DTE Energy Company $DTE Stock Holdings Lifted by Ontario Teachers Pension Plan Board

Ontario Teachers Pension Plan Board raised its position in shares of DTE Energy Company (NYSE:DTE) by 11.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 50,057 shares of the utilities provider’s stock after buying an additional 5,004 shares during the quarter. Ontario Teachers Pension Plan Board’s holdings in DTE Energy were worth $7,080,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in shares of DTE Energy by 4.2% during the second quarter. Vanguard Group Inc. now owns 25,964,872 shares of the utilities provider’s stock worth $3,439,307,000 after purchasing an additional 1,042,589 shares in the last quarter. Raymond James Financial Inc. increased its stake in shares of DTE Energy by 176.5% in the 2nd quarter. Raymond James Financial Inc. now owns 1,015,208 shares of the utilities provider’s stock valued at $134,474,000 after acquiring an additional 648,007 shares during the last quarter. JPMorgan Chase & Co. raised its holdings in DTE Energy by 22.0% in the third quarter. JPMorgan Chase & Co. now owns 1,256,284 shares of the utilities provider’s stock worth $177,676,000 after purchasing an additional 226,647 shares during the period. State Street Corp lifted its holdings in DTE Energy by 2.2% during the second quarter. State Street Corp now owns 10,558,531 shares of the utilities provider’s stock worth $1,409,833,000 after acquiring an additional 222,353 shares in the last quarter. Finally, Panagora Asset Management Inc. lifted its holdings in shares of DTE Energy by 18.8% during the 2nd quarter. Panagora Asset Management Inc. now owns 1,186,434 shares of the utilities provider’s stock valued at $157,155,000 after purchasing an additional 187,875 shares in the last quarter. Hedge funds and other institutional investors own 76.06% of the company’s stock.

Key DTE Energy News

Here are the key news stories impacting DTE Energy this week:

• Positive Sentiment: DTE reported stronger-than-expected Q4 results and raised FY‑2026 EPS guidance (management gave $7.59–$7.73), signaling durable earnings and cash flow growth. Reuters: DTE beats Q4 profit estimates
• Positive Sentiment: Landmark data-center deals (Project Stargate with Oracle/OpenAI) create ~1.4 GW of new load with take-or-pay-style economics and management says more multi‑GW opportunities are in talks — this materially increases regulated load and supports a higher rate base. MarketBeat: DTE’s Stargate Deal
• Positive Sentiment: DTE increased its five‑year capital plan by ~$6.5B (to ~$36.5B) to fund data-center hookups and grid reliability — in a regulated utility model, more rate‑base investment typically translates into predictable earnings growth. MSN: DTE outlines EPS growth and capex increase
• Positive Sentiment: Analysts are turning constructive — Mizuho raised its price target (to $155) and an “outperform” thesis highlights upside tied to data‑center growth and the increased rate base. The Fly: Mizuho raises price target
• Neutral Sentiment: Details of the Saline (Stargate) deal are partially under NDA, creating short-term transparency questions and prompting a Michigan AG motion to revisit approval language — this slows clarity but doesn’t yet change the economics management disclosed. Detroit News: Deal details shrouded by NDA
• Negative Sentiment: A U.S. court ordered DTE and subsidiaries to pay a roughly $100M civil penalty for Clean Air Act violations at a Zug Island coke facility; some local reports cite higher figures (~$120M). The fine is a material one‑time hit and raises environmental/compliance scrutiny. Reuters: Court orders $100M penalty
• Negative Sentiment: Regulatory and political pushback (Michigan AG objections and potential reopening of approvals) could delay or change contract terms and cost recovery timing, introducing execution and timing risk for the Stargate economics. Crain’s: DTE sees data-center opportunity

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on DTE shares. Citigroup upped their price target on DTE Energy from $158.00 to $168.00 and gave the stock a “buy” rating in a research report on Wednesday. Mizuho lifted their price objective on shares of DTE Energy from $144.00 to $155.00 and gave the stock an “outperform” rating in a research report on Wednesday. Wells Fargo & Company decreased their target price on DTE Energy from $157.00 to $152.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 20th. Scotiabank decreased their target price on shares of DTE Energy from $147.00 to $146.00 and set a “sector perform” rating on the stock in a research report on Friday, October 31st. Finally, Jefferies Financial Group boosted their price target on DTE Energy from $150.00 to $153.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Ten analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $149.85.

DTE Energy Trading Down 1.5%

DTE Energy stock opened at $142.55 on Thursday. DTE Energy Company has a 12 month low of $123.69 and a 12 month high of $154.63. The company has a current ratio of 1.15, a quick ratio of 0.68 and a debt-to-equity ratio of 2.01. The stock’s 50 day simple moving average is $133.40 and its two-hundred day simple moving average is $136.26. The firm has a market cap of $29.60 billion, a PE ratio of 20.31, a P/E/G ratio of 2.66 and a beta of 0.49.

DTE Energy (NYSE:DTE) last posted its quarterly earnings data on Tuesday, February 17th. The utilities provider reported $1.65 EPS for the quarter, topping the consensus estimate of $1.52 by $0.13. DTE Energy had a return on equity of 12.81% and a net margin of 9.24%.The company had revenue of $4.43 billion during the quarter, compared to analyst estimates of $3.39 billion. During the same period in the previous year, the business earned $1.51 EPS. DTE Energy has set its FY 2026 guidance at 7.590-7.730 EPS. Analysts anticipate that DTE Energy Company will post 7.18 earnings per share for the current year.

DTE Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Monday, March 16th will be given a dividend of $1.165 per share. The ex-dividend date of this dividend is Monday, March 16th. This represents a $4.66 dividend on an annualized basis and a dividend yield of 3.3%. DTE Energy’s payout ratio is currently 69.97%.

DTE Energy Profile

DTE Energy is an integrated energy company headquartered in Detroit, Michigan, that combines regulated utility operations with non-utility energy businesses. Its regulated subsidiaries operate electric and natural gas utility services that deliver generation, transmission and distribution to residential, commercial and industrial customers. The company’s utility segment focuses on maintaining and upgrading energy delivery infrastructure, ensuring reliable service and meeting regulatory requirements in its service territory.

Beyond its regulated utilities, DTE Energy operates non-utility businesses that develop, own and operate power generation and energy-related projects.