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DAN

Dana Inc

May 03 • 04:00PM ET

13.31

Dollar change -0.01
Percentage change -0.08	%

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	148.05	EPS (ttm)	0.09	Insider Own	0.93%	Shs Outstand	144.39M	Perf Week	6.65%
Market Cap	1.93B	Forward P/E	8.88	EPS next Y	1.50	Insider Trans	0.00%	Shs Float	143.61M	Perf Month	7.08%
Income	13.00M	PEG	3.76	EPS next Q	0.29	Inst Own	97.62%	Short Float	4.18%	Perf Quarter	-3.76%
Sales	10.65B	P/S	0.18	EPS this Y	8.39%	Inst Trans	-0.57%	Short Ratio	4.12	Perf Half Y	18.10%
Book/sh	10.62	P/B	1.25	EPS next Y	64.60%	ROA	0.17%	Short Interest	6.00M	Perf Year	-6.47%
Cash/sh	2.59	P/C	5.13	EPS next 5Y	39.38%	ROE	0.83%	52W Range	11.10 - 19.75	Perf YTD	-8.90%
Dividend Est.	0.40 (3.01%)	P/FCF	20.75	EPS past 5Y	-38.20%	ROI	0.30%	52W High	-32.61%	Beta	2.42
Dividend TTM	0.40 (3.01%)	Quick Ratio	0.97	Sales past 5Y	6.33%	Gross Margin	8.23%	52W Low	19.96%	ATR (14)	0.39
Dividend Ex-Date	May 09, 2024	Current Ratio	1.60	EPS Y/Y TTM	105.61%	Oper. Margin	2.95%	RSI (14)	64.84	Volatility	3.77% 2.67%
Employees	41800	Debt/Eq	1.91	Sales Y/Y TTM	3.16%	Profit Margin	0.12%	Recom	2.60	Target Price	14.88
Option/Short	Yes / Yes	LT Debt/Eq	1.85	EPS Q/Q	-89.33%	Payout	152.21%	Rel Volume	0.76	Prev Close	13.32
Sales Surprise	1.64%	EPS Surprise	68.35%	Sales Q/Q	3.44%	Earnings	Apr 30 BMO	Avg Volume	1.46M	Price	13.31
SMA20	7.08%	SMA50	7.78%	SMA200	-4.31%	Trades		Volume	1,107,799	Change	-0.08%

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

May-02-24 08:54AM	Dana Incorporated (NYSE:DAN) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-01-24 03:13AM	Dana Inc (DAN) Q1 2024 Earnings Call Transcript Highlights: Key Financial Metrics and Strategic ... (GuruFocus.com) +6.68%
12:37AM	Q1 2024 Dana Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-30-24 12:54PM	DAN Stock Earnings: Dana Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
09:30AM	Dana (DAN) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:35AM	Loading…
08:35AM	Dana Inc (DAN) Q1 2024 Earnings: Misses EPS Estimates Amidst Strong Sales and Adjusted EBITDA Growth (GuruFocus.com)
08:30AM	Dana (DAN) Misses Q1 Earnings Estimates (Zacks)
08:00AM	Dana Earns an Automotive News PACE Award for Multi-mode, Power-split Transmission System (PR Newswire)
07:28AM	Dana: Q1 Earnings Snapshot (Associated Press Finance)
06:59AM	Dana Incorporated Reports 2024 First-Quarter Financial Results With Increased Sales, Adjusted EBITDA, and Free Cash Flow Raises Full-Year Free Cash Flow Guidance (PR Newswire)
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)
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%
10:00AM	Loading…
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)
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)

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

May 03 • 04:00PM ET

93.64

Dollar change +0.99
Percentage change 1.07	%

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	17.06	EPS (ttm)	5.49	Insider Own	23.34%	Shs Outstand	1.63B	Perf Week	0.87%
Market Cap	152.35B	Forward P/E	12.34	EPS next Y	7.59	Insider Trans	-0.11%	Shs Float	1.25B	Perf Month	1.47%
Income	8.96B	PEG	2.13	EPS next Q	1.67	Inst Own	62.46%	Short Float	1.28%	Perf Quarter	7.30%
Sales	99.76B	P/S	1.53	EPS this Y	32.56%	Inst Trans	-1.02%	Short Ratio	1.95	Perf Half Y	31.98%
Book/sh	55.50	P/B	1.69	EPS next Y	10.50%	ROA	0.76%	Short Interest	15.93M	Perf Year	10.49%
Cash/sh	-	P/C	-	EPS next 5Y	8.00%	ROE	9.12%	52W Range	69.42 - 95.57	Perf YTD	0.42%
Dividend Est.	3.51 (3.75%)	P/FCF	16.68	EPS past 5Y	1.84%	ROI	2.55%	52W High	-2.02%	Beta	1.37
Dividend TTM	3.40 (3.63%)	Quick Ratio	-	Sales past 5Y	15.18%	Gross Margin	-	52W Low	34.89%	ATR (14)	1.91
Dividend Ex-Date	Apr 29, 2024	Current Ratio	1.37	EPS Y/Y TTM	-5.92%	Oper. Margin	12.42%	RSI (14)	58.53	Volatility	1.53% 2.15%
Employees	80000	Debt/Eq	3.63	Sales Y/Y TTM	34.52%	Profit Margin	8.98%	Recom	2.36	Target Price	99.52
Option/Short	Yes / Yes	LT Debt/Eq	2.54	EPS Q/Q	18.45%	Payout	62.71%	Rel Volume	0.62	Prev Close	92.65
Sales Surprise	5.11%	EPS Surprise	20.83%	Sales Q/Q	13.33%	Earnings	Apr 16 BMO	Avg Volume	8.15M	Price	93.64
SMA20	2.69%	SMA50	4.06%	SMA200	9.31%	Trades		Volume	5,041,844	Change	1.07%

