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DAN

Dana Inc

Feb 06 • 04:00PM ET

31.69

+1.29 4.24 %

Consumer Cyclical • Auto Parts • USA • NYSE

Peers: GM F BWA MGA APTV ALV LEA DCH RACE TEN

| Held by: IJR AVUV VTI IWM VB VBR SPSM IWN VXF DFAT

Index	RUT	P/E	71.73	EPS (ttm)	0.44	Insider Own	1.80%	Shs Outstand	121.92M	Perf Week	9.65%
Market Cap	3.70B	Forward P/E	13.94	EPS next Y	2.27	Insider Trans	-1.18%	Shs Float	114.73M	Perf Month	22.83%
Enterprise Value	7.06B	PEG	0.29	EPS next Q	0.37	Inst Own	98.91%	Short Float	3.81%	Perf Quarter	47.46%
Income	55.00M	P/S	0.43	EPS this Y	-35.94%	Inst Trans	-12.46%	Short Ratio	2.40	Perf Half Y	80.36%
Sales	8.54B	P/B	3.53	EPS next Y	277.56%	ROA	-0.78%	Short Interest	4.37M	Perf YTD	33.38%
Book/sh	8.97	P/C	8.84	EPS next 5Y	48.11%	ROE	-4.82%	52W High	31.73 -0.13%	Perf Year	97.94%
Cash/sh	3.59	P/FCF	36.30	EPS past 3/5Y	- -	ROIC	1.40%	52W Low	10.11 213.45%	Perf 3Y	68.65%
Dividend Est.	0.41 (1.31%)	EV/EBITDA	11.61	Sales past 3/5Y	4.76% 3.59%	Gross Margin	7.81%	Volatility	3.84% 3.79%	Perf 5Y	59.41%
Dividend TTM	0.40 (1.26%)	EV/Sales	0.83	EPS Y/Y TTM	509.44%	Oper. Margin	2.65%	ATR (14)	1.05	Perf 10Y	166.53%
Dividend Ex-Date	Nov 07, 2025	Quick Ratio	0.96	Sales Y/Y TTM	-18.23%	Profit Margin	0.64%	RSI (14)	75.72	Recom	1.78
Dividend Gr. 3/5Y	0.00% 0.00%	Current Ratio	1.31	EPS Q/Q	2199.28%	SMA20	8.78%	Beta	2.08	Target Price	33.43
Payout	-	Debt/Eq	3.23	Sales Q/Q	-22.58%	SMA50	23.57%	Rel Volume	0.66	Prev Close	30.40
Employees	39600	LT Debt/Eq	2.60	Earnings	Feb 18 BMO	SMA200	58.27%	Avg Volume	1.82M	Price	31.69
IPO	Jan 02, 2008	Option/Short	Yes / Yes	EPS/Sales Surpr.	-78.83% 0.37%	Trades		Volume	1,193,467	Change	4.24%

Date	Action	Analyst	Rating Change	Price Target Change
May-22-25	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$20
Jan-27-25	Upgrade	Wells Fargo	Underweight → Equal Weight	$10 → $16
Jan-16-25	Upgrade	UBS	Neutral → Buy	$11 → $18
Dec-09-24	Upgrade	Deutsche Bank	Hold → Buy	$9 → $19
Dec-03-24	Upgrade	Exane BNP Paribas	Neutral → Outperform	$9 → $16
Dec-02-24	Upgrade	Barclays	Equal Weight → Overweight	$18
Sep-20-24	Downgrade	Wells Fargo	Equal Weight → Underweight	$13 → $9
Sep-10-24	Resumed	Deutsche Bank	Hold	$12
Sep-05-24	Resumed	Wolfe Research	Peer Perform
Sep-13-23	Initiated	UBS	Neutral	$17
Feb-15-23	Initiated	Barclays	Equal Weight	$20
Oct-28-22	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$15 → $16
Aug-04-22	Downgrade	Deutsche Bank	Buy → Hold	$18 → $15
Apr-12-22	Downgrade	Wells Fargo	Overweight → Equal Weight	$23 → $17
Apr-11-22	Initiated	Exane BNP Paribas	Neutral
Apr-07-22	Downgrade	Barclays	Overweight → Equal Weight	$24 → $18
Sep-16-21	Upgrade	BofA Securities	Neutral → Buy	$31 → $30
Apr-09-21	Upgrade	Barclays	Equal Weight → Overweight	$22 → $32
Mar-26-21	Initiated	Wells Fargo	Overweight	$31
Jan-11-21	Downgrade	BofA Securities	Buy → Neutral

