DAN at a glance
DANA Inc (DAN, SEC CIK 26780) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), DANA Inc (DAN) reported revenue of $7.5 billion (down 27.1% from FY2024) and net income of $85.0 million. Diluted EPS was $0.64.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding DANA Inc (DAN) shares worth $1.6 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $7.5B
- −27.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 33 funds
- $1.6B · +0 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Current report
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Manufacture and supply of automotive drivetrain, sealing, and thermal-management products
- Strategic shift: Divestiture of Off-Highway business completed January 1, 2026
- Notable liquidity metric: Total liquidity $1,799 million as of January 31, 2026, including $659 million cash and cash equivalents
- Financing activity: $650 million used to repurchase 34.3 million common shares during fiscal 2025
- Capital expenditure trend: Decreasing CapEx, $214 million in 2025 vs. $312 million in 2024, reflecting fewer program launches and rationalized investments
Risk Factors
- Regulatory risk from U.S. tariffs under Section 232 of the Trade Expansion Act; impact uncertain after Feb 20, 2026 Supreme Court ruling and new tariffs announced
- Geopolitical risk of operating in Argentina with $59 million net asset exposure, including $19 million in net fixed assets, amid government restrictions
- Supply chain risk from dependence on single-source suppliers for components, risking production disruptions and inability to meet schedules
- Competitive risk from delays in electric vehicle adoption affecting engineering expense alignment and cost-reduction plans targeting $325 million annualized savings by 2026
- Financial risk from customer concentration: top 10 customers accounted for 76% of sales in 2025, exposing Dana to demand or relationship changes
AI summary of the DAN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Cost reduction target $325 annualized through 2026
- $260 annualized savings realized through 2025
- Additional $65 annualized savings expected in 2026
- EV adoption delays cited as industry headwind
Risk Factors
- No risk-factors section provided; supplied text covers repurchases, exhibits, and certifications
- Merger transaction risk triggered by June 10, 2026 Separation and Distribution Agreement and merger agreement
- Capital-allocation risk from repurchase authorization increased to $2,000 through December 31, 2030
- Financing risk indicated by July 10, 2026 Amendment No. 8 to Credit and Guaranty Agreement
AI summary of the DAN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Q2 sales $2.01B, up from $1.935B, while adjusted EBITDA rose to $207M and margin expanded to 10.3% from 7.6%
- Continuing-operations earnings turned positive at $11M, or $0.05 diluted EPS, versus a $12M loss and $0.11 loss previously
Item 8.01: Other Events
- Full draw on Delayed Draw Term Loan A Facility planned to fund debt refinancing
- 8.500% Senior Notes due 2031 targeted for redemption around July 31, 2026
Item 1.01: Entry into a Material Definitive Agreement
- New $500.0 million senior secured delayed-draw Term Loan A facility
- Single draw available through August 1, 2026, for corporate purposes including 2031 Notes repayment or repurchase
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Byron S. Foster becomes CEO July 1, 2026, succeeding R. Bruce McDonald
- Foster receives $1,000,000 base salary and 150% target annual incentive opportunity
AI summaries of DAN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DAN
Don't miss the next DAN filing
- Alerts as it files. A push when DAN files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut DAN, by share count.
- Ask anything. An AI agent that reads every DAN filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| LaFreniere Nora E. | A | Aug 28, 2026 | 21 | - |
| Kellett James D | A | Aug 28, 2026 | 95 | - |
| Liedberg Douglas H | A | Aug 28, 2026 | 249 | - |
| OConnell Diarmuid B. | A | Aug 28, 2026 | 21 | - |
| McDonald R Bruce | A | Aug 28, 2026 | 1,697 | - |
| Kraus Timothy R | A | Aug 28, 2026 | 473 | - |
| Nelligan Hanna Olivia | A | Aug 28, 2026 | 21 | - |
| Mack Michael J | A | Aug 28, 2026 | 21 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $10.6B | $10.3B | $7.5B |
| Operating Income | $316.0M | $226.0M | $139.0M |
| Net Income | $38.0M | -$57.0M | $85.0M |
| Op. Margin | 3.0% | 2.2% | 1.9% |
| Net Margin | 0.4% | -0.6% | 1.1% |
| Balance Sheet | |||
| Total Assets | - | $7.5B | $7.8B |
| Equity | $1.6B | $1.3B | $840.0M |
| ROE | 2.4% | -4.3% | 10.1% |
| Per Share | |||
| EPS | $0.26 | $-0.39 | $0.64 |
| Cash Flow | |||
| Operating CF | $476.0M | $450.0M | $512.0M |
Source: XBRL data in DANA Inc (DAN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DAN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $1.60B |
| Q1 2026 | 33 | $2.01B |
| Q4 2025 | 30 | $1.52B |
| Q3 2025 | 31 | $1.44B |
| Q2 2025 | 30 | $1.23B |
| Q1 2025 | 28 | $897.4M |
| Q4 2024 | 24 | $703.5M |
| Q3 2024 | 21 | $426.7M |
- BlackRock+885.7K (+5%)
- Citadel Advisors LLC+603.6K (+369%)
- Morgan Stanley+517.3K (+39%)
- T. Rowe Price Group+300.3K (+235%)
- Goldman Sachs Group+216.3K (+23%)
- Invesco Ltd−1.87M (-54%)
- Millennium Management−1.36M (-64%)
- Vanguard Capital Management LLC−309.6K (-6%)
- Vanguard Portfolio Management LLC−115.0K (-1%)
- Dimensional Fund Advisors−85.0K (-1%)
- Mangrove Partners+23.5K
- M&T Bank−6.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 230 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DAN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 8-K | Jul 10, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - |
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DAN SEC filings: frequently asked questions
Which institutions hold DAN stock?
As of June 30, 2026, the largest DANA Inc (DAN) holders among the 13F filers tracked by SignalX were BlackRock ($496.7 million), Dimensional Fund Advisors ($225.3 million), Vanguard Portfolio Management LLC ($211.8 million), Vanguard Capital Management LLC ($133.2 million), State Street Corp ($131.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DAN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), DANA Inc (DAN) reported revenue of $7.5 billion (down 27.1% from FY2024) and net income of $85.0 million. Diluted EPS was $0.64. The figures come from the XBRL data in the 10-K.
What are the main risks in DAN's latest 10-K?
In the 10-K filed February 27, 2026, DANA Inc (DAN) flagged: Regulatory risk from U.S. tariffs under Section 232 of the Trade Expansion Act; impact uncertain after Feb 20, 2026 Supreme Court ruling and new tariffs announced. Geopolitical risk of operating in Argentina with $59 million net asset exposure, including $19 million in net fixed assets, amid government restrictions. (AI summary of the Risk Factors section.)
What did DAN report in its latest 8-K?
DANA Inc (DAN) filed an 8-K on August 6, 2026. Q2 sales $2.01B, up from $1.935B, while adjusted EBITDA rose to $207M and margin expanded to 10.3% from 7.6%.
What are the latest DAN SEC filings?
DANA Inc (DAN) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 2, 2026.
What is DAN's SEC CIK number?
DANA Inc (DAN)'s SEC Central Index Key (CIK) is 26780. EDGAR lists every DAN filing under that number.
Ask anything about DAN
The research agent reads DAN's filings, financials, insider trades and 13F holders, then answers with sources.