Dana (DAN) posts Q1 2026 non-GAAP EBITDA and EPS improvement
Dana Incorporated reported an improvement in its Q1 2026 non-GAAP financial performance, with Adjusted EBITDA increasing to $171 million and diluted adjusted EPS reaching $0.14. While the company recorded a net loss from continuing operations, net income attributable to the parent company was $1,087 million, largely driven by $1,106 million from discontinued operations. Despite positive non-GAAP profitability, adjusted free cash flow was negative, reflecting working capital use and capital spending.
DANA Inc 1Q 2026: Revenue $1.87B, Net income $1.09B, EPS $9.89— 10-Q Summary
DANA Inc reported strong first-quarter 2026 results with revenue of $1.87 billion, a 4.9% increase year-over-year, and a significant surge in net income to $1.09 billion, up 4248%. Diluted EPS also saw a substantial rise to $9.89. The company's growth was fueled by pricing recoveries, backlog conversion, favorable currency movements, and strategic realignment and divestitures aimed at focusing on on-highway light and commercial vehicle markets.
Dana (DAN) uses Off-Highway sale to cut debt and boost equity
Dana Incorporated reported first-quarter 2026 results showing a significant financial transformation due to the sale of its Off-Highway business, which generated $2,664 million in gross cash proceeds. This divestiture led to a net income of $1,087 million attributable to the parent, significantly reduced the company's total debt from $3,211 million to $1,260 million, and more than doubled total equity to $2,014 million. While continuing operations posted a slight loss and incurred $56 million in electric-vehicle program termination charges, overall segment EBITDA for Light Vehicle and Commercial Vehicle segments showed improvement.
Dana (DAN) delays Q1 filing; reports $1.05B–$1.15B preliminary net income
Dana Incorporated has notified the SEC that it will delay its Q1 2026 Form 10-Q filing due to complex post-closing consolidation related to the sale of its Off-Highway business. The company expects to use a five-day extension and has released preliminary results, including sales of $1.87 billion from continuing operations and an estimated net income of $1.05 billion to $1.15 billion, largely due to the divestiture gain. However, operating cash flow showed a significant increase in usage compared to the prior year.
A Look At Allison Transmission (ALSN) Valuation After Dana Off Highway Acquisition Reshapes Q1 2026 Results
Allison Transmission Holdings (ALSN) is under scrutiny after its Q1 2026 results, which included US$1.41 billion in revenue from the Dana off-highway acquisition, lower net income, but reaffirmed full-year guidance. With recent share price declines despite long-term momentum and reaffirmed guidance, the article questions whether ALSN is undervalued, suggesting a fair value of $136.50 based on anticipated earnings growth and synergies from the acquisition. Investors are encouraged to consider the potential risks and rewards of this valuation.
Dana (DAN) Earnings Date and Reports 2026 $DAN
Dana (DAN) reported Q4 2025 earnings on February 27, 2026, with an EPS of $0.85 and revenue of $1.87 billion. The company anticipates its next earnings report around July 24, 2026, with expected EPS growth of 40.84% in the coming year, from $2.62 to $3.69 per share. Dana has provided FY 2026 EPS guidance between $2.00-$3.00 and revenue guidance of $7.3 billion-$7.7 billion.
Dana (NYSE:DAN) Shares Cross Above Two Hundred Day Moving Average - Here's Why
Dana Incorporated (NYSE:DAN) shares surpassed their 200-day moving average on Thursday, trading as high as $36.27 before settling at $34.60. The company maintains a "Moderate Buy" consensus rating with an average price target of $40.00, despite recent downgrades by some analysts. Additionally, Dana declared a quarterly dividend of $0.12 per share, yielding 1.4% annually, with the ex-dividend date on May 8th.
Allison Transmission set to report first earnings since Dana deal By Investing.com
Allison Transmission is set to report its first-quarter earnings, which will reflect the impact of its recent $2.7 billion acquisition of Dana Inc.’s Off-Highway Drive & Motion Systems business. Analysts anticipate a significant increase in revenue due to the acquisition, but a decline in EPS compared to the prior year. Investors will be closely watching for details on the integration of the acquired business, stabilization of North American on-highway demand, and progress on synergy achievements and electrified propulsion systems.
