corp
|
$22.07B | +0.6% | +13.6% | 25.1 | 5.8% |
|
NEE
Nextera Energy Inc
|
$177.50B | +6.0% | -7.1% | 15.3 | 2.9% |
|
SO
Southern Co
|
$105.50B | +7.3% | +10.6% | 21.4 | 2.7% |
|
DUK
Duke Energy CORP
|
$100.69B | +10.2% | +35.1% | 18.9 | 2.3% |
|
NGG
National Grid PLC
|
$84.74B | +9.0% | — | — | 0.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
CMS Energy Corporation issued $1,000,000,000 of 6.800% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2057 on November 3, 2026. It intends to use proceeds to repay $275 million and $350 million of Senior Notes and for general corporate purposes.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CMS | +1.7% | +2.5% | -5.2% | +0.4% | +0.6% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -0.9% | +3.6% | -5.7% | +0.6% | -10.0% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
