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CMS Energy Corporation (CMS)
USD75.73
-0.02 (-0.03%)
US NYSE S&P 500
Utilities Regulated Electric
Address
One Energy Plaza 49201
Jackson, MI, US
Jackson, MI, US
CEO
Garrick J. Rochow
Website
cmsenergy.com
IPO
1973-02-21
CIK 811156 ISIN US1258961002
Also trades on
London Stock Exchange · 0HR4.L (USD)
New York Stock Exchange · CMS (USD)
New York Stock Exchange · CMS-PB (USD)
New York Stock Exchange · CMS-PC (USD)
New York Stock Exchange · CMSA (USD)
New York Stock Exchange · CMSC (USD)
New York Stock Exchange · CMSD (USD)
Description
CMS Energy Corporation operates as an energy company primarily in Michigan. The company operates through three segments: Electric Utility; Gas Utility; and NorthStar Clean Energy. The Electric Utility segment is involved in the generation, purchase, distribution, and sale of electricity. This segment generates electricity through coal, wind, gas, renewable energy, oil, and nuclear sources. Its distribution system comprises 263 miles of high-voltage distribution overhead lines; 4 miles of high-voltage distribution underground lines; 4,619 miles of high-voltage distribution overhead lines; 18 miles of high-voltage distribution underground lines; 82,854 miles of electric distribution overhead lines; 10,027 miles of underground distribution lines; and 1,102 substations. The Gas Utility segment engages in the purchase, transmission, storage, distribution, and sale of natural gas, which includes 2,337 miles of transmission lines; 14 gas storage fields; 28,433 miles of distribution mains; and 8 compressor stations. The NorthStar Clean Energy segment is involved in the independent power production and marketing, including the development and operation of renewable generation. The company serves 1.9 million electric and 1.8 million gas customers, including residential, commercial, and diversified industrial customers. The company was incorporated in 1987 and is headquartered in Jackson, Michigan.
News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1957-03-04 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD75.73
-0.02 (-0.03%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
0.35
Float Shares
98.43M
Free Float %
31.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.81% | -2.75% | -5.43% | -7.04% | -3.80% | +3.78% | +3.34% | +27.55% | +16.47% | +73.54% | +67.30% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (30 ratings, all time)
Buy
Price Targets & DCF
Current price
75.73
Low
77.00
+1.7%
Consensus
80.50
+6.3%
Median
80.50
+6.3%
High
83.00
+9.6%
DCF (Unlevered)
85.03
+12.3%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
53% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 6 | 0 |
| Hold | 7 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
80.67
+6.5%
|
| Last Quarter | 5 |
81.40
+7.5%
|
| Last Year | 19 |
79.32
+4.7%
|
| All Time | 58 |
72.50
-4.3%
|
Quality scores
Altman Z-Score
0.91
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Regulated Electric: +9.0%+13.6% ★ Q1'26: +11.6% (vs Q1'25)
-
EPS growth Regulated Electric: +12.7%+6.0% Q1'26: +11.9% (vs Q1'25)
-
FCF margin FCF growth · Regulated Electric: +35.5%+11.0% Q1'26: -12.2% (vs Q1'25)
-
EBIT margin Regulated Electric: +19.9%+23.9% ★ Q1'26: +20.7% (vs Q1'25)
-
ROIC Regulated Electric: +4.4%+5.8% ★ Q1'26: +6.0% (vs Q1'25)
-
Share dilution Regulated Electric: +0.0%+0.8% Q1'26: +0.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Regulated Electric: 4.23×5.94× Q1'26: 4.88× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 1997 actual |
Dec 1998 actual |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 8 Rev. Ana. 10 EPS Ana. |
Dec 2027 9 Rev. Ana. 11 EPS Ana. |
Dec 2028 10 Rev. Ana. 6 EPS Ana. |
Dec 2029 5 Rev. Ana. 4 EPS Ana. |
Dec 2030 5 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
4.78B
est: 4.80B (-0.3%)
|
5.14B
est: 5.46B (-5.8%)
|
5.93B
est: 6.05B (-2.1%)
|
8.74B
est: 9.07B (-3.7%)
|
8.01B
est: 2.69B (+198.1%)
|
5.88B
est: 5.30B (+10.9%)
|
6.13B
est: 6.69B (-8.5%)
|
6.46B
est: 6.05B (+6.8%)
|
6.81B
est: 5.86B (+16.2%)
|
6.43B
est: 6.19B (+4.0%)
|
6.50B
est: 6.20B (+4.9%)
|
6.25B
est: 6.12B (+2.2%)
|
6.57B
est: 6.54B (+0.4%)
|
7.18B
est: 7.02B (+2.3%)
|
6.46B
est: 7.13B (-9.5%)
|
6.40B
est: 6.72B (-4.7%)
|
6.58B
est: 6.58B (0.0%)
|
6.87B
est: 6.68B (+2.9%)
|
6.62B
est: 7.00B (-5.4%)
|
6.42B
est: 6.86B (-6.4%)
|
7.33B
est: 7.03B (+4.3%)
|
8.60B
est: 7.82B (+10.0%)
|
7.46B
est: 7.41B (+0.8%)
|
7.52B
est: 7.86B (-4.4%)
|
8.54B
est: 8.12B (+5.1%)
|
8.91B
8.49B – 9.21B
+9.7% YoY
|
9.28B
8.91B – 9.79B
+4.1% YoY
|
9.78B
9.73B – 9.82B
+5.3% YoY
|
10.08B
9.54B – 10.55B
+3.1% YoY
|
10.47B
9.91B – 10.96B
+3.9% YoY
|
| EBITDA |
1.23B
est: 391.73M (+213.2%)
|
1.26B
est: 392.59M (+220.7%)
|
1.49B
est: 332.97M (+346.3%)
|
1.34B
est: 167.06M (+702.1%)
|
503.00M
est: -331.07M (+251.9%)
|
24.00M
est: -228.69M (+110.5%)
|
354.00M
est: -215.59M (+264.2%)
|
457.00M
est: -233.77M (+295.5%)
|
1.43B
est: 370.91M (+285.3%)
|
1.60B
est: 1.47B (+8.6%)
|
1.57B
est: 1.49B (+5.2%)
|
1.61B
est: 1.58B (+2.0%)
|
1.78B
est: 1.77B (+0.6%)
|
1.82B
est: 1.77B (+2.6%)
|
1.94B
est: 1.91B (+1.9%)
|
2.07B
est: 1.88B (+10.2%)
|
2.21B
est: 2.19B (+0.9%)
|
2.17B
est: 2.04B (+6.2%)
|
2.21B
est: 2.36B (-6.1%)
|
2.36B
est: 2.29B (+2.9%)
|
2.44B
est: 2.72B (-10.6%)
|
2.55B
est: 2.66B (-4.2%)
|
2.78B
est: 3.41B (-18.6%)
|
3.07B
est: 3.62B (-15.2%)
|
3.19B
est: 3.74B (-14.8%)
|
4.11B
3.91B – 4.24B
+9.7% YoY
|
4.27B
4.10B – 4.51B
+4.1% YoY
|
4.50B
4.48B – 4.52B
+5.3% YoY
|
4.64B
4.39B – 4.86B
+3.1% YoY
|
4.82B
4.56B – 5.05B
+3.9% YoY
|
| EBIT |
716.00M
est: 754.44M (-5.1%)
|
724.00M
est: 764.49M (-5.3%)
|
891.00M
est: 898.93M (-0.9%)
|
703.00M
est: 782.36M (-10.1%)
|
-21.00M
est: 513.20M (-104.1%)
|
-501.00M
est: -379.38M (-32.1%)
|
-222.00M
est: -100.57M (-120.7%)
|
-88.00M
est: 30.59M (-387.6%)
|
840.00M
est: 649.34M (+29.4%)
|
1.02B
est: 927.64M (+10.1%)
|
1.02B
est: 953.41M (+7.1%)
|
1.01B
est: 980.48M (+3.1%)
|
1.15B
est: 1.14B (+1.5%)
|
1.14B
est: 1.12B (+1.2%)
|
1.19B
est: 1.14B (+4.9%)
|
1.26B
est: 1.18B (+7.2%)
|
1.32B
est: 1.32B (+0.1%)
|
1.23B
est: 1.10B (+12.4%)
|
1.22B
est: 1.24B (-1.6%)
|
1.31B
est: 1.25B (+5.0%)
|
1.32B
est: 1.11B (+19.4%)
|
1.42B
est: 1.14B (+24.3%)
|
1.60B
est: 2.42B (-34.0%)
|
1.83B
est: 2.57B (-28.7%)
|
2.04B
est: 2.65B (-23.2%)
|
2.91B
2.77B – 3.01B
+9.7% YoY
|
3.03B
2.91B – 3.20B
+4.1% YoY
|
3.19B
3.18B – 3.21B
+5.3% YoY
|
3.29B
3.11B – 3.44B
+3.1% YoY
|
3.42B
3.24B – 3.58B
+3.9% YoY
|
| Net Income |
244.00M
est: 271.78M (-10.2%)
|
285.00M
est: 293.70M (-3.0%)
|
277.00M
est: 271.62M (+2.0%)
|
36.00M
est: 96.72M (-62.8%)
|
-459.00M
est: -355.66M (-29.1%)
|
-84.00M
est: -92.90M (+9.6%)
|
-79.00M
est: -71.89M (-9.9%)
|
-215.00M
est: -107.09M (-100.8%)
|
295.00M
est: 248.98M (+18.5%)
|
340.00M
est: 315.59M (+7.7%)
|
415.00M
est: 395.85M (+4.8%)
|
382.00M
est: 373.95M (+2.2%)
|
452.00M
est: 449.02M (+0.7%)
|
477.00M
