Vanguard Group Inc. Lowers Holdings in DT Midstream, Inc. $DTM

Vanguard Group Inc. reduced its stake in shares of DT Midstream, Inc. (NYSE:DTM) by 0.7% during the 3rd quarter, Holdings Channel.com reports. The firm owned 11,275,674 shares of the company’s stock after selling 76,104 shares during the quarter. Vanguard Group Inc. owned about 0.11% of DT Midstream worth $1,274,828,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. JPMorgan Chase & Co. boosted its stake in shares of DT Midstream by 7.8% in the third quarter. JPMorgan Chase & Co. now owns 871,636 shares of the company’s stock worth $98,538,000 after buying an additional 63,438 shares during the last quarter. HighTower Advisors LLC lifted its holdings in DT Midstream by 6.5% in the third quarter. HighTower Advisors LLC now owns 29,525 shares of the company’s stock valued at $3,338,000 after acquiring an additional 1,802 shares during the period. Florida Financial Advisors LLC boosted its position in DT Midstream by 39.0% in the 3rd quarter. Florida Financial Advisors LLC now owns 8,089 shares of the company’s stock worth $915,000 after purchasing an additional 2,269 shares in the last quarter. Cookson Peirce & Co. Inc. boosted its position in DT Midstream by 3.0% in the 3rd quarter. Cookson Peirce & Co. Inc. now owns 15,066 shares of the company’s stock worth $1,703,000 after purchasing an additional 438 shares in the last quarter. Finally, Metis Global Partners LLC grew its stake in shares of DT Midstream by 32.7% during the 3rd quarter. Metis Global Partners LLC now owns 8,807 shares of the company’s stock worth $996,000 after purchasing an additional 2,170 shares during the period. Institutional investors and hedge funds own 81.53% of the company’s stock.

DT Midstream Stock Up 2.7%

Shares of NYSE DTM opened at $135.96 on Friday. The firm has a market cap of $13.82 billion, a price-to-earnings ratio of 31.55, a price-to-earnings-growth ratio of 2.36 and a beta of 0.77. The company’s 50-day simple moving average is $123.33 and its 200-day simple moving average is $114.80. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 0.69. DT Midstream, Inc. has a 52-week low of $83.30 and a 52-week high of $136.52.

DT Midstream (NYSE:DTM) last issued its quarterly earnings results on Thursday, February 19th. The company reported $1.08 earnings per share for the quarter, missing analysts’ consensus estimates of $1.11 by ($0.03). DT Midstream had a net margin of 35.48% and a return on equity of 9.16%. The company had revenue of $317.00 million during the quarter, compared to analysts’ expectations of $320.07 million. During the same period in the prior year, the business posted $0.94 earnings per share. Equities analysts predict that DT Midstream, Inc. will post 3.8 EPS for the current fiscal year.

DT Midstream Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Monday, March 16th will be paid a $0.88 dividend. This is a boost from DT Midstream’s previous quarterly dividend of $0.82. This represents a $3.52 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend is Monday, March 16th. DT Midstream’s dividend payout ratio is presently 82.83%.

Key Stories Impacting DT Midstream

Here are the key news stories impacting DT Midstream this week:

• Positive Sentiment: Record 2025 Adjusted EBITDA and quarterly cash-generation strength — DT Midstream reported full‑year Adjusted EBITDA of $1.138B (up 17% y/y) and Q4 Adjusted EBITDA of $293M, supporting valuation and yield stability. DT Midstream Reports Record 2025 Results; Raises Dividend and Increases Project Backlog by 50%
• Positive Sentiment: Dividend increased — Board raised the quarterly dividend to $0.88 (7% hike), boosting income appeal for yield-focused investors and signaling confidence in cash flow. DT Midstream Inc (DTM) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Backlog and project FIDs — Management increased the five‑year organic project backlog to ~$3.4B (up ~50%), with ~75% pipeline projects, and approved final investment decisions on two major pipeline expansions (including Viking expansion), supporting medium‑term growth. DT Midstream outlines $3.4B five-year organic project backlog as pipeline demand accelerates
• Neutral Sentiment: 2026 guidance focused on Adjusted EBITDA — Company gave 2026 Adjusted EBITDA guidance of $1.155–$1.225B (and early 2027 outlook), which implies modest growth vs. 2025 and frames investor expectations around cash‑flow rather than GAAP earnings. Slides and presentation materials were posted. DT Midstream, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Minor earnings and revenue miss — Q4 EPS was $1.08 vs. consensus $1.11 and revenue $317M vs. $320M est.; while management emphasizes EBITDA/DCF, the GAAP miss can weigh on short‑term sentiment. DT Midstream, Inc. (NYSE:DTM) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Guidance lacks GAAP reconciliation — Management did not provide a GAAP reconciliation of its Adjusted EBITDA guidance, a transparency point some investors flag when comparing to net income forecasts. DT Midstream Reports Record 2025 Results; Raises Dividend and Increases Project Backlog by 50%
• Negative Sentiment: Mixed institutional positioning and analyst target dispersion — Recent filings show notable institutional selling and varying analyst targets (median ~$128.5), which could add volatility given the stock is trading above some targets. DT Midstream, Inc. Reports 17% Increase in Full Year 2025 Adjusted EBITDA…

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the stock. Barclays increased their price target on shares of DT Midstream from $114.00 to $119.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 14th. Jefferies Financial Group set a $148.00 price objective on shares of DT Midstream and gave the stock a “buy” rating in a research report on Friday. UBS Group raised their target price on DT Midstream from $128.00 to $152.00 and gave the company a “buy” rating in a research report on Friday. Weiss Ratings restated a “buy (b)” rating on shares of DT Midstream in a research note on Wednesday, January 21st. Finally, Mizuho increased their price target on DT Midstream from $108.00 to $129.00 and gave the stock a “neutral” rating in a research report on Tuesday. Seven research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $130.82.

DT Midstream Company Profile

DT Midstream Inc (NYSE: DTM) is a midstream energy company that owns and operates infrastructure for gathering, processing and treating hydrocarbons and produced water. Its core business activities encompass natural gas gathering, cryogenic processing, natural gas liquids (NGL) fractionation, and produced-water handling services. These integrated operations enable the company to capture and transport multiple hydrocarbon streams from wellhead to market and to provide essential water management solutions.

The company’s asset footprint is concentrated in the Delaware Basin in West Texas and southeastern New Mexico, where it serves a diverse range of exploration and production customers.