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CMS Energy (CMS) Stock News, Dec 2025-Feb 2026

CMS NYSE

CMS Energy Corporation reports recurring developments across its Michigan energy business, with Consumers Energy as its principal utility subsidiary. Company news commonly covers earnings results and financial outlooks, common and preferred stock dividends, and updates tied to electric and natural gas service in Michigan.

Consumers Energy updates also include grid reliability, storm response technology, customer energy-efficiency and assistance programs, and regulatory discussions involving utility assets. CMS Energy also reports on its independent power generation businesses and capital-return actions involving listed common stock, preferred securities and depositary shares.

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CMS Energy (NYSE: CMS) reported 2025 GAAP EPS of $3.53 versus $3.33 in 2024 and adjusted EPS of $3.61 versus $3.34 in 2024, exceeding guidance largely due to outperformance at NorthStar Clean Energy. The company raised 2026 adjusted EPS guidance to $3.83–$3.90 from $3.80–$3.87 and reaffirmed long-term adjusted EPS growth of 6–8%. CMS increased its 2026 annual dividend by $0.11 to $2.28, the 20th consecutive annual increase. A webcast discussing results was scheduled for Feb 5, 2026 at 10:00 a.m. ET. The release notes use of non-GAAP adjusted earnings and limits on providing reported earnings guidance or reconciliation.

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Consumers Energy (NYSE:CMS) warned customers that January's brutal cold drove higher energy use and will raise bills arriving in coming weeks. Households used 25% more natural gas in the first 20 days of January 2026 vs January 2025. The company provided $5 million to 11 nonprofits and is conducting statewide outreach.

Consumers Energy said it is identifying heavily impacted customers, delivering supplies to warming shelters, sending statewide saving tips by email, and offering assistance via ConsumersEnergy.com/assistance and 800-477-5050.

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Consumers Energy (NYSE:CMS) reported stronger grid reliability in 2025 despite Michigan's most extreme weather in generations. The company said outage events rose nearly 20%, yet proactive grid hardening and automation cut customer outages by 130,000 and improved forecasting saved $15 million.

Consumers Energy highlighted ongoing Reliability Roadmap investments, advanced inspections, enhanced line clearing, and a goal to restore power to all customers within 24 hours.

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Consumers Energy (NYSE:CMS) is mobilizing over $100 million statewide in 2026 to help Michigan customers reduce heating costs during severe winter conditions. Last year the company helped more than 140,000 customers obtain $60 million for energy bills. This month Consumers Energy announced $5 million in new customer support and the Consumers Energy Foundation provided $250,000 to food-bank relief. The company urges customers to call 2-1-1, apply for State Emergency Relief, or visit ConsumersEnergy.com/assistance for bill credits, budget plans, home energy assessments, and other resources.

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Consumers Energy (CMS) and Grand Rapids-based ICCF Community Homes announced a partnership on January 21, 2026, joining ICCF to Consumers Energy's Renewable Energy Program to match ICCF's energy use with Michigan-built renewable projects.

The program now includes over 50 businesses committed to a combined 700+ megawatts of renewable capacity — enough to power about 84,000 homes annually and offset emissions equivalent to removing over 190,500 cars from the road, per EPA calculations. Consumers Energy serves 6.8 million residents in Michigan's Lower Peninsula.

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CMS Energy (NYSE: CMS) will announce 2025 year-end results and provide a business and financial outlook on Thursday, February 5, 2026 at 10:00 a.m. EST.

A live webcast will be available on cmsenergy.com. An audio replay will be posted about three hours after the webcast and will be archived for 30 days in the Investor section of the website. CMS Energy is a Michigan-based energy company whose primary business is Consumers Energy and which also owns independent power generation businesses.

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Consumers Energy (NYSE:CMS) announced a $5 million investment on January 12, 2026 to help Michigan customers manage energy costs through direct assistance, community partnerships and customer programs. The funds are paid by Consumers Energy (not customers' bills) and will be distributed via community agencies across the state, including United Way South Central Michigan, THAW, Salvation Army Great Lakes and others. The company serves 6.8 million of Michigan's 10 million residents and said the initiative is part of a broader, ongoing commitment to affordability and customer support in 2026, with additional actions expected throughout the year.

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Consumers Energy (NYSE:CMS) began operations on Jan. 5, 2026 for Muskegon Solar, a 1,900-acre array at the Muskegon Resource Recovery Center that generates 250 megawatts—about enough to power 40,000 homes and businesses. The project uses over 550,000 panels arranged in 5,200 rotating rows to follow the sun and produced more than 200 construction jobs during buildout. Muskegon Solar is the company’s largest solar installation and complements other projects at Western Michigan University, Grand Valley State University and Cadillac.

The company says the project supports its broader mix of solar, wind, natural gas and battery storage to deliver reliable, cost-effective energy to Michigan customers and to serve part of its customer base of 6.8 million residents across the Lower Peninsula.

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Consumers Energy (NYSE: CMS) invested over $500,000 in tree-planting grants since 2019, funding nearly 3,500 trees across its electric service territory. In 2025 the program planted 423 trees in 34 communities while the company cleared trees and limbs from nearly 8,000 miles of power lines.

The effort targets species planted safely away from electric lines to reduce future maintenance and support long-term reliability; trees and branches account for nearly 40% of interruptions. Consumers Energy serves 6.8 million of Michigan’s 10 million residents in all 68 Lower Peninsula counties.

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Consumers Energy (NYSE:CMS) said Dec. 11, 2025 it is opposing an Attorney General petition that seeks rehearing of a Nov. 6 MPSC order establishing customer safeguards for energy‑intensive businesses such as data centers. The company said the order sets guidelines for new large customers, requires them to pay full cost of service, and applies a tariff to any customer using at least 100 megawatts. Consumers Energy noted it currently serves nearly 2 million homes and businesses and provides energy to 6.8 million Michigan residents. The company plans to file an updated Energy Supply Plan next year covering gas, renewables, and battery storage to serve projected growth.

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FAQ

What is the current stock price of CMS Energy (CMS)?

CMS Energy (CMS) last closed at $69.62.

What is the market cap of CMS Energy (CMS)?

The market cap of CMS Energy (CMS) is approximately $21.8B.