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DAN: Share Buybacks And Margin Gains Will Drive Value Unlocking

Update shared on 12 Nov 2025

Fair value Increased 4.57%
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AnalystConsensusTarget's Fair Value
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1Y
160.5%
7D
-2.7%

Analysts have raised their price target for Dana, increasing it from $25 to $26.14 per share. They cited incremental improvements in profit margin and a lower projected future price-to-earnings ratio as reasons for the adjustment.

What's in the News

  • Dana Incorporated raised its earnings guidance for 2025 and now expects sales between $7.3 and $7.5 billion. The company increased full-year profit guidance due to accelerated cost savings (Key Developments).
  • Between July 1, 2025 and October 29, 2025, Dana repurchased 9,500,000 shares, representing 7.24% of its shares, for $177.91 million. In total, 24,107,283 shares, or 17.27%, have been bought back under the program announced in June 2025, totaling $434.71 million (Key Developments).

Valuation Changes

  • Fair Value: increased slightly from $25 to $26.14 per share, reflecting a modest rise in the company's assessed intrinsic value.
  • Discount Rate: rose from 11.07% to 12.22%, indicating a slightly higher cost of capital or greater perceived risk.
  • Revenue Growth: improved marginally, with the expected decline narrowing from -6.54% to -6.12%.
  • Net Profit Margin: increased from 3.33% to 3.78%, pointing to enhanced operational efficiency or cost controls.
  • Future P/E: declined from 13.32x to 11.04x, which suggests Dana's stock is now valued at a lower multiple of forward earnings.

Disclaimer

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