Show Previous Ratings

Feb-05-26 10:00AM	Dana Incorporated to Announce 2025 Fourth-quarter and Full-year Financial Results, Host Conference Call and Webcast on Feb. 18 (PR Newswire)
Feb-04-26 08:37AM	Middleground Capital acquires Pi Innovo from Dana (TipRanks)
Jan-21-26 06:59AM	Dana Incorporated Announces Strong Preliminary 2025 Financial Results and Provides 2026 Outlook Featuring New Business Growth and Increased Margins (PR Newswire) +10.86%
Jan-07-26 04:00PM	Dana Incorporated to Host Conference Call and Webcast on January 21 to Discuss Backlog Growth and Market Outlook (PR Newswire)
Jan-02-26 08:45AM	Dana Incorporated Completes Sale of Off-Highway Business (PR Newswire) +5.01%
01:59PM	Loading…
Dec-08-25 01:59PM	Why Allison Transmission Stock Popped on Monday (Motley Fool)
Nov-25-25 09:00AM	Dana Incorporated to Participate in UBS Global Industrials and Transportation Conference (PR Newswire)
Nov-19-25 06:50AM	Dana and Allison Announce All Required Regulatory Approvals Received for Off-Highway Business Transaction (PR Newswire)
Nov-16-25 08:00AM	The 3 auto supplier stocks this portfolio mgr. is watching (Yahoo Finance Video)
Nov-14-25 02:00PM	Dana Incorporated to Participate in Barclays 16th Annual Global Automotive and Mobility Tech Conference (PR Newswire)
Nov-10-25 10:09AM	5 Broker-Adored Stocks to Keep an Eye on for Strong Returns (Zacks)
Oct-30-25 03:46PM	Dana Inc (DAN) Q3 2025 Earnings Call Highlights: Strong Financial Turnaround and Strategic Progress (GuruFocus.com)
10:36AM	Modine Stock Down 4% Post Q2 Earnings: Buy, Sell or Stay Invested? (Zacks)
Oct-29-25 08:06AM	Dana: Q3 Earnings Snapshot (Associated Press Finance) +7.64%
06:59AM	Dana Incorporated Reports Solid 2025 Third-quarter Financial Results; Raises 2025 Full-year Profit Guidance (PR Newswire)
09:40AM	Loading…
Oct-28-25 09:40AM	Earnings To Watch: Dana Inc (DAN) Reports Q3 2025 Result (GuruFocus.com)
Oct-27-25 12:33PM	Modine to Report Q2 Earnings: Buy, Sell or Hold the Stock Now? (Zacks)
12:00PM	Dana Incorporated to Participate in Gabelli 49th Annual Automotive Symposium (PR Newswire)
Oct-23-25 12:52PM	3 auto supplier plants in Michigan to close, costing nearly 450 jobs (Detroit Free Press)
10:00AM	LCI (LCII) Earnings Expected to Grow: Should You Buy? (Zacks)
06:50AM	Dana Incorporated Appoints Olivia Nelligan to its Board of Directors (PR Newswire)
Oct-22-25 05:00PM	Dana to Pay Dividend on Common Stock (PR Newswire)
10:27AM	Modine or Dana: Which Stock Should Investors Place Their Bet On? (Zacks)
10:00AM	Dana (DAN) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
01:29AM	U.S. Auto Supplier Shuts Plant on Lower EV Demand (Oilprice.com)
Oct-17-25 10:00AM	Dana Incorporated to Announce 2025 Third-quarter Financial Results, Host Conference Call and Webcast on October 29 (PR Newswire)
Oct-15-25 10:00AM	Best Momentum Stock to Buy for Oct. 15th (Zacks)
09:40AM	Are Investors Undervaluing Dana (DAN) Right Now? (Zacks)
09:13AM	Best Value Stock to Buy for Oct. 15th (Zacks)
Oct-11-25 09:32AM	Wells Fargo Lowers PT on Dana Incorporated (DAN), Keeps an Overweight Rating (Insider Monkey)
06:55PM	Loading…
Aug-11-25 06:55PM	Dana (DAN) Q2 Earnings and Revenues Miss Estimates (Zacks)
05:53PM	Dana: Q2 Earnings Snapshot (Associated Press Finance)
Aug-06-25 10:00AM	Dana Incorporated to Participate in the J.P. Morgan Auto Conference (PR Newswire) +6.72%
08:40AM	Holley Inc. (HLLY) Q2 Earnings Miss Estimates (Zacks)
Aug-05-25 06:59AM	Dana Incorporated Reports 2025 Strong Second-quarter Financial Results; Raises 2025 Full-year Guidance (PR Newswire) +7.42%
Aug-04-25 04:05PM	Allison Transmission Announces Second Quarter 2025 Results (PR Newswire)
Jul-31-25 05:31PM	Dana Incorporated to Announce 2025 Second-quarter Financial Results, Host Conference Call and Webcast on August 5 (PR Newswire)
Jul-29-25 05:25PM	Camping World (CWH) Lags Q2 Earnings Estimates (Zacks)
09:00AM	Dana Selects Planisware for Enterprise-Wide Program Management Amid Transformative Shift in the Automotive Industry (Business Wire)
Jul-25-25 09:40AM	Is Dana (DAN) Stock Outpacing Its Auto-Tires-Trucks Peers This Year? (Zacks)
Jul-24-25 10:00AM	Aptiv PLC (APTV) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-23-25 04:30PM	Dana to Pay Dividend on Common Stock (PR Newswire)
10:00AM	Dana (DAN) to Report Q2 Results: Wall Street Expects Earnings Growth (Zacks)
Jul-17-25 06:20AM	Should Invesco S&P SmallCap 600 Pure Value ETF (RZV) Be on Your Investing Radar? (Zacks)
Jul-10-25 09:40AM	Should Value Investors Buy Dana (DAN) Stock? (Zacks)
Jul-09-25 09:20AM	Yield Generators: 3 Stocks Enhancing Shareholder Value (MarketBeat)
Jul-08-25 11:44AM	Stellantis' 1.2M Ram Trucks Under Scrutiny for BTSI Failures (Zacks)
11:40AM	DAN or RACE: Which Is the Better Value Stock Right Now? (Zacks)
