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DAN

Dana Inc

Apr 24 • 04:00PM ET

12.50

Dollar change +0.02
Percentage change 0.16	%

Consumer Cyclical • Auto Parts • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: IJR VTI VB IWM AVUV VBR VXF IJS IWN RWJ

Index	RUT	P/E	47.49	EPS (ttm)	0.26	Insider Own	0.93%	Shs Outstand	144.39M	Perf Week	5.22%
Market Cap	1.80B	Forward P/E	8.47	EPS next Y	1.48	Insider Trans	0.00%	Shs Float	143.04M	Perf Month	0.97%
Income	38.00M	PEG	1.35	EPS next Q	0.19	Inst Own	97.88%	Short Float	4.07%	Perf Quarter	-4.94%
Sales	10.55B	P/S	0.17	EPS this Y	5.88%	Inst Trans	-0.57%	Short Ratio	4.41	Perf Half Y	-0.32%
Book/sh	10.91	P/B	1.15	EPS next Y	65.89%	ROA	0.49%	Short Interest	5.82M	Perf Year	-14.15%
Cash/sh	3.82	P/C	3.27	EPS next 5Y	35.30%	ROE	2.43%	52W Range	11.10 - 19.75	Perf YTD	-14.44%
Dividend Est.	0.40 (3.20%)	P/FCF	-	EPS past 5Y	-38.20%	ROI	0.85%	52W High	-36.71%	Beta	2.47
Dividend TTM	0.40 (3.20%)	Quick Ratio	0.93	Sales past 5Y	6.33%	Gross Margin	8.20%	52W Low	12.66%	ATR (14)	0.32
Dividend Ex-Date	Feb 29, 2024	Current Ratio	1.58	EPS Y/Y TTM	115.66%	Oper. Margin	2.83%	RSI (14)	53.78	Volatility	2.11% 2.27%
Employees	41800	Debt/Eq	1.89	Sales Y/Y TTM	3.93%	Profit Margin	0.36%	Recom	2.70	Target Price	14.88
Option/Short	Yes / Yes	LT Debt/Eq	1.83	EPS Q/Q	78.38%	Payout	152.21%	Rel Volume	0.98	Prev Close	12.48
Sales Surprise	-3.33%	EPS Surprise	-65.29%	Sales Q/Q	-2.39%	Earnings	Apr 30 BMO	Avg Volume	1.32M	Price	12.50
SMA20	1.07%	SMA50	0.60%	SMA200	-11.30%	Trades		Volume	1,295,422	Change	0.16%

Date	Action	Analyst	Rating Change	Price Target Change
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
Dec-17-20	Downgrade	Barclays	Overweight → Equal Weight	$20
Oct-08-20	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$13 → $18
Aug-20-20	Upgrade	Barclays	Equal Weight → Overweight	$13 → $17
Apr-07-20	Downgrade	Barclays	Overweight → Equal Weight	$6
Mar-16-20	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$21 → $9
Nov-20-19	Initiated	Oppenheimer	Outperform	$20
Sep-13-19	Upgrade	BofA/Merrill	Neutral → Buy
Jun-27-19	Initiated	Credit Suisse	Outperform
Apr-18-19	Downgrade	Wolfe Research	Outperform → Peer Perform

