Institutional investors dominate DTE Energy's stock with 79% ownership.
ByAinvest
Friday, Jul 18, 2025 10:37 am ET1min read
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Institutional investors, such as Cwm LLC, Cloud Capital Management LLC, and Olde Wealth Management LLC, have recently modified their holdings in DTE Energy. Cwm LLC increased its stake by 36.8% in the first quarter, acquiring an additional 5,972 shares [1]. Meanwhile, Cloud Capital Management LLC purchased a new position worth approximately $25,000, and Olde Wealth Management LLC acquired a new stake worth $27,000 [1]. These changes highlight the significant influence institutional investors can have on the stock's price.
Analyst sentiment also plays a crucial role in shaping DTE Energy's stock performance. Several analysts have recently revised their ratings and price targets for the company. Evercore ISI raised their target price from $136.00 to $145.00 and gave the stock an "outperform" rating [1]. Wells Fargo & Company boosted their target price from $145.00 to $154.00 and gave the company an "overweight" rating [1]. Citigroup reiterated a "buy" rating and set a $151.00 price objective [1]. J.P. Morgan analyst Christopher Turnure maintained a Hold rating with a price target of $147.00 [2]. The consensus rating among analysts is "Moderate Buy" with an average target price of $141.53 [1].
The recent earnings report for DTE Energy also provides valuable context. The company reported $2.10 earnings per share for the quarter, beating analysts' consensus estimates by $0.12 [1]. The firm had a net margin of 11.25% and a return on equity of 13.00% [1]. Revenue for the quarter was $3.37 billion, compared to analysts' expectations of $3.33 billion [1]. Additionally, the company recently announced a quarterly dividend of $1.09 per share, representing a $4.36 annualized dividend and a yield of 3.23% [1].
In conclusion, DTE Energy's stock performance is closely tied to institutional ownership and analyst sentiment. The significant ownership concentration among institutional investors and the diverse analyst ratings highlight the importance of monitoring these factors for investors. As the company continues to report strong earnings and maintain a solid dividend payout, investors should keep an eye on institutional trading decisions and analyst forecasts to gauge future performance.
References:
[1] https://www.marketbeat.com/instant-alerts/filing-dte-energy-company-nysedte-shares-bought-by-cwm-llc-2025-07-18/
[2] https://www.theglobeandmail.com/investing/markets/stocks/DTE-N/pressreleases/33444819/j-p-morgan-keeps-their-hold-rating-on-dte-energy-dte/
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DTE Energy Company (NYSE:DTE) is heavily dominated by institutional owners with 79% ownership, making its stock price vulnerable to their trading decisions. 12 investors have a majority stake in the company with 50% ownership. Using data from analyst forecasts and ownership research, one can better assess the future performance of the company.
DTE Energy Company (NYSE:DTE) is heavily influenced by institutional investors, with 79% of its stock owned by these entities [1]. This significant ownership concentration makes the company's stock price susceptible to institutional trading decisions. Twelve investors hold a majority stake, accounting for 50% of the total ownership [1]. Understanding the dynamics of institutional ownership and analyst sentiment can provide valuable insights into the company's future performance.Institutional investors, such as Cwm LLC, Cloud Capital Management LLC, and Olde Wealth Management LLC, have recently modified their holdings in DTE Energy. Cwm LLC increased its stake by 36.8% in the first quarter, acquiring an additional 5,972 shares [1]. Meanwhile, Cloud Capital Management LLC purchased a new position worth approximately $25,000, and Olde Wealth Management LLC acquired a new stake worth $27,000 [1]. These changes highlight the significant influence institutional investors can have on the stock's price.
Analyst sentiment also plays a crucial role in shaping DTE Energy's stock performance. Several analysts have recently revised their ratings and price targets for the company. Evercore ISI raised their target price from $136.00 to $145.00 and gave the stock an "outperform" rating [1]. Wells Fargo & Company boosted their target price from $145.00 to $154.00 and gave the company an "overweight" rating [1]. Citigroup reiterated a "buy" rating and set a $151.00 price objective [1]. J.P. Morgan analyst Christopher Turnure maintained a Hold rating with a price target of $147.00 [2]. The consensus rating among analysts is "Moderate Buy" with an average target price of $141.53 [1].
The recent earnings report for DTE Energy also provides valuable context. The company reported $2.10 earnings per share for the quarter, beating analysts' consensus estimates by $0.12 [1]. The firm had a net margin of 11.25% and a return on equity of 13.00% [1]. Revenue for the quarter was $3.37 billion, compared to analysts' expectations of $3.33 billion [1]. Additionally, the company recently announced a quarterly dividend of $1.09 per share, representing a $4.36 annualized dividend and a yield of 3.23% [1].
In conclusion, DTE Energy's stock performance is closely tied to institutional ownership and analyst sentiment. The significant ownership concentration among institutional investors and the diverse analyst ratings highlight the importance of monitoring these factors for investors. As the company continues to report strong earnings and maintain a solid dividend payout, investors should keep an eye on institutional trading decisions and analyst forecasts to gauge future performance.
References:
[1] https://www.marketbeat.com/instant-alerts/filing-dte-energy-company-nysedte-shares-bought-by-cwm-llc-2025-07-18/
[2] https://www.theglobeandmail.com/investing/markets/stocks/DTE-N/pressreleases/33444819/j-p-morgan-keeps-their-hold-rating-on-dte-energy-dte/

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