Vanguard Group Inc. Cuts Stock Holdings in DT Midstream, Inc. $DTM

Vanguard Group Inc. lowered its position in DT Midstream, Inc. (NYSE:DTM) by 1.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,078,802 shares of the company’s stock after selling 196,872 shares during the period. Vanguard Group Inc. owned about 0.11% of DT Midstream worth $1,325,911,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of DTM. Nordea Investment Management AB purchased a new position in DT Midstream in the fourth quarter valued at $1,371,000. JPMorgan Chase & Co. boosted its holdings in DT Midstream by 7.8% in the third quarter. JPMorgan Chase & Co. now owns 871,636 shares of the company’s stock valued at $98,538,000 after purchasing an additional 63,438 shares during the period. Miller Howard Investments Inc. NY boosted its holdings in DT Midstream by 24.9% in the third quarter. Miller Howard Investments Inc. NY now owns 210,411 shares of the company’s stock valued at $23,789,000 after purchasing an additional 41,929 shares during the period. Principal Financial Group Inc. boosted its holdings in DT Midstream by 76.7% in the third quarter. Principal Financial Group Inc. now owns 500,329 shares of the company’s stock valued at $56,568,000 after purchasing an additional 217,185 shares during the period. Finally, Bahl & Gaynor Inc. boosted its holdings in DT Midstream by 2.5% in the third quarter. Bahl & Gaynor Inc. now owns 568,445 shares of the company’s stock valued at $64,268,000 after purchasing an additional 14,127 shares during the period. Hedge funds and other institutional investors own 81.53% of the company’s stock.

DT Midstream Stock Up 6.6%

DT Midstream stock opened at $147.96 on Friday. DT Midstream, Inc. has a 1-year low of $96.42 and a 1-year high of $149.52. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.07 and a quick ratio of 1.07. The stock has a market cap of $15.09 billion, a PE ratio of 34.33, a P/E/G ratio of 2.88 and a beta of 0.75. The stock’s fifty day moving average is $136.36 and its two-hundred day moving average is $124.86.

DT Midstream (NYSE:DTM) last posted its quarterly earnings results on Thursday, April 30th. The company reported $1.27 earnings per share for the quarter, beating analysts’ consensus estimates of $1.11 by $0.16. DT Midstream had a return on equity of 9.13% and a net margin of 35.48%.The company had revenue of $336.00 million for the quarter, compared to analysts’ expectations of $313.65 million. During the same period last year, the firm earned $1.06 earnings per share. DT Midstream has set its FY 2026 guidance at 4.420-4.820 EPS. On average, sell-side analysts expect that DT Midstream, Inc. will post 4.63 EPS for the current fiscal year.

DT Midstream Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Monday, June 15th will be given a dividend of $0.88 per share. The ex-dividend date is Monday, June 15th. This represents a $3.52 dividend on an annualized basis and a dividend yield of 2.4%. DT Midstream’s payout ratio is 81.67%.

Insider Activity at DT Midstream

In other news, CFO Jeffrey A. Jewell bought 185 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were acquired at an average price of $136.33 per share, for a total transaction of $25,221.05. Following the completion of the transaction, the chief financial officer owned 89,583 shares of the company’s stock, valued at approximately $12,212,850.39. This trade represents a 0.21% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.54% of the company’s stock.

Key DT Midstream News

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

• Positive Sentiment: Q1 results beat expectations — EPS $1.27 vs. $1.11 consensus and revenue $336M vs. $313.7M; adjusted EBITDA was $308M and net margin was robust, signaling strong operational performance. DT Midstream Reports Strong First Quarter 2026 Results
• Positive Sentiment: Board declared a quarterly dividend of $0.88 per share (annualized $3.52) — ex-dividend/record dates in June/July, implying a ~2.4% yield; supports income-focused investor demand.
• Neutral Sentiment: Company made earnings materials and the conference call available (press release, slide deck, call transcript) for investors to review management’s detail and outlook. Press Release PDF Slide Deck
• Neutral Sentiment: Media and analyst summaries published previews and snapshots of the quarter for broader market context. DT Midstream: Q1 Earnings Snapshot DT Midstream Inc (DTM) Q1 2026: Everything You Need To Know Ahead Of Earnings
• Negative Sentiment: FY 2026 EPS guidance of $4.420–$4.820 was issued and sits with a midpoint slightly below the current analyst consensus (~4.68). That modest shortfall could temper upside despite the quarter’s beat. DT Midstream Reports Strong First Quarter 2026 Results

Analysts Set New Price Targets

DTM has been the subject of a number of recent research reports. Raymond James Financial reiterated an “outperform” rating and issued a $158.00 target price on shares of DT Midstream in a report on Thursday. Wells Fargo & Company raised their price target on DT Midstream from $150.00 to $165.00 and gave the company an “overweight” rating in a research note on Friday, March 13th. Wall Street Zen cut DT Midstream from a “hold” rating to a “sell” rating in a research note on Saturday, March 28th. Morgan Stanley upgraded DT Midstream from an “underweight” rating to an “equal weight” rating and raised their price target for the company from $139.00 to $165.00 in a research note on Wednesday, April 22nd. Finally, The Goldman Sachs Group raised their price target on DT Midstream from $111.00 to $127.00 and gave the company a “sell” rating in a research note on Monday, April 20th. Seven equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $146.17.

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.