STOCK TITAN

Consumers Energy Company (NYSE: CMS-PB) sells two $450M bond issues

(High)
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

On August 4, 2026, Consumers Energy Company issued and sold $450,000,000 principal amount of 4.900% First Mortgage Bonds due 2031 and $450,000,000 principal amount of 6.100% First Mortgage Bonds due 2056 under an existing Form S-3 “shelf” registration.

The company states that it intends to use the net proceeds for general corporate purposes. Estimated expenses related to the offering total $1,725,003, including a $124,003 SEC registration fee and $1,377,000 in rating agency fees, along with accounting, legal, trustee, printing, and other miscellaneous costs.

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Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Principal amount 4.900% bonds $450,000,000 4.900% First Mortgage Bonds due 2031
Principal amount 6.100% bonds $450,000,000 6.100% First Mortgage Bonds due 2056
Coupon rate 2031 bonds 4.900% Interest rate on First Mortgage Bonds due 2031
Coupon rate 2056 bonds 6.100% Interest rate on First Mortgage Bonds due 2056
Total estimated offering expenses $1,725,003 Aggregate estimated expenses related to the bond offering
SEC registration fee $124,003 SEC registration fee for the bond offering
Rating agency fees $1,377,000 Estimated rating agency fees for the bond issuance
Legal fees and expenses $78,000 Estimated legal fees and expenses for the offering
First Mortgage Bonds financial
"principal amount of its 4.900% First Mortgage Bonds due 2031"
First mortgage bonds are debt securities backed by a company’s property, granting bondholders the primary legal claim to that real estate if the issuer cannot pay. Think of them as being first in line for repayment, like a homeowner’s mortgage lender who gets paid before other creditors. For investors, this priority and the tangible collateral typically make these bonds less risky than unsecured debt, which can mean lower yields but greater protection in bankruptcy.
shelf registration process regulatory
"filed with the Securities and Exchange Commission utilizing a “shelf” registration process"
Issuer Free Writing Prospectus regulatory
"an Issuer Free Writing Prospectus dated July 30, 2026 that included the final terms"
An issuer free writing prospectus is any written communication produced by a company that supplements the formal securities prospectus when offering stock or bonds, but is not part of the long statutory prospectus document. Investors should care because these shorter, flexible documents—like a quick brochure or slide deck—can highlight key facts or updates that affect valuation or risk, so they can influence buying decisions and must be reviewed alongside the formal prospectus for a complete picture.
Preliminary Prospectus Supplement regulatory
"a Preliminary Prospectus Supplement dated July 30, 2026 to the Prospectus"
A preliminary prospectus supplement is an initial document that provides important details about a new stock or bond offering before it is finalized. It helps investors understand what is being sold and why, so they can decide whether to invest. Think of it as a preview before the full sales brochure is ready.
Rating Agency Fees financial
"Rating Agency Fees | | | 1,377,000"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What bonds did Consumers Energy Company (CMS) issue on August 4, 2026?

Consumers Energy Company issued two series of First Mortgage Bonds: $450,000,000 of 4.900% bonds due 2031 and $450,000,000 of 6.100% bonds due 2056. Both series were sold under an effective Form S-3 shelf registration and related prospectus supplements.

What interest rates and maturities do the new Consumers Energy (CMS) bonds have?

The new Consumers Energy bonds carry coupons of 4.900% due 2031 and 6.100% due 2056. Both series are First Mortgage Bonds, providing investors with long-term fixed-rate exposure at two different maturity points within the company’s capital structure.

How much principal did Consumers Energy (CMS) raise in the August 2026 bond offering?

Consumers Energy raised $450,000,000 in principal for its 4.900% 2031 bonds and $450,000,000 for its 6.100% 2056 bonds. These amounts represent the full principal of each First Mortgage Bond series issued and sold on August 4, 2026.

What will Consumers Energy Company (CMS) use the bond proceeds for?

Consumers Energy states that it intends to use the net proceeds from the First Mortgage Bonds for general corporate purposes. This broad category can include funding operations, capital expenditures, debt repayment, or other corporate needs at the company’s discretion.

What are the estimated offering expenses for the Consumers Energy (CMS) bond issuance?

Estimated expenses related to the bond offering total $1,725,003. Key components include a $124,003 SEC registration fee, $1,377,000 in rating agency fees, and additional costs for independent registered public accounting firms, legal services, trustee, printing, and miscellaneous items.

Which regulatory documents were used for the Consumers Energy (CMS) bond sale?

