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BMO raises DTE Energy stock target, holds market perform on ALJ case outcome

EditorNatashya Angelica
Published 06/09/2024, 13:16
DTE
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On Thursday, BMO Capital Markets adjusted its outlook on shares of DTE Energy (NYSE: NYSE:DTE), increasing the price target to $135 from $126, while keeping a Market Perform rating on the stock. The adjustment follows a recent decision by an administrative law judge (ALJ) regarding DTE Energy's gas case.


The ALJ's preliminary findings document (PFD) issued on Wednesday presented a less favorable outcome for DTE Energy than what was proposed by staff's testimony in late July. The judge recommended a revenue requirement (RR) of approximately $97.95 million, which is about 37% of DTE's original $262.4 million request. This recommendation is significantly lower than the staff's earlier suggestion of a $174.39 million RR, or approximately 67% of the company's request.


The ALJ's decision was based on several factors, including a lower equity layer of 50.0%, a return on equity (ROE) of 9.40%, a modestly reduced rate base of around $6.802 billion, and approximately $80 million less in operations and maintenance (O&M) expenses.


In response to the ALJ's position, BMO Capital pointed out that traditionally there is a wide gap between the ALJ and staff positions. Moreover, the firm noted that the Commission tends to issue more balanced final orders or settlements. Due to this historical context, BMO Capital does not place significant emphasis on the ALJ's recent testimony when assessing DTE Energy's financial outlook.


The new stock price target reflects BMO Capital's current valuation of DTE Energy shares following the ALJ's recommendations and the anticipated actions of the Commission. This development is part of the ongoing regulatory process that determines the revenue requirements for DTE Energy.


In other recent news, DTE Energy reported substantial financial outcomes, with an impressive adjusted earnings per share (EPS) of $1.67, marking a 69% year-over-year increase. This positive performance is attributed to reduced storm-related costs, new rate implementations, and strong physical gas performance.


The company's Board of Directors declared a dividend of $1.02 per share on its common stock and reported $296 million in operating earnings for the second quarter. These recent developments have led to positive responses from financial analysts. KeyBanc, BMO Capital, and BofA Securities have all raised their price targets for DTE Energy shares, citing various factors including an operating EPS beat.


In addition to these financial highlights, DTE Energy received a positive outlook from Ladenburg Thalmann. The firm began its coverage of DTE Energy's stock, assigning a Buy rating and setting a price target of $131.00. This optimism is based on projections of a robust 7.5% EPS growth through 2027, driven by substantial utility rate base spending and the potential impact of legislative changes in Michigan.


The firm anticipates that DTE Energy's strong cash flow from non-regulated businesses will support the company's utility rate base investments, minimizing the need to rely on equity markets for funding.


InvestingPro Insights


In light of BMO Capital Markets' recent price target adjustment for DTE Energy, InvestingPro data and insights provide a deeper context for investors considering the stock. DTE Energy is currently trading at a high P/E ratio of 18.36, which is noteworthy given the company's significant debt burden and the fact that short-term obligations exceed liquid assets. This financial leverage might be a point of concern for investors looking for stability, especially when considering the ALJ's decision that could impact future revenues.


Despite these challenges, DTE Energy has a track record of maintaining dividend payments for 54 consecutive years, with a current dividend yield of 3.3%. This consistent return to shareholders may be attractive to income-focused investors.


Moreover, the company has been profitable over the last twelve months, with a robust operating income margin of 17.96% and a return on assets of 3.06%. Analysts predict the company will be profitable this year, which, coupled with the company's stock trading near its 52-week high, reflects a level of market confidence in its performance.


For investors seeking more nuanced analysis, there are additional InvestingPro Tips available at https://www.investing.com/pro/DTE. These tips provide a comprehensive look at the investment potential of DTE Energy, taking into account the latest market data and industry trends.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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