{"filings":[{"id":97218,"accession_number":"0001104659-26-055369","cik":201533,"company_name":"CONSUMERS ENERGY CO","ticker":"CMS-PB","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Consumers Energy issues $850M of 5.125% First Mortgage Bonds due 2036","event_type":"debt","confidence":"high","bullets":["Principal amount $850M; 5.125% coupon; maturity 2036.","Net proceeds to be used for general corporate purposes.","Underwriters: BNP Paribas, J.P. Morgan, PNC, SMBC Nikko, Truist, Fifth Third, Loop Capital, Ramirez.","Estimated offering expenses total $1,684,768 per Exhibit 99.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97217,"accession_number":"0001104659-26-049718","cik":201533,"company_name":"CONSUMERS ENERGY CO","ticker":"CMS-PB","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CMS Energy Q1 adj. EPS $1.13 beats $1.02 prior year; reaffirms 2026 guidance $3.83-$3.90","event_type":"earnings","confidence":"high","bullets":["Q1 2026 reported EPS $1.10, adj. EPS $1.13 vs $1.02 in Q1 2025.","Reaffirmed 2026 adj. EPS guidance $3.83-$3.90; long-term 6-8% growth.","Utility capital plan raised to $24B (2026-2030), up $4B from prior plan.","Recent MI electric rate order $217M approved at 9.90% ROE (~66% of ask).","Economic development pipeline ~9GW includes data centers, semiconductors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111806,"accession_number":"0001104659-26-017913","cik":201533,"company_name":"CONSUMERS ENERGY CO","ticker":"CMS-PB","form_type":"8-K","filed_at":"2026-02-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CMS Energy elects Diane Leopold and Richard Keyes to board of directors","event_type":"leadership","confidence":"high","bullets":["Diane Leopold, former EVP & COO of Dominion Energy, and Richard Keyes, CEO of Meijer, joined CMS and Consumers Energy boards effective Feb 20, 2026.","Board size increased from 9 to 11 members to accommodate the new directors.","Leopold will serve on Compensation/HR and Finance committees; Keyes on Audit and Governance committees.","New directors receive pro-rata restricted stock grants and director indemnification agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.33,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111805,"accession_number":"0001104659-26-010603","cik":201533,"company_name":"CONSUMERS ENERGY CO","ticker":"CMS-PB","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CMS Energy 2025 adjusted EPS $3.61 exceeds guidance; raises 2026 EPS guidance to $3.83-$3.90, dividend to $2.28","event_type":"earnings","confidence":"high","bullets":["2025 reported EPS $3.53 (prior $3.33); adjusted EPS $3.61 (prior $3.34), exceeded guidance driven by NorthStar Clean Energy.","2026 adjusted EPS guidance raised to $3.83–$3.90 from $3.80–$3.87; long-term growth of 6–8% reaffirmed.","Annual dividend increased 11 cents to $2.28 per share, marking 20th consecutive annual increase.","Results supported by constructive regulatory outcomes, solid utility cost performance, and strong NorthStar Clean Energy results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128427,"accession_number":"0001104659-25-114875","cik":201533,"company_name":"CONSUMERS ENERGY CO","ticker":"CMS-PB","form_type":"8-K","filed_at":"2025-11-21T23:59:59+00:00","items":["1.01","1.02","8.01","9.01"],"status":"ready","headline":"CMS Energy upsizes revolver to $750M, extends maturity to 2030; adds $300M Consumers facility","event_type":"debt","confidence":"high","bullets":["CMS Energy revolver increased from $550M to $750M; both CMS and Consumers facilities mature November 21, 2030.","Consumers Energy entered a new $300M secured revolving credit facility with three-year term expiring November 2028.","Consumers amended the $250M Scotiabank facility to extend termination to November 28, 2025.","Prior credit facilities (set to expire 2027) replaced; new facilities use SOFR-based benchmark pricing.","Proceeds for general corporate purposes and working capital for both CMS and Consumers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128426,"accession_number":"0001104659-25-103975","cik":201533,"company_name":"CONSUMERS ENERGY CO","ticker":"CMS-PB","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CMS Energy Q3 adj EPS $0.93 beats $0.84 YoY; raises 2025 guidance, initiates 2026","event_type":"earnings","confidence":"high","bullets":["Q3 2025 reported EPS $0.92, adjusted EPS $0.93; YTD adjusted EPS $2.66 vs $2.47 in 2024.","2025 adjusted EPS guidance raised to $3.56-$3.60 from $3.54-$3.60; 2026 initiated at $3.80-$3.87.","Long-term adjusted EPS growth reaffirmed at 6-8%, targeting high end; dividend $2.11/share.","Constructive regulatory outcomes cited: natural gas rate case order and Renewable Energy Plan approval.","Utility capital plan (2025-2029) set at $20B, up $3B from prior plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145220,"accession_number":"0001104659-25-072445","cik":201533,"company_name":"CONSUMERS ENERGY CO","ticker":"CMS-PB","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CMS Energy Q2 adjusted EPS $0.71 beats prior year; reaffirms 2025 guidance $3.54-$3.60","event_type":"earnings","confidence":"high","bullets":["Adjusted EPS $0.71 vs $0.66 in Q2 2024; reported EPS $0.66 vs $0.65.","Reaffirmed 2025 adjusted EPS guidance of $3.54-$3.60; long-term growth 6-8%.","Announced agreement with large data center for up to 1 GW load growth in Michigan.","YTD adjusted EPS $1.73 vs $1.63, driven by regulatory outcomes, cost cuts, and weather.","Utility capital plan of ~$20B for 2025-2029; consistent dividend growth with ~60% payout."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163646,"accession_number":"0001104659-25-057290","cik":201533,"company_name":"CONSUMERS ENERGY CO","ticker":"CMS-PB","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Kurt Darrow to retire from CMS Energy and Consumers boards effective July 1, 2025","event_type":"leadership","confidence":"high","bullets":["Kurt Darrow informed CMS Energy and Consumers Energy of his retirement from the boards, effective July 1, 2025.","Darrow had served as a director since 2013.","Retirement is for personal reasons and not due to any disagreement with the companies.","No replacement has been announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}