-- 金曜午後の消費関連株はまちまちの動きとなり、ステート・ストリート・コンシューマー・ステープルズ・セレクト・セクターSPDR ETF（XLP）は0.2%下落、ステート・ストリート・コンシューマー・ディスクレショナリー・セレクト・セクターSPDR ETF（XLY）は0.7%上昇した。 企業ニュースでは、化粧品大手のエスティローダー（EL）が、進行中のリストラ計画の一環として、当初の計画よりも多くの従業員を解雇する方針を発表し、通期業績見通しを引き上げた。同社の株価は3.5%上昇した。
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Research
Research Alert: CFRA Maintains Buy Opinion On Shares Of Cms Energy Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $1 to $87, 22.0x our next-12-month EPS estimate, above peers and CMS's three-year historical average of 18.4x. We trim both our 2026 and 2027 EPS views by $0.02 to $3.88 and $4.17, respectively. CMS posted Q1 adjusted EPS growth of 10.8%. CMS announced that two hyperscaler data centers had reached commercial agreement on contract terms and signed 110 MW of new load in Q1 alone (exceeding all of 2025's signings), with expected load coming online starting in 2028, all incremental to the current plan. Each 1 GW of new load provides $2B-$5B in capital investment opportunities while reducing average customer rate growth by ~2%. We think CMS offers competitive near-term EPS (~7.6% 2025-2028 CAGR) and dividend growth trajectories (~5.8%). In our view, Michigan is one of the most supportive regulatory districts in the country, with CMS's most recent electric rate case outcome highlighting regulatory willingness to support prudent investments through multiple recovery mechanisms.
$CMS
Insider Trading
First Interstate Bancsystem Insider Sold Shares Worth $1,895,112, According to a Recent SEC Filing
Jonathan R Scott, 10% Owner, on April 30, 2026, sold 53,504 shares in First Interstate Bancsystem (FIBK) for $1,895,112. Following the Form 4 filing with the SEC, Scott has control over a total of 879,520 common shares of the company, with 879,520 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/860413/000149315226020876/xslF345X05/ownership.xmlPrice: $35.70, Change: $+0.20, Percent Change: +0.58%
$FIBK
Treasury
US Treasury Closing Levels
3:00 Friday vs 3:00 Thursday2yr 99-24 vs 99-23; 3.884% vs 3.881%5yr 99-12 vs 99-11; 4.018% vs 4.019%10yr 98-00 vs 97-29; 4.375% vs 4.388%30yr 96-22 vs 96-11; 4.963% vs 4.985%2/10 48.906 bps vs 50.435 bps5/30 94.299 bps vs 96.315 bps