Dana Incorporated

Informe acción NYSE:DAN

Capitalización de mercado: US$3.5b

Dana Dirección

Dirección controles de criterios 4/4

El CEO de Dana es R. McDonald , nombrado en Nov 2024, tiene una permanencia de 1.5 años. compensación anual total es $5.61M, compuesta por 23.2% salario y 76.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.72% de las acciones de la empresa, por valor de $24.99M. La antigüedad media del equipo directivo y de la junta directiva es de 4.4 años y 5.4 años, respectivamente.

Información clave

R. McDonald

Chief Executive Officer (CEO)

US$5.6m

Compensación total

Porcentaje del salario del CEO23.17%
Permanencia del CEO1.5yrs
Participación del CEO0.7%
Permanencia media de la dirección4.4yrs
Promedio de permanencia en la Junta Directiva5.4yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Apr 24

DAN: Expanded Buybacks And Higher Dividend Will Support Balanced Future Returns

Analysts have adjusted their price target for Dana to $40.71 from $39.57 as they factor in updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Dana expanded its equity buyback plan on February 11, 2026, increasing the authorization by US$1,000 million to a total of US$2,000 million and extending the program through 2030 (Key Developments).
Actualización de narrativa Apr 10

DAN: Expanded Buybacks And Dividend Increase Will Support Measured Future Returns

Analysts have adjusted their price target for Dana to $39.57 from $38.29, reflecting refreshed assumptions around the discount rate, revenue growth, profit margin, and future P/E. What's in the News Dana updated its share repurchase activity, buying back 10,152,110 shares between October 1 and December 31, 2025, for $205.98 million.
Seeking Alpha Mar 31

Dana Incorporated: Positive Read-Throughs From Recent Investor Event

Summary I maintain my "Buy" rating for Dana, following my assessment of its Capital Markets Day disclosures. DAN aims to outpace the North American commercial vehicle market by 600bps annually and also expand into defense and powersport segments for incremental growth. It is also targeting 4ppts of EBITDA margin improvement over the next few years via SKU rationalization and a greater focus on the high-return aftermarket business. Read the full article on Seeking Alpha
Actualización de narrativa Mar 26

DAN: Expanded Buybacks And Dividend Increases Will Support Attractive Future Returns

Analysts have maintained Dana's fair value estimate at $38.29, making only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs. These refinements fine tune their price target rationale rather than overhaul it.
Actualización de narrativa Mar 11

DAN: Expanded Buybacks And New CEO Will Support Attractive Future Returns

Analysts now see Dana's fair value estimate increasing from about $37.43 to $38.29, reflecting updated views on revenue growth, profit margins, discount rates, and future P/E assumptions. What's in the News Dana completed the repurchase of 34,000,000 shares, representing 25.38% of its stock for $653.3m, including 9,873,294 shares, or 8.1%, bought between October 1, 2025 and December 31, 2025 for $209.13m (Key Developments).
Actualización de narrativa Feb 25

DAN: Buybacks And Leadership Transition Will Support Balanced Long Term Returns

Analysts have lifted their price target for Dana to $37.43 from $33.43. They point to slightly softer profit margin and revenue trends, along with a higher assumed future P/E multiple, as key drivers of the new view.
Actualización de narrativa Feb 11

DAN: Analyst Day And 2025 Outlook Will Support Balanced Returns

Analysts have kept their $33.43 price target for Dana steady, with only small tweaks to the discount rate and forward P/E assumptions. These adjustments reflect fine tuning of their models rather than a change in their overall view.
Actualización de narrativa Jan 27

DAN: Cost Savings And Buybacks Will Support Balanced Returns With 2025 Guidance

Analysts have raised their price target on Dana from about $26.71 to roughly $33.43. This change reflects updated assumptions that include a lower discount rate, slightly adjusted revenue expectations, firmer profit margins and a modestly higher future P/E multiple.
Actualización de narrativa Jan 12

