Dana Incorporated (DAN) Analyst/Investor Day - Slideshow (NYSE:DAN) 2026-03-31
Dana Incorporated (NYSE:DAN) published a slide deck in conjunction with its Analyst/Investor Day. This article, written by SA Transcripts, provides access to this presentation for investors and analysts following the company. The SA Transcripts team is responsible for developing and publishing transcript-related projects, including thousands of quarterly earnings calls.
Vanguard disaggregates holdings; reports 0 shares in Dana Inc (DAN)
Vanguard has filed an amended Schedule 13G/A report indicating zero beneficial ownership of Dana Inc (DAN) common stock. This change is a result of an internal realignment effective January 12, 2026, where certain Vanguard subsidiaries will now report their holdings separately. The filing specifies that The Vanguard Group no longer has beneficial ownership of these securities, making the implications procedural rather than indicative of a market transaction.
Dana Inc Stock: Strategic Growth Under Dana 2030 Plan Positions Shares for Long-Term Value Creation
Dana Inc (NYSE:DAN) has unveiled its ambitious "Dana 2030" strategic plan, aiming for 6% organic growth and an 80% EBITDA expansion by 2030, driven largely by electrification within the automotive sector. This strategy, coupled with recent analyst upgrades and significant institutional buying, positions the company for sustained investor interest. Despite potential volatility from auto cycles and debt levels, analysts have issued a "Moderate Buy" consensus with a $35.17 average price target.
DAN SEC Filings - Dana Inc 10-K, 10-Q, 8-K Forms
This article provides a comprehensive resource for Dana Inc's (DAN) SEC filings, including annual reports (10-K), quarterly reports (10-Q), and material event disclosures (8-K), along with AI-powered summaries for easier interpretation. Recent filings highlight the sale of its Off-Highway business, a debt reduction plan through cash tender offers for senior notes, and quarterly financial results. The platform also details insider trading activities and governance-related updates.
DANA Inc (DAN) CFO receives 455 dividend equivalent rights tied to RSUs
DANA Inc.'s Senior Vice President and CFO, Timothy R. Kraus, was granted 455 dividend equivalent rights, which are linked to his previously awarded restricted stock units. These rights are economically equivalent to one share of Dana common stock each and accumulate dividends, increasing his total directly held dividend equivalent rights to 7,249. This transaction, reported via a Form 4 filing, is related to compensation and does not involve open-market stock purchases or sales.
Dana (NYSE: DAN) details Dana 2030 strategy with profit and $2B capital return plan
Dana Incorporated has unveiled its "Dana 2030" strategy, outlining long-term growth and margin expansion targets, aiming for approximately $10 billion in annual sales by 2030, an adjusted EBITDA margin of 14-15%, and an adjusted free cash flow margin of about 6%. The plan is built on five pillars: traditional product growth, aftermarket expansion, applied technologies (including EV), manufacturing excellence, and structural cost reduction, supported by a commitment to return approximately $2 billion to shareholders through dividends and share repurchases by 2030. These initiatives are expected to drive significant profit uplift and enhanced shareholder value.
Dana Showcases Long‑Term Strategic Priorities and Value‑Creation Plan at 2026 Capital Markets Day
Dana Incorporated is holding its 2026 Capital Markets Day in New York City to present "Dana 2030," a long-term strategy aimed at accelerating profitable growth and increasing shareholder value. The plan outlines targets including approximately $10 billion in annual sales by 2030, adjusted EBITDA margins of 14 to 15 percent, and up to $2 billion in cumulative share repurchases. These goals are supported by new business, operational efficiency, and disciplined investments.
Dana Outlines Dana 2030 Targets: $10B Sales, 14–15% Adj. EBITDA, $2B Buybacks
Dana (DAN) has unveiled its "Dana 2030" targets, aiming for approximately $10 billion in annual sales by 2030, a 33% increase from 2026 guidance. The company also targets adjusted EBITDA margins of 14–15% and adjusted free cash flow margins of around 6%. Dana plans up to $2 billion in cumulative share repurchases through 2030 to drive profitable growth and margin expansion through various cost actions.
Dana lays out a 2030 roadmap: $2B buybacks, higher margins
Dana (NYSE: DAN) presented its "Dana 2030" plan at its 2026 Capital Markets Day, targeting approximately $10 billion in annual sales, 14-15% adjusted EBITDA margins, and a 6% adjusted free cash flow margin by 2030. The company also announced plans for up to $2 billion in cumulative share repurchases through 2030. These targets represent significant improvements over 2026 guidance, driven by new business, operational efficiency, and disciplined investments.
