DAN

DANA Inc

NYSE · Motor Vehicle Parts & Accessories · Inc. DE · CIK 0000026780
$30.81 +2.32% $3.3B
High Impact Filing (7/10)22 New Institutional Positions18 Institutional Exits
Vol
Market Cap$3.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (71%)
Inst. Holders50 funds
Inst. Value$2.3B
Inst. Activity22 buys / 18 sells
SEC Reports9
Exchange NYSE·Sector Motor Vehicle Parts & Accessories·Inc. DE·CIK 0000026780·Prev Close $30.11

Recent Activity

Jun 11, 2026 SEC
Dana Inc. filed an internal employee communication (Rule 425) reinforcing the strategic rationale and timeline of its pr
425 — Impact 7/10
Jun 11, 2026 SEC
Dana Inc. filed another Rule 425 communication — an internal employee letter — reiterating the strategic rationale and t
425 — Impact 6/10
Jun 11, 2026 SEC
This 425 filing from Dana Inc. (DAN) is a customer letter reinforcing the strategic rationale and timeline of the propos
425 — Impact 7/10
May 29, 2026 Insider
Kellett James D was granted 101 shares
VP & Chief Accounting Officer
May 29, 2026 Insider
OConnell Diarmuid B. was granted 18 shares
Director
May 29, 2026 Insider
Karlin Bridget E was granted 18 shares
Director
Inst.
Invesco Ltd. — DOUBLED
3,477,578 shares ($117.0M)
Inst.
GABELLI FUNDS LLC — TRIM
1,284,700 shares ($43.2M)

Price Targets

$41.14 +33.5% upside Strong Buy
Current $30.81 Low $33.00 Median $41.00 High $46.00 7 analysts
$33.00 $46.00

Analyst Ratings

Buy71% buy · 14 analysts
1Strong Buy
9Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Apr 30, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Apr 23, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 14, 2026 UBS MAINTAIN Buy → Buy
Mar 30, 2026 Barclays MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.65 ▲ +5.9% $0.46 — $0.82 7
Next Q $0.78 ▲ +6.5% $0.61 — $0.93 344% YoY 7
Current FY $2.40 ▼ -4.8% $1.71 — $2.79 464% YoY 8
Next FY $3.38 ▼ -4.5% $3.25 — $3.55 41% YoY 3

Latest Reports

BULLISH 425 7/10
Dana Inc. filed an internal employee communication (Rule 425) reinforcing the strategic rationale and timeline of its pr
Jun 11, 2026
BULLISH 425 6/10
Dana Inc. filed another Rule 425 communication — an internal employee letter — reiterating the strategic rationale and t
Jun 11, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$584.5M—
DIMENSIONAL FUND ADVISORS LP$281.5M—
VANGUARD PORTFOLIO MANAGEMENT LLC$265.8M—
VANGUARD CAPITAL MANAGEMENT LLC$175.2M—
STATE STREET CORP$163.9M—

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Kellett JamesA$0.00
May 29, 2026OConnell DiarmuidA$0.00
May 29, 2026Karlin BridgetA$0.00
May 29, 2026Hernandez ErnestoA$0.00
May 29, 2026LaFreniere NoraA$0.00
50 institutional holders with $2.3B total value (67,713,330 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 22 institutions added/increased vs 18 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.17,370,169$584.5M25.7%—
2DIMENSIONAL FUND ADVISORS LP8,365,905$281.5M12.4%—
3VANGUARD PORTFOLIO MANAGEMENT LLC7,898,892$265.8M11.7%—
4VANGUARD CAPITAL MANAGEMENT LLC5,205,851$175.2M7.7%—
5STATE STREET CORP4,870,439$163.9M7.2%—
6Invesco Ltd.3,477,578$117.0M5.1%DOUBLED +226.0%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,442,904$48.6M2.1%—
8MORGAN STANLEY1,327,467$44.7M2.0%—
9PRUDENTIAL FINANCIAL INC1,304,441$43.9M1.9%ADD +46.0%
10LOOMIS SAYLES & CO L P1,302,384$43.8M1.9%ADD +61.2%
11GABELLI FUNDS LLC1,284,700$43.2M1.9%TRIM -34.5%
12GAMCO INVESTORS, INC. ET AL1,211,089$40.8M1.8%TRIM -47.2%
13GOLDMAN SACHS GROUP INC950,103$32.0M1.4%—
14Nuveen, LLC858,924$28.9M1.3%DOUBLED +219.5%
15Woodline Partners LP788,406$26.5M1.2%DOUBLED +287.4%
16VANGUARD FIDUCIARY TRUST CO729,430$24.5M1.1%—
17Trexquant Investment LP616,839$20.8M0.9%DOUBLED +124.7%
18BANK OF AMERICA CORP /DE/577,552$19.4M0.9%ADD +33.1%
19FIRST TRUST ADVISORS LP556,090$18.7M0.8%ADD +47.5%
20Point72 Asset Management, L.P.554,983$18.7M0.8%DOUBLED +1010.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.DOUBLED1,066,6853,477,578+226.0%$117.0M2026-Q1
GABELLI FUNDS LLCTRIM1,959,9001,284,700-34.5%$43.2M2026-Q1
GAMCO INVESTORS, INC. ET ALTRIM2,292,4311,211,089-47.2%$40.8M2026-Q1
Nuveen, LLCDOUBLED268,851858,924+219.5%$28.9M2026-Q1
Trexquant Investment LPDOUBLED274,507616,839+124.7%$20.8M2026-Q1
BANK OF AMERICA CORP /DE/ADD433,928577,552+33.1%$19.4M2026-Q1
FIRST TRUST ADVISORS LPADD376,948556,090+47.5%$18.7M2026-Q1
Point72 Asset Management, L.P.DOUBLED50,000554,983+1010.0%$18.7M2026-Q1
Russell Investments Group, Ltd.TRIM866,033537,680-37.9%$18.1M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDADD404,334507,667+25.6%$17.1M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM806,300405,100-49.8%$13.6M2026-Q1
Allianz Asset Management GmbHTRIM439,059263,298-40.0%$8.9M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM454,103246,854-45.6%$8.3M2026-Q1
CAPITAL FUND MANAGEMENT S.A.ADD144,514210,199+45.5%$7.1M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM273,631195,422-28.6%$6.6M2026-Q1
Allspring Global Investments Holdings, LLCTRIM274,536175,985-35.9%$6.0M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEAR_EXIT2,302,693152,828-93.4%$5.1M2026-Q1
MACKENZIE FINANCIAL CORPADD100,251136,646+36.3%$4.6M2026-Q1
HSBC HOLDINGS PLCDOUBLED13,584115,184+747.9%$3.8M2026-Q1
SEI INVESTMENTS COADD63,347102,538+61.9%$3.5M2026-Q1
Gotham Asset Management, LLCTRIM134,05168,869-48.6%$2.3M2026-Q1
Mitsubishi UFJ Trust & Banking CorpTRIM100,59665,987-34.4%$2.2M2026-Q1
Verition Fund Management LLCNEAR_EXIT344,88745,938-86.7%$1.5M2026-Q1
State of Tennessee, Department of TreasuryADD25,87841,153+59.0%$1.4M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM56,61131,024-45.2%$1.0M2026-Q1
13 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Kellett James DVP & Chief Accounting OfficerAWARD101——
May 29, 2026OConnell Diarmuid B.DirectorAWARD18——
May 29, 2026Karlin Bridget EDirectorAWARD18——
May 29, 2026Hernandez Ernesto MDirectorAWARD18——
May 29, 2026LaFreniere Nora E.DirectorAWARD18——
May 29, 2026Foster Byron S.Pres, Light Veh Drive SystemsAWARD297——
May 29, 2026Mack Michael JDirectorAWARD18——
May 29, 2026Nelligan Hanna OliviaDirectorAWARD18——
May 29, 2026Pour Brian KeithSVP & Pres Comm Veh DriveAWARD304——
May 29, 2026McDonald R BruceChairman & CEOAWARD625——
May 29, 2026Liedberg Douglas HSVP, General Counsel and SectyAWARD212——
May 29, 2026Kraus Timothy RSVP & Chief Financial OfficerAWARD403——
May 28, 2026McDonald R BruceChairman & CEOAWARD22,808——
Mar 20, 2026Foster Byron S.Pres, Light Veh Drive SystemsAWARD333——
Mar 20, 2026Liedberg Douglas HSVP, General Counsel and SectyAWARD239——
Mar 20, 2026LaFreniere Nora E.DirectorAWARD21——
Mar 20, 2026WANDELL KEITH EDirectorAWARD21——
Mar 20, 2026McDonald R BruceChairman & CEOAWARD701——
Mar 20, 2026Hernandez Ernesto MDirectorAWARD21——
Mar 20, 2026Nelligan Hanna OliviaDirectorAWARD21——
Mar 20, 2026Karlin Bridget EDirectorAWARD21——
Mar 20, 2026Kellett James DVP & Chief Accounting OfficerAWARD114——
Mar 20, 2026Kraus Timothy RSVP & Chief Financial OfficerAWARD455——
Mar 20, 2026OConnell Diarmuid B.DirectorAWARD21——
Mar 20, 2026Pour Brian KeithSVP & Pres Comm Veh DriveAWARD342——
Mar 20, 2026Mack Michael JDirectorAWARD21——
Feb 13, 2026Kellett James DVP & Chief Accounting OfficerEXERCISE3,370——
Feb 13, 2026Kellett James DVP & Chief Accounting OfficerTAX W/H1,110$33.16$36.8K
Feb 13, 2026Kellett James DVP & Chief Accounting OfficerEXERCISE191——
Feb 13, 2026Kraus Timothy RSVP & Chief Financial OfficerEXERCISE29,954——
Feb 13, 2026Kraus Timothy RSVP & Chief Financial OfficerTAX W/H13,816$33.16$458.1K
Feb 13, 2026Kraus Timothy RSVP & Chief Financial OfficerEXERCISE1,734——
Feb 13, 2026Liedberg Douglas HSVP, General Counsel and SectyEXERCISE16,637——
Feb 13, 2026Liedberg Douglas HSVP, General Counsel and SectyTAX W/H7,937$33.16$263.2K
Feb 13, 2026Liedberg Douglas HSVP, General Counsel and SectyEXERCISE960——
Feb 13, 2026Foster Byron S.Pres, Light Veh Drive SystemsEXERCISE19,770——
Feb 13, 2026Foster Byron S.Pres, Light Veh Drive SystemsTAX W/H9,119$33.16$302.4K
Feb 13, 2026Foster Byron S.Pres, Light Veh Drive SystemsEXERCISE1,144——
Feb 11, 2026Pour Brian KeithSVP & Pres Comm Veh DriveEXERCISE330——
Feb 11, 2026Pour Brian KeithSVP & Pres Comm Veh DriveTAX W/H6,697$32.07$214.8K
Feb 11, 2026Pour Brian KeithSVP & Pres Comm Veh DriveEXERCISE14,640——
Feb 11, 2026Kellett James DVP & Chief Accounting OfficerEXERCISE60——
Feb 11, 2026Kellett James DVP & Chief Accounting OfficerTAX W/H995$32.07$31.9K
Feb 11, 2026Kellett James DVP & Chief Accounting OfficerEXERCISE2,811——
Feb 11, 2026Mack Michael JDirectorEXERCISE227——
Feb 11, 2026Mack Michael JDirectorEXERCISE10,104——
Feb 11, 2026Kraus Timothy RSVP & Chief Financial OfficerEXERCISE611——
Feb 11, 2026Kraus Timothy RSVP & Chief Financial OfficerTAX W/H12,068$32.07$387.0K
Feb 11, 2026Kraus Timothy RSVP & Chief Financial OfficerEXERCISE27,067——
