Core Insights - DTE Energy Company is valued at a market cap of $28.5 billion and operates primarily in electric and natural gas utilities in Michigan, along with non-utility businesses in energy trading, renewable energy, and industrial energy services [1] Performance Overview - Over the past 52 weeks, DTE's shares have increased by 14.6%, outperforming the S&P 500 Index, which gained 13.7%. However, in the last six months, DTE's stock has seen a slight decline, while the S&P 500 rose by 12% [2] - DTE has also outperformed the Utilities Select Sector SPDR Fund (XLU) with a 13% increase over the past year, but has underperformed in the last six months with a 9% return [3] Earnings Report - Following the release of its third-quarter earnings, DTE's shares dropped by 1.8%. The operating EPS rose to $2.25, exceeding expectations, and operating earnings increased to $468 million. Management remains confident in achieving the high end of its FY2025 operating EPS guidance of $7.09–$7.23 [4] - A significant highlight for the quarter was DTE's expanding role in data-center electrification, finalizing a 1.4-GW agreement and engaging in late-stage talks for nearly 3 GW more, leading to a $6.5 billion increase in its five-year capital investment plan [4] Analyst Expectations - For the current fiscal year ending in December, analysts project DTE's EPS to grow by 5.9% year over year to $7.23. The company's earnings surprise history is mixed, having exceeded consensus estimates in three of the last four quarters but missing in the previous quarter [5] - Among 17 analysts covering DTE, the consensus rating is a "Moderate Buy," consisting of seven "Strong Buy," one "Moderate Buy," and nine "Hold" ratings [5] Analyst Sentiment - The current analyst configuration is less bullish than two months ago when eight analysts had suggested a "Strong Buy" rating for the stock. J.P. Morgan analyst Jeremy Tonet reiterated a "Hold" rating on DTE Energy with a price target of $151 [6]

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