DT Midstream Gestione
Criteri Gestione verificati 4/4
DT Midstream Il CEO è David Slater, nominato in May2021, e ha un mandato di 5.33 anni. la retribuzione annua totale è $ 9.33M, composta da 9.1% di stipendio e 90.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.26% delle azioni della società, per un valore di $ 34.06M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.2 anni e 5.2 anni.
Informazioni chiave
David Slater
Amministratore delegato
US$9.3m
Compenso totale
| Percentuale dello stipendio del CEO | 9.14% |
| Mandato del CEO | 5.3yrs |
| Proprietà del CEO | 0.3% |
| Durata media del management | 5.2yrs |
| Durata media del Consiglio di amministrazione | 5.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Aug 03
DT Midstream: The Premium Is Backed By A Brownfield Growth Machine
Summary DT Midstream commands a premium valuation due to its shift from gathering to pipeline-focused natural gas infrastructure with dual demand engines: LNG/industrial and utility/data center end markets. DTM’s $3.4 billion brownfield project backlog, with 5x–8x build multiples, underpins visible EBITDA growth and justifies the premium versus sector peers trading at lower multiples. Robust dividend coverage (2.3x–2.5x), investment-grade leverage (2.9x–3.5x), and long-term firm contracts (95% of 2025 revenues) support balance sheet strength and cash flow stability. Execution risks—cost overruns, regulatory delays, and customer concentration—are magnified by DTM’s elevated EV/EBITDA multiple (14.21x), requiring disciplined project delivery to sustain the valuation. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 25
DTM: Long Duration Gas Demand And Power Projects Will Shape Returns
Analysts have lifted their average price target on DT Midstream to $170, up from $152. They cite the company's role as a pure-play gas platform with exposure to U.S. Gulf Coast liquefied natural gas, rising data center power demand, and contracted infrastructure that they view as offering strong demand visibility.Aggiornamento narrativa • Jun 11
DTM: Long Duration Gas Demand And Data Center Projects Will Shape Returns
Narrative Update The updated analyst price target for DT Midstream has shifted slightly higher, rising about $1 to $154.20. Analysts point to the company's gas infrastructure exposure to U.S. Gulf Coast liquefied natural gas, growing power demand including data centers, and a view of relatively steady growth and defensiveness as key supports for the new level.Aggiornamento narrativa • May 28
DTM: Long Duration Gas Demand And Backlog Scale Will Shape Returns
Analysts have lifted the DT Midstream fair value estimate from $149.79 to $153.33, citing a series of higher price targets that highlight its exposure to long-term gas demand linked to U.S. Gulf Coast LNG and rising power needs from data centers. Analyst Commentary Recent research updates on DT Midstream skew positive, with several firms adjusting price targets higher and maintaining supportive ratings after quarterly results and model updates.Aggiornamento narrativa • May 06
DTM: Backlog Scale And Higher Dividend Will Shape Future Returns
DT Midstream's analyst price target has been adjusted higher from $142.71 to $149.79 as analysts factor in updated Street research that cites a larger capital backlog, higher projected revenue growth, slightly stronger profit margins, and refreshed earnings models across the midstream sector. Analyst Commentary Recent Street research on DT Midstream centers on revised capital plans, updated backlog disclosures, and refreshed earnings models that feed directly into valuation frameworks across the sector.Articolo di analisi • May 04
Results: DT Midstream, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
As you might know, DT Midstream, Inc. ( NYSE:DTM ) just kicked off its latest quarterly results with some very strong...Aggiornamento narrativa • Apr 21
DTM: US$3.4b Backlog And Higher Dividend Will Shape Future Returns
