Get emailed when DCH changes direction
Insider buying: $182,000 bought by 27 insiders (30d)
Est. revisions:
-29.2%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -3.3)
Factor Model
net -3.3 6.4 / 10
Est. Revisions
-1.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
-0.5
Insider bet $12M on Dauch as 2026 guidance accelerates
Watch: Watch Q1 2026 results for evidence that Dowlais synergy capture is on track. Any material miss on the $50–$75 million synergy target or revenue guidance would undermine the institutional thesis behind this entry.
Atlantic Investment Management just established a $12.07 million position in Dauch Corporation, buying 1.883 million shares at $7.28 per share. The timing is interesting: Dauch's 2026 guidance projects revenue of $10.3–$10.7 billion and Adjusted EBITDA of $1.3–$1.4 billion, including $50–$75 million in synergies from the Dowlais combination. Stock has outpaced the S&P 500 by 13 points over the past year, trading up 26% versus the broad market's 13%.
The institutional confidence arrives as Dauch's adjusted EBITDA margins widen to 12.7% and guidance implies meaningful operating leverage—synergies alone represent material upside if realized. This is a structural bet on the automotive supplier's ability to execute across electrification and internal combustion platforms while absorbing a major acquisition.
Evidence
5d ago
TD Cowen main DCH: Hold → Hold
7d ago
Insider buy by WALKER DAVID B. (DCH): $182,000
Fundamentals & Data ▾
Dauch Corporation
Consumer Cyclical · Auto Parts
Mkt Cap
$1B
Beta
1.64
52w Range
$3.28 - $9.25
Short Interest
30.5M 13.13%
Days to Cover
5.8 +19%
Technicals
downtrend
from 52w Hi
-1.9%
1w return
-0.2%
Insiders
mixed
0B / 0S
Analysts
mixed
EPS Estimate
$-0.03
-29.2% 30d
0up / 1dn
Est. Dispersion
693%
6 analysts
Analyst Target
$9
$6 - $17
Options P/C
0.69
Financials
Revenue
$1.4B +0% YoY
FCF
$49M
Gross Margin
10%
Op Margin
2%
Momentum:
decelerating
Recent Filings & Data
insider trade
170
net buying
· $182,000 bought
27 insiders · 170 transactions (30d)
Recent transactions
WALKER DAVID B. · buy · $182,000
DAUCH DAVID C · award
LYNCH MICHAEL JOSEPH · award
KEMP TERRI M · award
MAY CHRISTOPHER JOHN · award
OAL TOLGA I · award
DAUCH DAVID C · award
LYNCH MICHAEL JOSEPH · award
KEMP TERRI M · award
MAY CHRISTOPHER JOHN · award
OAL TOLGA I · award
BANNERT MARKUS · award
BANNERT MARKUS · award
DAUCH DAVID C · award
LYNCH MICHAEL JOSEPH · award
MAY CHRISTOPHER JOHN · award
MCCASLIN JAMES A · award · $150,001
MILLER WILLIAM P II · award · $150,001
VALENTI SAMUEL III · award · $150,001
PARKER HERBERT KENT · award · $150,001
PIERCE SANDRA E · award · $150,001
MIZIOLEK ALEKSANDRA A. · award · $150,001
KOZYRA WILLIAM LAWRENCE · award · $150,001
LYONS PETER DAVID · award · $150,001
GRAYSON-CAPRIO TERRY · award · $150,001
DAUCH DAVID C · award
LYNCH MICHAEL JOSEPH · award
KEMP TERRI M · award
MAY CHRISTOPHER JOHN · award
OAL TOLGA I · award
PAROLY MATTHEW K. · award
MCCASLIN JAMES A · award · $150,001
MILLER WILLIAM P II · award · $150,001
CHAPPELL ELIZABETH ANNE · award · $150,001
VALENTI SAMUEL III · award · $150,001
SMITH JOHN F JR · award · $150,001
PARKER HERBERT KENT · award · $150,001
PIERCE SANDRA E · award · $150,001
MIZIOLEK ALEKSANDRA A. · award · $150,001
KOZYRA WILLIAM LAWRENCE · award · $150,001
LYONS PETER DAVID · award · $150,001
Man Group PLC · other · $3,071
Man Group PLC · other · $518,380
Converium Capital Inc. · other
Bank Of Nova Scotia · other · $1,734
Bank Of Nova Scotia · other · $4,253
Man Group PLC · other
Perpetual Ltd. · other · $21,856
Bank Of Nova Scotia · other · $214,807
Bank Of Nova Scotia · other · $215,654
Man Group PLC · other · $68,669
Bank Of Nova Scotia · other · $1,427,800
Bank Of Nova Scotia · other · $1,432,810
Perpetual Ltd. · other · $27,976
Soci�t� G�n�rale S.A · other · $25,502
Soci�t� G�n�rale S.A · other · $47,991
Bank Of Nova Scotia · other · $8,751
Bank Of Nova Scotia · other · $4,375
Man Group PLC · other · $14,728
Bank Of Nova Scotia · other · $1,353,413
Bank Of Nova Scotia · other · $1,684,703