Dana (NYSE: DAN) Schedule 13G/A: American Century & Stowers report ~5.6% holdings
American Century ETF Trust, American Century Investment Management, Inc., American Century Companies, Inc., and Stowers Institute for Medical Research have filed an Amendment No. 1 to Schedule 13G/A for Dana Incorporated (NYSE: DAN), reporting beneficial ownership. American Century ETF Trust holds 5.4% (5,857,126 shares), while the other three entities each report 5.6% beneficial ownership (6,152,373 shares) of Dana's common stock. These filings indicate passive investment intent, with each reporting entity maintaining sole voting and dispositive power over their respective holdings.
Allison Transmission Holdings (ALSN) Valuation Check After Dana Off Highway Acquisition And Recent Share Price Momentum
Allison Transmission Holdings (ALSN) is drawing investor attention due to recent share price momentum and its acquisition of Dana's Off-Highway business, which is expected to expand its global footprint and generate significant synergies. While the stock trades near an analyst price target, Simply Wall St's narrative suggests a 44% intrinsic discount, valuing the company at $131.00 against a closing price of $129.10. Investors are advised to consider potential risks like economic slowdowns and integration challenges alongside the projected benefits.
Vanguard Capital Management reports 6.07M Dana Inc (NYSE: DAN) holdings
Vanguard Capital Management reported beneficial ownership of 6,067,964 shares of Dana Inc (NYSE: DAN) Common Stock, representing 5.53% of the class. This disclosure was made in a Schedule 13G filing, indicating a passive investment exceeding 5% ownership. The filing specifies Vanguard has sole dispositive power over all these shares and sole voting power for 862,113 shares.
Dana (NYSE:DAN) Issues FY 2026 Earnings Guidance
Dana (NYSE:DAN) issued its FY 2026 earnings guidance, projecting EPS between $2.00 and $3.00 and revenue between $7.3 billion and $7.7 billion, largely aligning with analyst consensus. Brokerages like UBS, Barclays, and JPMorgan Chase & Co. have raised their price targets, contributing to a "Moderate Buy" consensus rating with an average target of $39.83. The company also declared a quarterly dividend of $0.12, payable on May 29th, and reported its stock trading near $37.67 with a P/E ratio of 66.1.
Dana Inc (DAN) Shares Fall 4.8% -- GF Value Says Still Overvalued
Dana Inc (DAN) shares fell 4.8% to $35.82 on April 29, 2026, despite significant year-to-date and past-year gains. GuruFocus's GF Value indicates the stock is significantly overvalued at 157.0% above its estimated intrinsic value, suggesting a lack of safety margin for investors. The company's P/E (TTM) of 53.5x is 129% above its 5-year median, and there have been no insider transactions in the last three months, adding to caution signals.
Vanguard holds 7.26% of Dana Inc (NYSE: DAN) as of 03/31/2026
Vanguard Portfolio Management has reported a beneficial ownership of 7,955,728 shares in Dana Inc (NYSE: DAN), representing 7.26% of the common stock as of March 31, 2026. This disclosure was made via a Schedule 13G filing on April 29, 2026, indicating that Vanguard exercises sole voting power over 56,836 shares and sole dispositive power over the entire reported position. The filing highlights Vanguard's significant stake as an institutional investor, focusing on ownership details rather than investment intentions.
Dana (NYSE: DAN) lifts Q1 2026 margins and lands Stellantis RAM Dakota deal
Dana Incorporated reported strong first-quarter 2026 results with sales of $1.87 billion, an increase from the previous year, driven by customer recoveries and currency. The company significantly improved its adjusted EBITDA margin to 9.2% from 5.2% due to cost-savings and efficiency actions. Dana also announced a new Stellantis RAM Dakota program, contributing to a three-year net new sales backlog of approximately $950 million, and maintained its full-year 2026 guidance.
Dana Incorporated Reports Strong First-Quarter Results; Maintains Full-Year Guidance; Announces New Business Win
Dana Incorporated reported strong first-quarter 2026 results, with sales of $1.9 billion and an adjusted EBITDA of $171 million, representing a 9.2% margin. The company maintained its full-year guidance and announced a significant new business win with Stellantis for the RAM Dakota program, expanding its presence in the compact truck market. Dana's leadership highlighted progress in cost structure improvements, execution discipline, and continued momentum in new business acquisitions, affirming their "Dana 2030" plan for higher sales and structurally higher margins.