est: 464.42M (+2.7%)
|
523.00M
est: 505.31M (+3.5%)
|
551.00M
est: 496.00M (+11.1%)
|
460.00M
est: 446.95M (+2.9%)
|
657.00M
est: 618.60M (+6.2%)
|
680.00M
est: 679.83M (+0.0%)
|
755.00M
est: 692.79M (+9.0%)
|
1.35B
est: 1.25B (+8.3%)
|
837.00M
est: 1.32B (-36.6%)
|
887.00M
est: 960.00M (-7.6%)
|
1.00B
est: 1.01B (-0.2%)
|
1.07B
est: 1.08B (-0.9%)
|
1.17B
1.16B – 1.17B
+7.8% YoY
|
1.26B
1.25B – 1.27B
+7.9% YoY
|
1.35B
1.35B – 1.36B
+7.7% YoY
|
1.46B
1.36B – 1.55B
+7.9% YoY
|
1.57B
1.47B – 1.67B
+7.6% YoY
|
| SGA |
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
-50.00M
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
est: 602.63M (-100.0%)
|
—
est: 639.86M (-100.0%)
|
3.47B
est: 661.10M (+425.5%)
|
725.39M
691.05M – 749.11M
+9.7% YoY
|
755.31M
725.16M – 796.86M
+4.1% YoY
|
795.57M
791.73M – 799.41M
+5.3% YoY
|
819.95M
776.28M – 858.45M
+3.1% YoY
|
852.03M
806.65M – 892.04M
+3.9% YoY
|
| EPS |
2.63
est: 2.71 (-3.0%)
|
2.45
est: 2.87 (-14.6%)
|
2.18
est: 2.82 (-22.7%)
|
0.04
est: 2.62 (-98.5%)
|
-4.19
est: 0.97 (-532.0%)
|
-0.39
est: 0.60 (-165.5%)
|
-0.36
est: 0.94 (-138.5%)
|
-0.97
est: 0.65 (-249.2%)
|
1.25
est: 0.95 (+32.3%)
|
1.40
est: 1.21 (+15.7%)
|
1.65
est: 1.32 (+25.0%)
|
1.43
est: 1.51 (-5.3%)
|
1.71
est: 1.63 (+4.9%)
|
1.76
est: 1.69 (+4.1%)
|
1.90
est: 1.89 (+0.7%)
|
1.99
est: 2.02 (-1.4%)
|
1.64
est: 2.17 (-24.5%)
|
2.33
est: 2.34 (-0.3%)
|
2.40
est: 2.49 (-3.8%)
|
2.65
est: 2.67 (-0.7%)
|
4.66
est: 2.65 (+75.9%)
|
2.84
est: 2.88 (-1.4%)
|
3.01
est: 3.26 (-7.7%)
|
3.34
est: 3.34 (+0.0%)
|
3.53
est: 3.59 (-1.7%)
|
3.88
3.85 – 3.90
+8.1% YoY
|
4.17
4.15 – 4.21
+7.5% YoY
|
4.51
4.48 – 4.54
+7.9% YoY
|
4.87
4.53 – 5.16
+8.0% YoY
|
5.24
4.88 – 5.56
+7.6% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-18 | Truist Securities | Buy | Buy | Maintain |
| 2026-05-14 | JP Morgan | Overweight | Overweight | Maintain |
| 2026-05-11 | BMO Capital | Outperform | Outperform | Maintain |
| 2026-04-29 | Barclays | Overweight | Overweight | Maintain |
| 2026-04-21 | B of A Securities | Buy | Buy | Maintain |
| 2026-04-17 | BMO Capital | Outperform | Outperform | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-27 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-26 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-22 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-21 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-20 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-19 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-18 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-15 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-14 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-13 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-12 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-11 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-08 | B- | 3/5 | 1/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-07 | B- | 3/5 | 1/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-06 | B- | 3/5 | 1/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-05 | B- | 3/5 | 1/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-04 | B- | 3/5 | 1/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-01 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-30 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 1/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-28 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-27 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-24 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-23 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-15 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
1.29B
OE per share TTM
4.30
Owner's Yield
5.92%
Maintenance CapEx ratio
38.40%
Maint CapEx / Avg PPE
321.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
798
Total invested
23.09B
Insider transactions (90d)
11
Beneficial owners (>5%)
17
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 35.96M | 12.41% | — | 580.8K | 34.64M | 1.31M | IA | Pennsylvania | 2022-02-09 | ↗ |
| 2 | (1) BlackRock, Inc. | 26.29M | 9.10% | 22.49M | — | 26.29M | — | HC | Delaware | 2022-02-01 | ↗ |
| 3 | 52-0556948 | 20.22M | 6.90% | 5.91M | — | 20.22M | — | IA | Maryland | 2022-02-14 | ↗ |
| 4 | JPMorgan Chase & Co. | 18.94M | 6.70% | 16.99M | 190.1K | — | — | HC | Delaware | 2017-01-18 | ↗ |
| 5 | BlackRock for purposes of Schedule 13G filings. | 17.89M | 7.79% | 17.89M | — | 17.89M | — | HC | Delaware | 2010-01-29 | ↗ |
| 6 | JPMORGAN CHASE & CO.13-2624428 | 15.90M | 5.40% | 15.56M | 18.5K | 15.83M | 66.4K | HC | Delaware | 2022-01-07 | ↗ |
| 7 | Massachusetts Financial Services Company ("MFS") | 15.80M | 7.00% | 14.42M | — | 15.80M | — | IA | Delaware | 2009-02-04 | ↗ |
| 8 | JPMORGAN CHASE & CO13-2624428 | 15.49M | 5.40% | 15.00M | 36.1K | 15.40M | 87.3K | HC | Delaware | 2019-01-18 | ↗ |
| 9 | Capital World Investors ** | 15.06M | 5.30% | — | 15.06M | 15.06M | — | IA | — | 2020-02-14 | ↗ |
| 10 | STATE STREET CORPORATION | 14.75M | 5.09% | — | — | — | 14.72M | HC | — | 2022-02-10 | ↗ |
| 11 | Abigail P. Johnson | 14.02M | 5.92% | — | — | 14.02M | — | IN | Delaware | 2015-02-13 | ↗ |
| 12 | Edward C. Johnson 3d | 14.02M | 5.92% | — | — | 14.02M | — | IN | Delaware | 2015-02-13 | ↗ |
| 13 | FMR LLC | 14.02M | 5.92% | 9.18M | — | 14.02M | — | HC | Delaware | 2015-02-13 | ↗ |
| 14 | STATE STREET BANK AND TRUST COMPANY ACTING IN VARIOUS CAPACITIES | 8.15M | 5.80% | — | 8.15M | — | 8.15M | BK | BOSTON, MASSACHUSETTS | 2017-02-14 | ↗ |
| 15 | 13-3434400 | 2.13M | 11.00% | — | — | — | — | IA | State of Delaware | 2012-03-01 | ↗ |
| 16 | BARCLAYS GLOBAL INVESTORS, NA. | 1.42M | 5.56% | 30.27M | — | — | — | BK | Delaware For | 2016-02-09 | ↗ |
| 17 | 95-1411037 | 13.00 | 2.50% | 7.16M | — | 7.22M | — | IA | Delaware | 2021-02-16 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
798
-10 vs prev Q
New positions
104
Closed positions
113
Increased
409
Reduced
246
Put/Call ratio
0.11
Calls held
725.8K
Puts held
77.0K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 2.15M +2.2M (+100.0%) | 150.35B +150.4B (+100.0%) | 0.72% +0.715 pp | 0.23% +0.227 pp | USD69.93 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 40.67M +1.5M (+3.8%) | 2.84B -25.4M (-0.9%) | 13.53% +0.410 pp | 0.04% -0.002 pp | USD43.11 +62.2% | 84 qtrs — |
| 3 | BLACKROCK, INC. | 32.61M +1.6M (+5.1%) | 2.28B +6.5M (+0.3%) | 10.85% +0.451 pp | 0.04% -0.001 pp | USD70.53 -0.9% | 6 qtrs — |
| 4 | STATE STREET CORP | 17.78M -13.4K (-0.1%) | 1.24B -60.2M (-4.6%) | 5.91% -0.045 pp | 0.04% -0.004 pp | USD45.54 +53.6% | 51 qtrs — |
| 5 | JPMORGAN CHASE & CO | 16.70M -2.2M (-11.8%) | 1.17B -218.5M (-15.8%) | 5.59% -0.745 pp | 0.07% -0.010 pp | USD52.26 +33.8% | 51 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 8.32M +183.6K (+2.3%) | 579.90M -14.0M (-2.4%) | 2.77% +0.042 pp | 0.04% -0.002 pp | USD48.36 +44.6% | 78 qtrs — |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8.27M -570.2K (-6.4%) | 578.49M -69.3M (-10.7%) | 2.77% -0.191 pp | 0.19% -0.014 pp | USD55.36 +26.3% | 51 qtrs — |