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

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Today 10:27AM	Morgan Stanleys Top 15 Stock Picks for 2024 (Insider Monkey)
09:31AM	MercadoLibre, Inc. (NASDAQ:MELI) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:27AM	IQVIA Holdings Inc. (NYSE:IQV) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:16AM	Life Time Group Holdings, Inc. (NYSE:LTH) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:02AM	10 Best Trucking Stocks to Buy (Insider Monkey)
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07:38AM	23 Most Profitable Stocks of the Last 12 Months (Insider Monkey)
May-03-24 04:29PM	Apple: Here's why Morgan Stanley's Erik Woodring is bullish on the stock (CNBC TV)
04:22PM	The Coca-Cola Company (NYSE:KO) Q1 2024 Earnings Call Transcript (Insider Monkey)
04:21PM	Mister Car Wash, Inc. (NYSE:MCW) Q1 2024 Earnings Call Transcript (Insider Monkey)
04:14PM	Corteva, Inc. (NYSE:CTVA) Q1 2024 Earnings Call Transcript (Insider Monkey)
04:06PM	Sunnova Energy International Inc. (NYSE:NOVA) Q1 2024 Earnings Call Transcript (Insider Monkey)
04:06PM	Bausch + Lomb Corporation (NYSE:BLCO) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:52PM	The Allstate Corporation (NYSE:ALL) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:51PM	Hudson Pacific Properties, Inc. (NYSE:HPP) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:45PM	eBay Inc. (NASDAQ:EBAY) Q1 2024 Earnings Call Transcript (Insider Monkey)
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03:37PM	Westlake Corporation (NYSE:WLK) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:36PM	Apollo Global Management, Inc. (NYSE:APO) Q1 2024 Earnings Call Transcript (Insider Monkey)
03:18PM	3 Stocks to Buy That Morgan Stanley Is Loving Right Now (InvestorPlace)
02:04PM	CyberArk Software Ltd. (NASDAQ:CYBR) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:11PM	WW International, Inc. (NASDAQ:WW) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:07PM	2U, Inc. (NASDAQ:TWOU) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:03PM	Teleflex Incorporated (NYSE:TFX) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:40PM	Hologic, Inc. (NASDAQ:HOLX) Q2 2024 Earnings Call Transcript (Insider Monkey)
12:38PM	Genmab A/S (NASDAQ:GMAB) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:37PM	Organon & Co. (NYSE:OGN) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:31PM	Sabre Corporation (NASDAQ:SABR) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:28PM	Use real assets and hedge funds to help mitigate emerging risks: Morgan Stanley's Lisa Shalett (CNBC TV)
12:23PM	Kymera Therapeutics, Inc. (NASDAQ:KYMR) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:29AM	Bill.com Holdings, Inc. (NYSE:BILL) Q3 2024 Earnings Call Transcript (Insider Monkey)
11:00AM	Viavi Solutions Inc. (NASDAQ:VIAV) Q3 2024 Earnings Call Transcript (Insider Monkey)
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10:54AM	Church & Dwight Co., Inc. (NYSE:CHD) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:39AM	Floor & Decor Holdings, Inc. (NYSE:FND) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:39AM	Republic Services, Inc. (NYSE:RSG) Q1 2024 Earnings Call Transcript (Insider Monkey)
06:49AM	Morgan Stanley, Frasers settle UK lawsuit over $1 bln margin call (Reuters)
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09:30AM	TPG RE Finance Trust, Inc. (NYSE:TRTX) Q1 2024 Earnings Call Transcript (Insider Monkey)
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08:05AM	Sabadell enlists Morgan Stanley, Goldman Sachs after BBVA takeover offer, sources say (Reuters)
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12:46PM	F5, Inc. (NASDAQ:FFIV) Q2 2024 Earnings Call Transcript (Insider Monkey)
12:45PM	Exxon Mobil Corporation (NYSE:XOM) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:11AM	Nautilus Biotechnology, Inc. (NASDAQ:NAUT) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:11AM	Corning Incorporated (NYSE:GLW) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:09AM	Pinterest, Inc. (NYSE:PINS) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:01AM	The Timken Company (NYSE:TKR) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:13AM	SITE Centers Corp. (NYSE:SITC) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:13AM	PACCAR Inc (NASDAQ:PCAR) Q1 2024 Earnings Call Transcript (Insider Monkey)
10:12AM	Air Products and Chemicals, Inc. (NYSE:APD) Q2 2024 Earnings Call Transcript (Insider Monkey)
