Dana Incorporated

NYSE:DAN Aktierapport

Börsvärde: US$3.7b

Dana Förvaltning

Förvaltning kriterier kontrolleras 4/4

Dana VD är R. McDonald, utsedd i Nov 2024, har en mandatperiod på 1.5 år. totala årliga ersättningen är $ 5.61M, bestående av 23.2% lön 76.8% bonusar, inklusive företagsaktier och optioner. äger direkt 0.72% av företagets aktier, värda $ 26.33M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.4 år respektive 5.4 år.

Viktig information

R. McDonald

Verkställande direktör

US$5.6m

Total ersättning

VD-lön i procent23.17%
Anställning som VD1.5yrs
Ägande av VD0.7%
Ledningens genomsnittliga anställningstid4.4yrs
Styrelsens genomsnittliga mandatperiod5.4yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse 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).
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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

Analys av ersättningar till VD

Hur har R. McDonald:s ersättning förändrats jämfört med Dana:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: R. s total kompensation ($USD 5.61M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 7.03M ).

Ersättning vs inkomst: Ersättningen från R. har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

R. McDonald (64 yo)

1.5yrs
Anställning
US$5,609,922
Kompensation

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 &...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
R. McDonald
CEO, President & Chairman1.5yrsUS$5.61m0.72%
$ 26.3m
Timothy Kraus
Senior VP & CFO4.4yrsUS$5.10m0.18%
$ 6.6m
Douglas Liedberg
Senior VP9yrsUS$3.62m0.19%
$ 7.1m
Byron Foster
Senior VP4.8yrsUS$3.71m0.13%
$ 4.9m
Brian Pour
Senior VP and President of Commercial Vehicle Drive & Motion Systems1.8yrsUS$3.79m0.018%
$ 664.1k
Chris Clark
Senior Vice President of Global Operations5.3yrsinga uppgifteringa uppgifter
James Kellett
VP & Chief Accounting Officer7.5yrsinga uppgifter0.0057%
$ 209.0k
Seth Metzger
Senior VP & CTO1.6yrsinga uppgifteringa uppgifter
Andrea Siudara
Senior VP & Chief Information Officer3.1yrsinga uppgifteringa uppgifter
Craig Barber
Senior Director of Investor Relations & Strategic Planningno datainga uppgifteringa uppgifter
Kevin Williams
Senior VP & Chief Purchasing Officer2.3yrsinga uppgifteringa uppgifter
Kevin Biddle
VP & Controller17.5yrsinga uppgifteringa uppgifter
4.4yrs
Genomsnittlig anställningstid
57yo
Genomsnittlig ålder

Erfaren ledning: DAN s ledningsgrupp anses vara erfaren ( 4.4 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
R. McDonald
CEO, President & Chairman12.3yrsUS$5.61m0.72%
$ 26.3m
Byron Foster
Senior VPless than a yearUS$3.71m0.13%
$ 4.9m
Bridget Karlin
Independent Director6.4yrsUS$329.03k0.048%
$ 1.8m
Michael Mack
Independent Director8.3yrsUS$334.03k0.059%
$ 2.2m
Nora LaFreniere
Independent Director1.4yrsUS$319.03k0.012%
$ 438.2k
Diarmuid O'Connell
Independent Director8.3yrsUS$329.03k0.040%
$ 1.5m
Ernesto Hernandez
Independent Director4.3yrsUS$319.03k0.025%
$ 902.5k
Hanna Nelligan
Independent Directorless than a yearUS$83.40k0.0024%
$ 87.6k
5.4yrs
Genomsnittlig anställningstid
63yo
Genomsnittlig ålder

Erfaren styrelse: DAN s styrelse anses vara erfaren ( 5.4 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/21 05:13
Aktiekurs vid dagens slut2026/05/21 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Dana Incorporated bevakas av 21 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Dan LevyBarclays
James PicarielloBNP Paribas
Aileen SmithBofA Global Research