| 8 | INVESCO LTD. | 7.48M +43.6K (+0.6%) | 523.22M -21.7M (-4.0%) | 2.49% -0.003 pp | 0.08% -0.006 pp | USD58.00 +20.6% | 57 qtrs — |
| 9 | VICTORY CAPITAL MANAGEMENT INC | 7.39M -91.1K (-1.2%) | 516.55M -31.3M (-5.7%) | 2.46% -0.048 pp | 0.29% -0.029 pp | USD69.98 -0.1% | 45 qtrs — |
| 10 | DEUTSCHE BANK AG\ | 7.25M +1.7M (+29.8%) | 506.93M +97.7M (+23.9%) | 2.43% +0.557 pp | 0.17% +0.028 pp | USD64.95 +7.7% | 50 qtrs — |
| 11 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 6.95M +1.9M (+36.7%) | 486.16M +113.6M (+30.5%) | 2.31% +0.609 pp | 0.42% +0.094 pp | USD63.31 +10.5% | 37 qtrs — |
| 12 | WELLS FARGO & COMPANY/MN | 5.62M -56.2K (-1.0%) | 393.30M -22.8M (-5.5%) | 1.87% -0.032 pp | 0.07% -0.008 pp | USD61.54 +13.6% | 57 qtrs — |
| 13 | AMERIPRISE FINANCIAL INC | 4.90M -2.2K (0.0%) | 342.37M -16.5M (-4.6%) | 1.63% -0.012 pp | 0.08% -0.005 pp | USD45.36 +54.2% | 55 qtrs — |
| 14 | MORGAN STANLEY | 4.61M -791.8K (-14.7%) | 322.59M -73.4M (-18.5%) | 1.53% -0.276 pp | 0.02% -0.005 pp | USD62.65 +11.6% | 51 qtrs — |
| 15 | GQG PARTNERS LLC | 4.52M -901.7K (-16.6%) | 316.08M -81.1M (-20.4%) | 1.50% -0.313 pp | 0.52% -0.090 pp | USD69.30 +0.9% | 7 qtrs — |
| 16 | NORGES BANK | 4.52M +4.5M (+100.0%) | 316.06M +316.1M (+100.0%) | 1.50% +1.504 pp | 0.03% +0.034 pp | USD69.93 +0.0% | 1 qtrs NEW |
| 17 | GOLDMAN SACHS GROUP INC | 4.09M -188.8K (-4.4%) | 286.23M -27.5M (-8.8%) | 1.36% -0.073 pp | 0.04% -0.003 pp | USD61.77 +13.2% | 73 qtrs — |
| 18 | PRICE T ROWE ASSOCIATES INC /MD/ | 3.58M -2.5M (-41.2%) | 250.59M -196.1M (-43.9%) | 1.19% -0.850 pp | 0.03% -0.021 pp | USD68.53 +2.0% | 75 qtrs — |
| 19 | PICTET ASSET MANAGEMENT HOLDING SA | 3.57M +1.5M (+70.9%) | 249.74M +96.7M (+63.1%) | 1.20% +0.496 pp | 0.24% +0.095 pp | USD60.09 +16.4% | 10 qtrs — |
| 20 | BANK OF AMERICA CORP /DE/ | 3.40M +59.7K (+1.8%) | 237.89M -7.0M (-2.8%) | 1.13% +0.012 pp | 0.02% +0.001 pp | USD56.47 +23.8% | 52 qtrs — |
| 21 | LORD, ABBETT & CO. LLC | 3.34M -64.9K (-1.9%) | 233.34M -15.9M (-6.4%) | 1.11% -0.029 pp | 0.72% -0.026 pp | USD66.61 +5.0% | 51 qtrs — |
| 22 | UBS ASSET MANAGEMENT AMERICAS INC | 3.14M -270.5K (-7.9%) | 219.47M -30.3M (-12.1%) | 1.04% -0.098 pp | 0.05% -0.008 pp | USD62.03 +12.7% | 90 qtrs — |
| 23 | FIL LTD | 3.01M +49.1K (+1.7%) | 210.66M -6.4M (-3.0%) | 1.00% +0.010 pp | 0.16% -0.013 pp | USD56.81 +23.1% | 50 qtrs — |
| 24 | NORTHERN TRUST CORP | 2.82M +3.0K (+0.1%) | 196.93M -9.2M (-4.4%) | 0.94% -0.006 pp | 0.03% -0.001 pp | USD39.17 +78.5% | 51 qtrs — |
| 25 | BANK OF NEW YORK MELLON CORP | 2.67M -32.4K (-1.2%) | 186.46M -11.3M (-5.7%) | 0.89% -0.017 pp | 0.03% -0.005 pp | USD54.35 +28.7% | 66 qtrs — |
| 26 | LEGAL & GENERAL GROUP PLC | 2.65M -182.2K (-6.4%) | 185.56M -22.2M (-10.7%) | 0.88% -0.067 pp | 0.04% -0.006 pp | USD41.55 +68.3% | 75 qtrs — |
| 27 | REAVES W H & CO INC | 2.09M -61.7K (-2.9%) | 145.96M -11.5M (-7.3%) | 0.69% -0.026 pp | 2.55% -0.251 pp | USD67.34 +3.8% | 48 qtrs — |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.99M +50.2K (+2.6%) | 139.04M -2.9M (-2.1%) | 0.66% +0.012 pp | 0.02% -0.001 pp | USD45.17 +54.8% | 100 qtrs — |
| 29 | FRANKLIN RESOURCES INC | 1.88M +276.7K (+17.3%) | 131.17M +14.0M (+12.0%) | 0.62% +0.088 pp | 0.03% +0.003 pp | USD43.59 +60.4% | 51 qtrs — |
| 30 | AMUNDI | 1.64M -279.0K (-14.5%) | 114.88M -25.8M (-18.4%) | 0.55% -0.097 pp | 0.03% -0.014 pp | USD61.06 +14.5% | 19 qtrs — |
| 31 | JENNISON ASSOCIATES LLC | 1.62M -32.0K (-1.9%) | 113.30M -7.7M (-6.4%) | 0.54% -0.011 pp | 0.07% -0.002 pp | USD37.43 +86.8% | 70 qtrs — |
| 32 | DIMENSIONAL FUND ADVISORS LP | 1.53M +40.5K (+2.7%) | 107.05M -2.1M (-1.9%) | 0.51% +0.010 pp | 0.02% -0.001 pp | USD49.59 +41.0% | 51 qtrs — |
| 33 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.50M -319.5K (-17.5%) | 105.24M -28.4M (-21.3%) | 0.50% -0.111 pp | 0.11% -0.031 pp | USD69.66 +0.4% | 10 qtrs — |
| 34 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1.48M +508.8K (+52.3%) | 103.56M +32.3M (+45.4%) | 0.49% +0.167 pp | 1.52% +0.505 pp | USD67.23 +4.0% | 32 qtrs — |
| 35 | PARNASSUS INVESTMENTS, LLC | 1.47M +1.5M (+100.0%) | 102.98M +103.0M (+100.0%) | 0.49% +0.490 pp | 0.27% +0.267 pp | USD69.93 +0.0% | 1 qtrs NEW |
| 36 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.45M +— (+0.0%) | 101.65M -4.8M (-4.5%) | 0.49% +0.000 pp | 1.15% -0.055 pp | USD37.13 +88.3% | 65 qtrs — |
| 37 | IA GLOBAL ASSET MANAGEMENT INC. | 1.32M +30.0K (+2.3%) | 92.53M -2.2M (-2.3%) | 0.44% +0.010 pp | 1.18% -0.117 pp | USD57.70 +21.2% | 11 qtrs — |
| 38 | ING GROEP NV | 1.26M +624.2K (+97.7%) | 88.35M +41.5M (+88.7%) | 0.42% +0.206 pp | 0.53% +0.280 pp | USD69.45 +0.7% | 24 qtrs — |
| 39 | DEKABANK DEUTSCHE GIROZENTRALE | 1.33M +— (+0.0%) | 88.03M -9.1M (-9.4%) | 0.44% -0.003 pp | 0.15% -0.011 pp | USD58.72 +19.1% | 65 qtrs — |
| 40 | UBS GROUP AG | 1.16M -639.8K (-35.5%) | 81.28M -50.7M (-38.4%) | 0.39% -0.217 pp | 0.01% -0.008 pp | USD66.51 +5.1% | 45 qtrs — |
| 41 | ROYAL BANK OF CANADA | 1.12M +126.6K (+12.8%) | 78.12M +5.6M (+7.7%) | 0.37% +0.040 pp | 0.01% +0.001 pp | USD59.92 +16.7% | 51 qtrs — |
| 42 | SOROBAN CAPITAL PARTNERS LP | 1.06M -528.0K (-33.3%) | 77.57M -38.7M (-33.3%) | 0.35% -0.179 pp | 0.54% -0.335 pp | USD71.33 -2.0% | 9 qtrs — |
| 43 | SOROS FUND MANAGEMENT LLC | 1.11M +330.1K (+42.5%) | 77.37M +20.5M (+36.1%) | 0.37% +0.108 pp | 0.90% +0.086 pp | USD72.27 -3.2% | 2 qtrs — |
| 44 | NUVEEN, LLC | 1.09M -360.4K (-24.8%) | 76.46M -30.0M (-28.2%) | 0.36% -0.123 pp | 0.02% -0.008 pp | USD74.10 -5.6% | 4 qtrs — |
| 45 | FIRST TRUST ADVISORS LP | 1.08M -23.4K (-2.1%) | 75.59M -5.3M (-6.6%) | 0.36% -0.010 pp | 0.05% -0.005 pp | USD63.25 +10.6% | 51 qtrs — |
| 46 | FMR LLC | 976.7K +139.8K (+16.7%) | 68.30M +7.0M (+11.4%) | 0.32% +0.045 pp | 0.00% +0.000 pp | USD67.80 +3.1% | 70 qtrs — |
| 47 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 955.3K +176.0K (+22.6%) | 66.80M +9.7M (+17.0%) | 0.32% +0.057 pp | 0.52% -0.059 pp | USD72.65 -3.7% | 2 qtrs — |
| 48 | FREESTONE GROVE PARTNERS LP | 927.0K +927.0K (+100.0%) | 64.82M +64.8M (+100.0%) | 0.31% +0.308 pp | 0.47% +0.469 pp | USD69.93 +0.0% | 1 qtrs NEW |
| 49 | BAHL & GAYNOR INC | 904.3K +184.3K (+25.6%) | 63.24M +10.5M (+19.9%) | 0.30% +0.060 pp | 0.32% +0.058 pp | USD65.05 +7.5% | 20 qtrs — |
| 50 | UNISUPER MANAGEMENT PTY LTD | 901.2K -2.4K (-0.3%) | 63.02M -3.2M (-4.8%) | 0.30% -0.003 pp | 0.38% -0.028 pp | USD62.19 +12.4% | 11 qtrs — |
| 51 | MILLENNIUM MANAGEMENT LLC | 899.7K +549.0K (+156.6%) | 62.92M +37.2M (+144.9%) | 0.30% +0.182 pp | 0.03% +0.016 pp | USD69.46 +0.7% | 40 qtrs — |
| 52 | ABRDN PLC | 877.5K +111.1K (+14.5%) | 61.36M +5.6M (+10.0%) | 0.29% +0.037 pp | 0.10% +0.007 pp | USD61.90 +13.0% | 34 qtrs — |