Dana earnings on deck: Can post-sale focus lift margins?
Dana Inc. is set to report its first-quarter earnings, with investors watching to see if its new strategy focusing on light and commercial vehicles, following the sale of its Off-Highway business, will lead to margin expansion. Analysts anticipate earnings of 41 cents per share on revenue of $1.83 billion. The company's leadership transition with the appointment of a new CEO and its Dana 2030 strategic plan, including an 80% increase in EBITDA by 2030, are key areas of investor interest.
Dana earnings on deck: Can post-sale focus lift margins? By Investing.com
Dana Inc. is set to release its first-quarter earnings, with analysts expecting 41 cents per share on revenue of $1.83 billion. This report comes after the company's strategic pivot following the $2.7 billion sale of its Off-Highway business, focusing now on light and commercial vehicles. Investors will be keen to see if this streamlined approach translates into margin expansion, especially given the company's new "Dana 2030" strategic plan.
Dana (NYSE: DAN) investors approve board, say-on-pay and auditor, reject independent chair
Dana Incorporated shareholders, at their annual meeting on April 22, 2026, re-elected all eight director nominees, approved the advisory vote on executive compensation, and ratified PricewaterhouseCoopers LLP as their independent auditor. However, a shareholder proposal to mandate an independent Board Chairman was rejected. The company reported a strong quorum with 89.74% of outstanding shares represented.
Dana stock hits all-time high at 38.77 USD By Investing.com
Dana Inc. (NYSE: DAN) stock has reached a new all-time high of $38.77, reflecting a 212% increase over the past year and strong investor confidence. Despite this surge, InvestingPro suggests the stock may be overvalued relative to its Fair Value. The company recently reported strong Q4 revenue, announced a strategic plan for $10 billion annual sales by 2030, and declared a quarterly dividend of $0.12 per share.
Dana stock hits all-time high at 38.77 USD
Dana Inc (DAN) stock has reached a new all-time high of $38.77, reflecting a 212% increase over the past year. This surge is attributed to strong investor confidence and successful strategies in the evolving automotive industry, despite an InvestingPro analysis suggesting the stock may be overvalued. The company recently reported strong Q4 revenue, exceeding analyst expectations, and aims for $10 billion in annual sales by 2030.
Dana shareholders on May 8 will get a 12-cent quarterly payout
Dana Incorporated (NYSE: DAN) announced a quarterly dividend of $0.12 per share. This dividend is payable on May 29, 2026, to shareholders of record as of May 8, 2026. This action restores a regular cash return on common stock for the global leader in propulsion solutions.
MFS New Discovery Value Portfolio's Dana Inc(DAN) Holding History
This article details the historical holdings of MFS New Discovery Value Portfolio in Dana Inc (DAN). It reports that as of December 31, 2025, the portfolio held no shares of DAN, with an estimated gain of $253,133.23 from past transactions. The article provides a summary of purchases and sales, indicating the portfolio's strategy regarding DAN stock.
Dana Incorporated (NYSE:DAN) Given Average Rating of "Moderate Buy" by Analysts
Dana Incorporated (NYSE:DAN) has received a "Moderate Buy" consensus rating from analysts, with an average one-year price target of $37.00. The company reported EPS of $0.85 on $1.87 billion in revenue and recently increased its quarterly dividend to $0.12 per share, resulting in a 1.3% yield. Despite a high P/E ratio and negative return on equity, analysts have recently raised price targets, reflecting continued interest in the auto parts supplier.
Dana Inc stock hits all-time high of 36.98 USD By Investing.com
Dana Inc (DAN) stock reached an all-time high of $36.98, reflecting a 215.31% increase over the past year and a current market capitalization of $4.06 billion. This surge is driven by strong investor confidence, robust Q4 revenue, and a positive outlook for 2026, with a long-term growth strategy targeting $10 billion in annual sales by 2030. UBS has reiterated a Buy rating and increased its price target to $40, citing the company's strategic plans and potential for value creation.