Jul-07-25 08:58AM	Are Options Traders Betting on a Big Move in Dana Stock? (Zacks)
Jun-27-25 11:19AM	Greenland Rises 6% Year to Date: Should You Buy the GTEC Stock? (Zacks)
08:50AM	Fast-paced Momentum Stock Dana (DAN) Is Still Trading at a Bargain (Zacks)
Jun-24-25 09:40AM	Are Investors Undervaluing Dana (DAN) Right Now? (Zacks)
Jun-13-25 05:00AM	Allison Transmission acquires Dana Inc.s off-highway unit for $2.7B (Automotive Dive)
Jun-12-25 10:58AM	ALSN to Acquire Dana's Off-Highway Unit, Realize $120M in Synergies (Zacks)
Jun-11-25 05:15PM	Dana stock surges amid $2.7 billion Off-Highway business sale to Allison (Investing.com)
04:30PM	Dana Incorporated Announces Agreement to Sell Off-Highway Business for $2.7 Billion; $1 Billion Capital Return Authorization (PR Newswire)
Jun-06-25 01:37PM	Small-Cap Stocks Are Underloved. Why Their Time May Be Coming. (Barrons.com)
10:00AM	Dana Incorporated to Participate in the Deutsche Bank Global Auto Industry Conference (PR Newswire)
Jun-02-25 11:41AM	Dana Incorporated to Participate in the UBS Auto and Auto Tech Conference (PR Newswire)
May-22-25 04:23PM	RBC Upgrades Dana (DAN) Stock to Outperform, Lifts PT (Insider Monkey)
May-21-25 10:53AM	Do Options Traders Know Something About Dana Stock We Don't? (Zacks)
May-12-25 10:00AM	Dana Recognized as '2025 Educational Partner of the Year' by HDA Truck Pride (PR Newswire)
May-06-25 08:05AM	Why Dana Incorporated (DAN) Is Surging in 2025 (Insider Monkey)
May-01-25 03:09AM	Dana Inc (DAN) Q1 2025 Earnings Call Highlights: Navigating Challenges with Strategic Cost ... (GuruFocus.com)
Apr-30-25 12:06PM	Dana, Inc. (DAN) Q1 2025 Earnings Call Transcript (Seeking Alpha) +5.77%
08:10AM	Dana (DAN) Lags Q1 Earnings Estimates (Zacks)
07:08AM	Dana: Q1 Earnings Snapshot (Associated Press Finance)
06:59AM	Dana Incorporated Reports 2025 First-quarter Financial Results in Line with Expectations; Maintained Sales and Adjusted EBITDA Guidance Ranges (PR Newswire)
Apr-29-25 10:00AM	Dana Earns Automotive News PACE Award for Graziano Modular High-Performance Hybrid 8-speed Dual Clutch Transmission (PR Newswire)
Apr-28-25 10:00AM	Dana Recognized as '2025 Supplier of the Year' by FleetPride (PR Newswire)
Apr-25-25 10:47AM	Dana to Pay Dividend on Common Stock (PR Newswire)
10:47AM	/C O R R E C T I O N -- Dana Incorporated/ (PR Newswire)
10:00AM	Analysts Estimate American Axle & Manufacturing (AXL) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-24-25 11:00AM	Dana Gears Up to Report Q1 Earnings: Here's What to Expect (Zacks)
Apr-18-25 09:40AM	Is Dana (DAN) Outperforming Other Auto-Tires-Trucks Stocks This Year? (Zacks)
Apr-16-25 03:03PM	Is Dana Incorporated (DAN) The Top Auto Parts Stock That Could Surge On Trump's Auto Tariff Relaxation? (Insider Monkey)
Apr-14-25 11:40AM	DAN or MOD: Which Is the Better Value Stock Right Now? (Zacks)
Apr-11-25 09:15AM	Dana May Face Tariff Headwinds But Is Unbelievably Cheap (Seeking Alpha)
09:00AM	Dana Incorporated to Announce 2025 First-quarter Financial Results, Host Conference Call and Webcast on April 30 (PR Newswire)
Apr-10-25 07:19AM	Strength Seen in Dana (DAN): Can Its 15.2% Jump Turn into More Strength? (Zacks) -11.12%
Apr-07-25 09:40AM	Is Dana (DAN) Stock Undervalued Right Now? (Zacks)
09:00AM	Dana Off-Highway Drive and Motion Systems Powering OEM Sustainability at Bauma 2025 (PR Newswire)
Mar-31-25 09:40AM	Is Bridgestone (BRDCY) Outperforming Other Auto-Tires-Trucks Stocks This Year? (Zacks)
07:25AM	Westport Innovations (WPRT) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
Mar-28-25 11:40AM	DAN vs. GNTX: Which Stock Is the Better Value Option? (Zacks)
11:18AM	Rivian Spins Off Micromobility Business Into EV Startup "Also" (Zacks)
02:09AM	Best Growth Stocks to Buy for March 28th (Zacks)
Mar-27-25 10:09AM	Auto parts suppliers' market moves posttariff announcement (Yahoo Finance Video) -6.21%
07:51AM	Tesla to Enter Saudi Arabia Market Amid Declining Global Sales (Zacks)
Mar-26-25 05:26AM	Best Growth Stocks to Buy for March 26th (Zacks)
Mar-25-25 01:31PM	Tesla Pauses FSD Trial in China to Seek Regulatory Approval (Zacks)
01:31PM	Ford's 1.3M F-150 Trucks Under Scrutiny in US Due to a Defect in Gear (Zacks)
Mar-24-25 08:27AM	NIO Q4 Loss Wider Than Expected, Revenues Increase Y/Y (Zacks)
05:02AM	Best Growth Stocks to Buy for March 24th (Zacks)
Mar-21-25 09:40AM	Is Dana (DAN) a Great Value Stock Right Now? (Zacks)
09:36AM	Best Growth Stocks to Buy for March 21st (Zacks)
Mar-20-25 09:38AM	4 Top PEG Stocks Based on GARP Approach to Smart Investing (Zacks)
Mar-19-25 11:12AM	Here's How You Should Approach WRD Stock Post Q4 Earnings Report (Zacks)
09:14AM	Best Growth Stocks to Buy for March 19th (Zacks)
Mar-12-25 02:00PM	Dana Incorporated to Participate in the Wolfe Research Virtual Autos Summit (PR Newswire)

