Dana Incorporated (DAN) Stock Price & Analysis
Dana Incorporated (DAN) closed at USD 25.48 on Wednesday, October 28, 2026, down 6.32% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 27.2; the Oct 28, 2026 session ranged USD 24.36–26.47 on volume of 3,405,157 shares. Market capitalization is $2.74B, with a 52-week range of USD 18.96–39.56 (NYQ). Source: Nexqual, retrieved October 28, 2026 at 22:58 UTC.
Also available as compact Markdown for AI agents: nexqual.com/DAN.md
Key facts (DAN)
- Last four reported quarters (through Jun 30, 2026): revenue $7.66B, net income $1.11B (14.6% margin), free cash flow $117M (SEC filings).
- Valuation: P/E 2.5x (avg 46.5x at the last 2 fiscal year-ends), EV/EBITDA 6.8x, net debt $1.01B.
- Analysts: Buy (mean 1.86 on a 1–5 scale) (7 analysts), mean target USD 37.83 (range 35–41).
- Total return with dividends: 1Y +20.1% vs S&P 500 +13.6%; 5Y +30.4% vs S&P 500 +79.8%.
- Next earnings: 2026-10-28, EPS estimate USD 0.69, revenue estimate $1.97B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (DAN)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $8.95B | $10.2B | $7.61B | $7.73B | $7.50B | $7.66B |
| Gross profit | $837M | $763M | $377M | $378M | $602M | — |
| Operating income | $395M | $86.0M | -$108M | -$176M | $139M | $210M |
| Net income | $197M | -$242M | $38.0M | -$57.0M | $85.0M | $1.11B |
| EPS (diluted) | $1.35 | -$1.69 | $0.26 | -$0.39 | $0.64 | — |
| Free cash flow | -$211M | $209M | $49.0M | $138M | $298M | $117M |
| Gross margin | 9.4% | 7.5% | 5.0% | 4.9% | 8.0% | — |
| Operating margin | 4.4% | 0.8% | -1.4% | -2.3% | 1.9% | 2.7% |
| Net margin | 2.2% | -2.4% | 0.5% | -0.7% | 1.1% | 14.6% |
| Revenue growth | +25.9% | +13.5% | -25.0% | +1.6% | -3.0% | — |
| Cash + short-term investments | $285M | — | — | $494M | $469M | — |
| Total debt | $2.41B | $2.40B | $2.63B | $2.60B | $3.18B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (DAN)
P/E 2.5x · P/S 0.4x · EV/EBITDA 6.8x · EV/Sales 0.5x · P/FCF 23.4x · P/B 1.4x · FCF yield 4.27% · Earnings yield 40.68% · Dividend yield (paid, TTM) 1.86% · Buyback yield (TTM) 20.50% · Net debt $1.01B · EV $3.75B
P/E at fiscal year-ends: Dec 2025 37.4x, Dec 2023 55.5x.
Analysts (DAN)
Consensus Buy (mean 1.86 on a 1–5 scale), 7 analysts; mean target USD 37.83 (low 35, high 41).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-07 | UBS | Target lowered | Buy | $38 → $36 |
| 2026-08-14 | Barclays | Target raised | Equal-Weight | $33 → $35 |
| 2026-08-07 | UBS | Target lowered | Buy | $39 → $38 |
| 2026-08-07 | RBC Capital | Target raised | Outperform | $33 → $37 |
| 2026-08-07 | Wells Fargo | Target lowered | Equal-Weight | $33 → $28 |
| 2026-07-13 | RBC Capital | Target lowered | Outperform | $41 → $33 |
| 2026-07-09 | UBS | Target lowered | Buy | $42 → $39 |
| 2026-07-07 | Deutsche Bank | Target lowered | Buy | $40 → $39 |
| 2026-07-02 | Barclays | Downgrade | Overweight → Equal-Weight | $41 → $33 |
Total return (dividends reinvested) (DAN)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +20.1% | +30.4% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | +20.2% | +5.4% |
| Volatility (annualized) | 44.0% | 46.9% |
| Max drawdown | -35.8% (Apr 2026→Jul 2026) | -66.3% (Jan 2022→Oct 2024) |
DAN earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 6, 2026 | Quarter ended Jun 30, 2026 | $0.29 | $0.69 | Miss −58.0% | +1.5% |
| May 15, 2026 | Quarter ended Mar 31, 2026 | $0.51 | $0.44 | Beat +15.9% | -3.7% |
| Apr 29, 2026 | Quarter ended Mar 31, 2026 | $0.51 | $0.44 | Beat +15.9% | -3.1% |
| Feb 18, 2026 | Quarter ended Dec 31, 2025 | $0.12 | $0.38 | Miss −68.4% | +3.9% |
| Oct 29, 2025 | Quarter ended Sep 30, 2025 | $0.18 | $0.32 | Miss −43.8% | +4.3% |
| Aug 5, 2025 | — | — | — | — | +14.6% |
| Jun 11, 2025 | — | — | — | — | -0.1% |
| Apr 30, 2025 | — | — | — | — | +8.5% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
DAN recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 28, 2026 | 425 | Merger or acquisition communication |
| Oct 28, 2026 | 425 | Merger or acquisition communication |
| Oct 28, 2026 | 8-K | Quarterly results; Regulation FD disclosure |
| Aug 13, 2026 | 425 | Merger or acquisition communication |
| Aug 13, 2026 | 425 | Merger or acquisition communication |
| Aug 6, 2026 | 425 | Merger or acquisition communication |
| Aug 6, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 6, 2026 | 425 | Merger or acquisition communication |
| Aug 6, 2026 | 8-K | Quarterly results; Regulation FD disclosure |
| Jul 31, 2026 | 425 | Merger or acquisition communication |