Dana Showcases Long-Term Strategic Priorities and Value-Creation Plan at 2026 Capital Markets Day
Dana Incorporated is holding its 2026 Capital Markets Day to present "Dana 2030," a long-term strategy for growth and value creation. The plan projects approximately $10 billion in annual sales by 2030, adjusted EBITDA margins of 14 to 15 percent, and up to $2 billion in cumulative share repurchases. Senior leaders will outline how the company aims to accelerate profitable growth and strengthen its competitive position.
Dana (NYSE: DAN) director receives 21 dividend equivalent rights compensation grant
Dana Inc. director Keith E. Wandell was granted 21 dividend equivalent rights on March 20, 2026, as equity-based compensation. These rights are tied to previously awarded restricted stock units, and each right represents the economic equivalent of one share of Dana common stock, vesting proportionally with the related units. This transaction was reported in a Form 4 filing and is characterized as a neutral event with no direct positive or negative implications for the company's valuation.
DANA Inc (DAN) director receives 21 dividend equivalent rights tied to RSUs
DANA Inc. director, Diarmuid B. O’Connell, was granted 21 dividend equivalent rights on March 20, 2026. These rights are linked to previously issued restricted stock units and will become exercisable in line with those units. Each dividend equivalent right is equivalent to one share of DANA common stock.
DANA Inc (DAN) director receives 21 dividend equivalent rights as compensation
DANA Inc. director Hanna Olivia Nelligan was granted 21 dividend equivalent rights, a form of compensation linked to previously awarded restricted stock units. These rights are economically equivalent to one share of DANA common stock each. This transaction is classified as a compensation-related award rather than a stock purchase or sale.
DANA Inc (DAN) CEO awarded 701 dividend equivalent rights tied to RSUs
DANA Inc's Chairman and CEO, R. Bruce McDonald, was granted 701 dividend equivalent rights on March 20, 2026, as reported in a Form 4 SEC filing. These rights are linked to previously granted restricted stock units and are economically equivalent to one share of Dana common stock each. This transaction is a non-cash compensation award and not an open-market stock purchase or sale.
DANA Inc (DAN) director receives grant of 21 dividend equivalent rights as compensation
DANA Inc. director Ernesto M. Hernandez was granted 21 Dividend Equivalent Rights on March 20, 2026, as compensation linked to prior restricted stock unit awards. These rights are economically equivalent to one share of Dana common stock each and will vest proportionally with the underlying restricted stock units. This transaction is considered a compensation award rather than an open-market purchase or sale.
DANA Inc (NYSE: DAN) SVP granted 342 dividend equivalent rights
Brian Keith Pour, SVP and President of Commercial Vehicle Drive at DANA Inc (NYSE: DAN), was granted 342 Dividend Equivalent Rights on March 20, 2026. These rights are economically equivalent to Dana common stock and accrue on previously granted restricted stock units, becoming exercisable as those units vest. Following this grant, Pour directly holds a total of 4,924 Dividend Equivalent Rights.
Can Dana Navigate EV Weakness With Hybrids and Aftermarket?
Dana Incorporated is adjusting its strategy by focusing on higher-margin internal combustion and hybrid programs, while being more selective with electric vehicle platforms due to softer EV demand. The company is also expanding its aftermarket business and diversifying into "Applied Technologies" like powersports and defense to enhance profitability and reduce reliance on cyclical OEM demand. Investors should monitor backlog conversion, margin targets, and demand beyond battery-electric platforms.
DAN Rallies 123% in a Year: Is the Stock a Buy at 11x Forward P/E?
Dana Incorporated (DAN) has seen its shares surge over 120% in the past year, outperforming peers, and is currently valued at around 11x forward earnings. The company's strong outlook is driven by a focus on on-highway markets, cost transformation, significant cost savings, and a robust new-business backlog providing revenue stability. Despite potential risks from EV demand volatility, Dana's improved balance sheet and capital returns further strengthen its investment case, earning it a Zacks Rank #1 (Strong Buy).
Will Cost Cuts and Backlog Fuel Earnings Growth for Dana?
Dana Incorporated (DAN) is expected to achieve significant earnings growth due to a robust $750 million new-business backlog and a comprehensive cost transformation program, including $248 million in 2025 savings. Despite an uneven auto market and volatile EV demand, the company forecasts adjusted EBITDA of $750-$850 million in 2026, driven by improved margins and a strategic focus on higher-return programs. The Commercial Vehicle segment is also poised for margin improvement through operational efficiencies and a new low-cost manufacturing facility in Mexico.
