Dana Incorporated (DAN) reported fourth-quarter 2025 results with revenue of $1.87 billion, down 48.2% year‑over‑year, and cost of goods sold of $1.69 billion. Gross profit fell to $180 million, a decline of 65.7%, compressing the gross margin to about 9.6% for the quarter.
Cash flow and balance-sheet highlights show stronger operating cash generation alongside conservative capital spending. Cash from operations jumped to $812 million, up 168.9% year‑over‑year, while purchases of property, plant and equipment totaled $61 million, down 66.5%.
In summary, Dana Incorporated (DAN) saw significant top‑line contraction and margin compression in Q4 2025, offset in part by a marked improvement in operating cash flow and lower capital spending.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Dana Incorporated Insider Trading Activity
Dana Incorporated insiders have traded $DAN stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $DAN stock by insiders over the last 6 months:
- CRAIG C PRICE (SVP & Pres Off-Highway Drive) has made 0 purchases and 11 sales selling 13,300 shares for an estimated $298,475.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Dana Incorporated Hedge Fund Activity
We have seen 128 institutional investors add shares of Dana Incorporated stock to their portfolio, and 216 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NOMURA HOLDINGS INC removed 6,688,518 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $134,037,900
- CITADEL ADVISORS LLC removed 2,795,547 shares (-77.3%) from their portfolio in Q4 2025, for an estimated $66,422,196
- BLACKROCK, INC. removed 1,903,588 shares (-9.5%) from their portfolio in Q4 2025, for an estimated $45,229,250
- VANGUARD GROUP INC removed 1,888,435 shares (-11.7%) from their portfolio in Q4 2025, for an estimated $44,869,215
- ALYESKA INVESTMENT GROUP, L.P. removed 1,709,703 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $34,262,448
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,675,719 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $39,815,083
- MILLENNIUM MANAGEMENT LLC added 1,470,411 shares (+39.8%) to their portfolio in Q4 2025, for an estimated $34,936,965
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Dana Incorporated Analyst Ratings
Wall Street analysts have issued reports on $DAN in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 10/30/2025
- Barclays issued a "Overweight" rating on 10/10/2025
- RBC Capital issued a "Outperform" rating on 09/02/2025
To track analyst ratings and price targets for Dana Incorporated, check out Quiver Quantitative's $DAN forecast page.
Dana Incorporated Price Targets
Multiple analysts have issued price targets for $DAN recently. We have seen 5 analysts offer price targets for $DAN in the last 6 months, with a median target of $35.0.
Here are some recent targets:
- Tom Narayan from RBC Capital set a target price of $40.0 on 02/19/2026
- Colin Langan from Wells Fargo set a target price of $35.0 on 02/19/2026
- Joseph Spak from UBS set a target price of $40.0 on 02/19/2026
- Dan Levy from Barclays set a target price of $32.0 on 01/23/2026
- Ryan Brinkman from JP Morgan set a target price of $28.0 on 11/03/2025