Dana Inc stock hits all-time high of 36.98 USD By Investing.com
Dana Inc. (DAN) reached an all-time high of $36.98, reflecting a 215.31% increase over the past year and a 49% year-to-date gain, with its current market capitalization at $4.06 billion. The surge follows strong Q4 revenue, exceeding analyst estimates, and a reaffirmation of a positive 2026 outlook and long-term growth strategy targeting $10 billion in sales by 2030. UBS has reiterated a Buy rating and raised its price target to $40, citing the company's strategic plan and potential for growth.
Dana Inc stock hits all-time high of 36.98 USD By Investing.com
Dana Inc. has reached an all-time high stock price of $36.98, reflecting a 215.31% increase over the past year and a 49% year-to-date gain, driven by robust investor confidence and strategic initiatives. The company reported strong fourth-quarter revenue, surpassing analyst expectations, and reaffirmed a positive 2026 outlook, with a long-term goal of $10 billion in annual sales by 2030. UBS reiterated a Buy rating and increased its price target to $40, citing Dana's strategic plan and potential for growth.
Dana Inc stock hits all-time high of 36.98 USD
Dana Inc. stock reached an all-time high of $36.98, reflecting a 215.31% increase over the past year and a 49% year-to-date gain, showcasing strong investor confidence. The company reported better-than-expected Q4 revenue of $1.9 billion and reaffirmed its strong 2026 outlook, with a long-term strategy targeting $10 billion in annual sales by 2030. UBS reiterated a Buy rating and raised its price target to $40, citing Dana's strategic plan and potential for growth.
UBS Raises its Price Target on Dana Inc (DAN) to $42
UBS has increased its price target for Dana Inc (NYSE:DAN) to $42 from $40, maintaining a Buy rating, citing more reasonable valuations after previous caution regarding Q4 results and 2026 guidance. This follows a similar upgrade from Barclays and Dana's "Dana 2030" long-term plan, which targets substantial increases in annual sales, adjusted EBITDA margins, and free cash flow, along with significant share repurchases. Despite potential demand concerns, UBS believes that lowered expectations mean even modest positive news could be well-received by investors.
Dana Inc. Robinson plant to start layoffs June 15
Dana Incorporated's Robinson Plant will begin employee layoffs on June 15, 2026, with all separations completed by October 1, 2026. This follows the previously announced closure of the plant. The communication to employees was shared by Plant Manager Timothy Garrett.
RBC Capital Remains a Buy on Dana Incorporated (DAN)
RBC Capital has reiterated its Buy rating on Dana Incorporated (DAN) with a price target of $40.00, following a report from analyst Tom Narayan. Other analysts also hold a Strong Buy consensus for DAN, with an average price target of $39.60. Despite a net loss in the last quarter, the company's stock closed yesterday at $36.46.
RBC Capital Remains a Buy on Dana Incorporated (DAN)
RBC Capital maintained a Buy rating on Dana Incorporated (DAN) with a price target of $40.00. Analyst Tom Narayan's recommendation is supported by his 6.1% average return and 44.60% success rate on recommended stocks. Dana Incorporated has a "Strong Buy" analyst consensus, with a price target consensus of $39.60, representing an 8.61% upside.
Dana will post first-quarter results before a 9 a.m. webcast on Apr. 29
Dana Incorporated (NYSE: DAN) announced it will release its 2026 first-quarter financial results on Wednesday, April 29, 2026. A press release will be issued at 7:00 a.m. EDT, followed by a conference call and webcast at 9:00 a.m. EDT where senior management will discuss results and answer questions. Investors can access the webcast, slides, and a replay via Dana's investor website.
Dana (DAN) Is Up 9.2% After Unveiling ‘Dana 2030’ And Expanded Buyback Plan - Has The Bull Case Changed?
Dana Inc. recently introduced its "Dana 2030" plan, focusing on sustainable growth, operational efficiency, and cost discipline, alongside a significant expansion of its share repurchase program to US$2.00 billion by 2030. This strategy is designed to reinforce the company's commitment to returning capital to shareholders and reposition its business mix. While the plan strengthens the long-term investment narrative by emphasizing profitability and cash flow, it introduces execution risk regarding margin improvements and potential cyclical downturns due to concentrated OEM exposure.