| 53 | AVIVA PLC | 863.1K +47.7K (+5.9%) | 60.36M +622.6K (+1.0%) | 0.29% +0.014 pp | 0.10% -0.007 pp | USD59.84 +16.9% | 51 qtrs — |
| 54 | TD ASSET MANAGEMENT INC | 860.7K +10.6K (+1.2%) | 60.19M -2.1M (-3.4%) | 0.29% +0.002 pp | 0.05% -0.002 pp | USD62.76 +11.4% | 51 qtrs — |
| 55 | SWISS NATIONAL BANK | 820.3K -41.9K (-4.9%) | 57.36M -5.8M (-9.2%) | 0.27% -0.016 pp | 0.03% -0.003 pp | USD48.74 +43.5% | 51 qtrs — |
| 56 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 795.5K +164.9K (+26.2%) | 55.63M +9.4M (+20.4%) | 0.27% +0.055 pp | 0.54% +0.124 pp | USD73.82 -5.3% | 4 qtrs — |
| 57 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 762.2K -130.2K (-14.6%) | 53.30M -12.1M (-18.5%) | 0.25% -0.045 pp | 0.03% -0.009 pp | USD47.28 +47.9% | 58 qtrs — |
| 58 | ZIMMER PARTNERS, LP | 742.5K +48.1K (+6.9%) | 51.92M +1.1M (+2.1%) | 0.25% +0.014 pp | 1.37% +0.270 pp | USD71.42 -2.1% | 22 qtrs — |
| 59 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 738.3K -24.8K (-3.2%) | 51.63M -4.3M (-7.6%) | 0.25% -0.008 pp | 0.03% -0.002 pp | USD41.97 +66.6% | 55 qtrs — |
| 60 | PRUDENTIAL FINANCIAL INC | 732.2K -92.4K (-11.2%) | 51.20M -9.2M (-15.2%) | 0.24% -0.033 pp | 0.06% -0.010 pp | USD66.43 +5.3% | 85 qtrs — |
| 61 | HSBC HOLDINGS PLC | 729.0K +218.2K (+42.7%) | 51.03M +13.6M (+36.5%) | 0.24% +0.071 pp | 0.03% +0.005 pp | USD61.52 +13.7% | 56 qtrs — |
| 62 | ENERGY INCOME PARTNERS, LLC | 721.1K +61.3K (+9.3%) | 50.43M +2.1M (+4.3%) | 0.24% +0.019 pp | 0.91% -0.019 pp | USD56.33 +24.1% | 49 qtrs — |
| 63 | AQR CAPITAL MANAGEMENT LLC | 672.7K -3.1K (-0.5%) | 47.04M -2.4M (-4.9%) | 0.22% -0.003 pp | 0.02% -0.007 pp | USD69.48 +0.6% | 92 qtrs — |
| 64 | RHUMBLINE ADVISERS | 672.2K -32.0K (-4.5%) | 47.01M -4.6M (-8.9%) | 0.22% -0.012 pp | 0.04% -0.003 pp | USD48.41 +44.5% | 55 qtrs — |
| 65 | BARCLAYS PLC | 638.9K +30.0K (+4.9%) | 44.68M +1.7M (+3.9%) | 0.21% +0.009 pp | 0.01% 0.000 pp | USD66.09 +5.8% | 51 qtrs — |
| 66 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 633.9K +33.3K (+5.6%) | 44.64M +642.2K (+1.5%) | 0.21% +0.011 pp | 0.03% -0.001 pp | USD62.16 +12.5% | 55 qtrs — |
| 67 | BANK OF NOVA SCOTIA | 613.0K +481.0K (+364.4%) | 42.87M +33.2M (+343.2%) | 0.20% +0.160 pp | 0.06% +0.046 pp | USD69.52 +0.6% | 40 qtrs — |
| 68 | MILLER HOWARD INVESTMENTS INC /NY | 577.4K +4.2K (+0.7%) | 40.38M -1.6M (-3.9%) | 0.19% +0.001 pp | 1.22% -0.062 pp | USD67.36 +3.8% | 20 qtrs — |
| 69 | BNP PARIBAS ARBITRAGE, SNC | 570.4K +228.2K (+66.7%) | 39.89M +14.8M (+59.1%) | 0.19% +0.075 pp | 0.02% +0.005 pp | USD67.41 +3.7% | 51 qtrs — |
| 70 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 568.9K +7.4K (+1.3%) | 39.78M -1.3M (-3.3%) | 0.19% +0.003 pp | 0.20% -0.005 pp | USD61.31 +14.1% | 64 qtrs — |
| 71 | BANK OF MONTREAL /CAN/ | 564.8K -115.6K (-17.0%) | 39.49M -10.4M (-20.8%) | 0.19% -0.040 pp | 0.01% -0.005 pp | USD61.80 +13.2% | 51 qtrs — |
| 72 | ASSENAGON ASSET MANAGEMENT S.A. | 562.7K -31.1K (-5.2%) | 39.35M -4.2M (-9.5%) | 0.19% -0.010 pp | 0.05% -0.005 pp | USD71.03 -1.5% | 36 qtrs — |
| 73 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 556.0K -199.7K (-26.4%) | 38.88M -16.5M (-29.8%) | 0.19% -0.068 pp | 0.07% -0.038 pp | USD70.76 -1.2% | 31 qtrs — |
| 74 | CITIGROUP INC | 531.1K -344.9K (-39.4%) | 37.14M -27.0M (-42.1%) | 0.18% -0.117 pp | 0.02% -0.012 pp | USD67.48 +3.6% | 108 qtrs — |
| 75 | JANUS HENDERSON GROUP PLC | 522.5K -6.9K (-1.3%) | 36.54M -2.2M (-5.8%) | 0.17% -0.004 pp | 0.02% -0.001 pp | USD69.49 +0.6% | 55 qtrs — |
| 76 | FISHER FUNDS MANAGEMENT LTD | 508.6K -34.6K (-6.4%) | 35.65M -4.1M (-10.4%) | 0.17% -0.012 pp | 0.92% -0.130 pp | USD66.65 +4.9% | 5 qtrs — |
| 77 | PARTNERS GROUP HOLDING AG | 498.2K -36.4K (-6.8%) | 34.84M -4.3M (-11.0%) | 0.17% -0.012 pp | 2.35% +0.178 pp | USD59.64 +17.3% | 32 qtrs — |
| 78 | TRUIST FINANCIAL CORP | 482.8K -238.0K (-33.0%) | 33.76M -19.0M (-36.1%) | 0.16% -0.080 pp | 0.05% -0.026 pp | USD66.87 +4.6% | 25 qtrs — |
| 79 | PRINCIPAL FINANCIAL GROUP INC | 463.6K +31.4K (+7.3%) | 32.42M +754.9K (+2.4%) | 0.16% +0.011 pp | 0.02% +0.001 pp | USD48.84 +43.2% | 81 qtrs — |
| 80 | STRS OHIO | 441.3K -10.9K (-2.4%) | 30.86M -2.3M (-6.8%) | 0.15% -0.004 pp | 0.12% -0.006 pp | USD60.32 +15.9% | 49 qtrs — |
| 81 | LPL FINANCIAL LLC | 440.6K +5.1K (+1.2%) | 30.81M -1.1M (-3.4%) | 0.15% +0.001 pp | 0.01% -0.001 pp | USD65.30 +7.1% | 51 qtrs — |
| 82 | RWC ASSET MANAGEMENT LLP | 439.8K -10.6K (-2.4%) | 30.76M -2.2M (-6.8%) | 0.15% -0.005 pp | 1.51% -0.085 pp | USD65.60 +6.6% | 21 qtrs — |
| 83 | M&T BANK CORP | 412.1K -4.9K (-1.2%) | 28.82M -1.7M (-5.7%) | 0.14% -0.002 pp | 0.09% -0.010 pp | USD60.14 +16.3% | 46 qtrs — |
| 84 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 411.9K +— (+0.0%) | 28.81M -1.4M (-4.5%) | 0.14% -0.001 pp | 0.11% -0.005 pp | USD61.62 +13.5% | 107 qtrs — |
| 85 | ENVESTNET ASSET MANAGEMENT INC | 408.1K -7.6K (-1.8%) | 28.54M -1.9M (-6.3%) | 0.14% -0.004 pp | 0.01% 0.000 pp | USD60.61 +15.4% | 51 qtrs — |
| 86 | 1832 ASSET MANAGEMENT L.P. | 405.3K -15.0K (-3.6%) | 28.34M -2.4M (-8.0%) | 0.13% -0.006 pp | 0.02% -0.003 pp | USD61.52 +13.7% | 18 qtrs — |
| 87 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 393.9K -38.2K (-8.8%) | 27.59M -4.1M (-12.9%) | 0.13% -0.013 pp | 0.04% -0.008 pp | USD67.14 +4.2% | 5 qtrs — |
| 88 | US BANCORP \DE\ | 365.4K +143.9K (+64.9%) | 25.56M +9.3M (+57.4%) | 0.12% +0.048 pp | 0.03% +0.011 pp | USD53.85 +29.9% | 51 qtrs — |
| 89 | BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 362.7K -80.4K (-18.1%) | 25.36M -3.9M (-13.2%) | 0.12% -0.028 pp | 0.22% -0.040 pp | USD73.02 -4.2% | 26 qtrs — |
| 90 | TORONTO DOMINION BANK | 356.7K +215.0K (+151.7%) | 24.94M +14.6M (+140.3%) | 0.12% +0.071 pp | 0.04% +0.021 pp | USD67.34 +3.8% | 49 qtrs — |
| 91 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 356.5K -5.1K (-1.4%) | 24.93M -1.6M (-5.9%) | 0.12% -0.003 pp | 0.02% -0.002 pp | USD35.76 +95.6% | 52 qtrs — |
| 92 | ALLIANCEBERNSTEIN L.P. | 348.2K +3.6K (+1.0%) | 24.35M -896.0K (-3.5%) | 0.12% +0.000 pp | 0.01% 0.000 pp | USD52.20 +34.0% | 61 qtrs — |
| 93 | CIDEL ASSET MANAGEMENT INC | 341.8K -4.9K (-1.4%) | 23.90M -1.5M (-5.9%) | 0.11% -0.002 pp | 1.69% +0.233 pp | USD65.28 +7.1% | 19 qtrs — |
| 94 | RAYMOND JAMES FINANCIAL INC | 340.9K +3.2K (+1.0%) | 23.84M -898.8K (-3.6%) | 0.11% +0.000 pp | 0.01% -0.001 pp | USD67.02 +4.3% | 5 qtrs — |
| 95 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 337.0K -10.3K (-3.0%) | 23.73M -1.4M (-5.6%) | 0.11% -0.004 pp | 0.04% -0.002 pp | USD67.48 +3.6% | 17 qtrs — |
| 96 | VERITION FUND MANAGEMENT LLC | 338.2K +62.6K (+22.7%) | 23.65M +3.5M (+17.1%) | 0.11% +0.020 pp | 0.09% +0.010 pp | USD70.85 -1.3% | 23 qtrs — |
| 97 | SG AMERICAS SECURITIES, LLC | 335.9K +310.9K (+1,243.0%) | 23.49M +21.7M (+1,182.1%) | 0.11% +0.104 pp | 0.03% +0.024 pp | USD69.86 +0.1% | 51 qtrs — |
| 98 | CITADEL ADVISORS LLC | 324.3K +106.8K (+49.1%) | 22.68M +6.7M (+42.3%) | 0.11% +0.035 pp | 0.00% +0.001 pp | USD68.76 +1.7% | 37 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