Show Previous Ratings

Apr-24-24 08:54AM	Dana to Pay Dividend on Common Stock (PR Newswire)
Apr-12-24 12:41PM	Dana Incorporated to Announce 2024 First-quarter Financial Results, Host Conference Call and Webcast on April 30 (PR Newswire)
Mar-27-24 08:30AM	Ballard Announces Appointment of Jacqui Dedo to Board of Directors (PR Newswire)
Mar-20-24 08:58AM	Dana Incorporated to Participate in BofA Securities 2024 Automotive Summit (PR Newswire)
Mar-04-24 11:43AM	Dana Recognized as One of World's Most Ethical Companies for Second Consecutive Year (PR Newswire)
09:26AM	Loading…
Feb-21-24 09:26AM	Dana Incorporated (NYSE:DAN) Q4 2023 Earnings Call Transcript (Insider Monkey)
03:00AM	Dana Announces Sale of European Hydraulics Business (PR Newswire)
12:26AM	Q4 2023 Dana Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-20-24 08:13AM	Dana Q4 Results Miss Estimates; Guides FY24 EPS Well Below Estimates (RTT News) -7.84%
07:33AM	Dana Inc (DAN) Reports Record Sales and Profit Growth for 2023 (GuruFocus.com)
07:15AM	Dana: Q4 Earnings Snapshot (Associated Press Finance)
06:59AM	Dana Incorporated Reports 2023 Record Sales and Profit Growth of 21 Percent, Including Margin Improvement of 110 Basis Points; Company Increases New Business Sales Backlog to Record $950 Million (PR Newswire)
Feb-14-24 04:30PM	Dana to Pay Dividend on Common Stock (PR Newswire)
Feb-08-24 03:58PM	Dana Incorporated to Announce 2023 Fourth-quarter and Full-year Financial Results, Host Conference Call and Webcast on Feb. 20 (PR Newswire)
Jan-24-24 07:30AM	WAVE Charging Sets Industry Milestone with First-Ever OEM-Approved Commercial Wireless Charging Integration in Kenworth's Class 6 Electric Trucks (GlobeNewswire)
07:00AM	Loading…
Jan-23-24 07:00AM	Dana Earns 'Top Employer 2024' Awards in 16 Countries, Regional Distinction for Europe, North America (PR Newswire)
Jan-16-24 07:00AM	Dana Again Named a Greatest Workplace for Diversity by Newsweek Magazine (PR Newswire)
Nov-27-23 07:00AM	Dana Debuts Brevini EvoMax Gearboxes for Industrial Bulk Management Applications at Vrac Tech Exhibition (PR Newswire)
Nov-21-23 09:00AM	Dana Incorporated to Participate in BofA Securities Leveraged Finance Conference and Barclays Global Automotive and Mobility Tech Conference (PR Newswire)
Nov-14-23 09:05AM	Advanced Drive Technologies from Dana Support Sustainability, Performance of 'Tractor of the Year 2024' Award Winners (PR Newswire) +8.33%
Nov-13-23 10:00AM	Dana Extends Leadership in Agriculture and Turf Management through New Systems for High-Performance Tractors, Electric Zero-Turn Mowers (PR Newswire)
06:59AM	Dana Incorporated Appoints Steven Miller to Board of Directors (PR Newswire)
Oct-28-23 12:33PM	Dana Incorporated (NYSE:DAN) Q3 2023 Earnings Call Transcript (Insider Monkey)
Oct-27-23 11:00AM	Dana Incorporated to Participate in Gabelli Funds 47th Annual Auto Symposium (PR Newswire)
09:55AM	Dana Inc (DAN) Reports Q3 2023 Earnings: Sales and Profit Growth Amid Challenges (GuruFocus.com)
07:10AM	Dana: Q3 Earnings Snapshot (Associated Press Finance)
06:59AM	Dana Incorporated Reports 2023 Third-quarter Financial Results, Achieves Robust Sales and Profit Growth, Maintains Full-year Sales and Profit Guidance (PR Newswire)
Oct-25-23 04:30PM	Dana to Pay Dividend on Common Stock (PR Newswire)
Oct-24-23 12:06PM	Dana (DAN) to Report Q3 Earnings: Here's What to Expect (Zacks)
Oct-20-23 10:00AM	Analysts Estimate Dana (DAN) to Report a Decline in Earnings: What to Look Out for (Zacks)
08:00AM	Loading…
Oct-17-23 08:00AM	Gabelli Funds 47th Annual Auto Symposium October 30th and October 31st (GlobeNewswire)
Oct-12-23 11:49AM	Dana Incorporated to Announce 2023 Third-quarter Financial Results, Host Conference Call and Webcast on Oct. 27 (PR Newswire)
Sep-29-23 02:25AM	13 Best Auto Components and Parts Stocks to Buy Now (Insider Monkey)
Sep-28-23 09:06AM	Dana Electrified Driveline Honored as Top New Power Technology at 2023 Diesel Progress Summit (PR Newswire)
Sep-25-23 07:43AM	Best Value Stocks to Buy for September 25th (Zacks)
07:38AM	Best Income Stocks to Buy for September 25th (Zacks)
07:32AM	New Strong Buy Stocks for September 25th (Zacks)
Sep-11-23 08:00AM	Gabelli Funds to Host 47th Annual Automotive Symposium at The Encore at Wynn, Las Vegas, Nevada (GlobeNewswire)
Aug-14-23 01:43PM	Dana drive shaft recall nicks Daimler Truck and Navistar products (FreightWaves)
Aug-06-23 08:06AM	It Might Not Be A Great Idea To Buy Dana Incorporated (NYSE:DAN) For Its Next Dividend (Simply Wall St.)
Aug-03-23 10:05AM	Dana Incorporated to Participate in J.P. Morgan Auto Conference (PR Newswire)
Jul-30-23 08:05AM	Dana (NYSE:DAN) Is Paying Out A Dividend Of $0.10 (Simply Wall St.)
Jul-29-23 10:54AM	Dana Incorporated (NYSE:DAN) Q2 2023 Earnings Call Transcript (Insider Monkey)
Jul-28-23 11:36PM	Q2 2023 Dana Inc Earnings Call (Thomson Reuters StreetEvents)
07:08AM	Dana: Q2 Earnings Snapshot (AP Finance)
06:59AM	Dana Incorporated Reports Strong 2023 Second-quarter Financial Results, Company Raises Full-year Guidance (PR Newswire)