Dana Incorporated (NYSE:DAN) Given Average Recommendation of "Moderate Buy" by Brokerages
Nine brokerages have given Dana Incorporated (NYSE:DAN) an average recommendation of "Moderate Buy," with an average 1-year price objective of $35.17. Recent price target upgrades by UBS and RBC to $40 reflect positive analyst sentiment. The company also increased its quarterly dividend to $0.12, providing a 1.5% yield, and continues to see strong interest from institutional investors.
Reading City Council approves $5M sale of former Dana property
Reading City Council has unanimously approved the sale of the 49.17-acre former Dana South site for $5 million to C&B Development LLC. The property is intended for industrial uses, warehouse distribution, and manufacturing. Mayor Eddie Moran and council members expressed optimism that the development will create jobs and revitalize the area, ending a long period of vacancy for the site.
Dana Drivetrain Solutions Focus on Axles, Driveshafts, and Lubricants
Dana Incorporated introduced new drivetrain solutions for Class 8 commercial vehicles at TMC 2026, focusing on enhanced axles, driveshafts, and lubricants. These innovations, including the Spicer AdvanTEK 40 Pro axle and Spicer SPL High Torque Series driveshafts, are designed to improve torque capacity, efficiency, and serviceability for modern fleet needs. The company emphasizes supporting higher torque demands and optimizing fuel economy.
Auto manufacturer Dana Inc. closes Auburn Hills plant, cites "lower demand" for EVs
Dana Inc., a major auto parts manufacturer, has closed its Auburn Hills plant and laid off all 170 employees. The company stated the closure is due to lower than anticipated demand for electric vehicles (EVs) and their components, necessitating a consolidation of operations. This move reflects a cautious shift in the EV market, impacting manufacturing and employment.
Byron Foster DANA CEO
Byron Foster has been appointed CEO of DANA, effective July 1. This appointment facilitates a structured transition, while R. Bruce McDonald will continue in his role as board chairman. The article mentions that no posts matched the search criteria, implying that this is the main, perhaps only, piece of information provided about Foster within this context.
Dana Incorporated launches Spicer AdvanTEK 40 Pro axle and High Torque driveshafts
Dana Incorporated has introduced new drivetrain solutions, including the Spicer AdvanTEK 40 Pro axle and Spicer SPL High Torque (HT) series driveshafts, at ATA's Technology & Maintenance Council (TMC). These products are designed to meet the trucking industry's demand for higher torque capacity, improved efficiency, and enhanced serviceability. The new offerings aim to deliver higher performance, reduced weight, and longer service life for fleets.
Dana rolls out next-generation driveline components at TMC
Dana Incorporated has introduced new commercial vehicle drivetrain technologies at the TMC annual meeting, including the third-generation Spicer AdvanTek 40 Pro axle and Spicer SPL High Torque Series driveshafts. These components are designed for Class 8 trucks to handle higher torque loads, improve efficiency, and enhance durability. The new products aim to meet fleet demands for higher performance, reduced weight, and longer service life.
Dana Debuts Rhombus Tire Management System
Dana Corporation has launched its new Rhombus Tire Management System, a cloud-based platform designed to help trucking fleets analyze tire wear, predict maintenance issues, and optimize tire use. This system marks Dana's strategic shift towards becoming a more digitally-focused company. Additionally, Dana introduced its new SPL 350 Lite driveshaft for downspeeding applications.
Dana Inc. (DAN) Appoints Byron Foster as New CEO Effective July 1
Dana Incorporated (NYSE: DAN) announced the appointment of Byron Foster as its new Chief Executive Officer, effective July 1, 2026. Foster, currently Senior Vice President and President of Light Vehicle Systems, will succeed R. Bruce McDonald, who will remain Chairman of the Board. This leadership change is part of a structured transition aimed at continuing Dana's growth and innovation in the automotive and commercial sectors.
Reading to consider selling former Dana site to developer for $5M
Reading City Council introduced an ordinance to sell the 50-acre former Dana Corp. property for $5 million to C&B Development LLC. The developer plans to construct industrial, warehouse, manufacturing, and retail spaces, potentially creating 225-330 permanent jobs and $2 million in tax revenue. The site has been vacant for over two decades.
New Dana CEO Named
Dana Inc. has announced the appointment of Byron Foster as its new Chief Executive Officer, effective July 1, 2026. Foster, currently Senior Vice President and President of Light Vehicle Systems, will succeed R. Bruce McDonald, who will remain Chairman of the board. This appointment allows for a structured transition, leveraging Foster's extensive experience and leadership in driving growth and operational improvements within the company.