10.00
Bullish
Ratio by volume
3.00
Bullish
Buys
10
Sells
1
Shares acquired
24.1K
Shares disposed
3.0K
Cash buys
—
Cash sales
1.00
Net activity
+21,110
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 3,000 | 74.31 | 222.9K | 67,111 | D | ↗ |
| 2026-05-08 | Wright Laura | Director | A-Award | A | Common Stock | 2,411 | 0.00 | — | 43,623 | D | ↗ |
| 2026-05-08 | TANSKI RONALD J | Director | A-Award | A | Common Stock | 2,411 | 0.00 | — | 20,903 | D | ↗ |
| 2026-05-08 | Sznewajs John G | Director | A-Award | A | Common Stock | 2,411 | 0.00 | — | 37,594 | D | ↗ |
| 2026-05-08 | Soto Myrna | Director | A-Award | A | Common Stock | 2,411 | 0.00 | — | 41,023 | D | ↗ |
| 2026-05-08 | SHANK SUZANNE F. | Director | A-Award | A | Common Stock | 2,411 | 0.00 | — | 23,680 | D | ↗ |
| 2026-05-08 | RUSSELL JOHN G | Director | A-Award | A | Common Stock | 2,411 | 0.00 | — | 134,068 | D | ↗ |
| 2026-05-08 | Leopold Diane | Director | A-Award | A | Common Stock | 2,411 | 0.00 | — | 5,180 | D | ↗ |
| 2026-05-08 | Keyes Richard Patrick | Director | A-Award | A | Common Stock | 2,411 | 0.00 | — | 3,180 | D | ↗ |
| 2026-05-08 | IZZO RALPH | Director | A-Award | A | Common Stock | 2,411 | 0.00 | — | 10,779 | D | ↗ |
| 2026-05-08 | Butler Deborah H | Director | A-Award | A | Common Stock | 2,411 | 0.00 | — | 39,850 | D | ↗ |
| 2026-03-26 | Snyder Lauren Y | Officer | F-InKind | D | Common Stock | 574 | 76.33 | 43.8K | 16,596 | D | ↗ |
| 2026-03-26 | Rochow Garrick J | Director / Officer | F-InKind | D | Common Stock | 25,833 | 76.33 | 1.97M | 637,918 | D | ↗ |
| 2026-03-26 | McIntosh Scott B | Officer | A-Award | A | Common Stock | 1,028 | 0.00 | — | 25,251 | D | ↗ |
| 2026-03-26 | Johnson Shaun M | Officer | A-Award | D | Common Stock | 3,284 | 0.00 | — | 113,636 | D | ↗ |
| 2026-03-26 | Hofmeister Brandon J. | Officer | F-InKind | D | Common Stock | 3,759 | 76.33 | 286.9K | 70,111 | D | ↗ |
| 2026-03-26 | Hayes Rejji P | Officer | F-InKind | D | Common Stock | 8,290 | 76.33 | 632.8K | 268,535 | D | ↗ |
| 2026-03-26 | Berry Tonya L | Officer | F-InKind | D | Common Stock | 2,642 | 76.33 | 201.7K | 70,105 | D | ↗ |
| 2026-03-02 | McIntosh Scott B | Officer | S-Sale | D | Common Stock | 1,750 | 78.21 | 136.9K | 24,223 | D | ↗ |
| 2026-02-27 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 4,000 | 78.24 | 312.9K | 70,670 | D | ↗ |
| 2026-02-25 | Leopold Diane | Director | P-Purchase | A | Common Stock | 2,000 | 76.70 | 153.4K | 2,769 | D | ↗ |
| 2026-02-20 | RUSSELL JOHN G | Director | S-Sale | D | Common Stock | 14,914 | 75.76 | 1.13M | 131,568 | D | ↗ |
| 2026-02-20 | Leopold Diane | Director | A-Award | A | Common Stock | 769 | 0.00 | — | 769 | D | ↗ |
| 2026-02-20 | Keyes Richard Patrick | Director | A-Award | A | Common Stock | 769 | 0.00 | — | 769 | D | ↗ |
| 2026-01-29 | Thomas Shannon | Officer | A-Award | A | Common Stock | 7,757 | 0.00 | — | 7,757 | D | ↗ |
| 2026-01-29 | Snyder Lauren Y | Officer | A-Award | A | Common Stock | 3,526 | 0.00 | — | 16,426 | D | ↗ |
| 2026-01-29 | Rochow Garrick J | Director / Officer | A-Award | A | Common Stock | 123,413 | 0.00 | — | 641,865 | D | ↗ |
| 2026-01-29 | McIntosh Scott B | Officer | A-Award | A | Common Stock | 5,008 | 0.00 | — | 25,850 | D | ↗ |
| 2026-01-29 | Johnson Shaun M | Officer | A-Award | A | Common Stock | 19,747 | 0.00 | — | 109,894 | D | ↗ |
| 2026-01-29 | Hofmeister Brandon J. | Officer | A-Award | A | Common Stock | 13,752 | 0.00 | — | 74,670 | D | ↗ |
| 2026-01-29 | Hayes Rejji P | Officer | A-Award | A | Common Stock | 33,144 | 0.00 | — | 269,725 | D | ↗ |
| 2026-01-29 | Berry Tonya L | Officer | A-Award | A | Common Stock | 20,451 | 0.00 | — | 70,387 | D | ↗ |
| 2026-01-26 | Snyder Lauren Y | Officer | F-InKind | D | Common Stock | 747 | 71.53 | 53.4K | 12,900 | D | ↗ |
| 2026-01-26 | Rochow Garrick J | Director / Officer | A-Award | A | Common Stock | 2,240 | 0.00 | — | 546,842 | D | ↗ |
| 2026-01-26 | McIntosh Scott B | Officer | F-InKind | D | Common Stock | 1,418 | 71.53 | 101.4K | 20,842 | D | ↗ |
| 2026-01-26 | Johnson Shaun M | Officer | F-InKind | D | Common Stock | 4,821 | 71.53 | 344.8K | 90,147 | D | ↗ |
| 2026-01-26 | Hofmeister Brandon J. | Officer | A-Award | A | Common Stock | 326 | 0.00 | — | 65,139 | D | ↗ |
| 2026-01-26 | Hayes Rejji P | Officer | F-InKind | D | Common Stock | 9,174 | 71.53 | 656.2K | 236,581 | D | ↗ |
| 2026-01-26 | Berry Tonya L | Officer | F-InKind | D | Common Stock | 2,993 | 71.53 | 214.1K | 49,936 | D | ↗ |
| 2025-11-03 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 223 | 72.48 | 16.2K | 64,490 | D | ↗ |
| 2025-09-29 | Thomas Shannon | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-09-10 | Johnson Shaun M | Officer | G-Gift | D | Common Stock | 715 | 0.00 | — | 94,176 | D | ↗ |
| 2025-09-05 | Snyder Lauren Y | Officer | S-Sale | D | Common Stock | 2,220 | 71.26 | 158.2K | 13,512 | D | ↗ |
| 2025-08-08 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 2,000 | 73.62 | 147.2K | 68,036 | D | ↗ |
| 2025-07-01 | Snyder Lauren Y | Officer | — | — | Common Stock | 0 | 0.00 | — | 15,651 | D | ↗ |
| 2025-05-06 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 2,198 | 73.61 | 161.8K | 69,571 | D | ↗ |
| 2025-05-02 | Wright Laura | Director | A-Award | A | Common Stock | 2,401 | 0.00 | — | 41,212 | D | ↗ |
| 2025-05-02 | TANSKI RONALD J | Director | A-Award | A | Common Stock | 2,401 | 0.00 | — | 18,022 | D | ↗ |
| 2025-05-02 | Sznewajs John G | Director | A-Award | A | Common Stock | 2,401 | 0.00 | — | 34,149 | D | ↗ |
| 2025-05-02 | Soto Myrna | Director | A-Award | A | Common Stock | 2,401 | 0.00 | — | 37,560 | D | ↗ |
| 2025-05-02 | SHANK SUZANNE F. | Director | A-Award | A | Common Stock | 2,401 | 0.00 | — | 20,701 | D | ↗ |
| 2025-05-02 | RUSSELL JOHN G | Director | A-Award | A | Common Stock | 2,401 | 0.00 | — | 146,482 | D | ↗ |
| 2025-05-02 | IZZO RALPH | Director | A-Award | A | Common Stock | 2,401 | 0.00 | — | 8,122 | D | ↗ |
| 2025-05-02 | DARROW KURT L | Director | A-Award | A | Common Stock | 2,401 | 0.00 | — | 42,098 | D | ↗ |
| 2025-05-02 | Butler Deborah H | Director | A-Award | A | Common Stock | 2,401 | 0.00 | — | 36,383 | D | ↗ |
| 2025-03-21 | Wells LeeRoy Jr | Officer | F-InKind | D | Common Stock | 3,623 | 73.50 | 266.3K | 84,348 | D | ↗ |
| 2025-03-21 | Rochow Garrick J | Director / Officer | A-Award | A | Common Stock | 25,063 | 0.00 | — | 565,218 | D | ↗ |
| 2025-03-21 | McIntosh Scott B | Officer | F-InKind | D | Common Stock | 1,283 | 73.50 | 94.3K | 21,782 | D | ↗ |
| 2025-03-21 | Johnson Shaun M | Officer | F-InKind | D | Common Stock | 4,018 | 73.50 | 295.3K | 94,012 | D | ↗ |
| 2025-03-21 | Hofmeister Brandon J. | Officer | F-InKind | D | Common Stock | 4,018 | 73.50 | 295.3K | 71,769 | D | ↗ |
| 2025-03-21 | Hayes Rejji P | Officer | F-InKind | D | Common Stock | 8,537 | 73.50 | 627.5K | 242,761 | D | ↗ |