The bond sale used an effective Form S-3 registration statement, a base prospectus dated February 11, 2026, a Preliminary and Final Prospectus Supplement dated July 30, 2026, an Issuer Free Writing Prospectus, and an underwriting agreement with the named underwriters.
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF

THE SECURITIES EXCHANGE ACT OF 1934

 

Date of Report (Date of earliest event reported) August 4, 2026

 

Commission
File Number
Registrant; State of Incorporation;
Address; and Telephone Number
IRS Employer
Identification No.
     
1-5611

CONSUMERS ENERGY COMPANY

(A Michigan Corporation)

One Energy Plaza

Jackson, Michigan 49201

(517) 788-0550

38-0442310

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class   Trading Symbol(s)   Name of each exchange
on which registered
Consumers Energy Company Cumulative Preferred   CMS-PB   New York Stock Exchange

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company:          ¨

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.         ¨

 

 

 

 

 

Item 8.01. Other Events.

 

On August 4, 2026, Consumers Energy Company (“Consumers”) issued and sold $450,000,000 principal amount of its 4.900% First Mortgage Bonds due 2031 and $450,000,000 principal amount of its 6.100% First Mortgage Bonds due 2056 (collectively, the “Bonds”), pursuant to a registration statement on Form S-3 that Consumers filed with the Securities and Exchange Commission utilizing a “shelf” registration process (No. 333-293382-01) (the “Registration Statement”), a Preliminary Prospectus Supplement dated July 30, 2026 to the Prospectus dated February 11, 2026, an Issuer Free Writing Prospectus dated July 30, 2026 that included the final terms of the transaction, a Final Prospectus Supplement dated July 30, 2026 to the Prospectus dated February 11, 2026 and an underwriting agreement among Consumers and the underwriters named in that agreement with respect to the Bonds. Consumers intends to use the net proceeds for general corporate purposes.

 

This Current Report on Form 8-K is being filed to file certain documents in connection with the offering as exhibits to the Registration Statement.

 

Item 9.01. Financial Statements and Exhibits.

 

(d) Exhibits.

 

1.1Underwriting Agreement dated July 30, 2026 among Consumers and BofA Securities, Inc., Goldman Sachs & Co. LLC, KeyBanc Capital Markets Inc., MUFG Securities Americas Inc., Scotia Capital (USA) Inc., U.S. Bancorp Investments, Inc., Fifth Third Securities, Inc., and Academy Securities, Inc., as underwriters.

 

4.1157th Supplemental Indenture dated as of August 4, 2026 between Consumers and The Bank of New York Mellon, as Trustee.

 

4.2Form of 4.900% First Mortgage Bonds due 2031 (included in Exhibit 4.1).

 

4.3Form of 6.100% First Mortgage Bonds due 2056 (included in Exhibit 4.1).

 

5.1Opinion of Melissa M. Gleespen, Esq., Vice President, Corporate Secretary and Chief Compliance Officer of Consumers, dated August 4, 2026, regarding the legality of the Bonds.

 

23.1Consent of Melissa M. Gleespen, Esq. (included in Exhibit 5.1).

 

99.1Information relating to Item 14 of the Registration Statement on Form S-3 (No. 333-293382-01).

 

104.1Included in the cover page, formatted in Inline XBRL

 

 

 

 

SIGNATURE

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

    CONSUMERS ENERGY COMPANY
   
Dated: August 4, 2026 By: /s/ Srikanth Maddipati
    Srikanth Maddipati
    Executive Vice President and
    Chief Financial Officer

 

 

 

 

Exhibit 99.1

 

The expenses to be incurred by Consumers Energy Company relating to the offering of $450,000,000 principal amount of its 4.900% First Mortgage Bonds due 2031, and $450,000,000 principal amount of its 6.100% First Mortgage Bonds due 2056, under Consumers Energy Company’s Registration Statement on Form S-3 (Registration No. 333-293382-01) and a related prospectus supplement filed with the Securities and Exchange Commission and dated July 30, 2026 are estimated to be as follows:

 

Estimated Fees

 

SEC Registration Fee   $ 124,003  
Services of Independent Registered Public Accounting Firms     90,000  
Trustee Fees and Expenses     26,000  
Legal Fees and Expenses     78,000  
Rating Agency Fees     1,377,000  
Printing and Delivery Expenses     15,000  
Miscellaneous Expenses     15,000  
Total   $ 1,725,003  

 

 

 

Filing Exhibits & Attachments

7 documents