Dana (NYSE:DAN) Issues Earnings Results, Beats Estimates By $0.02 EPS

Dana (NYSE:DAN) posted its quarterly earnings data on Wednesday. The auto parts company reported $0.37 earnings per share for the quarter, topping the consensus estimate of $0.35 by $0.02, Briefing.com reports. The firm had revenue of $1.87 billion for the quarter, compared to analysts’ expectations of $1.80 billion. Dana had a net margin of 0.64% and a return on equity of 6.35%. The company’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period in the previous year, the company posted $0.25 EPS.

Here are the key takeaways from Dana’s conference call:

• Dana delivered meaningful margin expansion and cost reductions in 2025, achieving $610M adjusted EBITDA (11.1% Q4 margin) with a $325M run rate of cost savings into 2026, and is guiding to ~$800M adjusted EBITDA in 2026 while targeting $10B revenue and 14%–15% EBITDA margin by 2030.
• Operating cash flow and deleveraging strengthened the balance sheet: adjusted free cash flow was $331M (highest since 2013), the Off‑Highway sale funded roughly $1.9B of debt reduction$1.8B.
• Management raised shareholder returns—a $2B share‑repurchase program through 2030, >34M shares repurchased in 2025 (avg $18.96), ~$100M repurchased early in Q1 2026, and a 20% dividend increase to $0.12/quarter—signaling confidence in cash generation.
• Market outlook is cautious: 2026 revenue is guided roughly flat at $7.5B with volumes assumed flat, backlog of $750M (three‑year) and ~$200M expected to flow in 2026, while management cites a shift from EV toward ICE/hybrid programs as both a headwind and opportunity.
• Near‑term financial headwinds remain: interest expense rose in 2025 (full‑year ~$171M, +$26M YoY) partly from funding accelerated buybacks, and the company notes ~$40M of post‑divestiture stranded costs it expects to largely eliminate in 2026, with net interest projected to decline after deleveraging.

Dana Stock Performance

NYSE DAN traded up $1.84 during trading on Wednesday, hitting $34.71. The company’s stock had a trading volume of 3,121,373 shares, compared to its average volume of 1,737,486. Dana has a 52 week low of $10.11 and a 52 week high of $35.71. The firm has a market cap of $4.06 billion, a P/E ratio of 77.14, a price-to-earnings-growth ratio of 1.41 and a beta of 2.14. The firm has a 50 day moving average price of $27.35 and a 200 day moving average price of $22.65. The company has a quick ratio of 0.96, a current ratio of 1.31 and a debt-to-equity ratio of 2.23.

Dana Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, February 27th will be given a $0.12 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $0.48 annualized dividend and a yield of 1.4%. This is an increase from Dana’s previous quarterly dividend of $0.10. Dana’s dividend payout ratio (DPR) is presently 88.89%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on DAN. Weiss Ratings reissued a “hold (c)” rating on shares of Dana in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $36.00 price target on shares of Dana in a report on Thursday, January 22nd. Barclays upped their price objective on shares of Dana from $27.00 to $32.00 and gave the company an “overweight” rating in a research note on Thursday, January 22nd. JPMorgan Chase & Co. lifted their target price on shares of Dana from $26.00 to $28.00 and gave the company an “overweight” rating in a research note on Monday, November 3rd. Finally, Royal Bank Of Canada upped their price target on shares of Dana from $26.00 to $32.00 and gave the stock an “outperform” rating in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $32.17.

Institutional Trading of Dana

A number of hedge funds have recently bought and sold shares of the stock. Captrust Financial Advisors bought a new position in shares of Dana during the 2nd quarter worth about $176,000. Horizon Investments LLC bought a new position in Dana during the third quarter valued at about $553,000. Entropy Technologies LP increased its stake in Dana by 266.2% during the third quarter. Entropy Technologies LP now owns 37,303 shares of the auto parts company’s stock valued at $748,000 after acquiring an additional 27,116 shares during the period. State of Tennessee Department of Treasury raised its holdings in Dana by 10.7% in the 2nd quarter. State of Tennessee Department of Treasury now owns 55,842 shares of the auto parts company’s stock valued at $958,000 after acquiring an additional 5,405 shares in the last quarter. Finally, Tudor Investment Corp ET AL lifted its position in shares of Dana by 28.4% in the 4th quarter. Tudor Investment Corp ET AL now owns 273,631 shares of the auto parts company’s stock worth $6,501,000 after acquiring an additional 60,487 shares during the period. 96.79% of the stock is owned by institutional investors.

About Dana

Dana Incorporated is a global leader in the design and manufacture of drivetrain, sealing, and thermal-management technologies for the automotive, commercial vehicle, off-highway and industrial markets. The company’s product portfolio includes axles, driveshafts, transmissions, e-Propulsion systems and thermal-management assemblies that help improve fuel efficiency, reduce emissions and enhance vehicle performance. Dana’s expertise spans internal combustion and electrified powertrains, positioning it to support both traditional and next-generation mobility solutions.

Founded in 1904 by Clarence W.