| 2025-03-21 | Berry Tonya L | Officer | F-InKind | D | Common Stock | 2,249 | 73.50 | 165.3K | 51,866 | D | ↗ |
| 2025-03-03 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 2,000 | 73.77 | 147.5K | 71,931 | D | ↗ |
| 2025-02-19 | Wright Laura | Director | S-Sale | D | Common Stock | 597 | 69.84 | 41.7K | 40,693 | D | ↗ |
| 2025-02-13 | McIntosh Scott B | Officer | S-Sale | D | Common Stock | 6,700 | 69.76 | 467.4K | 21,643 | D | ↗ |
| 2025-01-30 | Wells LeeRoy Jr | Officer | A-Award | A | Common Stock | 16,464 | 0.00 | — | 83,895 | D | ↗ |
| 2025-01-30 | Rochow Garrick J | Director / Officer | A-Award | A | Common Stock | 102,720 | 0.00 | — | 538,114 | D | ↗ |
| 2025-01-30 | McIntosh Scott B | Officer | A-Award | A | Common Stock | 4,984 | 0.00 | — | 28,343 | D | ↗ |
| 2025-01-30 | Johnson Shaun M | Officer | A-Award | A | Common Stock | 18,581 | 0.00 | — | 93,712 | D | ↗ |
| 2025-01-30 | Hofmeister Brandon J. | Officer | A-Award | A | Common Stock | 13,896 | 0.00 | — | 73,448 | D | ↗ |
| 2025-01-30 | Hayes Rejji P | Officer | A-Award | A | Common Stock | 31,723 | 0.00 | — | 242,278 | D | ↗ |
| 2025-01-30 | Berry Tonya L | Officer | A-Award | A | Common Stock | 12,085 | 0.00 | — | 51,653 | D | ↗ |
| 2025-01-29 | Wells LeeRoy Jr | Officer | F-InKind | D | Common Stock | 2,369 | 65.77 | 155.8K | 67,431 | D | ↗ |
| 2025-01-29 | Rochow Garrick J | Director / Officer | F-InKind | D | Common Stock | 24,867 | 65.77 | 1.64M | 435,394 | D | ↗ |
| 2025-01-29 | McIntosh Scott B | Officer | F-InKind | D | Common Stock | 1,329 | 65.77 | 87.4K | 23,359 | D | ↗ |
| 2025-01-29 | Johnson Shaun M | Officer | F-InKind | D | Common Stock | 3,916 | 65.77 | 257.6K | 75,131 | D | ↗ |
| 2025-01-29 | Hofmeister Brandon J. | Officer | A-Award | A | Common Stock | 276 | 0.00 | — | 63,473 | D | ↗ |
| 2025-01-29 | Hendrian Catherine A | Officer | F-InKind | D | Common Stock | 3,257 | 65.77 | 214.2K | 55,811 | D | ↗ |
| 2025-01-29 | Hayes Rejji P | Officer | F-InKind | D | Common Stock | 8,198 | 65.77 | 539.2K | 210,555 | D | ↗ |
| 2025-01-29 | Berry Tonya L | Officer | F-InKind | D | Common Stock | 2,248 | 65.77 | 147.9K | 39,568 | D | ↗ |
| 2024-12-19 | RUSSELL JOHN G | Director | S-Sale | D | Common Stock | 28,750 | 65.85 | 1.89M | 144,059 | D | ↗ |
| 2024-12-13 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 2,000 | 67.22 | 134.4K | 63,197 | D | ↗ |
| 2024-11-21 | McIntosh Scott B | Officer | S-Sale | D | Common Stock | 936 | 68.50 | 64.1K | 24,417 | D | ↗ |
| 2024-11-18 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 2,000 | 68.17 | 136.3K | 64,771 | D | ↗ |
| 2024-11-04 | McIntosh Scott B | Officer | G-Gift | D | Common Stock | 1,471 | 0.00 | — | 25,353 | D | ↗ |
| 2024-09-04 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 2,000 | 68.85 | 137.7K | 66,771 | — | ↗ |
| 2024-08-26 | Hofmeister Brandon J. | Officer | G-Gift | A | Common Stock | 1 | 0.00 | — | 1 | — | ↗ |
| 2024-08-01 | Rich Brian F | Officer | S-Sale | D | Common Stock | 4,000 | 66.00 | 264.0K | 94,490 | — | ↗ |
| 2024-06-13 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 1,667 | 59.98 | 100.0K | 68,330 | — | ↗ |
| 2024-06-07 | BARFIELD JON E | Director | S-Sale | D | Common Stock | 2,360 | 60.79 | 143.5K | 14,556 | — | ↗ |
| 2024-05-03 | Wright Laura | Director | A-Award | A | Common Stock | 2,843 | 0.00 | — | 41,143 | — | ↗ |
| 2024-05-03 | TANSKI RONALD J | Director | A-Award | A | Common Stock | 2,843 | 0.00 | — | 15,154 | — | ↗ |
| 2024-05-03 | Sznewajs John G | Director | A-Award | A | Common Stock | 2,843 | 0.00 | — | 30,795 | — | ↗ |
| 2024-05-03 | Soto Myrna | Director | A-Award | A | Common Stock | 2,843 | 0.00 | — | 34,138 | — | ↗ |
| 2024-05-03 | SHANK SUZANNE F. | Director | A-Award | A | Common Stock | 2,843 | 0.00 | — | 17,758 | — | ↗ |
| 2024-05-03 | RUSSELL JOHN G | Director | A-Award | A | Common Stock | 2,843 | 0.00 | — | 172,742 | — | ↗ |
| 2024-05-03 | IZZO RALPH | Director | A-Award | A | Common Stock | 2,843 | 0.00 | — | 5,548 | — | ↗ |
| 2024-05-03 | DARROW KURT L | Director | A-Award | A | Common Stock | 2,843 | 0.00 | — | 38,505 | — | ↗ |
| 2024-05-03 | Butler Deborah H | Director | A-Award | A | Common Stock | 2,843 | 0.00 | — | 32,961 | — | ↗ |
| 2024-05-03 | BARFIELD JON E | Director | A-Award | A | Common Stock | 2,843 | 0.00 | — | 16,892 | — | ↗ |
| 2024-05-02 | Rich Brian F | Officer | S-Sale | D | Common Stock | 2,000 | 61.10 | 122.2K | 97,682 | — | ↗ |
| 2024-03-22 | Wells LeeRoy Jr | Officer | F-InKind | D | Common Stock | 1,841 | 58.97 | 108.6K | 67,965 | — | ↗ |
| 2024-03-22 | Venkat Dhenuvakonda Rao | Officer | F-InKind | D | Common Stock | 1,949 | 58.97 | 114.9K | 42,818 | — | ↗ |
| 2024-03-22 | Rochow Garrick J | Director / Officer | F-InKind | D | Common Stock | 25,935 | 58.97 | 1.53M | 452,855 | — | ↗ |
| 2024-03-22 | Rich Brian F | Officer | A-Award | A | Common Stock | 4,796 | 0.00 | — | 104,429 | — | ↗ |
| 2024-03-22 | McIntosh Scott B | Officer | A-Award | A | Common Stock | 1,260 | 0.00 | — | 27,265 | — | ↗ |
| 2024-03-22 | Johnson Shaun M | Officer | F-InKind | D | Common Stock | 3,650 | 58.97 | 215.2K | 76,973 | — | ↗ |
| 2024-03-22 | Hofmeister Brandon J. | Officer | F-InKind | D | Common Stock | 3,650 | 58.97 | 215.2K | 69,521 | — | ↗ |
| 2024-03-22 | Hendrian Catherine A | Officer | F-InKind | D | Common Stock | 3,650 | 58.97 | 215.2K | 57,834 | — | ↗ |
| 2024-03-22 | Hayes Rejji P | Officer | F-InKind | D | Common Stock | 12,573 | 58.97 | 741.4K | 213,194 | — | ↗ |
| 2024-03-22 | Berry Tonya L | Officer | A-Award | A | Common Stock | 993 | 0.00 | — | 41,908 | — | ↗ |
| 2024-02-23 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 3,500 | 57.78 | 202.2K | 68,971 | — | ↗ |
| 2024-01-25 | Wells LeeRoy Jr | Officer | A-Award | A | Common Stock | 18,155 | 0.00 | — | 66,373 | — | ↗ |
| 2024-01-25 | Venkat Dhenuvakonda Rao | Officer | A-Award | A | Common Stock | 5,136 | 0.00 | — | 43,075 | — | ↗ |
| 2024-01-25 | Rochow Garrick J | Director / Officer | A-Award | A | Common Stock | 113,133 | 0.00 | — | 450,183 | — | ↗ |
| 2024-01-25 | Rich Brian F | Officer | A-Award | A | Common Stock | 15,056 | 0.00 | — | 98,747 | — | ↗ |
| 2024-01-25 | McIntosh Scott B | Officer | A-Award | A | Common Stock | 5,579 | 0.00 | — | 25,795 | — | ↗ |
| 2024-01-25 | Johnson Shaun M | Officer | A-Award | A | Common Stock | 21,254 | 0.00 | — | 76,253 | — | ↗ |
| 2024-01-25 | Hofmeister Brandon J. | Officer | A-Award | A | Common Stock | 15,408 | 0.00 | — | 72,471 | — | ↗ |
| 2024-01-25 | Hendrian Catherine A | Officer | A-Award | A | Common Stock | 12,488 | 0.00 | — | 57,414 | — | ↗ |
| 2024-01-25 | Hayes Rejji P | Officer | A-Award | A | Common Stock | 35,424 | 0.00 | — | 211,169 | — | ↗ |
| 2024-01-25 | Berry Tonya L | Officer | A-Award | A | Common Stock | 12,840 | 0.00 | — | 40,627 | — | ↗ |
| 2024-01-20 | Wells LeeRoy Jr | Officer | D-Return | D | Common Stock | 1,011 | 0.00 | — | 49,686 | — | ↗ |
