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DTE Energy Company(DTE)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$126.9
10/09/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for methodology, assumptions, and limitations.

Upturn Advisory & Investor View for DTE

10/09/2026: DTE (1-star) is currently NOT-A-BUY. Pass it for now.

DTE Energy is a long-standing, regulated utility provider centered in Michigan, operating both electric and gas segments alongside energy infrastructure assets. The company is characterized by a reliable, stable revenue stream backed by consistent regulatory rate support, making it an attractive consideration for dividend-focused investors. Its primary growth strategy revolves around massive grid modernization and the transition toward cleaner energy. Key risks involve the high capital costs of such initiatives and geographic concentration, as well as the sensitivity of its stock price to interest rate changes. Investors should monitor ongoing regulatory outcomes and the company's progress on renewable energy infrastructure deployment.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorWeak fitDTE is a utility with modest growth prospects rather than high-growth potential.
Momentum investorWeak fitUtility stocks typically lack the volatility and rapid price appreciation sought by momentum traders.
Value investorMixed fitValuation is often tied to interest rates and regulatory environment, offering limited deep-value upside.
Dividend investorStrong fitDTE is well-regarded for its stable, growing dividend and predictable cash flows.
Low-risk investorStrong fitThe regulated utility model provides relatively low beta and steady, defensive returns.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityLowRegulated utilities typically exhibit lower price sensitivity than the broader market.
Valuation riskMediumValuations are highly sensitive to prevailing interest rate environments.
Competition risk (Regulatory/Regional)LowMonopoly status in service zones limits direct commercial competition.
Business qualityStrongDTE has a long history of reliable, essential utility services.
Dividend incomeStrongThe company maintains a strong commitment to shareholder dividends.
Execution riskMediumLarge-scale infrastructure and renewable projects require precise long-term management.

Price Behavior

Downtrend
PRICE PATH

Downtrend

The stock has experienced a sustained decline in price over recent periods.

Very Smooth
PRICE STABILITY

Very Smooth

The stock has followed a highly orderly price path with minimal short-term disruption.

Analysis of Past Performance

Type Stock
Historic Profit 13.04%
Avg. Invested days 56
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/09/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
DTE receives a 3-star rating, supported by solid quantitative characteristics, and solid analyst coverage. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

★★★★★
DTE has moderate overall fundamentals (3 stars), with moderate financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, moderate earnings growth (+4.4%) and solid revenue growth (+26.9%) are partially offset by weak cash generation (FCF margin -6.3%), soft profitability (net margin 9.2%), very low insider ownership of 0.40%.

Financial Health Rating

★★★★★
DTE's financial health is supported by solid cash strength, including free-cash-flow generation of $-1.0B (-6.3% of revenue). Liquidity is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Revenue growth is DTE's strongest growth driver at +26.9% FY2025 versus FY2024 (solid, 4 stars). By comparison, while free-cash-flow growth (-21.6%, negative) holds the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 82.4% and approximately 99.5% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership is only 0.40%, which materially reduces the ownership score.

Top 5 Institutional Investors

BlackRock Inc 12.35%
Vanguard Capital Management, LLC 6.04%
Capital Research Global Investors 6.01%
State Street Corp 5.40%
Vanguard Portfolio Management, LLC 5.37%

Unit Economics (Per $1K Revenue)

★★★★★
DTE generates approximately $849 of gross profit, $150 of operating income, and $-63 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Negative free cash flow explains the 2-star rating, with weak cash conversion and soft capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 5.68%

Quantitative Style Profile

★★★★★
DTE has a large-cap, liquid, relatively low-volatility profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedLow VolatilityLarge / Mega Cap StabilityHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 26.41B USD
Price to earnings Ratio 20.11
1Y Target Price 152.68
Price to earnings Ratio 20.11
1Y Target Price 152.68
Volume (30-day avg) 1.8M shares
Beta 0.38
52 Weeks Range 119.68 - 154.34
Updated Date 10/11/2026
52 Weeks Range 119.68 - 154.34
Updated Date 10/11/2026
Dividends yield (FY) 3.61%
Basic EPS (TTM) 6.31

How Company Makes Money

Business areaWhat it includesRetail investor read
DTE ElectricRegulated electricity sales to residential, commercial, and industrial clients in Michigan.This is the core business providing reliable, recurring revenue.
DTE GasRegulated natural gas delivery and storage services.A steady, regulated income stream that complements the electric business.
Non-Utility EnergyGas pipeline operations and infrastructure projects.Provides additional growth opportunities beyond regulated utility activities.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

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Valuation

Trailing PE 20.11
Forward PE 15.58
Enterprise Value 53.37B
Price to Sales(TTM) 1.6
Enterprise Value 53.37B
Price to Sales(TTM) 1.6
Enterprise Value to Revenue 3.34
Enterprise Value to EBITDA 12.53
Shares Outstanding 208.09M
Shares Floating 206.95M
Shares Outstanding 208.09M
Shares Floating 206.95M
Percent Insiders 0.4
Percent Institutions 82.44

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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