DT Midstream, Inc.

NYSE:DTM 株式レポート

時価総額:US$14.3b

DT Midstream マネジメント

マネジメント 基準チェック /44

DT Midstreamの CEO はDavid Slaterで、 May2021年に任命され、 の在任期間は 4.92年です。 の年間総報酬は$ 9.33Mで、 9.1%給与と90.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.26%を直接所有しており、その価値は$ 36.81M 。経営陣と取締役会の平均在任期間はそれぞれ4.8年と4.8年です。

主要情報

David Slater

最高経営責任者

US$9.3m

報酬総額

CEO給与比率9.14%
CEO在任期間5yrs
CEOの所有権0.3%
経営陣の平均在職期間4.8yrs
取締役会の平均在任期間4.8yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
Seeking Alpha May 18

DT Midstream: Excessive Pricing Continues

Summary DT Midstream continues to deliver strong operational performance. Investor focus should shift from chasing every last penny to establishing disciplined sell criteria. Historical parallels, such as California Resources, highlight the risks of holding overpriced stocks too long despite ongoing positive narratives. Repeatable investment results stem from adhering to predefined buy and sell ranges. Overvaluation concerns rise with the rise in the stock price.  A stock price correction can eventually wipe out several years of gains. Read the full article on Seeking Alpha
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 Aug 20

Estimating The Fair Value Of DT Midstream, Inc. (NYSE:DTM)

NYSE:DTM 1 Year Share Price vs Fair Value Explore DT Midstream's Fair Values from the Community and select yours Key...
分析記事 Aug 03

Here's What Analysts Are Forecasting For DT Midstream, Inc. (NYSE:DTM) After Its Second-Quarter Results

DT Midstream, Inc. ( NYSE:DTM ) just released its latest second-quarter results and things are looking bullish. Results...
分析記事 Jul 21

DT Midstream (NYSE:DTM) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jul 05

Some Shareholders Feeling Restless Over DT Midstream, Inc.'s (NYSE:DTM) P/E Ratio

DT Midstream, Inc.'s ( NYSE:DTM ) price-to-earnings (or "P/E") ratio of 29.5x might make it look like a strong sell...
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 Alpha
Seeking 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 Alpha
Seeking 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
User avatar
新しいナラティブ 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.
Seeking Alpha Jul 10

DT Midstream: The 4% Yielding Dividend Grower You Probably Didn't Know

Summary DT Midstream offers a compelling investment case with a mix of utility-like stability and midstream growth potential. Despite a lower yield than peers, DTM's growth projects, including pipeline expansions and carbon capture initiatives, promise significant future earnings. With a strong dividend coverage and healthy free cash flow outlook, DTM is well-positioned for sustained growth. Read the full article on Seeking Alpha
Seeking Alpha Jun 23

DT Midstream Is Worth Holding, But Its Time To Consider Recycling Profits

Summary DTM stock has risen over 25% since February, but now may be a good time to trim profits and consider alternative investments. Kinetik Holdings and EnLink Midstream are proposed as potential alternatives to outperform DTM in terms of total returns. Despite modest Q1 results, DTM remains on track to achieve its 2024 EBITDA projections, with three growth projects recently placed into service. I believe DTM is approaching a near-term upper limit in share price. Read the full article on Seeking Alpha

CEO報酬分析

DT Midstream の収益と比較して、David Slater の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$463m

Dec 31 2025US$9mUS$852k

US$441m

Sep 30 2025n/an/a

US$403m

Jun 30 2025n/an/a

US$376m

Mar 31 2025n/an/a

US$365m

Dec 31 2024US$9mUS$820k

US$354m

Sep 30 2024n/an/a

US$402m

Jun 30 2024n/an/a

US$405m

Mar 31 2024n/an/a

US$400m

Dec 31 2023US$8mUS$777k

US$384m

Sep 30 2023n/an/a

US$348m

Jun 30 2023n/an/a

US$370m

Mar 31 2023n/an/a

US$370m

Dec 31 2022US$7mUS$677k

US$370m

Sep 30 2022n/an/a

US$372m

Jun 30 2022n/an/a

US$333m

Mar 31 2022n/an/a

US$310m

Dec 31 2021US$6mUS$519k

US$307m

Sep 30 2021n/an/a

US$289m

Jun 30 2021n/an/a

US$316m

Mar 31 2021n/an/a

US$319m

Dec 31 2020US$2mUS$435k

US$312m

報酬と市場: Davidの 総報酬 ($USD 9.33M ) は、 US市場 ($USD 14.74M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Davidの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

David Slater (58 yo)

5yrs
在職期間
US$9,328,071
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
David Slater
CEO & Executive Chairman5yrsUS$9.33m0.26%
$ 36.8m
Christopher Zona
COO & President4.8yrsUS$3.34m0.094%
$ 13.5m
Jeffrey Jewell
Executive VP & CFO4.8yrsUS$3.13m0.088%
$ 12.6m
Wendy Ellis
Executive VP4.8yrsUS$2.33m0.026%
$ 3.7m
Robert Skaggs
Directorno dataUS$315.00k0.038%
$ 5.4m
Joseph Finland
Chief Accounting Officerless than a yearデータなし0.0016%
$ 231.3k
Todd Lohrmann
Director of Investor Relationsno dataデータなしデータなし
4.8yrs
平均在職期間
58yo
平均年齢

経験豊富な経営陣: DTMの経営陣は 経験豊富 であると考えられます ( 4.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
David Slater
CEO & Executive Chairman4.9yrsUS$9.33m0.26%
$ 36.8m
Robert Skaggs
Director4.8yrsUS$315.00k0.038%
$ 5.4m
Stephen Baker
Lead Independent Director4.8yrsUS$250.00k0.0027%
$ 392.7k
Peter Tumminello
Independent Director4.8yrsUS$230.00k0.011%
$ 1.6m
Dwayne Wilson
Independent Director4.9yrsUS$230.00k0.0027%
$ 392.7k
Angela Archon
Independent Director3.2yrsUS$230.00k0.0060%
$ 849.7k
Elaine Pickle
Independent Director4.8yrsUS$235.00k0.0042%
$ 602.6k
4.8yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: DTMの 取締役会経験豊富 であると考えられます ( 4.8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/31 04:12
終値2026/05/29 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

DT Midstream, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Theresa ChenBarclays
Jean Ann SalisburyBofA Global Research
Spiro DounisCitigroup Inc