CMS Energy Corporation CMS

CMS Energy has seen its share price fall recently, even after a solid multi year run. That puts fresh focus on whether the current US$62.95 level lines up with the dividend stream on offer. For a utility that many investors watch primarily for income, the question is how well that payout really underpins the stock today. The stock has delivered a 30.4% gain over the past 3 years, which puts real weight on the issue of whether those returns are adequately supported by the dividend profile. As...

Michigan's utility giant just locked in hyperscale data center deals with Oracle and Alphabet while its stock slid nearly 10% in a month, creating a rare gap between what the market sees and what the load growth math suggests.