Dana, Inc. engages in the manufacture, distribution, and sale of technology drive and motion products, sealing solutions, thermal-management technologies, and fluid-power products. It operates through the following segments: Light Vehicle, Commercial Vehicle, Off-Highway, and Power Technologies. The Light Vehicle segment includes drivetrain systems and components for passenger cars, crossovers, sport utility vehicles, vans, and light trucks. The Commercial Vehicle segment consists of drivetrain and tire-pressure management systems, as well as genuine service parts for medium and heavy-duty commercial vehicles. The Off-Highway segment offers drivetrain systems and individual product solutions under the Spicer brand, and motion systems for associated machine working functions and stationary industrial equipment under the Brevini brand. The Power Technologies segment consists of sealing solutions and thermal management technologies for reducing fuel consumption and emissions. The company was founded by Clarence W. Spicer on April 1, 1904 and is headquartered in Maumee, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
McDonald R Bruce	Chairman & CEO	Nov 28 '25	Option Exercise	0.00	5,532	0	779,616	Dec 02 04:17 PM
Price Craig C	SVP & Pres Off-Highway Drive	Nov 25 '25	Sale	22.44	13,300	298,475	13,446	Nov 26 04:22 PM
McDonald R Bruce	Chairman & CEO	Nov 25 '25	Option Exercise	0.00	1,239,903	0	1,314,682	Nov 26 04:22 PM
Price Craig C	Officer	Nov 25 '25	Proposed Sale	22.44	13,300	298,475		Nov 25 03:15 PM
Kellett James D	VP & Chief Accounting Officer	Aug 13 '25	Sale	18.65	11,728	218,692	0	Aug 13 04:31 PM
JAMES KELLETT	Officer	Aug 13 '25	Proposed Sale	18.65	11,728	218,692		Aug 13 04:15 PM
Pour Brian Keith	SVP & Pres Comm Veh Drive	Jul 22 '25	Option Exercise	0.00	20,632	0	20,632	Jul 23 04:21 PM
Valencia Antonio	Pres. Power Technologies Group	Feb 15 '25	Option Exercise	0.00	9,032	0	9,032	Feb 20 04:05 PM
Price Craig C	SVP & Pres Off-Highway Drive	Feb 15 '25	Option Exercise	0.00	2,888	0	27,883	Feb 20 04:05 PM
Liedberg Douglas H	SVP, General Counsel and Secty	Feb 15 '25	Option Exercise	0.00	9,184	0	145,855	Feb 20 04:05 PM
Kraus Timothy R	SVP & Chief Financial Officer	Feb 15 '25	Option Exercise	0.00	12,033	0	103,778	Feb 20 04:05 PM
Kellett James D	VP & Chief Accounting Officer	Feb 15 '25	Option Exercise	0.00	2,167	0	12,458	Feb 20 04:05 PM
Foster Byron S.	Pres, Light Veh Drive Systems	Feb 15 '25	Option Exercise	0.00	10,647	0	82,338	Feb 20 04:05 PM
WANDELL KEITH E	Director	Feb 14 '25	Option Exercise	0.00	12,784	0	87,617	Feb 19 04:21 PM
OConnell Diarmuid B.	Director	Feb 14 '25	Option Exercise	0.00	12,784	0	33,257	Feb 19 04:21 PM
McDonald R Bruce	Chairman & CEO	Feb 14 '25	Option Exercise	0.00	12,784	0	80,354	Feb 19 04:21 PM
Karlin Bridget E	Director	Feb 14 '25	Option Exercise	0.00	12,784	0	42,150	Feb 19 04:21 PM
Mack Michael J	Director	Feb 14 '25	Option Exercise	0.00	12,784	0	53,730	Feb 19 04:21 PM
Hernandez Ernesto M	Director	Feb 14 '25	Option Exercise	0.00	12,784	0	23,242	Feb 19 04:21 PM
LaFreniere Nora E.	Director	Feb 14 '25	Option Exercise	0.00	2,602	0	2,602	Feb 19 04:21 PM
Valencia Antonio	Pres. Power Technologies Group	Feb 14 '25	Option Exercise	0.00	11,036	0	11,036	Feb 18 06:33 PM
Valencia Antonio	Pres. Power Technologies Group	Feb 13 '25	Option Exercise	0.00	16,795	0	16,795	Feb 18 06:33 PM
Price Craig C	SVP & Pres Off-Highway Drive	Feb 14 '25	Option Exercise	0.00	4,041	0	26,586	Feb 18 06:33 PM
Price Craig C	SVP & Pres Off-Highway Drive	Feb 13 '25	Option Exercise	0.00	6,516	0	25,184	Feb 18 06:33 PM
Liedberg Douglas H	SVP, General Counsel and Secty	Feb 14 '25	Option Exercise	0.00	11,356	0	141,708	Feb 18 06:33 PM
Liedberg Douglas H	SVP, General Counsel and Secty	Feb 13 '25	Option Exercise	0.00	17,732	0	138,217	Feb 18 06:33 PM
Kraus Timothy R	SVP & Chief Financial Officer	Feb 14 '25	Option Exercise	0.00	18,869	0	99,972	Feb 18 06:33 PM
Kraus Timothy R	SVP & Chief Financial Officer	Feb 13 '25	Option Exercise	0.00	31,927	0	95,024	Feb 18 06:33 PM
Kellett James D	VP & Chief Accounting Officer	Feb 14 '25	Option Exercise	0.00	2,551	0	11,175	Feb 18 06:33 PM
Kellett James D	VP & Chief Accounting Officer	Feb 13 '25	Option Exercise	0.00	3,589	0	9,868	Feb 18 06:33 PM
Foster Byron S.	Pres, Light Veh Drive Systems	Feb 14 '25	Option Exercise	0.00	14,536	0	78,247	Feb 18 06:33 PM
Foster Byron S.	Pres, Light Veh Drive Systems	Feb 13 '25	Option Exercise	0.00	21,070	0	73,214	Feb 18 06:33 PM