Jul-26-23 04:30PM	Dana to Pay Dividend on Common Stock (PR Newswire)
09:55AM	Dana (DAN) Now Trades Above Golden Cross: Time to Buy? (Zacks)
Jul-20-23 09:28AM	Worthington Industries Electrical Steel Lamination Business, Tempel Steel, Earns Danas Global Supplier Award in Lead Electric Propulsion Category (GlobeNewswire)
Jul-13-23 07:00AM	Dana Named One of Americas Greatest Workplaces by Newsweek Magazine (PR Newswire)
Jul-12-23 05:10PM	ARIANNE PHOSPHATE ENGAGES HYBRID FINANCIAL LTD (PR Newswire)
Jun-29-23 03:33PM	Dana Incorporated to Announce 2023 Second-quarter Financial Results, Host Conference Call and Webcast on July 28 (PR Newswire)
08:44AM	Estimating The Fair Value Of Dana Incorporated (NYSE:DAN) (Simply Wall St.)
07:00AM	Dana Announces Recipients of 2022 Supplier Awards (PR Newswire)
Jun-21-23 08:00PM	DAN: Raising target price to $18.00 (Argus Research)
Jun-07-23 12:06PM	Dana Incorporated to Participate in Deutsche Bank Global Auto Industry Conference (PR Newswire) +5.48%
07:00AM	Dana Named One of America's Climate Leaders 2023 by USA Today (PR Newswire)
Jun-02-23 06:46PM	Palo Alto Networks Set to S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600 (PR Newswire) +7.43%
08:18AM	Dana's (NYSE:DAN) Returns On Capital Not Reflecting Well On The Business (Simply Wall St.)
May-19-23 08:21AM	15 Best Stocks to Buy and Hold According to Billionaire Carl Icahn (Insider Monkey)
May-10-23 05:11PM	Dana Prices 425 Million Senior Notes Offering (PR Newswire)
03:35AM	Dana Launches 425 Million Senior Notes Offering (PR Newswire)
May-06-23 08:05AM	It Might Not Be A Great Idea To Buy Dana Incorporated (NYSE:DAN) For Its Next Dividend (Simply Wall St.)
May-04-23 10:58AM	Dana Incorporated to Participate in Oppenheimer's 18th Annual Industrial Growth Conference (PR Newswire) -6.04%
May-02-23 07:00AM	Dana Introduces Spicer Electrified e-Transmissions for Commercial Vehicles (PR Newswire)
Apr-30-23 08:10AM	Dana (NYSE:DAN) Is Due To Pay A Dividend Of $0.10 (Simply Wall St.)
Apr-29-23 01:16AM	Q1 2023 Dana Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-28-23 02:16PM	Dana Q1 Earnings Smashes Estimates; FY23 Targets Remain Unchanged (Benzinga)
06:59AM	Dana Incorporated Reports 2023 First-quarter Financial Results with Record Sales and Higher Profit (PR Newswire)
Apr-27-23 08:40AM	Why Dana (DAN) Might Surprise This Earnings Season (Zacks)
Apr-26-23 08:00PM	DAN: Lowering target price to $11.00 (Argus Research)
04:30PM	Dana to Pay Dividend on Common Stock (PR Newswire)
Apr-17-23 09:30AM	Dana Incorporated to Announce 2023 First-quarter Financial Results, Host Conference Call and Webcast on April 28 (PR Newswire)
07:00AM	Dana Expands Support for Energy Transition through Development of Metallic Bipolar Plates for Hydrogen Electrolyzers (PR Newswire)
Mar-30-23 07:00AM	Dana Named Great Workplace for Women by Newsweek Magazine (PR Newswire)
Mar-29-23 07:00AM	Dana Recognized as a 2022 Supplier of the Year by General Motors for the Sixth Consecutive Year (PR Newswire)
Mar-28-23 10:41AM	Dana Incorporated to Participate in 2023 BofA Global Automotive Summit (PR Newswire)
Mar-24-23 08:38AM	Dana's (NYSE:DAN) investors will be pleased with their favorable 73% return over the last three years (Simply Wall St.)
Mar-14-23 07:00AM	Dana Enhances Electrification Portfolio, Production Capabilities to Bolster Support for North American Construction Industry (PR Newswire)
Mar-13-23 06:00AM	Dana Recognized as One of World's Most Ethical Companies (PR Newswire)
Mar-06-23 07:00AM	Dana Accelerates Climate Commitments, Plans to Achieve Net Zero by 2040 (PR Newswire)
Mar-02-23 07:00AM	Dana's Spicer Electrified Zero-8 e-Axles Recognized by Heavy Duty Trucking as a Top 20 Product for 2023 (PR Newswire)
Feb-28-23 07:00AM	Dana's Climate Commitments Validated by Science Based Target Initiative (PR Newswire)
Feb-25-23 07:29AM	We Wouldn't Be Too Quick To Buy Dana Incorporated (NYSE:DAN) Before It Goes Ex-Dividend (Simply Wall St.)
Feb-24-23 09:24AM	Why Dana Stock Was in a Tailspin This Week (Motley Fool)
Feb-22-23 02:12AM	Q4 2022 Dana Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-21-23 02:56PM	Why Dana Stock Is Down Today (Motley Fool) -17.61%
12:20PM	Dana Drops As Q4 Earnings Hit By Incremental Costs; Forecasts Huge FY23 Bottom-Line Miss (Benzinga)
06:59AM	Dana Incorporated Reports Record Sales for 2022; Issues Guidance for 2023, including Higher Sales, Profit, and Record Three-year Sales Backlog of $900 Million (PR Newswire)
04:00AM	Dana Collaborates with Wacker Neuson Group on e-Propulsion Systems for Electric Compact Construction Vehicle Line-up (PR Newswire)
Feb-19-23 07:20AM	Dana (NYSE:DAN) Will Pay A Dividend Of $0.10 (Simply Wall St.)
Feb-16-23 10:26AM	Should You Buy Dana Incorporated (DAN) Ahead of Earnings? (Zacks)
Feb-15-23 04:30PM	Dana to Pay Dividend on Common Stock (PR Newswire)
