Dana Ownership
| DAN Stock | USD 8.54 0.26 3.14% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 145 M | Current Value 145 M | Avarage Shares Outstanding 156.5 M | Quarterly Volatility 28.9 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Dana |
Dana Stock Ownership Analysis
About 99.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.84. Some equities with similar Price to Book (P/B) outperform the market in the long run. Dana Inc recorded a loss per share of 0.11. The entity last dividend was issued on the 8th of November 2024. The firm had 1:2 split on the 1st of June 2007. Dana Incorporated provides power-conveyance and energy-management solutions for vehicles and machinery in North America, Europe, South America, and the Asia Pacific. Dana Incorporated was founded in 1904 and is headquartered in Maumee, Ohio. Dana operates under Auto Parts classification in the United States and is traded on New York Stock Exchange. It employs 42300 people. To learn more about Dana Inc call James Kamsickas at 419 887 3000 or check out https://www.dana.com.Besides selling stocks to institutional investors, Dana also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Dana's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Dana's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Dana Quarterly Liabilities And Stockholders Equity |
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Dana Insider Trades History
Less than 1% of Dana Inc are currently held by insiders. Unlike Dana's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Dana's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Dana's insider trades
Dana Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Dana is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Dana Inc backward and forwards among themselves. Dana's institutional investor refers to the entity that pools money to purchase Dana's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Geode Capital Management, Llc | 2024-09-30 | 3 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 2.9 M | Gabelli Funds Llc | 2024-09-30 | 2.2 M | Nuveen Asset Management, Llc | 2024-06-30 | 2.1 M | Jpmorgan Chase & Co | 2024-06-30 | 1.9 M | Towle & Co | 2024-09-30 | 1.7 M | Charles Schwab Investment Management Inc | 2024-09-30 | 1.6 M | Bank Of New York Mellon Corp | 2024-06-30 | 1.5 M | Jacobs Levy Equity Management, Inc. | 2024-09-30 | 1.5 M | Blackrock Inc | 2024-06-30 | 23.5 M | Vanguard Group Inc | 2024-09-30 | 16.5 M |
Dana Inc Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Dana insiders, such as employees or executives, is commonly permitted as long as it does not rely on Dana's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Dana insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Dana Outstanding Bonds
Dana issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Dana Inc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Dana bonds can be classified according to their maturity, which is the date when Dana Inc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US23585WAA27 Corp BondUS23585WAA27 | View | |
| Dana 575 percent Corp BondUS235822AB96 | View | |
| DHR 28 10 DEC 51 Corp BondUS235851AW20 | View | |
| DANAHER PORATION Corp BondUS235851AV47 | View | |
| US235851AQ51 Corp BondUS235851AQ51 | View | |
| DANAHER P 4375 Corp BondUS235851AR35 | View | |
| Dana 5375 percent Corp BondUS235825AF32 | View | |
| Dana 5625 percent Corp BondUS235825AG15 | View |
Dana Corporate Filings
13A | 8th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
8K | 30th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 4th of September 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
F3 | 19th of August 2024 An amendment to the original Schedule 13D filing | ViewVerify |
Pair Trading with Dana
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Dana position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Dana will appreciate offsetting losses from the drop in the long position's value.Moving together with Dana Stock
Moving against Dana Stock
| 0.78 | DORM | Dorman Products | PairCorr |
| 0.76 | FLXS | Flexsteel Industries | PairCorr |
| 0.66 | EVRI | Everi Holdings | PairCorr |
| 0.57 | BH | Biglari Holdings | PairCorr |
| 0.53 | WEYS | Weyco Group | PairCorr |
The ability to find closely correlated positions to Dana could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dana when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Dana - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Dana Inc to buy it.
The correlation of Dana is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Dana moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dana Inc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Dana can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dana Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
Is Automotive Parts & Equipment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Dana. If investors know Dana will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Dana listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.79) | Dividend Share 0.4 | Earnings Share (0.11) | Revenue Per Share 72.058 | Quarterly Revenue Growth (0.07) |
The market value of Dana Inc is measured differently than its book value, which is the value of Dana that is recorded on the company's balance sheet. Investors also form their own opinion of Dana's value that differs from its market value or its book value, called intrinsic value, which is Dana's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dana's market value can be influenced by many factors that don't directly affect Dana's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dana's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dana is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dana's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.