Open in Screener

MS

Morgan Stanley

Feb 06 • 04:00PM ET

179.96

+4.12 2.34 %

Financial • Capital Markets • USA • NYSE

Peers: GS JPM BAC C WFC USB BK SCHW RJF STT

| Held by: VTI VOO IVV SPY VTV XLF VIG VYM KBWB IWD

Index	S&P 500	P/E	17.63	EPS (ttm)	10.21	Insider Own	23.93%	Shs Outstand	1.58B	Perf Week	-1.55%
Market Cap	286.01B	Forward P/E	14.62	EPS next Y	12.31	Insider Trans	-0.06%	Shs Float	1.21B	Perf Month	-2.61%
Enterprise Value	-	PEG	1.62	EPS next Q	2.92	Inst Own	62.28%	Short Float	1.32%	Perf Quarter	8.95%
Income	16.25B	P/S	2.39	EPS this Y	10.23%	Inst Trans	-0.27%	Short Ratio	2.61	Perf Half Y	27.70%
Sales	119.70B	P/B	3.09	EPS next Y	9.37%	ROA	1.28%	Short Interest	15.93M	Perf YTD	1.37%
Book/sh	58.20	P/C	-	EPS next 5Y	9.02%	ROE	16.34%	52W High	192.68 -6.60%	Perf Year	29.53%
Cash/sh	-	P/FCF	27.64	EPS past 3/5Y	18.39% 9.57%	ROIC	3.66%	52W Low	94.33 90.78%	Perf 3Y	83.28%
Dividend Est.	4.23 (2.35%)	EV/EBITDA	-	Sales past 3/5Y	21.94% 17.75%	Gross Margin	-	Volatility	3.40% 2.54%	Perf 5Y	165.94%
Dividend TTM	3.92 (2.18%)	EV/Sales	-	EPS Y/Y TTM	28.36%	Oper. Margin	18.23%	ATR (14)	4.82	Perf 10Y	595.36%
Dividend Ex-Date	Jan 30, 2026	Quick Ratio	-	Sales Y/Y TTM	15.55%	Profit Margin	13.57%	RSI (14)	47.90	Recom	2.31
Dividend Gr. 3/5Y	9.28% 22.42%	Current Ratio	1.56	EPS Q/Q	20.92%	SMA20	-1.67%	Beta	1.18	Target Price	197.39
Payout	37.71%	Debt/Eq	3.61	Sales Q/Q	28.25%	SMA50	0.16%	Rel Volume	1.50	Prev Close	175.84
Employees	80000	LT Debt/Eq	3.35	Earnings	Jan 15 BMO	SMA200	17.23%	Avg Volume	6.10M	Price	179.96
IPO	Mar 21, 1986	Option/Short	Yes / Yes	EPS/Sales Surpr.	10.39% 0.84%	Trades		Volume	9,132,489	Change	2.34%

Date	Action	Analyst	Rating Change	Price Target Change
Nov-24-25	Upgrade	Wolfe Research	Peer Perform → Outperform
Oct-03-25	Initiated	BMO Capital Markets	Outperform	$180
Jul-09-25	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$160
Nov-26-24	Downgrade	HSBC Securities	Buy → Hold
Nov-15-24	Upgrade	Wells Fargo	Underweight → Equal Weight	$142
Oct-04-24	Upgrade	HSBC Securities	Hold → Buy	$118
Sep-11-24	Downgrade	Goldman	Buy → Neutral
Aug-02-24	Downgrade	Wells Fargo	Equal Weight → Underweight	$99 → $95
Jul-17-24	Downgrade	Oppenheimer	Outperform → Perform
Jan-17-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$102 → $91
Jan-17-24	Downgrade	JP Morgan	Overweight → Neutral	$94 → $87
Jan-09-24	Downgrade	HSBC Securities	Buy → Hold	$96
Nov-28-23	Downgrade	Societe Generale	Buy → Hold
Nov-20-23	Downgrade	Exane BNP Paribas	Outperform → Neutral	$85
Oct-23-23	Downgrade	Odeon	Buy → Hold	$79.15
Oct-20-23	Upgrade	Wolfe Research	Underperform → Peer Perform
Oct-11-23	Downgrade	UBS	Buy → Neutral	$110 → $84
Sep-07-23	Initiated	HSBC Securities	Buy	$99
Jul-12-23	Upgrade	Odeon	Hold → Buy	$94
Jan-18-23	Downgrade	Citigroup	Buy → Neutral	$100