Jan-30-23 07:00AM	Dana to Launch Hydrostatic Driveline for Telehandlers in North America; Modular Design Enables Zero Emissions Options (PR Newswire)
Jan-26-23 11:45AM	Dana Incorporated to Announce 2022 Fourth-quarter and Full-year Financial Results, Host Conference Call and Webcast on February 21 (PR Newswire)
Jan-18-23 02:00AM	Dana Earns 'Top Employer 2023' Award in 12 Countries and European Region (PR Newswire)
Jan-17-23 07:00AM	Dana Named Great Workplace for Diversity by Newsweek Magazine (PR Newswire)
Jan-15-23 10:06AM	20 Biggest Ohio Companies and Stocks (Insider Monkey)
Jan-01-23 08:40AM	An Intrinsic Calculation For Dana Incorporated (NYSE:DAN) Suggests It's 33% Undervalued (Simply Wall St.)
Dec-07-22 07:00AM	Dana Secures Capacity for Silicon Carbide Semiconductors through Long-term Supply Agreement with Semikron Danfoss (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
Foster Byron S.	Pres, Light Veh Drive Systems	Feb 22 '24	Option Exercise	0.00	2,651	0	41,138	Feb 26 04:28 PM
Kamsickas James Kevin	Chairman & CEO	Feb 15 '24	Option Exercise	0.00	69,189	0	755,844	Feb 20 05:15 PM
Decleer Jeroen	SVP & Pres Off-Highway Drive	Feb 15 '24	Option Exercise	0.00	2,320	0	2,320	Feb 20 05:15 PM
Kellett James D	VP & Chief Accounting Officer	Feb 15 '24	Option Exercise	0.00	2,089	0	11,360	Feb 20 05:15 PM
Miller Steven D	Director	Feb 15 '24	Option Exercise	0.00	2,886	0	2,886	Feb 20 05:15 PM
Kraus Timothy R	SVP & Chief Financial Officer	Feb 15 '24	Option Exercise	0.00	11,624	0	55,618	Feb 20 05:15 PM
Valencia Antonio	Pres. Power Technologies Group	Feb 15 '24	Option Exercise	0.00	12,246	0	12,246	Feb 20 05:15 PM
Liedberg Douglas H	SVP, General Counsel and Secty	Feb 15 '24	Option Exercise	0.00	12,395	0	116,668	Feb 20 05:15 PM
Hu Gaoxiang	Director	Feb 15 '24	Option Exercise	0.00	8,205	0	14,942	Feb 20 05:14 PM
Hernandez Ernesto M	Director	Feb 15 '24	Option Exercise	0.00	8,205	0	12,920	Feb 20 05:14 PM
KAMSKY VIRGINIA A	Director	Feb 15 '24	Option Exercise	0.00	8,205	0	57,743	Feb 20 05:14 PM
Karlin Bridget E	Director	Feb 15 '24	Option Exercise	0.00	8,205	0	29,366	Feb 20 05:14 PM
Mack Michael J	Director	Feb 15 '24	Option Exercise	0.00	8,205	0	40,946	Feb 20 05:15 PM
OConnell Diarmuid B.	Director	Feb 15 '24	Option Exercise	0.00	8,205	0	40,946	Feb 20 05:15 PM
WANDELL KEITH E	Director	Feb 15 '24	Option Exercise	0.00	8,205	0	74,833	Feb 20 05:15 PM
McDonald R Bruce	Director	Feb 15 '24	Option Exercise	0.00	8,205	0	67,570	Feb 20 05:15 PM
Foster Byron S.	Pres, Light Veh Drive Systems	Feb 15 '24	Option Exercise	0.00	10,288	0	43,127	Feb 20 05:15 PM
Aghili Aziz	EVP &Pres Off-Hwy Technologies	Feb 15 '24	Option Exercise	0.00	12,593	0	57,477	Feb 20 05:15 PM
Decleer Jeroen	SVP & Pres Off-Highway Drive	Feb 14 '24	Option Exercise	0.00	3,114	0	3,114	Feb 15 06:00 PM
Valencia Antonio	Pres. Power Technologies Group	Feb 14 '24	Option Exercise	0.00	10,994	0	10,994	Feb 15 06:00 PM
Aghili Aziz	EVP &Pres Off-Hwy Technologies	Feb 14 '24	Option Exercise	0.00	15,908	0	50,841	Feb 15 06:00 PM
Foster Byron S.	Pres, Light Veh Drive Systems	Feb 14 '24	Option Exercise	0.00	14,477	0	39,701	Feb 15 06:00 PM
Kamsickas James Kevin	Chairman & CEO	Feb 14 '24	Option Exercise	0.00	87,503	0	725,594	Feb 15 06:00 PM
Kellett James D	VP & Chief Accounting Officer	Feb 14 '24	Option Exercise	0.00	2,542	0	10,152	Feb 15 06:00 PM
Kraus Timothy R	SVP & Chief Financial Officer	Feb 14 '24	Option Exercise	0.00	18,793	0	52,188	Feb 15 06:01 PM
Liedberg Douglas H	SVP, General Counsel and Secty	Feb 14 '24	Option Exercise	0.00	11,310	0	109,289	Feb 15 06:01 PM
Aghili Aziz	EVP &Pres Off-Hwy Technologies	Feb 09 '24	Option Exercise	0.00	8,898	0	27,128	Feb 13 04:33 PM
Kamsickas James Kevin	Chairman & CEO	Feb 09 '24	Option Exercise	0.00	54,211	0	606,745	Feb 13 04:34 PM
Kellett James D	VP & Chief Accounting Officer	Feb 09 '24	Option Exercise	0.00	2,038	0	8,317	Feb 13 04:34 PM
Valencia Antonio	Pres. Power Technologies Group	Feb 09 '24	Option Exercise	0.00	6,283	0	6,283	Feb 13 04:34 PM
Kraus Timothy R	SVP & Chief Financial Officer	Feb 09 '24	Option Exercise	0.00	2,650	0	32,075	Feb 13 04:34 PM
Decleer Jeroen	SVP & Pres Off-Highway Drive	Feb 09 '24	Option Exercise	0.00	1,660	0	1,660	Feb 13 04:34 PM
Liedberg Douglas H	SVP, General Counsel and Secty	Feb 09 '24	Option Exercise	0.00	7,921	0	93,746	Feb 13 04:34 PM
Foster Byron S.	Pres, Light Veh Drive Systems	Dec 14 '23	Option Exercise	0.00	3,602	0	26,301	Dec 15 04:19 PM
Aghili Aziz	EVP &Pres Off-Hwy Technologies	Dec 08 '23	Option Exercise	0.00	1,340	0	19,570	Dec 12 04:39 PM
Kraus Timothy R	SVP & Chief Financial Officer	Dec 01 '23	Option Exercise	0.00	5,870	0	31,973	Dec 05 04:37 PM
Aghili Aziz	EVP &Pres Off-Hwy Technologies	Nov 01 '23	Option Exercise	0.00	5,252	0	20,227	Nov 03 04:33 PM
Aghili Aziz	EVP &Pres Off-Hwy Technologies	Aug 01 '23	Sale	19.19	30,000	575,674	14,975	Aug 02 04:51 PM
Kellett James D	VP & Chief Accounting Officer	Aug 01 '23	Sale	19.08	14,437	275,419	6,279	Aug 03 06:51 PM
Foster Byron S.	Pres, Light Veh Drive Systems	Jun 30 '23	Option Exercise	0.00	2,617	0	23,482	Jul 05 04:45 PM

