---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-010603"
form_type: "8-K"
ticker: "CMS-PB"
cik: "0000201533"
company_name: "CONSUMERS ENERGY CO"
filed_at: "2026-02-05T23:59:59+00:00"
generated_at: "2026-05-16T04:34:10.738317+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# CMS Energy 2025 adjusted EPS $3.61 exceeds guidance; raises 2026 EPS guidance to $3.83-$3.90, dividend to $2.28

## Summary
- 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.

## SEC filing metadata
- accession: 0001104659-26-010603
- form_type: 8-K
- ticker: CMS-PB
- cik: 0000201533
- company_name: CONSUMERS ENERGY CO
- filed_at: 2026-02-05T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/201533/000110465926010603/0001104659-26-010603-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/201533/000110465926010603/tm265106d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-010603
- JSON: https://secwatch.observer/filing/0001104659-26-010603.json
- Plain text: https://secwatch.observer/filing/0001104659-26-010603.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.