Algert Global LLC trimmed its stake in BorgWarner Inc. (NYSE:BWA - Free Report) by 61.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 66,965 shares of the auto parts company's stock after selling 108,010 shares during the period. Algert Global LLC's holdings in BorgWarner were worth $4,446,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors have also modified their holdings of BWA. Clearstead Trust LLC bought a new position in BorgWarner in the second quarter worth approximately $28,000. Ceredex Value Advisors LLC purchased a new stake in shares of BorgWarner in the 2nd quarter worth $40,000. Prosperity Bancshares Inc bought a new position in shares of BorgWarner during the 4th quarter worth $37,000. Grove Bank & Trust grew its position in shares of BorgWarner by 4,304.3% during the 2nd quarter. Grove Bank & Trust now owns 1,013 shares of the auto parts company's stock worth $67,000 after buying an additional 990 shares in the last quarter. Finally, Cedar Mountain Advisors LLC purchased a new position in shares of BorgWarner during the first quarter valued at $55,000. 95.67% of the stock is owned by hedge funds and other institutional investors.
BorgWarner Trading Up 0.2%
NYSE:BWA opened at $64.82 on Friday. The stock has a market capitalization of $13.20 billion, a price-to-earnings ratio of 32.41, a PEG ratio of 1.16 and a beta of 1.10. BorgWarner Inc. has a 52 week low of $40.50 and a 52 week high of $78.82. The company has a quick ratio of 1.76, a current ratio of 2.13 and a debt-to-equity ratio of 0.67. The firm has a 50 day moving average of $65.75 and a 200 day moving average of $62.06.
BorgWarner (NYSE:BWA - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The auto parts company reported $1.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.28 by $0.14. The business had revenue of $3.65 billion for the quarter, compared to analyst estimates of $3.58 billion. BorgWarner had a net margin of 2.89% and a return on equity of 19.10%. The business's revenue for the quarter was up .3% on a year-over-year basis. During the same period in the previous year, the company earned $1.21 earnings per share. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. As a group, sell-side analysts anticipate that BorgWarner Inc. will post 5.2 earnings per share for the current fiscal year.
BorgWarner declared that its Board of Directors has initiated a share buyback plan on Wednesday, August 5th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the auto parts company to buy up to 7.7% of its stock through open market purchases. Stock buyback plans are generally a sign that the company's management believes its stock is undervalued.
BorgWarner Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be paid a $0.17 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $0.68 dividend on an annualized basis and a yield of 1.0%. BorgWarner's dividend payout ratio (DPR) is 34.00%.
Insider Activity
In other BorgWarner news, CAO Amy B. Kulikowski sold 2,900 shares of the firm's stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $68.60, for a total value of $198,940.00. Following the completion of the sale, the chief accounting officer owned 9,725 shares of the company's stock, valued at approximately $667,135. This trade represents a 22.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Rajesh Kalathur purchased 7,407 shares of the company's stock in a transaction dated Wednesday, August 19th. The shares were acquired at an average price of $67.59 per share, for a total transaction of $500,639.13. Following the purchase, the director directly owned 7,407 shares of the company's stock, valued at approximately $500,639.13. The trade was a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.76% of the stock is currently owned by company insiders.
Wall Street Analysts Forecast Growth
BWA has been the subject of several recent research reports. Morgan Stanley boosted their price target on shares of BorgWarner from $67.00 to $71.00 and gave the company an "equal weight" rating in a report on Thursday, August 6th. Robert W. Baird set a $79.00 price objective on shares of BorgWarner in a research note on Thursday, August 6th. Weiss Ratings raised shares of BorgWarner from a "hold (c)" rating to a "hold (c+)" rating in a research note on Monday, June 29th. Wolfe Research restated an "outperform" rating and set a $95.00 target price on shares of BorgWarner in a report on Wednesday, June 3rd. Finally, Sanford C. Bernstein raised BorgWarner to a "buy" rating in a research report on Wednesday, June 10th. Nine analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, BorgWarner presently has an average rating of "Moderate Buy" and an average target price of $75.93.
View Our Latest Research Report on BorgWarner
Key BorgWarner News
Here are the key news stories impacting BorgWarner this week:
- Positive Sentiment: Zacks raised several forward earnings forecasts. Estimates increased for FY2026 EPS to $5.19 from $5.15, FY2027 EPS to $5.82 from $5.68, and FY2028 EPS to $6.35 from $6.00. Quarterly increases included Q1 2027, Q2 2027, Q3 2027, Q4 2027, Q1 2028 and Q2 2028, signaling improved expectations for BorgWarner’s longer-term growth and profitability. Zacks Research earnings estimate updates
- Positive Sentiment: Long-term growth positioning may support investor interest. A Zacks analysis identified BorgWarner as a potentially attractive long-term growth stock based on its Style Scores, which are designed to highlight companies matching specific investment approaches. Why BorgWarner is a Top Growth Stock for the Long-Term
- Neutral Sentiment: The revisions were mixed for late 2026. Zacks lowered its Q3 2026 EPS forecast to $1.22 from $1.27 and its Q4 2026 forecast to $1.31 from $1.39. However, the full-year 2026 estimate was raised to $5.19, matching consensus, suggesting the near-term cuts were offset by stronger expectations elsewhere.
- Positive Sentiment: Recent operating performance provides support for the outlook. BorgWarner’s latest reported quarter exceeded expectations, with EPS of $1.42 versus the $1.28 consensus forecast and revenue of $3.65 billion versus the $3.58 billion estimate. Revenue also edged higher year over year, while full-year 2026 guidance remains $5.05–$5.30 in EPS.
About BorgWarner
(
Free Report)
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.
Further Reading
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