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DT Midstream, Inc.

NYSE:DTM 주식 리포트

시가총액: US$13.2b

  • 회사 개요
  • 가치 평가
  • 미래 성장
  • 과거 실적
  • 재무 건전성
  • 배당
  • 경영진
  • 지분
  • 기타 정보
  • 주식 커뮤니티

DT Midstream 경영진

경영진 기준 점검 4/4

DT Midstream CEO는 David Slater, May2021 에 임명되었습니다 의 임기는 5.33 년입니다. 총 연간 보상은 $9.33M, 9.1% 급여 및 90.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $34.06M 가치에 해당하는 회사 주식의 0.26% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.2 년과 5.2 년입니다.

핵심 정보

David Slater

최고경영자

US$9.3m

총 보수

CEO 급여 비율9.14%
CEO 재임 기간5.3yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간5.2yrs
이사회 평균 재임 기간5.2yrs

최근 경영진 업데이트

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
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
분석 기사 • 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...
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
분석 기사 • 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...
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내러티브 업데이트 • 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.
분석 기사 • 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...
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
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내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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 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
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새로운 내러티브 • 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.

CEO 보수 분석

David Slater의 보수는 DT Midstream의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

US$468m

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

보상 대 시장: David의 총 보수(USD9.33M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.74M)보다 낮습니다.

보상과 수익: David의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

David Slater (59 yo)

5.3yrs
재임 기간
US$9,328,071
보수

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...


리더십 팀

이름직위재임 기간보수지분
David Slater
CEO & Executive Chairman5.3yrsUS$9.33m0.26%
$ 34.1m
Christopher Zona
COO & President5.2yrsUS$3.34m0.094%
$ 12.4m
Jeffrey Jewell
Executive VP & CFO5.2yrsUS$3.13m0.088%
$ 11.6m
Wendy Ellis
Executive VP5.2yrsUS$2.33m0.026%
$ 3.5m
Robert Skaggs
Directorno dataUS$315.00k0.038%
$ 5.0m
Joseph Finland
Chief Accounting Officer1yr데이터 없음0.0016%
$ 214.0k
Todd Lohrmann
Director of Investor Relationsno data데이터 없음데이터 없음
5.2yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: DTM의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.2 년).


이사회 구성원

이름직위재임 기간보수지분
David Slater
CEO & Executive Chairman5.3yrsUS$9.33m0.26%
$ 34.1m
Robert Skaggs
Director5.2yrsUS$315.00k0.038%
$ 5.0m
Stephen Baker
Lead Independent Director5.2yrsUS$250.00k0.0027%
$ 363.3k
Peter Tumminello
Independent Director5.2yrsUS$230.00k0.011%
$ 1.5m
Dwayne Wilson
Independent Director5.3yrsUS$230.00k0.0027%
$ 363.3k
Angela Archon
Independent Director3.5yrsUS$230.00k0.0060%
$ 786.1k
Elaine Pickle
Independent Director5.2yrsUS$235.00k0.0057%
$ 751.8k
5.2yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: DTM의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/11 06:30
종가2026/09/11 00:00
수익2026/06/30
연간 수익2025/12/31

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당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

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별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

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분석가 소스

DT Midstream, Inc.는 19명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Theresa ChenBarclays
Jean Ann SalisburyBofA Global Research
Spiro DounisCitigroup Inc

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