BorgWarner Inc. (NYSE:BWA) Given Consensus Rating of "Moderate Buy" by Analysts

Key Points

• Moderate Buy consensus from 14 analysts (7 buy, 7 hold) with an average 1‑year price target of $66.77, and major firms like Goldman Sachs, Evercore and Barclays have recently raised their targets (Goldman to $78).
• BorgWarner beat quarterly estimates with $1.35 EPS vs. $1.16 expected and $3.57B revenue, and set FY2026 guidance of $5.00–$5.20 EPS (analysts' consensus ~5.14).
• Insiders sold 78,083 shares (~$4.64M) over the past three months, even as institutional investors increased holdings and now own about 95.67% of the company.

Shares of BorgWarner Inc. (NYSE:BWA - Get Free Report) have received a consensus recommendation of "Moderate Buy" from the fourteen analysts that are covering the stock, MarketBeat.com reports. Seven research analysts have rated the stock with a hold recommendation and seven have issued a buy recommendation on the company. The average 1-year price target among analysts that have updated their coverage on the stock in the last year is $66.7692.

A number of equities research analysts recently commented on BWA shares. The Goldman Sachs Group increased their target price on shares of BorgWarner from $54.00 to $78.00 and gave the company a "buy" rating in a research report on Thursday, February 12th. Evercore reissued an "outperform" rating and set a $75.00 target price on shares of BorgWarner in a research report on Tuesday, February 17th. Barclays increased their target price on shares of BorgWarner from $55.00 to $70.00 and gave the company an "overweight" rating in a research report on Thursday, February 12th. Weiss Ratings reissued a "hold (c)" rating on shares of BorgWarner in a research report on Monday, April 20th. Finally, TD Cowen reissued a "hold" rating on shares of BorgWarner in a research report on Thursday, February 12th.

Insider Activity at BorgWarner

In related news, EVP Tania Wingfield sold 17,867 shares of the stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $63.43, for a total transaction of $1,133,303.81. Following the completion of the sale, the executive vice president owned 45,429 shares of the company's stock, valued at $2,881,561.47. This represents a 28.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Paul Arthur Farrell sold 12,012 shares of the stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $52.31, for a total transaction of $628,347.72. Following the sale, the executive vice president directly owned 38,238 shares of the company's stock, valued at $2,000,229.78. The trade was a 23.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 78,083 shares of company stock valued at $4,638,585 over the last three months. Company insiders own 0.76% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. increased its stake in BorgWarner by 2.5% during the 3rd quarter. Vanguard Group Inc. now owns 27,578,374 shares of the auto parts company's stock valued at $1,212,345,000 after purchasing an additional 667,788 shares in the last quarter. Dimensional Fund Advisors LP increased its stake in BorgWarner by 1.5% during the 4th quarter. Dimensional Fund Advisors LP now owns 11,961,482 shares of the auto parts company's stock valued at $538,996,000 after purchasing an additional 178,853 shares in the last quarter. AQR Capital Management LLC increased its stake in BorgWarner by 22.7% during the 4th quarter. AQR Capital Management LLC now owns 9,222,352 shares of the auto parts company's stock valued at $415,559,000 after purchasing an additional 1,703,576 shares in the last quarter. State Street Corp increased its stake in BorgWarner by 5.3% during the 2nd quarter. State Street Corp now owns 7,633,760 shares of the auto parts company's stock valued at $255,578,000 after purchasing an additional 380,942 shares in the last quarter. Finally, LSV Asset Management increased its stake in BorgWarner by 6.7% during the 4th quarter. LSV Asset Management now owns 6,446,541 shares of the auto parts company's stock valued at $290,481,000 after purchasing an additional 402,887 shares in the last quarter. Institutional investors and hedge funds own 95.67% of the company's stock.

BorgWarner Trading Down 0.3%

BWA opened at $56.79 on Friday. The firm has a market cap of $11.70 billion, a price-to-earnings ratio of 45.43, a PEG ratio of 1.19 and a beta of 1.00. The company has a current ratio of 2.07, a quick ratio of 1.70 and a debt-to-equity ratio of 0.69. BorgWarner has a 12 month low of $28.70 and a 12 month high of $70.08. The stock has a fifty day moving average price of $54.41 and a 200-day moving average price of $49.46.

BorgWarner (NYSE:BWA - Get Free Report) last released its quarterly earnings results on Wednesday, February 11th. The auto parts company reported $1.35 EPS for the quarter, topping the consensus estimate of $1.16 by $0.19. The firm had revenue of $3.57 billion during the quarter, compared to analyst estimates of $3.49 billion. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The business's revenue for the quarter was up 3.9% compared to the same quarter last year. During the same period in the previous year, the company posted $1.01 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, equities research analysts anticipate that BorgWarner will post 5.14 earnings per share for the current fiscal year.

BorgWarner Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 1st will be given a dividend of $0.17 per share. The ex-dividend date of this dividend is Monday, June 1st. This represents a $0.68 dividend on an annualized basis and a yield of 1.2%. BorgWarner's dividend payout ratio is presently 54.40%.

BorgWarner Company Profile

BorgWarner Inc is a global automotive supplier specializing in propulsion and drivetrain solutions for combustion, hybrid and electric vehicles. The company's product portfolio includes turbochargers, thermal management systems, transmission components, e-Propulsion modules and advanced fuel-efficiency technologies. BorgWarner serves original equipment manufacturers (OEMs) across passenger cars, light trucks and commercial vehicles, supporting both legacy internal-combustion engines and emerging electrification trends.

Founded in 1928 through the merger of several driveline companies, BorgWarner has grown through strategic acquisitions and continuous investment in research and development.

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