Dana Forming Joint Venture to Produce Axles in China
Dana Corp. has signed a letter of intent to form a 50/50 joint venture with Dongfeng Motor Co. Ltd., one of China's largest commercial-vehicle axle manufacturers. This joint venture will focus on manufacturing and assembling commercial-vehicle axles and components in China, and will include a research and technical center. The collaboration aims to create the largest commercial-vehicle axle and component manufacturing company in China, leveraging Dana's technology and Dongfeng's market position to become a globally competitive supplier.
Dana and Dongfeng to Produce Truck Axles in China
Dana Corp., through its subsidiary Dana Mauritius Limited, has finalized a deal to acquire 4% of Dongfeng Dana Axle Co. Ltd. for approximately $5 million, with plans to purchase an additional 46% for $55 million within three years. This joint venture will establish Dongfeng Dana Axle as China's largest commercial vehicle axle manufacturer, employing 8,000 individuals across three production facilities and a new R&D center. This strategic move aligns with Dana's aggressive growth strategy in the Asia Pacific region.
New Dana CEO Named
Dana Inc. has appointed Byron Foster as its new Chief Executive Officer, effective July 1, 2026. Foster, currently Senior Vice President and President of Light Vehicle Systems, will succeed R. Bruce McDonald, who will remain as chairman of the board. This transition follows Foster's successful leadership in Dana's Light Vehicle Systems, where he significantly improved sales growth and profit margins.
Dana to Host Capital Markets Day on March 25 in New York City
Dana Incorporated announced it will host a Capital Markets Day on March 25 in New York City to present its long-term "Dana 2030" value-creation strategy. The company aims for approximately $10 billion in annual sales by 2030, adjusted EBITDA margins of 14 to 15 percent, and an adjusted free cash flow margin of about 6 percent of sales. Dana also plans up to $2 billion in cumulative share repurchases through 2030, emphasizing growth across light vehicle, commercial vehicle, aftermarket, and adjacent mobility markets.
How Dana plans to lift sales to $10B and buy back up to $2B in stock
Dana Incorporated will host a Capital Markets Day on March 25, 2026, to detail its "Dana 2030" value-creation plan. Key targets for 2030 include $10 billion in annual sales, adjusted EBITDA margins of 14-15%, a 6% adjusted free cash flow margin, and up to $2 billion in cumulative share repurchases. These goals aim to accelerate growth and enhance shareholder value through operational efficiency and capital allocation.
Michigan seeks incentive repayment after EV supplier’s mass layoff
Michigan is seeking repayment of tax incentives from EV supplier Dana following a mass layoff. Dana had previously announced plans in 2022 for a $54.2 million EV battery cooling plant in Auburn Hills. The Michigan Economic Development Corporation (MEDC) is pursuing this repayment.
DAN Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial analysis of Dana Inc (DAN) for fiscal year 2025, including income statements, balance sheets, and cash flow statements, along with key financial ratios. It highlights the company's financial health signals, profitability, growth, leverage, liquidity, cash flow, and returns, noting its low financial profile score due to decreased revenue, high debt, and tight liquidity, despite some positive metrics like free cash flow growth and earnings quality. The report also addresses frequently asked questions about DAN's financial performance.
Dana Incorporated (DAN) Releases Q4 2025 Earnings: Revenue Plunges, EPS Turns Negative but Operating Cash Flow Surges
Dana Incorporated reported a significant revenue plunge of 48.2% and a negative diluted EPS of $0.85 in Q4 2025, with net loss attributable to common shareholders at $50 million. Despite these financial setbacks, the company saw a substantial surge in operating cash flow, which jumped 168.9% to $812 million, alongside a 66.5% drop in capital spending. Insider trading activity showed 11 sales and no purchases in the last 6 months, while institutional investors largely decreased their positions, though analysts maintain optimistic "Buy" or "Overweight" ratings with a median price target of $35.0.
DANA Inc SEC 10-K Report
DANA Inc. has released its 2025 Form 10-K report, detailing financial improvements and strategic moves. The report highlights net sales of $7,500 million, a gross margin of $602 million, and a net income of $102 million, driven by cost reduction and the divestiture of its Off-Highway business. The company forecasts 2026 sales between $7,300 and $7,700 million, focusing on core on-highway markets, operational efficiency, and managing market-related and financial risks.
Dana Inc stock hits all-time high at 36.15 USD
Dana Inc (DAN) stock reached an all-time high of $36.15, marking a 135% increase over the past year and a 77% return in the last six months. Despite strong performance, InvestingPro suggests the stock is overvalued and in overbought territory. The company also surpassed Q4 revenue expectations, affirmed a strong 2026 outlook, and received a raised price target from UBS.