| Jul 10, 2026 | 8-K | Entered a material agreement; New debt or off-balance-sheet obligation; Other material event “On July 10, 2026, Dana Incorporated (" Dana ") entered into Amendment No. 8 to Credit and Guaranty Agreement (the " Eighth Amendment ") among Dana, as borrower, certain domestic subsidiaries of Dana party thereto (the " Guarantors "), the lenders party thereto and Citibank, N.A., as administrative agent and collateral agent (in such capacities, the " Agent "). The Eighth Amendment amends the Credit and Guaranty Agreement, dated as of June 9, 2016 (as amended from time to time, the " Credit Agreement "), among Dana…” |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
DAN suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Allison Transmission Holdings Inc (ALSN) | “At closing, Dana entered into a transition services agreement, engineering services agreement, intellectual property and trademark license agreements, and certain supply agreements with Allison.” |
| Customer | Ford (F) | “Ford Motor Company (Ford) and Stellantis N.V. (Stellantis) were the only individual customers accounting for 10% or more of our consolidated sales in one or more of the past three years.” |
| Customer | Stellantis (STLA) | “Ford Motor Company (Ford) and Stellantis N.V. (Stellantis) were the only individual customers accounting for 10% or more of our consolidated sales in one or more of the past three years.” |
| Customer | TOYOTA MOTOR CORP/ (TM) | “Toyota Motor Corporation, Volkswagen AG (including Traton SE), and PACCAR, Inc. were our third, fourth and fifth largest customers in 2025.” |
| Customer | Volkswagen | “Toyota Motor Corporation, Volkswagen AG (including Traton SE), and PACCAR, Inc. were our third, fourth and fifth largest customers in 2025.” |
| Customer | PACCAR INC (PCAR) | “Toyota Motor Corporation, Volkswagen AG (including Traton SE), and PACCAR, Inc. were our third, fourth and fifth largest customers in 2025.” |
| Partner | Dana TM4 | “Certain operations that fall outside of the proposed sale perimeter, including certain Dana TM4 joint venture operations and our European hydraulics business, have been integrated into our Commercial Vehicle and Light Vehicle operating segments, respectively.” |
Quoted from the company's 10-K filed Feb 27, 2026.
Companies that name DAN in their SEC reports
| Relationship to DAN | Company | Filing | Sentence |
|---|---|---|---|
| customer | Allison Transmission Holdings Inc (ALSN) | 10-K Feb 24, 2026 | “It is possible that the integration process could result in the loss of our or Dana's key employees, the loss of customers, suppliers, service providers or other business counterparties, the disruption of our ongoing businesses, inconsistencies in standards, controls, procedures and policies, potential unknown liabilities and unforeseen expenses, delays, or regulatory conditions associated with and following compl…” |
DAN analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.69 | $0.81 | -15.4% | $1.97B | 6 |
| Next quarter (ends Dec 2026) | $0.82 | $0.74 | +10.1% | $1.95B | 6 |
| Current fiscal year (ends Dec 2026) | $1.84 | $2.44 | -24.8% | $7.78B | 6 |
| Next fiscal year (ends Dec 2027) | $4.38 | $3.41 | +28.3% | $11.51B | 5 |
DAN options: expected move
Options price a move of about ±15.8% (±$4.30) by Nov 20, 2026, which includes earnings on Oct 28, 2026. Over the last 8 reports the stock moved ±5% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 23 | 77.6% | ±15.8% |
| Dec 18, 2026 | 51 | 56.8% | ±17.0% |
| Jan 15, 2027 | 79 | 47.3% | ±17.6% |
| Feb 19, 2027 | 114 | 38.7% | ±17.2% |
| Mar 19, 2027 | 142 | 45.9% | ±22.6% |
| Jun 17, 2027 | 232 | 44.4% | ±27.6% |
30-day implied volatility 51.6% vs 42.7% realized over the last 30 trading days. Put/call ratio (volume) 17. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 28, 2026 at 22:58 UTC)
| Price | USD 25.48 |
|---|---|
| Change | ▼ 6.32% (down) |
| Previous Close | USD 27.2 |
| Open | USD 26.05 |
| Day Range | USD 24.36 – 26.47 |
| 52-Week Range | USD 18.96 – 39.56 |
| Volume | 3,405,157 shares |
| Market Cap | $2.74B |
| Exchange | NYQ |
Technical Analysis (DAN)
Nexqual's technical model rates DAN "SELL" based on 2 bullish and 5 bearish signals across 127 daily candles, as of October 28, 2026 at 22:58 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 29.5 (oversold) |
| vs SMA50 | Below (USD 29.2) |
| MACD | -0.57 (negative) |
Analyst Ratings (DAN)
Wall Street analysts rate DAN "Buy" based on 7 analysts, with a mean price target of USD 37.83 (range USD 35–41), per Nexqual as of October 28, 2026 at 22:58 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 7 |
| Mean Target | USD 37.83 |
| High Target | USD 41 |
| Low Target | USD 35 |
| Buy / Hold / Sell | 5 / 2 / 0 |
Earnings (DAN)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 0.69 |
| Revenue Estimate | $1.97B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.29 vs est 0.69 ▼ miss |
| 2026-03-31 | USD 0.51 vs est 0.44 ▲ beat |
| 2025-12-31 | USD 0.12 vs est 0.38 ▼ miss |
| 2025-09-30 | USD 0.18 vs est 0.32 ▼ miss |
Source: Nexqual, October 28, 2026 at 22:58 UTC.