Soci�t� G�n�rale S.A · other · $42,933
Soci�t� G�n�rale S.A · other · $101,049
Man Group PLC · other · $36,922
Perpetual Ltd. · other · $25,719
Soci�t� G�n�rale S.A · other · $21,892
Bank Of Nova Scotia · other · $1,172
Bank Of Nova Scotia · other · $2,344
Soci�t� G�n�rale S.A · other · $6,130
Soci�t� G�n�rale S.A · other · $3,757
Weiss Asset Management · other
Perpetual Ltd. · other · $312,126
Jefferies International, Ltd. · other · $9,291
Jefferies International, Ltd. · other · $9,291
Soci�t� G�n�rale S.A · other · $2,262
Soci�t� G�n�rale S.A · other · $23,139
Man Group PLC · other · $61,561
Soci�t� G�n�rale S.A · other · $60,225
Perpetual Ltd. · other · $21,811
Perpetual Ltd. · other · $20,534
Man Group PLC · other · $133,507
Soci�t� G�n�rale S.A · other · $35,952
Bank Of Nova Scotia · other · $5,063
Bank Of Nova Scotia · other · $5,063
Perpetual Ltd. · other · $24,661
Soci�t� G�n�rale S.A · other · $2,928
Man Group PLC · other · $105,317
Man Group PLC · other · $77,319
Soci�t� G�n�rale S.A · other · $46,243
TIG Advisors, L.L.C. · other
Soci�t� G�n�rale S.A · other · $3,305
Bank Of Nova Scotia · other · $257,337
Bank Of Nova Scotia · other · $257,337
Man Group PLC · other · $89,231
Perpetual Ltd. · other · $71,087
Soci�t� G�n�rale S.A · other · $5,083
Soci�t� G�n�rale S.A · other · $20,300
Perpetual Ltd. · other · $6,047
Bank Of Nova Scotia · other · $41,975
Bank Of Nova Scotia · other · $41,975
Bank Of Nova Scotia · other · $14,823
Bank Of Nova Scotia · other · $16,218
Soci�t� G�n�rale S.A · other · $7,158
Man Group PLC · other · $5,081
Bank Of Nova Scotia · other · $10,329
Bank Of Nova Scotia · other · $10,329
Soci�t� G�n�rale S.A · other · $1,646
Soci�t� G�n�rale S.A · other · $5,460
Man Group PLC · other · $52,610
Bank Of Nova Scotia · other · $7,662
Bank Of Nova Scotia · other · $6,030
Soci�t� G�n�rale S.A · other · $3,325
Soci�t� G�n�rale S.A · other
Soci�t� G�n�rale S.A · other
Soci�t� G�n�rale S.A · other · $116,203
Bank Of Nova Scotia · other · $40,427
Bank Of Nova Scotia · other · $43,184
Soci�t� G�n�rale S.A · other · $10,796
Bank Of Nova Scotia · other · $23,095
Bank Of Nova Scotia · other · $19,897
Bank Of Nova Scotia · other · $331,548
Bank Of Nova Scotia · other · $331,548
Man Group PLC · other · $82,579
Soci�t� G�n�rale S.A · other · $22,442
Soci�t� G�n�rale S.A · other · $129,717
Bank Of Nova Scotia · other · $586,172
Bank Of Nova Scotia · other · $586,172
Man Group PLC · other · $10,391
Soci�t� G�n�rale S.A · other · $27,125
Bank Of Nova Scotia · other · $857,497
Bank Of Nova Scotia · other · $857,497
Bank Of Nova Scotia · other · $208,373
Bank Of Nova Scotia · other · $208,373
Soci�t� G�n�rale S.A · other · $13,960
Perpetual Ltd. · other · $74,818
Perpetual Ltd. · other · $582,202
Man Group PLC · other · $1,460
Man Group PLC · other · $3,373
Soci�t� G�n�rale S.A · other · $65,528
Bank Of Nova Scotia · other · $85,490
Bank Of Nova Scotia · other · $85,490
Bank Of Nova Scotia · other · $57,158
Bank Of Nova Scotia · other · $57,158
Soci�t� G�n�rale S.A · other · $67,162
Man Group PLC · other · $156,018
Man Group PLC · other · $144,906
Soci�t� G�n�rale S.A · other · $22,287
Bank Of Nova Scotia · other · $84,281
Bank Of Nova Scotia · other · $84,281
Bank Of Nova Scotia · other · $1,965
Bank Of Nova Scotia · other · $1,965
Soci�t� G�n�rale S.A · other · $45,940
Man Group PLC · other · $149,470
Perpetual Ltd. · other · $23,373
Soci�t� G�n�rale S.A · other · $89,062
Bank Of Nova Scotia · other · $20,010
Bank Of Nova Scotia · other · $20,010
Man Group PLC · other · $282,968
Soci�t� G�n�rale S.A · other · $6
Soci�t� G�n�rale S.A · other · $10,998
Bank Of Nova Scotia · other · $1,337
Bank Of Nova Scotia · other · $4,063
Man Group PLC · other · $1,913
Man Group PLC · other · $3,788
Soci�t� G�n�rale S.A · other · $30,286
Bank Of Nova Scotia · other · $9,446
Bank Of Nova Scotia · other · $9,446
Bank Of Nova Scotia · other · $2,373
Soci�t� G�n�rale S.A · other · $52,993
Soci�t� G�n�rale S.A · other · $48,755
5 signals · latest 5d ago
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