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TickerDTB
SectorRegulated Electric
Mkt cap$29.2B
EV / EBITDA13.7×
PostureHigh Velocity
Composite62/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 936340

DTE Energy Co

DTBHIGH VELOCITYFILING INTENSITY

DTE Energy Co reads as an High Velocity (composite 62/100); Consistent Strategic Buyer deploying $200K across 0 disclosed transactions, down 100% vs the prior cycle · primary market Energy Infrastructure.

Lens

Disclosed M&A capital (2023–2025)

$200K

−99%

vs $126M in 2020–2022

Disclosed transactions

N/A

flat

1/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

62

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$16.3B
EBITDA$4B
Enterprise value$55.9B
EV / Revenue3.4×
EV / EBITDA13.7×
P/EN/A
Cash$238M
Total debt$25.3B
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

34/100

Companies actively deploying disclosed capital into M&A

  • $662M disclosed buyer spend

Buyer Cadence

26/100

Buyer-side companies with recent filing activity

  • 716 8-Ks

Target Probability

2/100

Issuers showing target-side patterns from filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

Pressure Watch

12/100

Issuers facing activism, governance, or control pressure

Distress Watch

0/100

Issuers showing financial-distress filing patterns

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
62/100

Issuers with the highest filing-activity intensity

  • 716 8-Ks
  • 4 form types

Quiet Power

49/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $55.9B
  • 10-Q 72d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $126M · Peak count: 1

FYDisclosed buysDisclosed spendAvg ticketAudited tier
2025N/A$200KN/AN/A
2024N/AN/AN/AN/A
2023N/AN/AN/AN/A
2022N/AN/AN/AN/A
2021N/A$126MN/AN/A
2020N/A$100KN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Geographic Expansion
    33%
  • Platform
    33%
  • Bolt On
    33%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • geographic_expansion
  • platform
  • bolt_on
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

In December 2019, Gas Storage and Pipelines completed the acquisition of the Blue Union gathering system and LEAP gathering pipeline in the Haynesville shale formation of Louisiana which provide access to growing Gulf Coast markets

10-KFY2019

DTE Energy's equity units issued in October 2016 and November 2019, which were used to finance the respective Gas Storage and Pipelines acquisitions on October 1, 2016 and December 4, 2019

10-KFY2019

Increase in 2025 was primarily due to the acquisition of a non-utility business by DTE Sustainable Generation during the third quarter 2025.

10-KFY2025

In January 2015, DTE Electric acquired a 732 MW simple-cycle natural gas facility in Carson City, Michigan

10-KFY2015

Our Coal Transportation and Marketing business will continue to leverage its existing business in 2010.

10-KFY2009
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Energy Infrastructure

Market spend (2023–2025)
$86.6B
Market spend (2020–2022)
$40.3B
Recent vs prior
+115%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

13.7×EV / EBITDA

DTB trades at a +0.8-turn premium to the Energy Infrastructure peer median of 12.9×.

EV / Revenue
3.4×
Net debt / EBITDA
6.3×
Peer median EV / EBITDA
12.9×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
19.9×11.8×9.3×$1.5B$1B
DTE Energy CoDTB
13.7×3.4×6.3×$16.3B$200K
13.3×4.8×-0.3×$9.3B$3.7B
12.5×2.5×0.9×$35.9B$5.8B
7.0×2.7×-0.2×$58.3B$2.7B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Energy Infrastructure. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)272026-02-17
  • 10-Q (quarterly)932026-04-30
  • 8-K (event)7162026-05-01
  • Proxy / DEF 14A512026-03-12
  • Activism (13D / DFAN / PREC)0N/A

Signals on file

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

DTE Energy Co: Issuer Brief | SE-Cluster