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With 76% Institutional Ownership, DTE Energy Company (NYSE:DTE) Is a Favorite Amongst the Big Guns

With 76% Institutional Ownership, DTE Energy Company (NYSE:DTE) Is a Favorite Amongst the Big Guns

DTE Energy Company(紐約證券交易所代碼:DTE)擁有 76% 的機構所有權,是大炮中的最愛
Simply Wall St ·  2023/11/25 21:22

Key Insights

關鍵見解

  • Given the large stake in the stock by institutions, DTE Energy's stock price might be vulnerable to their trading decisions
  • 50% of the business is held by the top 10 shareholders
  • Ownership research along with analyst forecasts data help provide a good understanding of opportunities in a stock
  • 鑑於機構持有該股的大量股份,DTE Energy的股價可能容易受到其交易決策的影響
  • 50% 的業務由前十名股東持有
  • 所有權研究以及分析師預測數據有助於更好地了解股票的機會

A look at the shareholders of DTE Energy Company (NYSE:DTE) can tell us which group is most powerful. With 76% stake, institutions possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

看看DTE能源公司(紐約證券交易所代碼:DTE)的股東可以告訴我們哪個集團最強大。機構擁有76%的股份,擁有公司的最大股份。也就是說,如果股票上漲,該集團將受益最大(如果出現低迷,則虧損最大)。

Because institutional owners have a huge pool of resources and liquidity, their investing decisions tend to carry a great deal of weight, especially with individual investors. As a result, a sizeable amount of institutional money invested in a firm is generally viewed as a positive attribute.

由於機構所有者擁有龐大的資源和流動性,他們的投資決策往往具有很大的分量,尤其是對於個人投資者而言。因此,向公司投資的大量機構資金通常被視爲積極屬性。

Let's take a closer look to see what the different types of shareholders can tell us about DTE Energy.

讓我們仔細看看不同類型的股東能告訴我們有關DTE Energy的哪些信息。

See our latest analysis for DTE Energy

查看我們對DTE Energy的最新分析

ownership-breakdown
NYSE:DTE Ownership Breakdown November 25th 2023
紐約證券交易所:DTE 所有權明細 2023 年 11 月 25 日

What Does The Institutional Ownership Tell Us About DTE Energy?

關於DTE Energy,機構所有權告訴我們什麼?

Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.

機構在向自己的投資者報告時通常會根據基準來衡量自己,因此,一旦股票被納入主要指數,他們通常會對股票更加熱情。我們預計大多數公司都會有一些機構在冊,尤其是在它們正在成長的情況下。

We can see that DTE Energy does have institutional investors; and they hold a good portion of the company's stock. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of DTE Energy, (below). Of course, keep in mind that there are other factors to consider, too.

我們可以看到,DTE Energy確實有機構投資者;他們持有該公司很大一部分股票。這意味着在這些機構工作的分析師已經看過這隻股票,他們很喜歡。但是,就像其他人一樣,他們可能錯了。如果兩個大型機構投資者試圖同時拋售一隻股票,股價大幅下跌的情況並不少見。因此,值得查看一下DTE Energy過去的收益軌跡(見下文)。當然,請記住,還有其他因素需要考慮。

earnings-and-revenue-growth
NYSE:DTE Earnings and Revenue Growth November 25th 2023
紐約證券交易所:DTE 2023 年 11 月 25 日的收益和收入增長

Investors should note that institutions actually own more than half the company, so they can collectively wield significant power. DTE Energy is not owned by hedge funds. The Vanguard Group, Inc. is currently the largest shareholder, with 12% of shares outstanding. With 11% and 8.7% of the shares outstanding respectively, Capital Research and Management Company and BlackRock, Inc. are the second and third largest shareholders.

投資者應注意,機構實際上擁有公司一半以上的股份,因此它們可以共同行使巨大的權力。DTE Energy不歸對沖基金所有。Vanguard Group, Inc. 目前是最大股東,持有12%的已發行股份。資本研究與管理公司和貝萊德公司分別佔已發行股份的11%和8.7%,是第二和第三大股東。

We also observed that the top 10 shareholders account for more than half of the share register, with a few smaller shareholders to balance the interests of the larger ones to a certain extent.

我們還觀察到,前十名股東佔股票登記冊的一半以上,少數規模較小的股東可以在一定程度上平衡大股東的利益。

While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too.

雖然研究公司的機構所有權可以爲您的研究增加價值,但研究分析師的建議以更深入地了解股票的預期表現也是一種好做法。有很多分析師在報道該股,因此可能也值得一看他們的預測。

Insider Ownership Of DTE Energy

DTE Energy 的內部所有權

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.

儘管內部人士的確切定義可能是主觀的,但幾乎每個人都認爲董事會成員是內部人士。公司管理層對董事會負責,後者應代表股東的利益。值得注意的是,有時高層管理人員自己也是董事會成員。

I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.

我通常認爲內部所有權是一件好事。但是,在某些情況下,這使其他股東更難追究董事會對決策的責任。

Our information suggests that DTE Energy Company insiders own under 1% of the company. It is a very large company, so it would be surprising to see insiders own a large proportion of the company. Though their holding amounts to less than 1%, we can see that board members collectively own US$62m worth of shares (at current prices). It is good to see board members owning shares, but it might be worth checking if those insiders have been buying.

我們的信息表明,DTE Energy Company內部人士擁有該公司不到1%的股份。這是一家非常大的公司,因此看到內部人士擁有該公司的很大一部分股份會令人驚訝。儘管他們的持股量不到1%,但我們可以看到,董事會成員共同擁有價值6200萬美元的股票(按當前價格計算)。很高興看到董事會成員擁有股票,但可能值得檢查這些內部人士是否在買入。

General Public Ownership

一般公有制

With a 24% ownership, the general public, mostly comprising of individual investors, have some degree of sway over DTE Energy. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.

DTE Energy擁有24%的所有權,公衆主要由個人投資者組成,對DTE Energy有一定程度的影響力。這種所有權規模雖然可觀,但如果決定與其他大股東不同步,則可能不足以改變公司政策。

Next Steps:

後續步驟:

It's always worth thinking about the different groups who own shares in a company. But to understand DTE Energy better, we need to consider many other factors. Like risks, for instance. Every company has them, and we've spotted 3 warning signs for DTE Energy (of which 1 is concerning!) you should know about.

對於擁有公司股份的不同群體,總是值得考慮的。但是,爲了更好地理解 DTE Energy,我們需要考慮許多其他因素。比如說,比如風險。每家公司都有它們,我們發現了 DTE Energy 的 3 個警告信號(其中 1 個令人擔憂!)你應該知道。

If you would prefer discover what analysts are predicting in terms of future growth, do not miss this free report on analyst forecasts.

如果你想了解分析師對未來增長的預測,千萬不要錯過這份關於分析師預測的免費報告。

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

注意:本文中的數字是使用過去十二個月的數據計算得出的,這些數據是指截至財務報表日期當月最後一天的12個月期間。這可能與全年年度報告數據不一致。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

對這篇文章有反饋嗎?對內容感到擔憂?直接聯繫我們。 或者,給編輯團隊 (at) simplywallst.com 發送電子郵件。
Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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