DAN: Cost Savings And Share Buybacks Will Shape Balanced Returns Ahead

Analysts have kept their fair value estimate for Dana broadly unchanged at about $26.71 per share. They have modestly adjusted assumptions such as the discount rate and forward P/E to reflect updated views on the stock's risk profile and earnings power, rather than a major shift in outlook.
Artículo de análisis Dec 31

Calculating The Intrinsic Value Of Dana Incorporated (NYSE:DAN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dana fair value estimate is US$26.92 With US$24.10 share...
Actualización de narrativa Dec 25

DAN: Cost Savings And Share Buybacks Will Drive Stronger Returns Ahead

Analysts have nudged their price target on Dana slightly higher to approximately 26.71 dollars from about 26.43 dollars, citing modestly improved profit margin expectations, a lower discount rate, and a slightly cheaper projected earnings multiple, despite largely unchanged revenue growth assumptions. What's in the News Dana raised its 2025 earnings guidance, now expecting sales of 7.3 to 7.5 billion dollars, driven by accelerated cost savings and improved profitability (company guidance).
Actualización de narrativa Dec 11

DAN: Cost Savings And Buybacks Will Drive Stronger Returns Ahead

Analysts have nudged their price target for Dana slightly higher, to approximately $26.43 from about $26.14. They cite marginal improvements in projected profit margins, a modestly lower discount rate, and a slightly higher future earnings multiple, despite slightly weaker revenue growth expectations.
Actualización de narrativa Nov 27

DAN: Share Repurchases And Cost Savings Will Unlock Value Ahead

Analysts have updated their price target for Dana to $26.14, reflecting a consistent outlook with stable fundamental projections and a modestly lower discount rate supporting valuation refinement. What's in the News Dana Incorporated has raised its earnings guidance for 2025 and now expects sales between $7.3 and $7.5 billion.
Actualización de narrativa Nov 12

DAN: Share Buybacks And Margin Gains Will Drive Value Unlocking

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.
Actualización de narrativa Oct 29

Share Repurchases And Improved Margins Will Drive Future Upside

Analysts have increased their price target for Dana from $24.57 to $25.00. This change reflects a modestly improved profit margin outlook despite more tempered revenue growth projections.
Actualización de narrativa Sep 27

Operational Efficiency And Electrification Will Power Long-Term Success

Driven primarily by a modest increase in Dana’s forward P/E multiple, the consensus analyst price target has risen slightly from $24.00 to $24.57. What's in the News Dana raised full-year 2025 earnings guidance, now expecting sales between $7.25 billion and $7.55 billion, compared to a previous midpoint of $9.9 billion.
Artículo de análisis Sep 26

Is Dana Incorporated (NYSE:DAN) Worth US$19.7 Based On Its Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dana fair value estimate is US$15.67 Dana is estimated to be...
Artículo de análisis Sep 05

Dana Incorporated (NYSE:DAN) Shares Fly 25% But Investors Aren't Buying For Growth

Dana Incorporated ( NYSE:DAN ) shareholders would be excited to see that the share price has had a great month, posting...
Actualización de narrativa Sep 05

Operational Efficiency And Electrification Will Power Long-Term Success

With both the discount rate and future P/E ratio essentially unchanged, analysts' consensus fair value for Dana remains steady at $24.00 per share. What's in the News Dana completed the repurchase of 14,600,000 shares (10.02%) for $250 million under the buyback announced in June 2025.
Artículo de análisis Aug 01

Dana (NYSE:DAN) Will Pay A Dividend Of $0.10

Dana Incorporated ( NYSE:DAN ) has announced that it will pay a dividend of $0.10 per share on the 29th of August...
Artículo de análisis Jun 23

Is Dana (NYSE:DAN) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis May 26

Estimating The Intrinsic Value Of Dana Incorporated (NYSE:DAN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dana fair value estimate is US$17.98 Dana's US$16.42 share...
Artículo de análisis May 05

Revenues Not Telling The Story For Dana Incorporated (NYSE:DAN) After Shares Rise 30%

Dana Incorporated ( NYSE:DAN ) shareholders are no doubt pleased to see that the share price has bounced 30% in the...
User avatar
Nueva narrativa May 03