Analysts have nudged the blended price target for DT Midstream higher to about $143 from roughly $142 as they update models for modestly different revenue growth, profit margin, discount rate, and future P/E assumptions following recent research calls across the Street. Analyst Commentary Recent research updates show a mix of enthusiasm and caution around DT Midstream, with most firms adjusting price targets higher while reassessing how the current valuation lines up with the company’s growth plans and capital outlook.Aggiornamento narrativa • Apr 07
DTM: US$3.4b Backlog And Dividend Growth Will Shape Balanced Future Outlook
Analysts have raised the DT Midstream fair value estimate to $141.57 from $140.07, reflecting updated models around the company's $3.4b growth capital outlook, a larger opportunity backlog, and revised earnings expectations that have supported a series of higher price targets across the Street. Analyst Commentary Street research on DT Midstream has turned more constructive on the company’s growth and capital plans, with a cluster of higher price targets following the updated $3.4b capital outlook and discussion of a larger opportunity backlog.Aggiornamento narrativa • Mar 23
DTM: US$3.4b Gas Backlog And Dividend Increases Will Shape Fair Outlook
The analyst price target for DT Midstream has increased by about $2 after analysts refreshed their models following the company's Q4 results, updated earnings, updated commodity price assumptions, and a larger long-term project backlog. Analyst Commentary Recent research updates show a mix of optimism on DT Midstream's growth outlook and some caution tied to valuation and longer term assumptions.Aggiornamento narrativa • Mar 08
DTM: US$3.4b Gas Backlog And Dividend Path Will Shape Fairly Valued Outlook
The analyst price target for DT Midstream has moved higher from $130.57 to $138.14, as analysts refresh their models around updated earnings, capital spending plans and profit expectations across the gas focused midstream space. Analyst Commentary Recent research updates show a cluster of higher price targets for DT Midstream, but with some split views on how attractive the shares look at current levels.Aggiornamento narrativa • Feb 22
DTM: Measured US$3.4b Capex Plan Will Shape Fairly Valued Outlook
Analysts have lifted their average price target for DT Midstream by about $4.50, citing updated research that highlights a still robust long term project opportunity set even after the company's more measured $3.4 billion five year growth capex guidance. Analyst Commentary Recent research updates cluster around higher price targets for DT Midstream, with analysts reassessing the balance between the company's measured five year growth capex plan of US$3.4b and what they view as a larger potential project pipeline of about US$7.5b.Aggiornamento narrativa • Feb 07
DTM: Revised Earnings Power And Risk Profile Will Anchor Fairly Valued Outlook
Analysts lifted their price targets on DT Midstream by US$16 and US$5 in recent research, tying the higher fair value estimate of US$126.08 per share, along with modestly higher projected revenue growth, profit margin, and forward P/E multiple, to updated assumptions about the company’s earnings power and risk profile. Analyst Commentary Recent research updates on DT Midstream point to a reassessment of what analysts see as the company’s earnings power and risk-reward profile, which feeds directly into their higher fair value estimates.Aggiornamento narrativa • Jan 22
DTM: Higher P/E Assumptions Will Frame Fairly Valued Cash Flow Outlook
Narrative Update Analysts have nudged their price target on DT Midstream higher by US$5, reflecting updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E multiples highlighted in recent research. Analyst Commentary Recent research around the US$5 price target increase focuses on how current assumptions about DT Midstream’s earnings power, risk profile, and P/E support the updated valuation.Articolo di analisi • Jan 19
Some Confidence Is Lacking In DT Midstream, Inc.'s (NYSE:DTM) P/E
DT Midstream, Inc.'s ( NYSE:DTM ) price-to-earnings (or "P/E") ratio of 30.4x might make it look like a strong sell...Aggiornamento narrativa • Jan 06
DTM: Guardian Expansion Will Shape Fairly Valued Cash Flows And Execution Risks