| 2024-01-20 | Venkat Dhenuvakonda Rao | Officer | F-InKind | D | Common Stock | 1,250 | 56.44 | 70.6K | 37,939 | — | ↗ |
| 2024-01-20 | Rochow Garrick J | Director / Officer | F-InKind | D | Common Stock | 18,914 | 56.44 | 1.07M | 337,050 | — | ↗ |
| 2024-01-20 | Rich Brian F | Officer | D-Return | D | Common Stock | 1,709 | 0.00 | — | 87,267 | — | ↗ |
| 2024-01-20 | McIntosh Scott B | Officer | F-InKind | D | Common Stock | 706 | 56.44 | 39.8K | 20,216 | — | ↗ |
| 2024-01-20 | Johnson Shaun M | Officer | D-Return | D | Common Stock | 1,314 | 0.00 | — | 57,778 | — | ↗ |
| 2024-01-20 | Hofmeister Brandon J. | Officer | F-InKind | D | Common Stock | 2,779 | 56.44 | 156.8K | 57,063 | — | ↗ |
| 2024-01-20 | Hendrian Catherine A | Officer | D-Return | D | Common Stock | 1,314 | 0.00 | — | 47,708 | — | ↗ |
| 2024-01-20 | Hayes Rejji P | Officer | D-Return | D | Common Stock | 4,527 | 0.00 | — | 184,987 | — | ↗ |
| 2024-01-20 | Berry Tonya L | Officer | F-InKind | D | Common Stock | 796 | 56.44 | 44.9K | 27,787 | — | ↗ |
| 2023-12-07 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 1,000 | 57.90 | 57.9K | 61,156 | — | ↗ |
| 2023-12-01 | Berry Tonya L | Officer | F-InKind | D | Common Stock | 1,696 | 58.40 | 99.0K | 28,937 | — | ↗ |
| 2023-11-08 | Rich Brian F | Officer | S-Sale | D | Common Stock | 5,000 | 54.90 | 274.5K | 88,175 | — | ↗ |
| 2023-11-02 | RUSSELL JOHN G | Director | S-Sale | D | Common Stock | 1,645 | 54.81 | 90.2K | 187,254 | — | ↗ |
| 2023-09-13 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 1,667 | 56.27 | 93.8K | 61,765 | — | ↗ |
| 2023-08-15 | BARFIELD JON E | Director | S-Sale | D | Common Stock | 2,345 | 56.06 | 131.5K | 13,982 | — | ↗ |
| 2023-06-12 | Hendrian Catherine A | Officer | S-Sale | D | Common Stock | 7,500 | 60.26 | 452.0K | 48,436 | — | ↗ |
| 2023-05-15 | IZZO RALPH | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-05 | Wright Laura | Director | A-Award | A | Common Stock | 2,582 | 0.00 | — | 38,097 | — | ↗ |
| 2023-05-05 | TANSKI RONALD J | Director | A-Award | A | Common Stock | 2,582 | 0.00 | — | 11,897 | — | ↗ |
| 2023-05-05 | Sznewajs John G | Director | A-Award | A | Common Stock | 2,582 | 0.00 | — | 27,002 | — | ↗ |
| 2023-05-05 | Soto Myrna | Director | A-Award | A | Common Stock | 2,582 | 0.00 | — | 30,272 | — | ↗ |
| 2023-05-05 | SHANK SUZANNE F. | Director | A-Award | A | Common Stock | 2,582 | 0.00 | — | 14,408 | — | ↗ |
| 2023-05-05 | RUSSELL JOHN G | Director | A-Award | A | Common Stock | 2,582 | 0.00 | — | 188,899 | — | ↗ |
| 2023-05-05 | HARVEY WILLIAM D | Director | A-Award | A | Common Stock | 2,582 | 0.00 | — | 48,100 | — | ↗ |
| 2023-05-05 | DARROW KURT L | Director | A-Award | A | Common Stock | 2,582 | 0.00 | — | 34,451 | — | ↗ |
| 2023-05-05 | Butler Deborah H | Director | A-Award | A | Common Stock | 2,582 | 0.00 | — | 29,096 | — | ↗ |
| 2023-05-05 | BARFIELD JON E | Director | A-Award | A | Common Stock | 2,582 | 0.00 | — | 16,284 | — | ↗ |
| 2023-03-23 | Wells LeeRoy Jr | Officer | F-InKind | D | Common Stock | 625 | 57.96 | 36.2K | 49,414 | — | ↗ |
| 2023-03-23 | Venkat Dhenuvakonda Rao | Officer | F-InKind | D | Common Stock | 1,128 | 57.96 | 65.4K | 39,018 | — | ↗ |
| 2023-03-23 | Rochow Garrick J | Director / Officer | F-InKind | D | Common Stock | 4,814 | 57.96 | 279.0K | 359,925 | — | ↗ |
| 2023-03-23 | Rich Brian F | Officer | F-InKind | D | Common Stock | 3,868 | 57.96 | 224.2K | 91,603 | — | ↗ |
| 2023-03-23 | McIntosh Scott B | Officer | A-Award | A | Common Stock | 858 | 0.00 | — | 21,789 | — | ↗ |
| 2023-03-23 | Johnson Shaun M | Officer | F-InKind | D | Common Stock | 2,114 | 57.96 | 122.5K | 57,599 | — | ↗ |
| 2023-03-23 | Hofmeister Brandon J. | Officer | F-InKind | D | Common Stock | 2,536 | 57.96 | 147.0K | 62,664 | — | ↗ |
| 2023-03-23 | Hendrian Catherine A | Officer | A-Award | A | Common Stock | 2,715 | 0.00 | — | 58,436 | — | ↗ |
| 2023-03-23 | Hayes Rejji P | Officer | F-InKind | D | Common Stock | 6,647 | 57.96 | 385.3K | 184,726 | — | ↗ |
| 2023-03-23 | Berry Tonya L | Officer | F-InKind | D | Common Stock | 670 | 57.96 | 38.8K | 29,906 | — | ↗ |
| 2023-03-16 | Rich Brian F | Officer | S-Sale | D | Common Stock | 4,000 | 61.72 | 246.9K | 91,927 | — | ↗ |
| 2023-03-13 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 1,250 | 60.00 | 75.0K | 62,881 | — | ↗ |
| 2023-03-09 | Hofmeister Brandon J. | Officer | S-Sale | D | Common Stock | 1,250 | 60.00 | 75.0K | 64,131 | — | ↗ |
| 2023-02-13 | Johnson Shaun M | Officer | S-Sale | D | Common Stock | 814 | 61.74 | 50.3K | 57,304 | — | ↗ |
| 2023-01-26 | Wells LeeRoy Jr | Officer | A-Award | A | Common Stock | 14,814 | 0.00 | — | 48,757 | — | ↗ |
| 2023-01-26 | Venkat Dhenuvakonda Rao | Officer | A-Award | A | Common Stock | 4,645 | 0.00 | — | 38,826 | — | ↗ |
| 2023-01-26 | Rochow Garrick J | Officer | A-Award | A | Common Stock | 93,571 | 0.00 | — | 358,078 | — | ↗ |
| 2023-01-26 | Rich Brian F | Officer | A-Award | A | Common Stock | 13,613 | 0.00 | — | 95,145 | — | ↗ |
| 2023-01-26 | McIntosh Scott B | Officer | A-Award | A | Common Stock | 4,885 | 0.00 | — | 20,782 | — | ↗ |
| 2023-01-26 | Johnson Shaun M | Officer | A-Award | A | Common Stock | 15,616 | 0.00 | — | 58,118 | — | ↗ |
| 2023-01-26 | Hofmeister Brandon J. | Officer | A-Award | A | Common Stock | 13,613 | 0.00 | — | 65,016 | — | ↗ |
| 2023-01-26 | Hendrian Catherine A | Officer | A-Award | A | Common Stock | 11,051 | 0.00 | — | 55,268 | — | ↗ |
| 2023-01-26 | Hayes Rejji P | Officer | A-Award | A | Common Stock | 30,029 | 0.00 | — | 183,788 | — | ↗ |
| 2023-01-26 | Berry Tonya L | Officer | A-Award | A | Common Stock | 9,608 | 0.00 | — | 29,686 | — | ↗ |
| 2023-01-15 | Wells LeeRoy Jr | Officer | D-Return | D | Common Stock | 111 | 0.00 | — | 34,613 | — | ↗ |
| 2023-01-15 | Venkat Dhenuvakonda Rao | Officer | F-InKind | D | Common Stock | 1,138 | 63.92 | 72.7K | 34,181 | — | ↗ |
| 2023-01-15 | Rochow Garrick J | Officer | D-Return | D | Common Stock | 556 | 0.00 | — | 268,946 | — | ↗ |
| 2023-01-15 | Rich Brian F | Officer | D-Return | D | Common Stock | 447 | 0.00 | — | 84,986 | — | ↗ |
| 2023-01-15 | McIntosh Scott B | Officer | D-Return | D | Common Stock | 109 | 0.00 | — | 16,810 | — | ↗ |
| 2023-01-15 | Johnson Shaun M | Officer | F-InKind | D | Common Stock | 2,020 | 63.92 | 129.1K | 42,502 | — | ↗ |
| 2023-01-15 | Hofmeister Brandon J. | Officer | F-InKind | D | Common Stock | 2,402 | 63.92 | 153.5K | 51,403 | — | ↗ |
| 2023-01-15 | Hendrian Catherine A | Officer | F-InKind | D | Common Stock | 2,795 | 63.92 | 178.7K | 44,217 | — | ↗ |
| 2023-01-15 | Hayes Rejji P | Officer | F-InKind | D | Common Stock | 6,109 | 63.92 | 390.5K | 153,759 | — | ↗ |
| 2023-01-15 | Berry Tonya L | Officer | F-InKind | D | Common Stock | 678 | 63.92 | 43.3K | 20,078 | — | ↗ |
| 2022-11-28 | Johnson Shaun M | Officer | S-Sale | D | Common Stock | 420 | 60.80 | 25.5K | 44,425 | — | ↗ |
