DAN
Dana Incorporated · Consumer Cyclical
Dana Incorporated · Consumer Cyclical
Dana Incorporated provides power-conveyance and energy-management solutions for vehicles and machinery in North America, Europe, South America, and the Asia Pacific. It operates in four segments: Light Vehicle Drive Systems, Commercial Vehicle Drive and Motion Systems, Off-Highway Drive and Motion Systems, and Power Technologies. The Light Vehicle Drive Systems segment offers axles, driveshafts, e-axles, electrodynamic and drivetrain components, and transmissions, as well as electric, hybrid, and ICE products for light trucks, sport and crossover utility vehicles, vans, and passenger cars. The Commercial Vehicle Drive and Motion Systems segment provides axles, driveshafts, e-axles, e-transmissions, electrodynamic and drivetrain components, and electric vehicle integration services, as well as software as a service for medium and heavy duty trucks, buses, and specialty vehicles. The Off-Highway Drive and Motion Systems segment offers axles, driveshafts, transmissions, planetary hub drives, e-axles and e-drives, and helical and bevel-helical gearboxes, as well as electrodynamic, hydraulic, and drivetrain components for construction, earth moving, agricultural, mining, forestry, material handling, and industrial stationary markets. The Power Technologies segment offers gaskets and sealing, cover modules, heat shields, thermal management, e-thermal management, cooling, and bipolar fuel cell plates products for light vehicle, medium/heavy vehicle, and off-highway markets. The company was formerly known as Dana Holding Corporation and changed its name to Dana Incorporated in August 2016. Dana Incorporated was founded in 1904 and is headquartered in Maumee, Ohio.
Consumer Cyclical
Auto - Parts
39,300
2008-01-02
2.04

Dana Incorporated (NYSE: DAN - Get Free Report)'s share price passed above its 200-day moving average during trading on Monday. The stock has a 200-day moving average of $25.96 and traded as high as $33.85. Dana shares last traded at $33.2670, with a volume of 886,778 shares. Wall Street Analysts Forecast Growth Several brokerages have

Dana Incorporated remains a buy as margin expansion, balance sheet repair, and diversified growth drivers are now evident in results. Post-off-highway divestiture, DAN's net leverage is expected to stay below 1x through 2026, supporting financial flexibility. Margin improvement is visible, with FY2025 adj. EBITDA margin at 8.1% and Q4 2024 reaching 11.1%, driven by cost initiatives.

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.

Dana Incorporated (DAN) Analyst/Investor Day Transcript

MAUMEE, Ohio, March 25, 2026 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) a global leader in the design and manufacture of highly efficient vehicle propulsion solutions, is hosting its 2026 Capital Markets Day today in New York City beginning at 9:00 a.m. Eastern Time, where the company's leadership team will outline the strategic priorities and long‑term financial targets underpinning Dana 2030, the company's growth and value‑creation strategy.

DAN has surged 123% in a year, but at 11x forward earnings, improving margins, backlog strength and capital returns may still leave room to run.
WANDELL KEITH E
director
21 SH @ $0.00
2026-03-20
Pour Brian Keith
officer: SVP & Pres Comm Veh Drive
342 SH @ $0.00
2026-03-20
OConnell Diarmuid B.
director
21 SH @ $0.00
2026-03-20
Nelligan Hanna Olivia
director
21 SH @ $0.00
2026-03-20
McDonald R Bruce
director, officer: Chairman & CEO
701 SH @ $0.00
2026-03-20
Mack Michael J
director
21 SH @ $0.00
2026-03-20
Liedberg Douglas H
officer: SVP, General Counsel and Secty
239 SH @ $0.00
2026-03-20
LaFreniere Nora E.
director
21 SH @ $0.00
2026-03-20