Open in Screener

MS

Morgan Stanley

Apr 24 • 04:00PM ET

93.85

Dollar change +0.09
Percentage change 0.10	%

Financial • Capital Markets • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VOO IVV VTV VYM DGRO IWD DGRW IVE VFH

Index	S&P 500	P/E	17.10	EPS (ttm)	5.49	Insider Own	23.34%	Shs Outstand	1.63B	Perf Week	4.19%
Market Cap	152.66B	Forward P/E	12.45	EPS next Y	7.54	Insider Trans	-0.11%	Shs Float	1.25B	Perf Month	2.97%
Income	8.96B	PEG	2.14	EPS next Q	1.67	Inst Own	62.77%	Short Float	1.21%	Perf Quarter	7.17%
Sales	99.76B	P/S	1.53	EPS this Y	31.30%	Inst Trans	-1.02%	Short Ratio	1.78	Perf Half Y	30.89%
Book/sh	55.50	P/B	1.69	EPS next Y	10.81%	ROA	0.76%	Short Interest	15.13M	Perf Year	4.05%
Cash/sh	-	P/C	-	EPS next 5Y	8.00%	ROE	9.12%	52W Range	69.42 - 95.57	Perf YTD	0.64%
Dividend Est.	3.51 (3.74%)	P/FCF	16.72	EPS past 5Y	1.84%	ROI	2.55%	52W High	-1.80%	Beta	1.39
Dividend TTM	3.33 (3.54%)	Quick Ratio	-	Sales past 5Y	15.18%	Gross Margin	-	52W Low	35.19%	ATR (14)	2.13
Dividend Ex-Date	Apr 29, 2024	Current Ratio	1.37	EPS Y/Y TTM	-5.92%	Oper. Margin	12.42%	RSI (14)	61.02	Volatility	1.65% 2.20%
Employees	80000	Debt/Eq	3.63	Sales Y/Y TTM	34.52%	Profit Margin	8.98%	Recom	2.35	Target Price	97.92
Option/Short	Yes / Yes	LT Debt/Eq	2.54	EPS Q/Q	18.45%	Payout	62.71%	Rel Volume	0.57	Prev Close	93.76
Sales Surprise	5.11%	EPS Surprise	20.83%	Sales Q/Q	13.33%	Earnings	Apr 16 BMO	Avg Volume	8.50M	Price	93.85
SMA20	2.69%	SMA50	5.43%	SMA200	9.82%	Trades		Volume	4,879,987	Change	0.10%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jan-10-23	Upgrade	Odeon	Sell → Hold	$88.75
Jan-04-23	Downgrade	Wolfe Research	Outperform → Underperform	$92
Oct-05-22	Downgrade	Atlantic Equities	Overweight → Neutral	$95 → $85
Sep-06-22	Downgrade	Odeon	Hold → Sell
May-03-22	Upgrade	Oppenheimer	Perform → Outperform	$111
Jan-28-22	Downgrade	Odeon	Buy → Hold
Dec-03-21	Upgrade	Citigroup	Neutral → Buy	$105 → $115
Oct-15-21	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$97
Oct-04-21	Reiterated	Jefferies	Buy	$108 → $119