| 2022-11-01 | McIntosh Scott B | Officer | S-Sale | D | Common Stock | 6,096 | 57.37 | 349.7K | 16,811 | — | ↗ |
| 2022-10-31 | McIntosh Scott B | Officer | S-Sale | D | Common Stock | 875 | 57.17 | 50.0K | 22,907 | — | ↗ |
| 2022-08-16 | Wells LeeRoy Jr | Officer | F-InKind | D | Common Stock | 179 | 70.26 | 12.6K | 34,226 | — | ↗ |
| 2022-06-10 | Johnson Shaun M | Officer | S-Sale | D | Common Stock | 736 | 67.77 | 49.9K | 44,543 | — | ↗ |
| 2022-06-09 | BARFIELD JON E | Director | S-Sale | D | Common Stock | 1,267 | 69.44 | 88.0K | 13,620 | — | ↗ |
| 2022-06-01 | McIntosh Scott B | Officer | S-Sale | D | Common Stock | 703 | 70.86 | 49.8K | 23,639 | — | ↗ |
| 2022-05-31 | McIntosh Scott B | Officer | S-Sale | D | Common Stock | 703 | 71.21 | 50.1K | 24,196 | — | ↗ |
| 2022-05-11 | Venkat Dhenuvakonda Rao | Officer | S-Sale | D | Common Stock | 719 | 69.20 | 49.8K | 35,522 | — | ↗ |
| 2022-05-06 | Wright Laura | Director | A-Award | A | Common Stock | 2,362 | 0.00 | — | 35,359 | — | ↗ |
| 2022-05-06 | TANSKI RONALD J | Director | A-Award | A | Common Stock | 2,362 | 0.00 | — | 9,051 | — | ↗ |
| 2022-05-06 | Sznewajs John G | Director | A-Award | A | Common Stock | 2,362 | 0.00 | — | 23,726 | — | ↗ |
| 2022-05-06 | Soto Myrna | Director | A-Award | A | Common Stock | 2,362 | 0.00 | — | 26,935 | — | ↗ |
| 2022-05-06 | SHANK SUZANNE F. | Director | A-Award | A | Common Stock | 2,362 | 0.00 | — | 11,579 | — | ↗ |
| 2022-05-06 | RUSSELL JOHN G | Director | A-Award | A | Common Stock | 2,362 | 0.00 | — | 186,299 | — | ↗ |
| 2022-05-06 | HARVEY WILLIAM D | Director | A-Award | A | Common Stock | 2,362 | 0.00 | — | 44,446 | — | ↗ |
Executive team
Top executives
EBIT / Employee
241.6K
Shares Outstanding
308.92M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2013 | John G. Russell President and CEO, CMS and Consumers | 1.08M | — | 3.09M | — | 1.45M | 1.20M | 6.82M | 45.32% | ↗ |
| 2 | 2013 | Thomas J. Webb Executive Vice President and CFO, CMS & Consumers | 685.0K | — | 854.0K | — | 554.9K | 46.2K | 2.14M | 39.91% | ↗ |
| 3 | 2013 | James E. Brunner Senior Vice President, CMS & Consumers | 433.0K | — | 668.1K | — | 350.7K | 19.5K | 1.47M | 45.41% | ↗ |
| 4 | 2013 | John M. Butler Senior Vice President, CMS & Consumers | 420.0K | — | 552.6K | — | 340.2K | 88.7K | 1.40M | 39.43% | ↗ |
| 5 | 2013 | Daniel J. Malone Senior Vice President, Consumers | 395.0K | — | 602.9K | — | 320.0K | 81.9K | 1.40M | 43.07% | ↗ |
| 6 | 2013 | David G. Mengebier Senior Vice President, CMS & Consumers | 365.0K | — | 351.7K | — | 271.0K | 16.7K | 1.00M | 35.01% | ↗ |
| 7 | 2012 | John G. Russell President and CEO, CMS and Consumers | 1.05M | — | 2.95M | — | 1.10M | 3.18M | 8.27M | 35.68% | ↗ |
| 8 | 2012 | Thomas J. Webb Executive Vice President and CFO, CMS & Consumers | 675.0K | — | 874.2K | — | 425.3K | 1.37M | 3.35M | 26.13% | ↗ |
| 9 | 2012 | James E. Brunner Senior Vice President, CMS & Consumers | 433.0K | — | 693.0K | — | 272.8K | 1.05M | 2.45M | 28.26% | ↗ |
| 10 | 2012 | David G. Mengebier Senior Vice President, CMS & Consumers | 350.0K | — | 346.5K | — | 202.1K | 737.1K | 1.64M | 21.18% | ↗ |
| 11 | 2012 | Daniel J. Malone Senior Vice President, Consumers | 375.0K | — | 586.4K | — | 236.3K | 205.1K | 1.40M | 41.80% | ↗ |
| 12 | 2012 | John M. Butler Senior Vice President, CMS & Consumers | 400.0K | — | 533.1K | — | 252.0K | 85.3K | 1.27M | 41.96% | ↗ |
| 13 | 2011 | John G. Russell President and CEO, CMS and Consumers | 950.0K | — | 2.61M | — | 1.15M | 2.01M | 6.72M | 38.86% | ↗ |
| 14 | 2011 | Thomas J. Webb Executive Vice President and CFO, CMS & Consumers | 675.0K | — | 816.3K | — | 490.1K | 1.24M | 3.22M | 25.37% | ↗ |
| 15 | 2011 | James E. Brunner Senior Vice President, CMS & Consumers | 433.0K | — | 665.4K | — | 314.4K | 1.00M | 2.41M | 27.57% | ↗ |
| 16 | 2011 | David G. Mengebier Senior Vice President, CMS & Consumers | 342.0K | — | 336.0K | — | 227.6K | 532.4K | 1.44M | 23.37% | ↗ |
| 17 | 2011 | Daniel J. Malone Senior Vice President, Consumers | 340.0K | — | 550.5K | — | 226.3K | 187.5K | 1.30M | 42.21% | ↗ |
| 18 | 2011 | John M. Butler Senior Vice President, CMS & Consumers | 373.0K | — | 491.0K | — | 248.2K | 88.8K | 1.20M | 40.88% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Garrick J. Rochow | President, Chief Executive Officer & Director | 4M | male |
| Rejji Hayes | Executive Vice President & Chief Financial Officer | 2M | male |
| Shaun Johnson | EVice President of Business Transformation & Chief Legal & Administrative Officer | 2M | male |
| LeeRoy Wells Jr. | SVP and President of Gas Delivery of Consumers Energy Company | 1M | male |
| Brandon J. Hofmeister | Senior Vice President of Strategy, Sustainability & External Affairs | 1M | male |
| Tonya L. Berry | Executive Vice President & Chief Operating Officer | 1M | female |
| Melissa Gleespen | Vice President, Chief Compliance Officer & Corporate Secretary | — | female |
| Scott McIntosh | Chief Accounting Officer, Controller & Vice President | — | male |
| Srikanth Maddipati | President of Electric Supply | — | male |
| Lauren Youngdahl Snyder | SVP & Chief Customer and Growth Officer | — | female |
| Angela Thompkins | Chief Diversity Officer & VP of External Affairs & Media Relations | — | female |
| Gregory Salisbury | President of Electric Distribution | — | male |
ESG Rating
ESG Score History REGULATED ELECTRIC
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2022-06-01 | 2022-07-15 | Shelley Moore Capito | WV | Spouse | Purchase | $1,001 - $15,000 | ↗ |
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-12-18 | 2026-01-16 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-12-09 | 2026-01-16 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-11-13 | 2025-12-12 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-10-30 | 2025-11-14 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-08-14 | 2025-09-12 | Julie Johnson | TX32 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2024-05-20 | 2024-07-08 | Ro Khanna | CA17 | — | Purchase | $50,001 - $100,000 | ↗ |
| 2023-06-08 | 2023-07-11 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-05-31 | 2023-06-12 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2021-02-16 | 2021-03-16 | Peter Meijer | MI03 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2021-01-28 | 2021-02-23 | Peter Meijer | MI03 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2020-08-27 | 2020-11-15 | John A. Yarmuth | KY03 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2020-03-23 | 2020-04-11 | Zoe Lofgren | CA19 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-02-20 | 2020-04-05 | Mikie Sherrill | NJ11 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2019-09-19 | 2019-09-27 | John Rutherford | Fl04 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for CMS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