Analysts have nudged their price target on DT Midstream higher to reflect a fair value estimate moving from US$121.92 to US$122.85, supported by largely unchanged assumptions for the discount rate, revenue growth, profit margin and forward P/E. Valuation Changes The Fair Value Estimate is now set at US$122.85, compared with the prior figure of US$121.92, reflecting a very small adjustment in the model output.Articolo di analisi • Dec 20
Some Investors May Be Worried About DT Midstream's (NYSE:DTM) Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Aggiornamento narrativa • Dec 15
DTM: Guardian Expansion Will Shape Cash Flows Amid Regulatory And Execution Risks
Analysts have raised their price target on DT Midstream from $120.23 to $121.92, citing a modestly improved long term profit outlook and the positive implications of a successful open season for the Guardian expansion. Analyst Commentary Bullish analysts view the latest price target increase as confirmation that DT Midstream's valuation can expand alongside improved earnings visibility, particularly as contracted volumes from the Guardian expansion support steadier cash flows.Aggiornamento narrativa • Nov 30
DTM: Guardian Expansion Success And Competition Will Influence Performance Beyond 2028
Analysts have increased their price target on DT Midstream by $10.23, citing strong results from the Guardian expansion and an improved growth outlook. Analyst Commentary Analysts have provided updated commentary in light of DT Midstream's recent performance and revised price targets.Aggiornamento narrativa • Nov 16
DTM: Expansion Execution And Competition Will Shape Performance Beyond 2028
Analysts raised their price target for DT Midstream by $12.58 to $128, citing positive developments such as the successful open season for the Guardian expansion as key drivers for improved valuation. Analyst Commentary Bullish Takeaways Bullish analysts have increased their price targets, reflecting growing confidence in DT Midstream's growth prospects.Aggiornamento narrativa • Nov 01
DTM: Successful Pipeline Expansion Will Drive Measured Opportunities Amid Competitive Risks
Analysts have increased their price target for DT Midstream by $0.72 to $115.42. They cite a positive outlook resulting from recent project successes and improved profit margins.Aggiornamento narrativa • Oct 18
North American LNG And Modernization Will Shape Energy Future
Analysts have raised their price target on DT Midstream from $115 to $128, citing positive momentum following the successful Guardian expansion open season and continued confidence in the company's growth prospects. Analyst Commentary Bullish and bearish analysts have weighed in on DT Midstream, sharing their views on the company’s prospects and potential challenges in light of the recent price target adjustment.Aggiornamento narrativa • Oct 04
North American LNG And Modernization Will Shape Energy Future
Analysts have raised their price target for DT Midstream by $13 to $128. They cite the successful Guardian expansion and improved company outlook as key factors behind the upward revision.Seeking Alpha • Mar 09
DT Midstream: Still Much Too Expensive
Summary DT Midstream guides to an 11% growth in dividend yield, with EBITDA growth slightly slower, leading to a combined return in the teens. A price-earnings ratio of 15 or less is likely appropriate. Fiscal year 2025 guidance increased by 18% over 2024, yet the stock price should not return to the previous high of $114. The stock's valuation should remain conservative because average growth rates are important in valuing a business. The great investors are concerned with consistently making money with stocks that meet their criteria. What happens to the stock after they sell is not a concern. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
A Transformative Move For DT Midstream
Summary DT Midstream's $1.2 billion acquisition of three natural gas pipelines from ONEOK will enhance its network and strategic positioning in the Midwest. The purchase, at an EV to EBITDA multiple of 10.5, is expected to reduce DT Midstream's overall valuation despite the issuance of additional stock and debt. Management projects significant growth driven by rising natural gas demand, particularly from data centers and the retirement of coal-fired power plants. Despite being pricier than peers, DT Midstream's robust operating history and strategic acquisitions justify a soft 'buy' rating. Read the full article on Seeking AlphaSeeking Alpha • Oct 07