Power Technologies Integration And Hybrid Transmission Will Improve Efficiency

Accelerated cost reduction and integration of Power Technologies improve margins and profitability through significant savings and efficiency gains.
Artículo de análisis May 03

Dana Incorporated Just Reported A Surprise Profit, And Analysts Lifted Their Estimates

Shareholders of Dana Incorporated ( NYSE:DAN ) will be pleased this week, given that the stock price is up 12% to...
Artículo de análisis Apr 28

Dana's (NYSE:DAN) Dividend Will Be $0.10

Dana Incorporated's ( NYSE:DAN ) investors are due to receive a payment of $0.10 per share on 31st of May. This makes...
Seeking Alpha Apr 11

Dana May Face Tariff Headwinds But Is Unbelievably Cheap

Summary Management is positioning Dana Inc. for stronger profitability in the face of market headwinds. Significant cost-saving measures, including plant consolidation and off-highway business divestiture, are expected to yield $300mm in annual savings by 2026. Dana's adjusted EBITDA margins improved to 8% in Q4'24, driven by operational efficiencies and a focus on light and commercial vehicle customers. Despite a challenging automotive market and potential tariff impacts, Dana's improved operating model and cost reductions are expected to enhance long-term shareholder value. Read the full article on Seeking Alpha
Artículo de análisis Mar 17

Dana (NYSE:DAN) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Feb 13

What Dana Incorporated's (NYSE:DAN) 38% Share Price Gain Is Not Telling You

Despite an already strong run, Dana Incorporated ( NYSE:DAN ) shares have been powering on, with a gain of 38% in the...
Artículo de análisis Feb 06

These Return Metrics Don't Make Dana (NYSE:DAN) Look Too Strong

When researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...
Seeking Alpha Feb 05

Dana Deserves An Upgrade On Prospects Of A Bright Future

Summary Dana Incorporated's stock surged 92.2% since October, driven by strong preliminary fiscal results and increased cost savings estimates, making it a compelling 'strong buy'. Despite a slight revenue dip to $10.28 billion, EBITDA rose to $885 million and free cash flow nearly tripled to $70 million. Management's cost reduction plan increased to $300 million, with significant savings expected by 2026, enhancing EBITDA margins even amid revenue declines. The potential sale of profitable off-highway operations adds uncertainty but could further improve Dana's financial health and valuation, justifying an upgrade to a 'strong buy'. Read the full article on Seeking Alpha
Artículo de análisis Jan 16

Are Investors Undervaluing Dana Incorporated (NYSE:DAN) By 25%?

Key Insights The projected fair value for Dana is US$16.05 based on 2 Stage Free Cash Flow to Equity Current share...
Artículo de análisis Nov 26

These 4 Measures Indicate That Dana (NYSE:DAN) Is Using Debt In A Risky Way

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Nov 04

Little Excitement Around Dana Incorporated's (NYSE:DAN) Revenues As Shares Take 28% Pounding

The Dana Incorporated ( NYSE:DAN ) share price has fared very poorly over the last month, falling by a substantial 28...
Artículo de análisis Nov 03

Earnings Miss: Dana Incorporated Missed EPS By 84% And Analysts Are Revising Their Forecasts

It's shaping up to be a tough period for Dana Incorporated ( NYSE:DAN ), which a week ago released some disappointing...
Seeking Alpha Oct 31

Dana Incorporated Stock: Getting Close To An Upgrade

Summary Dana Incorporated shares plunged after management announced disappointing revenue and earnings results for the third quarter of the company's 2024 fiscal year. It doesn't help that the business also reduced guidance for the year, with revenue now expected to be well below what it was previously. Even with these troubles, though, DAN stock is incredibly cheap and investors would be wise to remain bullish on the business. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de R. McDonald en comparación con los beneficios de Dana?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$67m

