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DTDTE

DTE Energy Company

$DTE·$28B·Regulated Electric·Utilities
$136.05-0.0%1Y+0.3%
Mentions · last 7 days
2026-08-26: 1 posts2026-08-27: 4 posts2026-08-28: 3 posts2026-08-29: 3 posts2026-08-30: 2 posts2026-08-31: 5 posts2026-09-01: 2 posts23
Price updated 2h ago·X counts updated 4h ago
DTDTE
$DTEDTE Energy Company
$136.05-0.01%23 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $DTE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

DTE Energy at PE 21x — Q2 EPS beat 15.8% with Peter Thiel fund's 72% Energy/Power allocation.

DTE Energy is a Michigan regulated electric and gas utility — PE 21.2x trailing with 12% operating margin. Essentially flat t12m to 33% of the 52-week range, sitting 6% below the 50-day. Q2 EPS of $1.32 beat estimate by 15.8%, extending a mixed multi-quarter beat streak. Fresh 8/29 Peter Thiel's fund 72% allocation to Energy and Power, plus 8/31 Corient Private Wealth taking $9.71M position.

  • The Q2 print was substantial: EPS of $1.32 versus $1.14 estimate beat by 15.8% with revenue of $3.34B — extending a mixed beat streak (15.8%, -3%, 7.1%, prior), so operational execution is intact even as revenue growth is modest (revenue was slightly down year-over-year for regulated-utility seasonal reasons).
  • The Peter Thiel fund allocation is meaningful macro signal: 8/29 coverage on Peter Thiel's $419M comeback fund putting 72% into Energy and Power — this reflects the broader institutional macro shift toward energy infrastructure, and utilities like DTE benefit from the data-center-driven electricity demand growth thesis.
  • The valuation and dividend anchor: PE 21.2x trailing on FY26 EPS consensus of $7.71 implies forward PE around 17.6x — reasonable for a regulated utility, with 3.9% dividend yield anchoring the total-return case in a beta-0.4 setup.

The coiling below the 50-day resolves at 10/29 Q3 — a beat plus Michigan rate-case progress commentary extends the run. A weather-driven load-miss or regulatory setback breaks it back to the 52-week lows.

What to watch: 10/29 Q3 earnings — beat plus Michigan rate-case progress commentary. A weather-driven load-miss or regulatory setback breaks the setup back to the 52-week lows.

On the calendar: 2026-10-29 - Q3 2026 earnings

Read the AI verdict + X sentiment for $DTE

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
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What it does

Plain-English summary of the business — what they sell and how they make money.

DTE Energy is a Detroit-based regulated electric and gas utility serving Michigan, with a growing midstream energy segment.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $DTE.

Regulated Electric · Utilities

Rate base growth — driven by grid modernization and data center load additions — is the earnings engine for regulated utilities. Regulatory lag (rate cases vs actual capex) is the near-term cash flow timing risk.

What this means for $DTE

Partial — upstream oil & gas exposure ties to commodity price cycle; DTE Energy Company, established in 1903 and based in Detroit.

Industry benchmark

24-name peer basket
+5.7%YTD
-0.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
21.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-6.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$1.32$1.14+15.8%
Q1 2026Apr 30, 2026$1.95$2.01-3.0%
Q4 2025Feb 17, 2026$1.65$1.54+7.1%
Q3 2025Oct 30, 2025$2.25$2.11+6.6%
Next earningsThu, Oct 29·consensus EPS $2.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.3B-2.4%16.1%11.9%$1.36$-716.0M
Q1 FY26$5.1B+15.8%34.6%8.0%$1.19$-323.0M
Q4 FY25$4.2B+23.4%16.7%13.7%$1.80$-302.0M
Q3 FY25$3.5B+21.4%83.5%17.6%$2.02$-589.0M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$16.0B$15.2B – $16.6B$7.71$7.61 – $7.739
FY27$16.5B$15.2B – $17.5B$8.35$8.22 – $8.569
FY28$17.2B$15.2B – $19.2B$9.01$8.80 – $9.4611
FY29$18.0B$16.3B – $19.4B$9.69$8.56 – $10.685
FY30$18.6B$16.9B – $20.1B$10.41$9.20 – $11.475

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.33%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 207.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 14Lisa A. MuschongVP, Corp Sec & Chief of Staff1.0K sh$144K
+ 25 other (15 awards · 5 exempts · 5 returns) in window

See when $DTE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

DTE Energy Company (DTE) filed a current report on July 28, 2026 covering quarterly earnings results (Item 2.02), a Reg FD disclosure (Item 7.01) — likely an earnings presentation deck — and exhibits (Item 9.01). This is DTE's primary Q2 2026 earnings report accompanied by an investor presentation; the July 31 DTE filing appears to be a related or follow-up filing. Specific financial results are in attached exhibits.

3New insider — initial holdingsJun 303
AI summary

DTE Energy Co. (DTE) filed a Form 3 initial beneficial ownership statement for Renee M. Tomina, President & COO – DTE Gas, as of June 29, 2026, at One Energy Way, Detroit MI. The filing establishes Tomina's initial equity ownership baseline as a new Section 16 reporting officer. Routine initial officer ownership filing — one of two concurrent DTE Form 3s indicating new executive appointments at the Michigan utility.

3New insider — initial holdingsJun 303
AI summary

DTE Energy Co. (DTE) filed a Form 3 initial beneficial ownership statement for Arcangela M. Pizzuti, SVP and Chief Administrative Officer, as of June 29, 2026, at One Energy Plaza, Detroit MI. The filing establishes Pizzuti's initial equity ownership baseline as a new Section 16 reporting officer. This is a companion to the Tomina Form 3 on the same date; together they indicate two new senior executive appointments at DTE Energy in late June 2026.

8-KPress release / Reg FDJun 228-K — Item 7.01: Press release / Reg FD
424B5Prospectus supplement (offering)Jun 9424B5
8-KPress release / Reg FDJun 58-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMay 158-K — Item 7.01: Press release / Reg FD
8-KShareholder voteMay 128-K — Item 5.07: Shareholder vote
+ 17 other (5 13Gs · 4 8-Ks · 2 earnings 8-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Corient Private Wealth LP Takes $9.71 Million Position in DTE Energy Company $DTEdefenseworld.net·3d agoPeter Thiel's Fund Reported Zero Stocks for 2 Straight Quarters. Its $419 Million Comeback Put 72% Into Energy and Power.fool.com·4d agoDTE Energy (DTE) Down 4.1% Since Last Earnings Report: Can It Rebound?zacks.com·6d agoPeter Thiel's $418 Million Bet On These 8 Companies Reveals AI's Biggest Bottleneck247wallst.com·10d agoGreat Lakes Advisors LLC Makes New Investment in DTE Energy Company $DTEdefenseworld.net·10d ago

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Voices on X · last 7 days

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