'Low' Yield? No Problem! Why DT Midstream's 3.5% Dividend Packs A Punch
Summary DT Midstream offers a stable revenue stream with 90% of income from take-or-pay contracts, shielding it from volatile commodity prices. Despite a lower 3.5% yield, DTM impresses with 7% annual dividend growth and a strong 2.4x coverage ratio. The company’s strategic positioning in key natural gas basins and internally funded growth projects promise long-term value. While DTM is near fair value, its disciplined approach to growth and reliable income make it a compelling long-term investment. Read the full article on Seeking Alpha
Nuova narrativa • Aug 27
Expanding LNG Capacity And Clean Fuel Innovations Mark A Future Of Growth And Sustainability
Expansion efforts and strategic long-term contracts signify potential for revenue growth via increased capacity and diversification of supply sources.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$468m |
| Mar 31 2026 | n/a | n/a | US$463m |
| Dec 31 2025 | US$9m | US$852k | US$441m |
| Sep 30 2025 | n/a | n/a | US$403m |
| Jun 30 2025 | n/a | n/a | US$376m |
| Mar 31 2025 | n/a | n/a | US$365m |
| Dec 31 2024 | US$9m | US$820k | US$354m |
| Sep 30 2024 | n/a | n/a | US$402m |
| Jun 30 2024 | n/a | n/a | US$405m |
| Mar 31 2024 | n/a | n/a | US$400m |
| Dec 31 2023 | US$8m | US$777k | US$384m |
| Sep 30 2023 | n/a | n/a | US$348m |
| Jun 30 2023 | n/a | n/a | US$370m |
| Mar 31 2023 | n/a | n/a | US$370m |
| Dec 31 2022 | US$7m | US$677k | US$370m |
| Sep 30 2022 | n/a | n/a | US$372m |
| Jun 30 2022 | n/a | n/a | US$333m |
| Mar 31 2022 | n/a | n/a | US$310m |
| Dec 31 2021 | US$6m | US$519k | US$307m |
| Sep 30 2021 | n/a | n/a | US$289m |
| Jun 30 2021 | n/a | n/a | US$316m |
| Mar 31 2021 | n/a | n/a | US$319m |
| Dec 31 2020 | US$2m | US$435k | US$312m |
Compensazione vs Mercato: La retribuzione totale di David ($USD 9.33M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.74M ).
Compensazione vs guadagni: La retribuzione di David è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
David Slater (59 yo)
5.3yrs
Mandato
US$9,328,071
Compensazione
Mr. David J. Slater is Chief Executive Officer at DT Midstream, Inc. since May 6, 2021 and has been its Director since June 3, 2021. He was President at DT Midstream, Inc. since May 06, 2021 until January...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Chairman | 5.3yrs | US$9.33m | 0.26% $ 34.1m | |
| COO & President | 5.2yrs | US$3.34m | 0.094% $ 12.4m | |
| Executive VP & CFO | 5.2yrs | US$3.13m | 0.088% $ 11.6m | |
| Executive VP | 5.2yrs | US$2.33m | 0.026% $ 3.5m | |
| Director | no data | US$315.00k | 0.038% $ 5.0m | |
| Chief Accounting Officer | 1yr | Nessun dato | 0.0016% $ 214.0k | |
| Director of Investor Relations | no data | Nessun dato | Nessun dato |
5.2yrs
Durata media
59yo
Età media
Gestione esperta: Il team dirigenziale di DTM è esperto e expertise (durata media dell'incarico 5.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Chairman | 5.3yrs | US$9.33m | 0.26% $ 34.1m | |
| Director | 5.2yrs | US$315.00k | 0.038% $ 5.0m | |
| Lead Independent Director | 5.2yrs | US$250.00k | 0.0027% $ 363.3k | |
| Independent Director | 5.2yrs | US$230.00k | 0.011% $ 1.5m | |
| Independent Director | 5.3yrs | US$230.00k | 0.0027% $ 363.3k | |
| Independent Director | 3.5yrs | US$230.00k | 0.0060% $ 786.1k | |
| Independent Director | 5.2yrs | US$235.00k | 0.0057% $ 751.8k |
5.2yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DTM sono considerati esperti (durata media dell'incarico 5.2 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/11 07:37 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
DT Midstream, Inc. è coperta da 19 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Theresa Chen | Barclays |
| Jean Ann Salisbury | BofA Global Research |
| Spiro Dounis | Citigroup Inc |