Dec 31 2025US$6mUS$1m

-US$70m

Sep 30 2025n/an/a

US$65m

Jun 30 2025n/an/a

US$28m

Mar 31 2025n/an/a

-US$310m

Dec 31 2024US$12mUS$135k

-US$350m

Sep 30 2024n/an/a

-US$190m

Jun 30 2024n/an/a

-US$143m

Mar 31 2024n/an/a

-US$52m

Dec 31 2023US$308kn/a

-US$272m

Sep 30 2023n/an/a

-US$102m

Jun 30 2023n/an/a

-US$209m

Mar 31 2023n/an/a

-US$231m

Dec 31 2022US$308kn/a

-US$242m

Sep 30 2022n/an/a

-US$38m

Jun 30 2022n/an/a

US$98m

Mar 31 2022n/an/a

US$143m

Dec 31 2021US$282kn/a

US$197m

Sep 30 2021n/an/a

US$212m

Jun 30 2021n/an/a

US$209m

Mar 31 2021n/an/a

-US$18m

Dec 31 2020US$275kn/a

-US$31m

Sep 30 2020n/an/a

US$14m

Jun 30 2020n/an/a

US$80m

Mar 31 2020n/an/a

US$186m

Dec 31 2019US$258kn/a

US$226m

Compensación vs. Mercado: La compensación total ($USD5.61M) de R. está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD7.11M).

Compensación vs. Ingresos: La compensación de R. ha sido consistente con los resultados de la empresa en el último año.


CEO

R. McDonald (64 yo)

1.5yrs
Permanencia
US$5,609,922
Compensación

Mr. R. Bruce McDonald, CPA, CA, serves as a Director of the Milwaukee Art Museum. Mr. McDonald was Senior Adviser to the CEO at Adient plc from June 11, 2018 to September 30, 2018. He serves as Chairman &...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
R. McDonald
CEO, President & Chairman1.5yrsUS$5.61m0.72%
$ 25.0m
Timothy Kraus
Senior VP & CFO4.4yrsUS$5.10m0.18%
$ 6.3m
Douglas Liedberg
Senior VP9yrsUS$3.62m0.19%
$ 6.8m
Byron Foster
Senior VP4.8yrsUS$3.71m0.13%
$ 4.7m
Brian Pour
Senior VP and President of Commercial Vehicle Drive & Motion Systems1.8yrsUS$3.79m0.018%
$ 630.2k
Chris Clark
Senior Vice President of Global Operations5.3yrssin datossin datos
James Kellett
VP & Chief Accounting Officer7.5yrssin datos0.0057%
$ 198.3k
Seth Metzger
Senior VP & CTO1.6yrssin datossin datos
Andrea Siudara
Senior VP & Chief Information Officer3.1yrssin datossin datos
Craig Barber
Senior Director of Investor Relations & Strategic Planningno datasin datossin datos
Kevin Williams
Senior VP & Chief Purchasing Officer2.3yrssin datossin datos
Kevin Biddle
VP & Controller17.5yrssin datossin datos
4.4yrs
Permanencia media
57yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de DAN se considera experimentado (4.4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
R. McDonald
CEO, President & Chairman12.3yrsUS$5.61m0.72%
$ 25.0m
Byron Foster
Senior VPless than a yearUS$3.71m0.13%
$ 4.7m
Bridget Karlin
Independent Director6.4yrsUS$329.03k0.048%
$ 1.7m
Michael Mack
Independent Director8.3yrsUS$334.03k0.059%
$ 2.1m
Nora LaFreniere
Independent Director1.4yrsUS$319.03k0.012%
$ 415.8k
Diarmuid O'Connell
Independent Director8.3yrsUS$329.03k0.040%
$ 1.4m
Ernesto Hernandez
Independent Director4.3yrsUS$319.03k0.025%
$ 856.4k
Hanna Nelligan
Independent Directorless than a yearUS$83.40k0.0024%
$ 83.2k
5.4yrs
Permanencia media
63yo
Promedio de edad

Junta con experiencia: La junta directiva de DAN se considera experimentada (5.4 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 21:08
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Dana Incorporated está cubierta por 21 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Dan LevyBarclays
James PicarielloBNP Paribas
Aileen SmithBofA Global Research