09:40AM	American Tower Corporation (NYSE:AMT) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:12AM	ArcBest Corporation (NASDAQ:ARCB) Q1 2024 Earnings Call Transcript (Insider Monkey)
06:53AM	Stock Market Crash Alert: 3 Must-Buy Financial Stocks When Prices Plunge (InvestorPlace)
04:01AM	Whether Wall Street garden leaves survive non-compete ban is an 'open question' (Yahoo Finance Video)
Apr-30-24 02:13PM	The Boston Beer Company, Inc. (NYSE:SAM) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:58PM	Laboratory Corporation of America Holdings (NYSE:LH) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:52PM	Alphabet Inc. (NASDAQ:GOOG) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:28PM	FirstEnergy Corp. (NYSE:FE) Q1 2024 Earnings Call Transcript (Insider Monkey)
01:23PM	Nabors Industries Ltd. (NYSE:NBR) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:50PM	Brunswick Corporation (NYSE:BC) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:48PM	Tractor Supply Company (NASDAQ:TSCO) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:33PM	Comcast Corporation (NASDAQ:CMCSA) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:32PM	L3Harris Technologies, Inc. (NYSE:LHX) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:10PM	Dow Inc. (NYSE:DOW) Q1 2024 Earnings Call Transcript (Insider Monkey)
12:05PM	Microsoft Corporation (NASDAQ:MSFT) Q3 2024 Earnings Call Transcript (Insider Monkey)
11:57AM	Altria Group, Inc. (NYSE:MO) Q1 2024 Earnings Call Transcript (Insider Monkey)
11:55AM	CMS Energy Corporation (NYSE:CMS) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:42AM	Phillips Edison & Company, Inc. (NASDAQ:PECO) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:53AM	Morgan Stanleys $20M bonuses draw proxy advisers fire (Banking Dive)
08:51AM	CEMEX, S.A.B. de C.V. (NYSE:CX) Q1 2024 Earnings Call Transcript (Insider Monkey)
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08:44AM	Merck & Co., Inc. (NYSE:MRK) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:38AM	AbbVie Inc. (NYSE:ABBV) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:35AM	WisdomTree, Inc. (NYSE:WT) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:34AM	Fomento Econ mico Mexicano, S.A.B. de C.V. (NYSE:FMX) Q1 2024 Earnings Call Transcript (Insider Monkey)
08:30AM	Western Digital Corporation (NASDAQ:WDC) Q3 2024 Earnings Call Transcript (Insider Monkey)
08:26AM	Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) Q1 2024 Earnings Call Transcript (Insider Monkey)
06:30AM	Citi and Morgan Stanley among leaders of open-source initiative to tackle common challenges in AI (Fortune)
Apr-29-24 05:25PM	Carlyle Picks JPMorgan, Morgan Stanley for IPO or Sale of StandardAero (Bloomberg)
01:44PM	Wolf Haldenstein Adler Freeman & Herz LLP announces that it is investigating Morgan Stanley for potential violations of federal securities laws (PR Newswire)
11:51AM	UPDATE 1-Morgan Stanley shareholders urged to vote against pay proposal by proxy adviser (Reuters)
10:56AM	Morgan Stanley shareholders urged to vote against pay proposal by proxy adviser (Reuters)
07:02AM	Morgan Stanley's Dividend Analysis (GuruFocus.com)
05:52AM	Japan Opts to Keep Traders in Dark on Whether It Intervened (Bloomberg)
Apr-28-24 09:10PM	10 Best Construction Materials Stocks To Invest In Right Now (Insider Monkey)
07:14PM	Top 12 Alternatives to Edward Jones (Insider Monkey)
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10:57AM	Republicans are Buying These 10 Oil and Gas Stocks (Insider Monkey)
Apr-27-24 05:59PM	American Politicians are Buying These 10 AI Stocks (Insider Monkey)
Apr-26-24 05:13PM	The Thrill Factor Is Back for Retail Investors (The Wall Street Journal)
02:06PM	Morgan Stanley Is Doubling Down on Chinese EV Stocks (InvestorPlace)
12:10PM	Morgan Stanley Is Doubling Down on Nvidia (NVDA) Stock (InvestorPlace)
09:33AM	Treasuries Gain as Traders Find Relief in Key Inflation Readings (Bloomberg)
09:13AM	Equity Residential (NYSE:EQR) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:08AM	Meta Platforms, Inc. (NASDAQ:META) Q1 2024 Earnings Call Transcript (Insider Monkey)
09:01AM	Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF) Q1 2024 Earnings Call Transcript (Insider Monkey)
05:00AM	Ozempic hits booze sales, Moderna likes AI, and Biogen's blockbuster drug: Pharma news roundup (Quartz)

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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

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