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05:49AM	RBC Boosts Morgan Stanley (MS) Price Target on Strong Fourth-Quarter Results (Insider Monkey)
Feb-02-26 12:12PM	Trump woke the rest of the world up to leveraging economic firepower against trade partners, says Morgan Stanley CIO (Fortune)
11:45AM	Morgan Stanley survey shows electronics spending intentions are worsening (Investing.com)
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11:45AM	Morgan Stanley (MS) Could Be a Great Choice (Zacks)
09:47AM	Are Wall Street Analysts Bullish on Morgan Stanley Stock? (Barchart)
09:00AM	Morgan Stanley (MS) is Attracting Investor Attention: Here is What You Should Know (Zacks)
12:01AM	As Disneys Bob Iger Runs Out the Clock, Some Protegés Cant Wait to Be King (The Daily Upside)
Feb-01-26 08:00AM	RIA Boom Redraws Wealth Management Map (The Daily Upside)
Jan-30-26 01:41PM	Should You Buy Bitcoin While It's Under $90,000? (Motley Fool)
01:33PM	Morgan Stanley sets bold new price target on Nvidia stock (TheStreet)
11:56AM	Weeks Best: Get In on Gold and Silver? (Barrons.com)
09:08AM	HP Inc. Stock: Analyst Estimates & Ratings (Barchart)
07:59AM	MS' Wealth & Asset Management Moat: A Recurring Revenue Engine (Zacks)
07:30AM	MS or JEF: Which Stock to Bet on Amid Surge in Deal-making and IPOs? (Zacks)
Jan-29-26 03:36PM	BlackRock, Morgan Stanley, and Partners Group Team Up on New Alts Offering (Barrons.com)
03:22PM	Movement in dollar is start of a secular change from structural overvaluation, says Ironsides' Knapp (CNBC TV)
10:23AM	Why Joby Aviation Stock Is Crashing Today (GuruFocus.com)
09:40AM	Gold Prices Top $5,500Where Next? (The Wall Street Journal)
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09:37AM	JPMorgan and Morgan Stanley top 2025 retail M&A advisory rankings (Retail Insight Network)
08:25AM	Nvidia stock: Morgan Stanley explains what it will take for shares to outperform (Investing.com)
08:05AM	Morgan Stanley Wealth Management Pulse Survey Reveals Continued Bullishness Amid Market Volatility (Business Wire)
07:18AM	Raymond James Q1 Earnings Beat on Higher Revenues, IB Weakness Ails (Zacks)
05:20AM	Joby Stock Sinks As Dilution Fears Slam Investors (Benzinga)
Jan-28-26 04:57PM	Bank Profits Rise Amid Credit Card Uncertainty (Motley Fool)
08:29AM	Elon Musk Mulls Mid-June SpaceX IPO Under Rare Planetary Alignment And His Birthday: Report (Benzinga)
08:10AM	Are Wall Street Analysts Predicting Monster Beverage Stock Will Climb or Sink? (Barchart)
07:13AM	Morgan Stanley and Rothschild & Co lead European M&A financial advisory in 2025 (Verdict)
06:04AM	Morgan Stanley leads in oil and gas M&A deal value for 2025 (Offshore Technology)
03:07AM	Morgan Stanley Goes From Crypto Curious to Crypto Committed as Wall Street Opens the Pipes (BeInCrypto)
Jan-27-26 08:19PM	Morgan Stanley Creates Digital-Asset Strategy Post, Names Long-Serving Exec To Lead (Cryptonews)
04:30PM	Jed Finn to Speak at the UBS Financial Services Conference (Business Wire)
02:59PM	Morgan Stanleys Anthea Tjuanakis Cox: Longevity and Multigenerational Planning (Barrons.com)
02:57PM	Morgan Stanley Appoints Head of Digital-Asset Strategy (Bloomberg)
01:36PM	Space Stock Boom: Why Retail and Wall Street Are Aligning (MarketBeat)
11:47AM	Morgan Stanley Closes Acquisition of EquityZen (Business Wire)
10:28AM	Morgan Stanley delivers blunt message on Tesla stock before earnings (TheStreet)
09:30AM	Why 1 Analyst Just Slashed Their Price Target on Oracle Stock by More than 30% (Barchart)
09:00AM	The Zacks Rank Explained: How to Find Strong Buy Finance Stocks (Zacks)
08:55AM	What Are Wall Street Analysts' Target Price for Bank of America Stock? (Barchart)
08:55AM	How to Find Strong Finance Stocks Slated for Positive Earnings Surprises (Zacks)
Jan-26-26 05:10PM	More market volatility is ahead but not necessarily bad news, says Morgan Stanley's Sherry Paul (CNBC TV)
01:09PM	Morgan Stanley's Tom Miles: You've got very big interest in investing in the U.S. (CNBC TV)
11:48AM	Apple earnings preview: Morgan Stanley sees likely revenue beat and raise (Investing.com)