Financials & Fundamentals (DAN)
| Total Revenue | $7.66B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +3.90% |
| Gross Margin | +9.46% |
| Operating Margin | +5.08% |
| Profit Margin | +14.55% |
| ROE | -1.63% |
| Debt / Equity | 0.76 |
| Current Ratio | 1.49 |
| Total Cash | $331.00M |
| Total Debt | $1.50B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $117.00M (1.5% of revenue) |
Source: Nexqual, October 28, 2026 at 22:58 UTC.
Financial Health Score (DAN)
Nexqual rates Dana Incorporated's overall financial health "Mixed" across five dimensions, as of October 28, 2026 at 22:58 UTC.
| Growth | Critical — Revenue -27% YoY (annual), sharp decline |
|---|---|
| Profitability | Weak — Gross margin 9%, operating 3% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Mixed — $331M cash and investments vs $1.34B debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $117M (last 4 quarters to Jun 2026, SEC), slim 1.5% margin |
| Efficiency | Strong — ROE 58%, ROA 18.2% (last 4 quarters, SEC) |
Ownership (DAN)
| Insider Ownership | +1.55% |
|---|---|
| Institutional Ownership | +102.30% |
| Shares Outstanding | 107.58M |
| Float | 105.85M |
| Short % of Float | +5.97% |
Source: Nexqual, October 28, 2026 at 22:58 UTC.
Leadership (DAN)
Dana Incorporated is led by Byron S. Foster, President, CEO & Director, per Nexqual as of October 28, 2026 at 22:58 UTC.
| President, CEO & Director | Byron S. Foster |
|---|---|
| Senior VP & CFO | Timothy R. Kraus |
| Senior VP and President of Commercial Vehicle Drive & Motion Systems | Brian K. Pour |
| Senior Vice President of Global Operations | Chris J. Clark |
| Senior VP & CTO | Seth Metzger |
Major Backers & Investors (DAN)
Notable institutional backers of Dana Incorporated include American Century Companies Inc, Nykredit A/s, Jacobs Levy Equity Management, Inc., according to Nexqual as of October 28, 2026 at 22:58 UTC.
Active Investors
| Investor | Stake |
|---|---|
| American Century Companies Inc | 6.33% |
| Nykredit A/s | 2.25% |
| Jacobs Levy Equity Management, Inc. | 1.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 1.87% |
| JB Capital Partners LP | 1.86% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 18.29% |
| Vanguard Group | 12.7% |
| Dimensional Fund Advisors | 8.29% |
| State Street | 4.86% |
| Geode Capital | 3.13% |
Source: Nexqual, October 28, 2026 at 22:58 UTC.
From Dana Incorporated's Latest SEC 10-K Filing (filed 2026-02-27)
Key Strengths & Strategy (as disclosed to the SEC)
- Our proprietary driveline and power technologies product lines have strong identities in the markets we serve.
Legal & Regulatory Risks (Item 1A, quoted)
- We may be adversely impacted by new laws, regulations or policies of governmental organizations related to increased fuel economy standards and reduced greenhouse gas emissions, or changes in existing ones.
- We could be adversely impacted by the costs of environmental, health, safety and product liability compliance.
- Our current and potential use of artificial intelligence (AI) and machine learning (ML) and other emerging technologies may expose us to operational, legal and regulatory risks that could adversely affect our business and reputation.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ATMU | Atmus Filtration Technologies I | USD 45.09 | ▲ 0.2% |
| DORM | Dorman Products, Inc. | USD 129.74 | ▲ 4.37% |
| GTX | Garrett Motion Inc. | USD 22.33 | ▲ 1.45% |
| GNTX | Gentex Corporation | USD 20.07 | ▼ 0.69% |
| LKQ | LKQ Corporation | USD 17.19 | ▲ 0.53% |
| LEA | Lear Corporation | USD 116.89 | ▲ 0.21% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 28, 2026 at 22:58 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt