Dana Incorporated (DAN) AI Stock Analysis

Dana Incorporated provides power-conveyance and energy-management solutions for vehicles and machinery globally. The company operates through four segments: Light Vehicle Drive Systems, Commercial Vehicle Drive and Motion Systems, Off-Highway Drive and Motion Systems, and Power Technologies. Its Light Vehicle Drive Systems segment supplies axles, driveshafts, transmissions, and e-axles for light trucks, SUVs, CUVs, vans, and passenger cars across electric, hybrid, and internal combustion engine platforms. The Commercial Vehicle segment offers drive components and software solutions for medium and heavy-duty trucks and buses, while the Off-Highway segment serves construction, agriculture, mining, forestry, material handling, and industrial stationary markets.

Dana generated $7.50B in FY2025 revenue, representing a decline of 27.1% year-over-year following $10.28B in FY2024 and $10.55B in FY2023. Over the five-year period from FY2020 to FY2025, revenue grew at a CAGR of 1.1%. Gross margin was 8.0% in FY2025, while operating margin improved to 2.8%, up from negative 0.3% in FY2024. Net income reached $85.0M in FY2025, recovering from a net loss of $57.0M in FY2024. For the latest quarter ended June 30, 2026, revenue increased 3.9% year-over-year, and earnings grew 5660.4%, bringing trailing twelve-month revenue to $7.66B.

As of June 30, 2026, Dana held $331.0M in cash and short-term investments against total debt of $1.50B, resulting in net debt of $1.17B. The company maintained a current ratio of 1.49 and a debt-to-equity ratio of 0.78, with shareholders' equity standing at $1.92B. In FY2025, operating cash flow was $512.0M and capital expenditures were $214.0M, yielding $298.0M in free cash flow. Capital allocation in FY2025 included $650.0M for share buybacks and $54.0M for dividends paid, with total share count falling 24.9% over five years.

Dana trades at a forward P/E of 6.0x, which is below the median of 14.1x for its US-listed Consumer Cyclical peers. Its price-to-sales multiple of 0.4x and EV-to-EBITDA multiple of 7.7x also sit lower than the peer group medians of 0.7x and 11.1x, respectively. The stock closed at $28.97 on October 16, 2026, delivering a 1-year return of 54.6% compared to 16.8% for the S&P 500 (SPY). Over a 5-year period, Dana gained 31.2% versus 83.0% for the S&P 500.

Dana pays an annual forward dividend of $0.48 per share, representing a dividend yield of 1.66% and a payout ratio of 50.5%. The dividend is distributed quarterly and has been paid for 15 consecutive years. Over the past five years, the annualized dividend growth rate was 32.0%. The most recent ex-dividend date was August 7, 2026.

Wall Street analysts covering Dana have issued 2 Strong Buy, 3 Buy, and 2 Hold ratings, with zero Sell or Strong Sell recommendations. The mean price target of $38.67 implies an upside of 33.5% over the closing price of $28.97. For FY2026, consensus estimates project EPS of $1.84 and revenue of $7.78B. For FY2027, five analysts project EPS to expand 139.7% to $4.40 on revenue of $11.54B. Dana beat EPS estimates in 1 of the last 4 quarters, and its next earnings date is October 28, 2026.

This page is an AI-written research summary of Dana Incorporated (DAN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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