11:35AM	Gold, Precious Metals Seeing Multiple Drivers, Says Morgan Stanley's Gower (Bloomberg)
12:01AM	Anthropics Claude Code Platform Looks Like a Software Killer (The Daily Upside)
Jan-24-26 11:37PM	Morgan Stanley's (MS) Franchise Strength and Regulatory Shifts Fuel Long-Term Upside (Insider Monkey)
Jan-23-26 04:42PM	The Wall Street Star Betting His Reputation on Robots and Flying Cars (The Wall Street Journal)
03:27PM	Big Banks Are Helping This Nonprofit Feed the Hungry in New York. It's More Than Just Money. (Barrons.com)
02:01PM	Elon Musk's SpaceX Gears Up For Hottest IPO (Benzinga)
01:30PM	Bank stocks struggle as S&P 500 turns slightly lower (MarketWatch)
12:57PM	Morgan Stanley's Jim Lacamp says he 'would caution' people about getting out of this market (CNBC TV)
12:16PM	Oracle Slips as Morgan Stanley Flags GPU Risks (GuruFocus.com)
10:59AM	Morgan Stanley's Inna Kelly: How My Immigrant Parents Inspired My Success (Barrons.com)
09:14AM	UBS Reportedly Planing Bitcoin, Ethereum Trading For Wealthy Clients (Benzinga)
09:00AM	Morgan Stanley Ranked #1 U.S. OCIO Provider in Inaugural Chestnut Institute Market Leader Awards (Business Wire)
08:00AM	Best Online Brokers In 20 Key Performance Categories (Investor's Business Daily)
08:00AM	Best Online Brokers For 2026: These 10 Brokerages Top The Rest (Investor's Business Daily)
04:19AM	The Zacks Analyst Blog Highlights Walmart, Morgan Stanley and SAP SE (Zacks)
Jan-22-26 05:49PM	OpenAI, SpaceX Shares In Demand. Private Markets Boom As Investors Chase Next Nvidia. (Investor's Business Daily)
04:04PM	Top Research Reports for Walmart, Morgan Stanley & SAP (Zacks)
01:55PM	SpaceX IPO, Bezos' New Product Puts Space Economy In Focus-These Funds Are Riding The Rocket (Benzinga)
01:46PM	Top analyst drops bold call on Morgan Stanley after blowout earnings (TheStreet)
11:38AM	SpaceX lines up four Wall Street banks for potential IPO, FT reports (Reuters)
09:45AM	This software stock is attractive after 25% year-to-date drop: Morgan Stanley (Investing.com)
08:23AM	Tesla Climbs Despite Cautious Morgan Stanley Outlook (GuruFocus.com)
12:32AM	5 Insightful Analyst Questions From Morgan Stanley's Q4 Earnings Call (StockStory)
Jan-21-26 11:02PM	2 Reasons MS is Risky and 1 Stock to Buy Instead (StockStory)
02:49PM	Morgan Stanley CEO on the investment banking space (CNBC TV)
01:37PM	Top Stock Picks for Week of January 19, 2026 (Zacks)
08:57AM	Morgan Stanley CEO 'Pretty Amped Up' About M&A Landscape (Bloomberg)
08:47AM	Morgan Stanley CEO Ted Pick: Corporate health of large cap companies is excellent (CNBC TV)
07:06AM	Morgan Stanley confident this software stock could double in value (Investing.com)
03:52AM	Morgan Stanley and Houlihan Lokey top 2025 M&A financial advisors list (Electronic Payments)
12:01AM	White House Affordability Push Grabs Big Bank Bulls by the Horns (The Daily Upside)
Jan-20-26 02:32PM	Morgan Stanley Snaps Up $110 Million Bay Area Factory (Benzinga)
11:15AM	Morgan Stanley sees improving fundamentals driving small-cap outperformance (Investing.com)
09:00AM	Morgan Stanley Real Estate Investing Acquires San Francisco Bay Area Advanced Manufacturing Facility for $110 Million (Business Wire)
06:22AM	US IT hardware stocks fall as Morgan Stanley turns cautious on sector (Reuters)
06:01AM	Morgan Stanley (MS)'s CEO is Doing a Great Job, Says Jim Cramer (Insider Monkey)
Jan-19-26 03:00PM	Bank earnings prove there's another leg in this credit cycle (Yahoo Finance Video)
10:00AM	Best Momentum Stock to Buy for January 19th (Zacks)
05:30AM	Are Megabanks Next in Trump's Crackdown on Stock Buybacks? (The Wall Street Journal)
05:29AM	Best Income Stocks to Buy for January 19th (Zacks)
Jan-18-26 11:33AM	Morgan Stanley tweaks Rocket Lab stock price target post-rally (TheStreet)
07:35AM	Why Rocket Lab Stock Surged 173.9% Last Year and Has Kept Rallying in 2026 (Motley Fool)
04:15AM	Street Calls of the Week (Investing.com)
Jan-17-26 10:00AM	Bank execs optimistic on the economy. Everyone else is worried. (Yahoo Finance Video)
08:00AM	Bank stocks to buy after earnings (Yahoo Finance Video)

