CMS Energy (CMS) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.94 per share. This compares to earnings of $0.87 per share a year ago.
Molina Healthcare (MOH) remains a strong investment opportunity despite sector volatility from proposed 0.09% (flat) Medicare Advantage rate increases for 2027 verses analyst expectations of ~5%. MOH's Medicare segment represents 14.5% of revenue and 14.6% of operating medical margin profit. Medicare overall represents 4.7% of Molina's total covered members as of Q3. In 2025 the proposed MA rates changes for 2026 were eventually revised up by more than double the initial proposal by CMS.
CMS Energy (CMS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
CMS Energy (CMS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
CMS Energy advances infrastructure upgrades and renewable expansion in Michigan, while managing regulatory risks tied to coal ash disposal costs.
CMS Energy is reiterated as a "Buy," trading at a 10% discount to a $77 fair value with robust growth prospects. CMS's $20 billion five-year capex plan, likely to be raised, underpins 6%–8% annual adjusted EPS growth and expanding rate base. With an 18-year dividend growth streak, CMS targets a low-60% payout ratio and is on track for Dividend Aristocrat status by 2032.
CMS to invest $20B in grid upgrades and clean power, with plans to add major solar, wind, and battery capacity despite regulatory and debt pressures.
CMS Energy leans on regulated utility strength and major infrastructure and renewable investments, even as coal-ash costs pose challenges.
The headline numbers for CMS Energy (CMS) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
CMS Energy Corporation ( CMS ) Q3 2025 Earnings Call October 30, 2025 9:30 AM EDT Company Participants Jason Shore - Treasurer & VP of Investor Relations Garrick Rochow - President, CEO & Director Rejji Hayes - Executive VP & CFO Conference Call Participants Julien Dumoulin-Smith - Jefferies LLC, Research Division Jeremy Tonet - JPMorgan Chase & Co, Research Division Shahriar Pourreza - Wells Fargo Securities, LLC, Research Division Andrew Weisel - Scotiabank Global Banking and Markets, Research Division Travis Miller - Morningstar Inc., Research Division Michael Sullivan - Wolfe Research, LLC Presentation Operator Good morning, everyone, and welcome to the CMS Energy 2025 Third Quarter Results. The earnings news release issued earlier today and the presentation used in this webcast are available on CMS Energy's website in the Investor Relations section.
CMS posts strong Q3 results with higher y/y earnings and revenue beat, boosting its 2025 outlook and setting fresh 2026 guidance.
CMS Energy (CMS) came out with quarterly earnings of $0.93 per share, beating the Zacks Consensus Estimate of $0.86 per share. This compares to earnings of $0.84 per share a year ago.