UBS Raises Price Target for Dana (DAN) to $40, Maintains Buy Rat
UBS analyst Joseph Spak has increased the price target for Dana (DAN) to $40 from $35, while maintaining a Buy rating. This adjustment reflects a 14.29% increase and suggests confidence in the company's future performance. Other analysts have also recently issued positive ratings and raised price targets for Dana, indicating an overall optimistic outlook for the company.
Dana Incorporated (NYSE:DAN) Q4 2025 Earnings Call Transcript
Dana Incorporated reported its Q4 and full-year 2025 financial results, with Q4 sales reaching $1.87 billion and adjusted EBITDA at $208 million, demonstrating improved margins. The company aims for $10 billion in sales and 14-15% EBITDA margins by 2030, driven by structural cost reductions, growth strategies in various sectors, and significant capital returns to shareholders. Despite a challenging demand environment in 2025, Dana Incorporated strengthened its balance sheet through debt reduction and is focused on operational efficiencies and new business backlog for future growth.
Dana Inc (DAN) Stock Price Down 3.91% on Feb 19
Shares of Dana Inc (DAN) fell 3.91% in mid-day trading on February 19, reaching an intraday low of $33.25 before slightly recovering. Wall Street analysts have an average target price of $34.73 for DAN, suggesting a modest upside, while GuruFocus estimates a significant downside with a GF Value of $11.60. The stock is currently 6.44% below its 52-week high but 230.46% above its 52-week low.
Dana stock hits 52-week high at 34.25 USD By Investing.com
Dana Incorporated's stock reached a new 52-week high of $34.25, reflecting strong investor confidence and a 99.4% total return over the past year. Despite appearing overvalued by some metrics, the company has maintained dividend payments for 15 years and is expected to see net income growth, showing strong financial health and strategic advancements in the automotive industry. This achievement follows a strong fourth-quarter revenue report that surpassed analyst expectations, driven by cost-saving measures and operational efficiency.
Dana stock hits 52-week high at 34.25 USD
Dana Incorporated's stock reached a 52-week high of $34.25, reflecting a robust 99.4% one-year price total return and strong investor confidence. Despite appearing overvalued, aggressive share buybacks and 15 consecutive years of dividend payments, coupled with strong Q4 revenues exceeding expectations, highlight the company's strategic advancements and positive outlook. InvestingPro indicates the company has a "GOOD" financial health rating and expects net income growth.
Dana Inc Q4 sales beat on light truck demand
Dana Inc reported Q4 sales that surpassed expectations, primarily driven by strong demand in the light truck segment. This brief Reuters report highlights the company's positive financial performance for the quarter, underscoring the impact of the automotive market.
Dana Incorporated Reports Strong 2025 Financial Results; Reaffirms 2026 Targets Featuring New Business Growth, Increased Margins
Dana Incorporated announced strong full-year 2025 financial results, with sales of $7.5 billion and adjusted EBITDA of $610 million, exceeding preliminary estimates. The company also reaffirmed its 2026 targets, projecting increased profitability, significant cost reductions, and an expanded capital return program. Dana plans to host a Capital Markets Day to discuss its "Dana 2030" strategy, aiming for $10 billion in sales and a 14-15% adjusted EBITDA margin by 2030.
Dana Breaks Ground on Gear Plant in Hungary
Dana Inc. has broken ground on a new 140,000 square-foot gear manufacturing facility in Győr, Hungary, with an investment of approximately €46 million ($49 million). This plant, expected to begin production in early 2018 and reach full capacity by 2020 with 200 workers, will produce Spicer AdvanTEK gear sets. The new facility, Dana's fourth in Hungary, is supported by development grants and tax incentives from the Hungarian Investment Promotion Agency and aims to support new vehicle programs and customer technology strategies in Europe.
Dana's $7.5B business hands CEO role to unit boss Byron Foster
Dana Incorporated has announced that Byron Foster will become its new Chief Executive Officer, effective July 1, 2026. Foster, currently the Senior Vice President and President of Light Vehicle Systems, is credited with significant sales growth and margin improvement in his current role. Current Chairman and CEO R. Bruce McDonald will transition to remain as Chairman of the Board, facilitating a structured leadership change for the company, which reported preliminary 2025 sales of $7.5 billion.
ArvinMeritor Vies for Dana Corp.
ArvinMeritor has initiated a $2.2 billion hostile takeover bid for Dana Corp., offering $15 per share directly to shareholders after Dana's board rejected previous approaches. ArvinMeritor believes combining the companies would create significant financial benefits, including diversified product mix, balanced customer base, and an expanded portfolio. Dana's board stated they would evaluate the tender offer and advise shareholders within 10 days.