Feb 11, 2026OConnell Diarmuid B.DirectorEXERCISE227——
9 SEC filing reports analyzed. Sentiment: 6 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 5.6/10.
BULLISH 425 7/10
Dana Inc. filed an internal employee communication (Rule 425) reinforcing the strategic rationale an
Jun 11, 2026
BULLISH 425 6/10
Dana Inc. filed another Rule 425 communication — an internal employee letter — reiterating the strat
Jun 11, 2026
BULLISH 425 7/10
This 425 filing from Dana Inc. (DAN) is a customer letter reinforcing the strategic rationale and ti
Jun 11, 2026
NEUTRAL 425 4/10
Dana filed this 425 communication to reassure suppliers that the proposed combination with Eaton's M
Jun 11, 2026
BULLISH 8-K 7/10
Dana Inc. has entered into a definitive merger agreement with Eaton Corporation plc, under which Eat
Jun 11, 2026
BULLISH 425 7/10
Dana announced a definitive agreement to combine with Eaton's Mobility Group in a Reverse Morris Tru
Jun 11, 2026
BULLISH 8-K 7/10
Dana Incorporated announced a definitive agreement to combine with Eaton's Mobility business in a Re
Jun 11, 2026
NEUTRAL 8-K 3/10
Dana filed supplemental non-GAAP reconciliations for Q1 2026, confirming adjusted EBITDA of $171M (9
May 15, 2026
NEUTRAL DEFA14A 2/10
Analysis based on filing metadata only — document content was unavailable
Mar 13, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (71% buy). Based on 14 analysts: 1 strong buy, 9 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$41.14 mean target +33.5% upside Strong Buy (2.00)
$33.00 Low $46.00 High
MetricValue
Current Price$30.81
Target Low$33.00
Target Mean$41.14
Target Median$41.00
Target High$46.00
# Analysts7
RecommendationStrong Buy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.65 $0.46 $0.82 — +5.9% 3↑ 2↓ $1.9B -25.8% 7
Next Q
2026-09-30
 $0.78 $0.61 $0.93 343.9% +6.5% 5↑ 1↓ $1.9B 1.6% 7
Current FY
2026-12-31
 $2.40 $1.71 $2.79 463.8% -4.8% 2↑ 5↓ $7.7B 2.1% 8
Next FY
2027-12-31
 $3.38 $3.25 $3.55 40.8% -4.5% 4↑ 2↓ $11.3B 48.1% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.652
7d ago$0.664-0.012
30d ago$0.616+0.036
60d ago$0.637+0.015
90d ago$0.625+0.027
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 30, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 23, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 14, 2026 UBS MAINTAIN Buy Buy
Mar 30, 2026 Barclays MAINTAIN Overweight Overweight
Feb 19, 2026 UBS MAINTAIN Buy Buy
Feb 19, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 19, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 23, 2026 Barclays MAINTAIN Overweight Overweight
Jan 22, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 22, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 22, 2026 UBS MAINTAIN Buy Buy
Jan 14, 2026 UBS MAINTAIN Buy Buy
Jan 12, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261940071%
May 1, 20261940071%
Apr 1, 20261940071%
Mar 1, 20261940071%
Feb 1, 20261940071%
Jan 1, 20261940071%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 29, 2026
earnings_calendar
DAN Q1 2026 Earnings Before Market Open — 2026-04-29
Feb 23, 2026
short_interest
FTD: DAN — 42,689 shares ($1.5M) failed to deliver
Settlement: 20260223, Price: $34.27, FTD Value: $1,462,952.03, DANA INCORPORATED