Dana (DAN)
Supplies driveline, electrified, sealing, and thermal systems for light and commercial vehicles.
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Supplies driveline, electrified-propulsion, sealing, thermal-management, and control systems to light- and commercial-vehicle manufacturers and their aftermarkets. Two global on-highway segments generate revenue through OEM platform programs, with demand tied to vehicle production schedules and sales concentrated among large automakers and truck manufacturers.
Supplies axles, driveshafts, transmissions, motors, inverters, controls, sealing products, and thermal-management systems for light and commercial vehicles. Light Vehicle Drive Systems is the larger segment, serving passenger cars, trucks, SUVs, crossovers, and vans; Commercial Vehicle Drive and Motion Systems covers medium- and heavy-duty trucks, buses, and related aftermarket parts.
Combines mechanical driveline engineering with electrified propulsion, sealing, cooling, and software controls across internal-combustion, hybrid, and electric platforms. Operations span North America, Europe, South America, and Asia-Pacific, while the completed Off-Highway sale leaves the portfolio focused on on-highway markets.
The pending Eaton Mobility combination remains subject to shareholder and regulatory approvals. Revenue depends on OEM production schedules, platform awards, and customer pricing, and a small group of large vehicle manufacturers accounts for most sales.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 14, 2026 | Barclays | Reiterate | Rating: —Target: $33 | Target: $35 |
| Aug 7, 2026 | UBS | Reiterate | Rating: —Target: $39 | Target: $38 |
| Aug 7, 2026 | RBC Capital | Reiterate | Rating: —Target: $33 | Target: $37 |
| Jul 13, 2026 | RBC Capital | Reiterate | Rating: —Target: $41 | Target: $33 |
| Jul 9, 2026 | UBS | Reiterate | Rating: —Target: $42 | Target: $39 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $331.0M · Total debt $1.50B · Total assets $6.11B · Shareholders' equity $1.92B
- Revenue
- $2.01B
- Operating income
- $59.0M
- Net income
- −$5.0M
HistoryDividendAnnual yield
| Institutions | ≈ 99.22% | 106.73M shares | |
|---|---|---|---|
| 351 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.56% | 1.68M shares | |
| 14 holders · as of Jul 24, 2026 | |||
| Adds to | 100.78% | ||
107.58M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (107.58M in the company's Sep 22, 2026 report, 124.78M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 100.78%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.97% | 18.26M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 7.70% | 8.28M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.24% | 7.78M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 5.87% | 6.32M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.55% | 4.90M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 25, 2025 | Craig C. Price | officer: SVP & Pres Off-Highway Drive | −13,300 | $22.44 |
- Dauch
Direct driveline peer across axles, shafts, and ePowertrain
- BorgWarner
Crosses drivetrain, thermal, and eProducts in both vehicle segments
- Magna
Light-vehicle eDrive and powertrain systems overlap
- Cummins
Commercial-vehicle driveline and axle peer through Meritor
- Eaton
Pending Mobility combination, still overlapping until closing
- Allison Transmission
Commercial propulsion and e-axles overlap in trucks and buses
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Dana | $30.24 | +0.82% | $3.74B | — | 8.8 | — | +3.9% |
| Dauch | $5.97 | +0.93% | $1.40B | — | 7.4 | 0.2 | +92.4% |
| BorgWarner | $61.89 | −2.26% | $12.99B | 31.2 | 11.4 | 0.9 | +0.3% |
| Magna | $63.81 | +1.26% | $17.15B | 23.3 | 8.7 | 0.4 | +2.0% |
| Cummins | $526.60 | −1.53% | $73.79B | 27.3 | 15.9 | 2.1 | +9.4% |
| Eaton | $440.74 | +1.22% | $169.08B | 44.3 | 29.3 | 5.6 | +21.4% |
| Allison Transmission | $118.25 | −0.52% | $9.86B | 18.9 | 11.3 | 2.7 | +92.4% |
| Median | 27.3 | 11.4 | 1.5 | +15.4% |