DTE Energy (NYSE:DTE) Updates FY 2026 Earnings Guidance

DTE Energy (NYSE:DTE) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 7.590-7.730 for the period, compared to the consensus EPS estimate of 7.530. The company issued revenue guidance of -.

DTE Energy Price Performance

Shares of NYSE DTE opened at $142.55 on Thursday. DTE Energy has a 1 year low of $123.69 and a 1 year high of $154.63. The stock has a market capitalization of $29.60 billion, a P/E ratio of 20.31, a P/E/G ratio of 2.66 and a beta of 0.49. The company’s 50-day moving average is $133.40 and its 200 day moving average is $136.26. The company has a debt-to-equity ratio of 2.01, a current ratio of 1.15 and a quick ratio of 0.68.

DTE Energy (NYSE:DTE) last posted its quarterly earnings data on Tuesday, February 17th. The utilities provider reported $1.65 earnings per share for the quarter, beating 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 business had revenue of $4.43 billion for the quarter, compared to analysts’ expectations of $3.39 billion. During the same period in the previous year, the firm posted $1.51 EPS. DTE Energy has set its FY 2026 guidance at 7.590-7.730 EPS. On average, sell-side analysts expect that DTE Energy will post 7.18 earnings per share for the current year.

DTE Energy Dividend Announcement

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

Analyst Ratings Changes

A number of analysts have recently commented on DTE shares. Citigroup boosted their target price on shares of DTE Energy from $158.00 to $168.00 and gave the company a “buy” rating in a report on Wednesday. Scotiabank decreased their target price on shares of DTE Energy from $147.00 to $146.00 and set a “sector perform” rating for the company in a research note on Friday, October 31st. JPMorgan Chase & Co. dropped their price target on DTE Energy from $151.00 to $145.00 and set a “neutral” rating on the stock in a research report on Thursday, December 11th. Mizuho boosted their target price on DTE Energy from $144.00 to $155.00 and gave the stock an “outperform” rating in a report on Wednesday. Finally, Bank of America increased their target price on DTE Energy from $153.00 to $154.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Ten research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, DTE Energy presently has an average rating of “Moderate Buy” and an average target price of $149.85.

Key Stories Impacting DTE Energy

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

Hedge Funds Weigh In On DTE Energy

Hedge funds have recently bought and sold shares of the business. DV Equities LLC purchased a new stake in shares of DTE Energy during the 4th quarter valued at about $37,000. Ossiam bought a new position in DTE Energy during the second quarter valued at approximately $45,000. Caitong International Asset Management Co. Ltd boosted its holdings in DTE Energy by 354.8% in the third quarter. Caitong International Asset Management Co. Ltd now owns 332 shares of the utilities provider’s stock worth $47,000 after purchasing an additional 259 shares during the last quarter. HM Payson & Co. grew its position in DTE Energy by 23.6% in the 4th quarter. HM Payson & Co. now owns 419 shares of the utilities provider’s stock worth $54,000 after purchasing an additional 80 shares during the period. Finally, State of Wyoming raised its stake in DTE Energy by 26.7% during the 4th quarter. State of Wyoming now owns 451 shares of the utilities provider’s stock valued at $58,000 after buying an additional 95 shares during the last quarter. Hedge funds and other institutional investors own 76.06% of the company’s stock.

DTE Energy Company 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.