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DTE outlines $36.5B five-year capital plan, reaffirms 2026 EPS guidance of $7.59 to $7.73
DTBDte Energy Co
DTE Energy Company filed a Form 8-K to disclose earnings guidance presented during its investor meeting on September 28-29, 2026. The company reaffirmed its 2026 operating EPS guidance of $7.59 to $7.73, representing 6% to 8% growth over the prior year's midpoint, with confidence in achieving the high end due to favorable renewable natural gas tax credits. DTE outlined a $36.5 billion five-year capital investment plan (2026-2030), up from $30 billion, driven by data center load growth including an approved 1.4 GW Oracle project and a pending 1 GW Google agreement. The filing also detailed plans to retire coal capacity by 2032 and maintain strong investment-grade credit ratings while targeting annual equity issuances of $500-$600 million. DTE Energy operates as a diversified energy company providing electricity and natural gas services primarily in Michigan.