Show Previous Ratings

Apr-24-24 09:34PM	UPDATE 2-Morgan Stanley Asia private equity unit to reorganise as CEO retires (Reuters)
09:01PM	Morgan Stanley Asia private equity unit to reorganise as CEO retires (Reuters)
08:44PM	Morgan Stanley PE Asia to reorganise regional teams as CEO steps down (Reuters)
01:48PM	Hedge Fund and Insider Trading News: Bill Ackman, Appaloosa Management, Marshall Wace LLP, Centuri Holdings Inc (CTRI), Citi Trends, Inc. (CTRN), and More (Insider Monkey)
12:19PM	Goldman's David Solomon survives vote on CEO-chair split (Yahoo Finance)
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12:19PM	Goldman's David Solomon defeats vote on CEO-chair split even as support for it increases (Yahoo Finance)
11:36AM	Globe Life Inc. (NYSE:GL) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:33AM	Cadence Design Systems, Inc. (NASDAQ:CDNS) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:32AM	Truist Financial Corporation (NYSE:TFC) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:17AM	United Parcel Service, Inc. (NYSE:UPS) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:15AM	Mattel, Inc. (NASDAQ:MAT) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:52AM	The Sherwin-Williams Company (NYSE:SHW) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:50AM	Xerox Holdings Corporation (NASDAQ:XRX) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:43AM	Raytheon Technologies Corporation (NYSE:RTX) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:40AM	Polaris Inc. (NYSE:PII) Q1 2024 Earnings Call Transcript (Insider Monkey)
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10:38AM	MSCI Inc. (NYSE:MSCI) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:35AM	Tesla, Inc. (NASDAQ:TSLA) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:00AM	Morgan Stanley Names 10 Women and an Ally as their MAKERS Class of 2024 (Business Wire)
09:19AM	PepsiCo, Inc. (NASDAQ:PEP) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:28AM	Lufax Holding Ltd (NYSE:LU) Q1 2024 Earnings Call Transcript (Insider Monkey)
04:01AM	13 Best Ethical Companies to Invest in 2024 (Insider Monkey)
Apr-23-24 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating Zoetis, and Morgan Stanley and Encourages Investors to Contact the Firm (GlobeNewswire)
01:21PM	Hedge Fund and Insider Trading News: David Tepper, Ray Dalio, RA Capital Management, Millennium Management, Biohaven Ltd (BHVN), EyePoint Pharmaceuticals Inc. (EYPT), and More (Insider Monkey)
10:00AM	Graystone Consulting Named a Quality Leader for Third Straight Year by Coalition Greenwich (Business Wire)
08:18AM	Zions Bancorporation, National Association (NASDAQ:ZION) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:17AM	SAP SE (NYSE:SAP) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:10AM	Verizon Communications Inc. (NYSE:VZ) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-22-24 05:47PM	Ozempic users are spending less money at restaurants, Morgan Stanley survey says (Quartz)
05:03PM	Resilient Waters Fund Wins the 2024 Kellogg-Morgan Stanley Sustainable Investing Challenge (Business Wire)
03:33PM	Disney+ is 'quarters away from meaningful profitability,' says Morgan Stanley's Swinburne (CNBC TV)
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03:09PM	Morgan Stanley (MS) Falls After WSJ Report on Multiple Regulatory Probes into Wealth Management Business Hagens Berman (GlobeNewswire)
01:33PM	'King dollar' lacks challengers as economy stays strong, says Morgan Stanley's James Lord (CNBC TV)
12:11PM	Top Stock Movers Now: Truist Financial, Tesla, Coinbase, and More (Investopedia)
10:07AM	Huntington Bancshares Incorporated (NASDAQ:HBAN) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:00AM	Beyond Market Price: Uncovering Morgan Stanley's Intrinsic Value (GuruFocus.com)
04:39AM	Buyout Firm CVC Sets Price Range for 1.6 Billion Dutch IPO (Bloomberg)
Apr-19-24 09:00PM	Bragar Eagel & Squire, P.C. Is Investigating CI&T, Harbor, AXTI, and Morgan Stanley and Encourages Investors to Contact the Firm (GlobeNewswire)
03:19PM	The geopolitical drawdown is creating global investing opportunity, says Morgan Stanley's Kandhari (CNBC TV)
12:07PM	Las Vegas Sands Corp. (NYSE:LVS) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:59AM	Crown Castle Inc. (NYSE:CCI) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:49AM	Infosys Limited (NYSE:INFY) Q4 2024 Earnings Call Transcript (Insider Monkey)
11:47AM	Iridium Communications Inc. (NASDAQ:IRDM) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:55AM	Morgan Stanley consumer IPO banker Passi leaving the bank, sources say (Reuters)
06:56AM	ChatGPT Stock Predictions: 10 Stocks That Have 10X Potential (Insider Monkey)
Apr-18-24 04:05PM	Morgan Stanley Wealth Management Pulse Survey Reveals Bullish Sentiment Despite Drop in Optimism (Business Wire)
02:30PM	Goldman Selling $5 Billion of Bonds in Second Sale This Week (Bloomberg)
