Dana Gestione
Criteri Gestione verificati 3/4
Dana Il CEO è Byron Foster, nominato in Jul2026, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 3.71M, composta da 17.8% di stipendio e 82.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.13% delle azioni della società, per un valore di $ 3.83M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 5.5 anni.
Informazioni chiave
Byron Foster
Amministratore delegato
US$3.7m
Compenso totale
| Percentuale dello stipendio del CEO | 17.81% |
| Mandato del CEO | no data |
| Proprietà del CEO | 0.1% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 5.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jul 10
DAN: Index Reclassification And Ongoing Buybacks Will Support Future Upside
Analysts have trimmed their fair value estimate for Dana from $41.14 to $39.43 as they update assumptions around revenue growth, profit margins, and future P/E. This has led to a slightly lower price target narrative for the stock.
Nuova narrazione • Jul 02
Backlog And Cost Cuts Will Strain Margins Before Longer Term Earnings Benefits Emerge
Catalysts About Dana Dana is a mobility supplier that provides axles, driveshafts, sealing and thermal products for light vehicle, commercial vehicle, aftermarket and related applications. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Jun 18
DAN: Eaton Mobility Merger And Buybacks Will Support Future Share Upside
Analysts have trimmed their average price target for Dana to about $41.14 from $41.86, reflecting updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Dana Dana announced a planned US$5.1b merger with Eaton's Mobility division on June 11, 2026, creating a combined powertrain-focused company aimed at commercial and light vehicles, with projected annual sales of US$11b and adjusted EBITDA of US$1.7b (source: recent news reports).Seeking Alpha • Jun 11
Dana Incorporated's Massive Move Opens The Door To Opportunity
Summary Dana Incorporated remains a Strong Buy after announcing a transformative merger with Eaton Mobility, despite a sharp negative market reaction. The DAN combination with Eaton Mobility increases revenue scale and aftermarket exposure and is expected to drive EBITDA margins from 14–15% to 18% by 2030. Synergies of $250 million within 24 months are forecast, with pro forma EBITDA reaching $2.61 billion and adjusted operating cash flow of $1.32 billion by 2030. DAN stock's annualized upside potential rises to 23.2–25.5% per year, exceeding prior projections, while leverage and valuation metrics remain attractive post-transaction. Read the full article on Seeking AlphaAggiornamento della narrazione • Jun 04
DAN: Aggressive Share Repurchases And Margin Expansion Will Drive Future Upside Potential
Analysts have lifted their price target for Dana to about $41.86 from roughly $40.71, citing updated views on revenue growth, profit margins, a lower assumed discount rate, and a reduced future P/E multiple. What's in the News On 05/12/2026, Dana Incorporated reported it will be unable to file its next 10-Q by the SEC deadline, indicating a delayed SEC filing.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$67m |
| Dec 31 2025 | US$4m | US$660k | -US$70m |
| Sep 30 2025 | n/a | n/a | US$65m |
| Jun 30 2025 | n/a | n/a | US$28m |
| Mar 31 2025 | n/a | n/a | -US$310m |
| Dec 31 2024 | US$3m | US$660k | -US$350m |
| Sep 30 2024 | n/a | n/a | -US$190m |
| Jun 30 2024 | n/a | n/a | -US$143m |
| Mar 31 2024 | n/a | n/a | -US$52m |
| Dec 31 2023 | US$3m | US$640k | -US$272m |
| Sep 30 2023 | n/a | n/a | -US$102m |
| Jun 30 2023 | n/a | n/a | -US$209m |
| Mar 31 2023 | n/a | n/a | -US$231m |
| Dec 31 2022 | US$2m | US$590k | -US$242m |
Compensazione vs Mercato: La retribuzione totale di Byron ($USD 3.71M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 6.98M ).
Compensazione vs guadagni: La retribuzione di Byron è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Byron Foster (58 yo)
no data
Mandato
US$3,705,426
Compensazione
Mr. Byron S. Foster is President & CEO of Dana Incorporated from July 1, 2026 and has been its Director since February 11, 2026 and was President of the Light Vehicle Drive Systems Business since July 9, 2...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 12.4yrs | US$5.61m | 0.72% $ 20.5m | |
| President | no data | US$3.71m | 0.13% $ 3.8m | |
| Senior VP & CFO | 4.6yrs | US$5.10m | 0.18% $ 5.2m | |
| Senior VP | 9.2yrs | US$3.62m | 0.19% $ 5.6m | |
| Senior VP and President of Commercial Vehicle Drive & Motion Systems | 2yrs | US$3.79m | 0.018% $ 517.3k | |
| Senior Vice President of Global Operations | 5.4yrs | Nessun dato | Nessun dato | |
| VP & Chief Accounting Officer | 7.7yrs | Nessun dato | 0.0057% $ 162.8k | |
| Senior VP & CTO | 1.8yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Information Officer | 3.3yrs | Nessun dato | Nessun dato | |
| Senior Director of Investor Relations & Strategic Planning | no data | Nessun dato | Nessun dato | |
| Senior VP & Chief Purchasing Officer | 2.5yrs | Nessun dato | Nessun dato | |
| VP & Controller | 17.7yrs | Nessun dato | Nessun dato |
3.3yrs
Durata media
58yo
Età media
Gestione esperta: Il team dirigenziale di DAN è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 12.4yrs | US$5.61m | 0.72% $ 20.5m | |
| President | less than a year | US$3.71m | 0.13% $ 3.8m | |
| Independent Director | 6.6yrs | US$329.03k | 0.048% $ 1.4m | |
| Independent Director | 8.4yrs | US$334.03k | 0.059% $ 1.7m | |
| Independent Director | 1.6yrs | US$319.03k | 0.012% $ 341.3k | |
| Independent Director | 8.4yrs | US$329.03k | 0.040% $ 1.2m | |
| Independent Director | 4.5yrs | US$319.03k | 0.025% $ 702.9k | |
| Independent Director | less than a year | US$83.40k | 0.0024% $ 68.3k |
5.5yrs
Durata media
64yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DAN sono considerati esperti (durata media dell'incarico 5.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/10 02:23 |
| Prezzo dell'azione a fine giornata | 2026/07/10 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Dana Incorporated è coperta da 19 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Dan Levy | Barclays |
| James Picariello | BNP Paribas |
| Aileen Smith | BofA Global Research |