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
SIMKOWITZ DANIEL A	Co-President	Jan 30 '26	Sale	182.61	32,968	6,020,313	357,342	Jan 30 04:34 PM
DANIEL A. SIMKOWITZ	Affiliate	Jan 30 '26	Proposed Sale	182.61	32,968	6,020,313		Jan 30 04:26 PM
YESHAYA SHARON	Chief Financial Officer	Jan 20 '26	Sale	185.77	15,838	2,942,176	135,304	Jan 22 04:16 PM
SMITH CHARLES A	Chief Risk Officer	Jan 20 '26	Sale	182.08	8,500	1,547,686	119,128	Jan 22 04:16 PM
SAPERSTEIN ANDREW M	Co-President	Jan 20 '26	Sale	183.62	30,330	5,569,086	280,481	Jan 22 04:15 PM
Pizzi Michael A.	Head Technology & Operations	Jan 20 '26	Sale	184.55	20,000	3,691,000	127,872	Jan 22 04:14 PM
GROSSMAN ERIC F	Chief Legal/Admin Officer	Jan 20 '26	Sale	184.00	21,555	3,966,137	171,005	Jan 22 04:13 PM
CRAWLEY MANDELL	Chief Client Officer	Jan 20 '26	Sale	183.45	7,860	1,441,879	68,788	Jan 22 04:12 PM
MANDELL L CRAWLEY	Affiliate	Jan 20 '26	Proposed Sale	183.45	7,860	1,441,879		Jan 20 04:59 PM
SHARON YESHAYA	Affiliate	Jan 20 '26	Proposed Sale	185.77	15,838	2,942,176		Jan 20 04:58 PM
MICHAEL A. PIZZI REVOCABLE TRU	Affiliate	Jan 20 '26	Proposed Sale	184.55	20,000	3,691,000		Jan 20 04:55 PM
ERIC F GROSSMAN	Affiliate	Jan 20 '26	Proposed Sale	184.00	21,555	3,966,120		Jan 20 04:53 PM
ANDY SAPERSTEIN	Affiliate	Jan 20 '26	Proposed Sale	183.62	30,330	5,569,085		Jan 20 04:51 PM
CHARLES A. SMITH	Affiliate	Jan 20 '26	Proposed Sale	182.08	8,500	1,547,686		Jan 20 04:47 PM
MORGAN STANLEY SMITH BARNEY LL	Indirectly controlled by the i	Jan 20 '26	Proposed Sale	185.17	3,080	570,311		Jan 20 04:34 PM
PICK EDWARD	Chairman and CEO	Oct 31 '25	Sale	164.34	100,000	16,434,440	574,986	Oct 31 04:42 PM
EDWARD PICK	Affiliate	Oct 31 '25	Proposed Sale	164.34	100,000	16,434,440		Oct 31 04:39 PM
MORGAN STANLEY SMITH BARNEY LL	Indirectly controlled by the i	Oct 17 '25	Proposed Sale	159.84	3,320	530,653		Oct 17 04:23 PM
YESHAYA SHARON	Chief Financial Officer	Jul 17 '25	Sale	139.81	25,583	3,576,706	0	Jul 18 04:13 PM
SMITH CHARLES A	Chief Risk Officer	Jul 17 '25	Sale	140.30	20,000	2,805,918	119,239	Jul 18 04:12 PM
SIMKOWITZ DANIEL A	Co-President	Jul 17 '25	Sale	141.13	29,000	4,092,628	399,105	Jul 18 04:11 PM
SAPERSTEIN ANDREW M	Co-President	Jul 17 '25	Sale	140.97	43,566	6,141,714	0	Jul 18 04:10 PM
MORGAN STANLEY SMITH BARNEY LL	Indirectly controlled by the i	Jul 18 '25	Proposed Sale	140.76	3,370	474,368		Jul 18 04:09 PM
Pizzi Michael A.	Head Technology & Operations	Jul 17 '25	Sale	140.62	18,000	2,531,077	136,407	Jul 18 04:08 PM
GROSSMAN ERIC F	Chief Legal/Admin Officer	Jul 17 '25	Sale	141.12	12,000	1,693,400	186,420	Jul 18 04:07 PM
DANIEL A. SIMKOWITZ &MARI NAKA	Affiliate	Jul 17 '25	Proposed Sale	141.13	29,000	4,092,628		Jul 17 04:37 PM
ANDREW MICHAEL SAPERSTEIN 2025	Affiliate	Jul 17 '25	Proposed Sale	140.97	43,566	6,141,712		Jul 17 04:34 PM
ERIC F GROSSMAN	Affiliate	Jul 17 '25	Proposed Sale	141.11	12,000	1,693,344		Jul 17 04:30 PM
MICHAEL A. PIZZI REVOCABLE TRU	Affiliate	Jul 17 '25	Proposed Sale	140.62	18,000	2,531,077		Jul 17 04:22 PM
VJN LLC	Affiliate	Jul 17 '25	Proposed Sale	139.81	25,583	3,576,706		Jul 17 04:16 PM
CHARLES A. SMITH	Affiliate	Jul 17 '25	Proposed Sale	140.30	20,000	2,805,918		Jul 17 04:15 PM
DANIEL A. SIMKOWITZ	Affiliate	May 12 '25	Proposed Sale	127.37	29,013	3,695,519		May 12 04:19 PM
SIMKOWITZ DANIEL A	Co-President	May 12 '25	Sale	127.37	29,013	3,695,519	425,854	May 12 04:12 PM
Herz Robert H	Director	May 02 '25	Sale	119.32	800	95,459	96,760	May 02 04:13 PM
SAPERSTEIN ANDREW M	Co-President	May 02 '25	Sale	120.00	40,000	4,799,812	335,765	May 02 04:09 PM
ROBERT HERZ	Affiliate	May 02 '25	Proposed Sale	119.32	800	95,459		May 02 04:05 PM
ANDY SAPERSTEIN	Affiliate	May 02 '25	Proposed Sale	120.00	40,000	4,799,812		May 02 04:02 PM
MORGAN STANLEY SMITH BARNEY LL	Indirectly controlled by the i	Apr 16 '25	Proposed Sale	108.84	2,960	322,181		Apr 16 04:31 PM
GROSSMAN ERIC F	Chief Legal/Admin Officer	Apr 15 '25	Sale	111.65	10,068	1,124,093	199,274	Apr 16 04:27 PM
ERIC F GROSSMAN	Affiliate	Apr 15 '25	Proposed Sale	111.65	10,068	1,124,092		Apr 15 04:36 PM
JAMES P GORMAN	Chairman Emeritus	Feb 27 '25	Proposed Sale	132.00	50,000	6,600,000		Feb 27 04:45 PM
JAMES P GORMAN	Chairman Emeritus	Feb 24 '25	Proposed Sale	130.00	100,000	13,000,000		Feb 24 04:19 PM

DAN

Dana Inc

MS

Morgan Stanley

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