Apr-17-24 05:08PM	Morgan Stanley's Lauren Hochfelder: There's bifurcation in commercial real estate (CNBC TV)
04:33PM	Bank of America CEO: The Federal Reserve is winning the war on inflation (Yahoo Finance)
03:13PM	Morgan Stanley Sells $8 Billion in Big Banks Bond Bonanza (Bloomberg)
09:56AM	Morgan Stanley (MS) Q1 Earnings Top on Revival of IB Business (Zacks)
08:50AM	A Big Takeaway From Bank Earnings? Wall Street Is Winning Again. (Barrons.com)
08:11AM	Morgan Stanley (NYSE:MS) Q1 2024 Earnings Call Transcript (Insider Monkey)
07:42AM	REFILE-WRAPUP 4-Morgan Stanley, HSBC cutting Asia investment banking jobs on China deals slowdown (Reuters)
07:41AM	Wall Street Banks Goldman and Morgan Stanley Prosper as Tables Turn (Barrons.com)
04:12AM	CORRECTED-WRAPUP 2-Morgan Stanley, HSBC cutting dozens of Asia investment banking jobs on deal slowdown (Reuters)
04:00AM	Wall Street says a Wall Street revival is finally here (Yahoo Finance)
02:40AM	Morgan Stanley Is Planning Biggest China Job Cuts in Years (Bloomberg)
01:46AM	UPDATE 2-Morgan Stanley cuts dozens of investment banking jobs in Asia-Pacific, sources say (Reuters)
Apr-16-24 10:58PM	Morgan Stanley, HSBC cutting Asia investment banking jobs on China deals slowdown (Reuters)
10:41PM	Morgan Stanley to cut around 50 investment banking jobs in Asia-Pacific, sources say (Reuters)
10:31PM	Morgan Stanley to cut about 50 investment-banking jobs in APAC, Bloomberg News reports (Reuters)
04:56PM	Deposits are banking industry's 'boogeyman': Money manager (Yahoo Finance Video)
04:24PM	Investment Banking Bounceback Powers Big U.S. Lenders (The Wall Street Journal)
01:45PM	Morgan Stanley Stock Rises After CEO's Upbeat Comments (The Wall Street Journal)
12:30PM	Top Stock Movers Now: UnitedHealth, Morgan Stanley, Bank of America, and More (Investopedia)
12:19PM	UnitedHealth Group, Morgan Stanley rise; PNC Financial, Live Nation fall, Tuesday, 4/16/2024 (Associated Press)
12:05PM	Wall Street bosses cheer investment banking gains but stay cautious (Reuters)
12:00PM	Morgan Stanley Sticking to Wealth Management Strategy, Top Execs Say (The Wall Street Journal)
11:52AM	Bank earnings reveal capital markets' 'resurgence': Analyst (Yahoo Finance Video)
11:52AM	MS Stock Earnings: Morgan Stanley Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
11:06AM	Big bank earnings show consumers may be losing spending steam (Yahoo Finance Video)
11:02AM	Morgan Stanley and Bank of America: CFRA's Ken Leon on key takeaways from big bank earnings (CNBC TV)
11:02AM	Bank of America, Morgan Stanley report Q1 earnings beat (CNBC TV)
10:53AM	Big Banks Upbeat Quarter Reflects Resilient Economy (The Wall Street Journal)
10:48AM	Morgan Stanley Traders Rally Past Estimates as Profits Jump (Bloomberg)
10:24AM	Dow Moves Higher, Investors Cheer Morgan Stanley Earnings (The Wall Street Journal)
10:23AM	Bank of America, Morgan Stanley and Goldman Sachs reported earnings. Here are the highlights (Quartz)
10:08AM	Morgan Stanley Downplays Queries Into Wealth Management Clients (Bloomberg)
10:04AM	Stocks to Watch Tuesday: UnitedHealth, Tesla, J&J, Morgan Stanley (The Wall Street Journal)
10:00AM	Hollywood Still Banks On the Familiar for Box Office (The Wall Street Journal)
09:51AM	JPMorgan Chase & Co. (NYSE:JPM) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:50AM	Wells Fargo & Company (NYSE:WFC) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:49AM	Bank Of America Rebound Hinges On Today's Action; Morgan Stanley Surges On Earnings (Investor's Business Daily)
09:47AM	Constellation Brands, Inc. (NYSE:STZ) Q4 2024 Earnings Call Transcript (Insider Monkey)
09:43AM	Morgan Stanley Earnings Rise on Higher Investment-Banking Revenue (The Wall Street Journal)
09:43AM	M&T Bank Corporation (NYSE:MTB) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:38AM	Dow Opens Higher, Investors Cheer Morgan Stanley Earnings (The Wall Street Journal)
09:30AM	Morgan Stanley (MS) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
09:20AM	Bank earnings, stock futures, oil prices: 3 Things (Yahoo Finance Video)
09:16AM	Morgan Stanley Beats Estimates as Investment Banking Gains (Investopedia)
09:02AM	Morgan Stanley jumps on earnings beat (CNBC TV)
08:51AM	Morgan Stanley (MS) Exceeds Analyst Expectations with Strong Q1 2024 Earnings (GuruFocus.com)
08:51AM	Morgan Stanley (MS) Q1 Earnings Beat as IB Business Rebounds (Zacks)
08:41AM	Morgan Stanley Q1 Results Tops Estimates (RTT News)
08:40AM	Morgan Stanley (MS) Q1 Earnings and Revenues Top Estimates (Zacks)
08:07AM	Wall Street surge lifts Morgan Stanley and new CEO Ted Pick (Yahoo Finance)
08:06AM	Makhlouf Says June ECB Cut Possible If Price Trend Persists (Bloomberg)
07:50AM	Morgan Stanley Q3 Profit Up 15%, Results Top Estimates (RTT News)
07:34AM	UPDATE 5-Morgan Stanley profit beats estimates as investment banking rebounds, wealth grows (Reuters)
07:34AM	Morgan Stanley profit beats estimates as investment banking rebounds, wealth grows (Reuters)