Tudor Investment Corp ET AL Acquires 201,344 Shares of Dana Incorporated $DAN
Tudor Investment Corp ET AL significantly increased its stake in Dana Incorporated (NYSE:DAN) by 1,706.3%, purchasing an additional 201,344 shares to reach a total of 213,144 shares valued at approximately $4.27 million. This move comes as Dana recently raised its quarterly dividend to $0.12, resulting in an annualized dividend of $0.48 and a yield of approximately 1.3%. The company has also seen positive analyst sentiment, with an average rating of "Moderate Buy" and an average price target of $36.67.
Dana Inc stock hits all-time high at 36.28 USD By Investing.com
Dana Inc (DAN) stock has reached an all-time high of $36.28, reflecting a 202% 1-year total return and strong investor confidence, with a market capitalization of $4 billion. Despite trading above its Fair Value and exhibiting high volatility (beta of 2.04), the company's recent strong Q4 earnings, surpassing analyst expectations, and ambitious "Dana 2030" strategic plan to achieve $10 billion in annual sales by 2030, underpin this growth. UBS has maintained a Buy rating and increased its price target to $40, citing a positive margin outlook and a projected 7% CAGR from 2026 to 2030.
Dana Inc. (DAN) sparks optimism following first quarter results
The article indicates that Dana Inc. (DAN) has generated optimism among investors or analysts due to its recently released first-quarter financial results. This suggests that the company's performance during the quarter was positive, likely exceeding expectations or demonstrating strong growth.
Dimensional Fund Advisors (NYSE: DAN) holds 8.37M shares, 7.6% stake
Dimensional Fund Advisors has filed an amended Schedule 13G reporting ownership of 8,365,905 shares of Dana Inc (NYSE: DAN) common stock, representing a 7.6% stake as of March 31, 2026. The shares are held by investment funds for which Dimensional acts as an adviser, and the firm disclaims beneficial ownership while noting its sole voting power over 8,236,916 shares and sole dispositive power over 8,365,905 shares. This filing is considered a routine disclosure reflecting a typical institutional holding rather than an active control intent.
Dana Inc stock hits all-time high at 36.28 USD By Investing.com
Dana Inc (DAN) has reached an all-time high of $36.28, marking a 202% 1-year total return and a market capitalization of $4 billion, signaling strong investor confidence. Despite trading above its Fair Value with high volatility, the company's Q4 revenue surpassed expectations, and UBS raised its price target to $40 based on Dana's strategic plan to achieve $10 billion in annual sales by 2030.
Dana Inc stock hits all-time high at 36.28 USD
Dana Inc. (DAN) stock reached an all-time high of $36.28, reflecting a 202% 1-year total return and a market capitalization of approximately $4 billion. Despite trading above its InvestingPro Fair Value and exhibiting high volatility, the company's strategic initiatives and strong financial performance, including Q4 revenue exceeding expectations and a long-term growth plan targeting $10 billion in annual sales by 2030, have driven investor confidence. UBS reaffirmed a Buy rating and raised its price target to $40, citing the company's strategic plan and positive margin outlook.
Dana Inc. (DAN) Sparks Optimism Following First Quarter Results
Dana Inc. (NYSE: DAN) is generating optimism among investors after Barclays raised its price target to $41 and maintained an Overweight rating following strong first-quarter results. The company's "Dana 2030" strategy outlines ambitious goals, including $10 billion in annual sales, 6% adjusted free cash flow margins, and up to $2 billion in share repurchases by 2030, driven by higher-margin business and operational efficiency. Dana specializes in energy-management and power-conveyance solutions for vehicles, serving manufacturers worldwide with various technological offerings.
Drive Advantage
Dana Incorporated's modular drivehead system, distributed by PACCAR Parts and TRP, is helping Australian heavy vehicle operators extend axle life and improve uptime. The system features advanced pump technology for enhanced lubrication and temperature control, resulting in lower operating temperatures, extended oil life, and reduced wear. Its modular design and commonality across models offer flexibility for various applications and ease of service, backed by strong warranty coverage and nationwide parts support.
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 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 (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 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.