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Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
GORMAN JAMES P	Executive Chairman	Apr 18 '24	Sale	90.21	100,000	9,020,530	414,870	Apr 19 04:06 PM
Smith Charles Aubrey III	Chief Risk Officer	Apr 17 '24	Sale	90.09	11,200	1,009,019	126,190	Apr 19 04:05 PM
GORMAN JAMES P	Executive Chairman	Feb 12 '24	Sale	87.30	100,000	8,730,220	350,000	Feb 14 04:19 PM
SAPERSTEIN ANDREW M	Co-President	Feb 12 '24	Sale	87.19	26,655	2,324,092	286,835	Feb 14 04:19 PM
GROSSMAN ERIC F	Chief Legal/Admin Officer	Jan 31 '24	Sale	88.55	26,562	2,352,001	234,627	Feb 01 04:20 PM
GROSSMAN ERIC F	Chief Legal/Admin Officer	Jan 30 '24	Sale	87.81	26,563	2,332,595	261,189	Feb 01 04:20 PM
SAPERSTEIN ANDREW M	Co-President	Jan 30 '24	Sale	87.92	10,000	879,170	313,490	Feb 01 04:22 PM
AKRAM RAJA	Deputy Chief Financial Officer	Jan 30 '24	Sale	87.41	4,500	393,346	93,134	Feb 01 04:21 PM
GORMAN JAMES P	Executive Chairman	Jan 26 '24	Sale	87.93	50,000	4,396,400	379,701	Jan 26 04:36 PM
GORMAN JAMES P	Executive Chairman	Jan 25 '24	Sale	87.93	50,000	4,396,435	400,000	Jan 25 04:03 PM
SAPERSTEIN ANDREW M	Co-President	Jan 19 '24	Sale	84.13	10,000	841,344	323,490	Jan 19 04:15 PM
AKRAM RAJA	Deputy Chief Financial Officer	Jan 18 '24	Sale	83.56	7,000	584,928	97,634	Jan 19 04:22 PM
MORGAN STANLEY	10% Owner	Oct 05 '23	Sale	50000.00	135	6,750,000	0	Oct 10 08:22 PM
GORMAN JAMES P	Chairman and CEO	Jul 24 '23	Sale	95.19	125,000	11,898,812	1,011,345	Jul 26 04:11 PM
PICK EDWARD N	Co-President/Head of IS	Jul 24 '23	Sale	94.33	100,000	9,433,050	604,845	Jul 26 04:14 PM
SIMKOWITZ DANIEL A	Head of Investment Management	Jul 20 '23	Sale	93.78	37,608	3,526,852	319,040	Jul 21 04:18 PM
GORMAN JAMES P	Chairman and CEO	Jul 19 '23	Sale	92.35	125,000	11,543,286	1,136,345	Jul 21 04:13 PM
SAPERSTEIN ANDREW M	Co-President/Head of WM	Jul 19 '23	Sale	93.09	39,254	3,654,280	193,708	Jul 21 04:16 PM
AKRAM RAJA	Deputy Chief Financial Officer	Jul 19 '23	Sale	92.00	13,500	1,242,000	82,984	Jul 21 04:11 PM
Smith Charles Aubrey III	Chief Risk Officer	Jul 19 '23	Sale	92.41	5,600	517,520	136,513	Jul 21 04:20 PM
MORGAN STANLEY	10% Owner	Jun 09 '23	Sale	9.45	1,049,889	9,921,451	8,456,881	Jun 13 04:04 PM
AKRAM RAJA	Deputy Chief Financial Officer	May 15 '23	Sale	82.95	7,320	607,198	96,484	May 17 04:08 PM
GLOCER THOMAS H	Director	May 03 '23	Sale	87.11	4,535	395,021	98,110	May 05 04:16 PM

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