Artemis Investment Management LLP Takes Position in BorgWarner Inc. $BWA

Key Points

• Artemis Investment Management LLP opened a new position in BorgWarner (NYSE: BWA) in Q4, buying 50,006 shares worth approximately $2,253,000.
• BorgWarner beat Q results, reporting $1.35 EPS versus a $1.16 estimate and $3.57B revenue versus $3.49B, and set FY2026 guidance of 5.00–5.20 EPS (analysts forecast ~5.14 EPS).
• Institutional ownership is 95.67%, while insiders sold 78,083 shares (~$4.64M) in the last three months; the company also declared a $0.17 quarterly dividend (annualized $0.68, ~1.2% yield).

Artemis Investment Management LLP purchased a new position in shares of BorgWarner Inc. (NYSE:BWA - Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased 50,006 shares of the auto parts company's stock, valued at approximately $2,253,000.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Acadian Asset Management LLC grew its holdings in BorgWarner by 23.7% during the 1st quarter. Acadian Asset Management LLC now owns 8,979 shares of the auto parts company's stock worth $257,000 after acquiring an additional 1,723 shares during the period. Sivia Capital Partners LLC acquired a new position in shares of BorgWarner in the 2nd quarter valued at $339,000. EverSource Wealth Advisors LLC boosted its position in shares of BorgWarner by 400.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,531 shares of the auto parts company's stock worth $185,000 after purchasing an additional 4,426 shares during the last quarter. Marshall Wace LLP bought a new position in shares of BorgWarner in the 2nd quarter worth $247,000. Finally, Cerity Partners LLC grew its stake in shares of BorgWarner by 30.2% during the second quarter. Cerity Partners LLC now owns 143,841 shares of the auto parts company's stock worth $4,816,000 after purchasing an additional 33,362 shares during the period. 95.67% of the stock is owned by institutional investors.

BorgWarner Price Performance

Shares of NYSE BWA opened at $56.79 on Friday. The firm has a market cap of $11.70 billion, a PE 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 Inc. has a 1-year low of $28.70 and a 1-year high of $70.08. The company 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 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.16 by $0.19. The firm had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.49 billion. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The company's revenue for the quarter was up 3.9% on a year-over-year basis. During the same quarter last year, the business posted $1.01 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Research analysts predict that BorgWarner Inc. 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 $0.17 dividend. This represents a $0.68 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Monday, June 1st. BorgWarner's dividend payout ratio (DPR) is currently 54.40%.

Insider Transactions at BorgWarner

In other BorgWarner news, VP Isabelle Mckenzie sold 2,458 shares of the company's stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $61.54, for a total transaction of $151,265.32. Following the completion of the transaction, the vice president owned 66,351 shares of the company's stock, valued at $4,083,240.54. This represents a 3.57% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Tania Wingfield sold 17,867 shares of the firm's stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $63.43, for a total transaction of $1,133,303.81. Following the transaction, the executive vice president directly 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 SEC filing for this sale provides additional information. In the last three months, insiders have sold 78,083 shares of company stock worth $4,638,585. Corporate insiders own 0.76% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts recently commented on BWA shares. Deutsche Bank Aktiengesellschaft set a $81.00 price objective on BorgWarner in a report on Tuesday, April 21st. Morgan Stanley set a $60.00 target price on BorgWarner in a research report on Thursday, February 12th. Evercore reaffirmed an "outperform" rating and issued a $75.00 price target on shares of BorgWarner in a research note on Tuesday, February 17th. New Street Research set a $66.00 price target on shares of BorgWarner in a research report on Thursday, February 12th. Finally, JPMorgan Chase & Co. reduced their price objective on shares of BorgWarner to $73.00 and set an "overweight" rating on the stock in a research note on Thursday, April 23rd. Seven research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $66.77.

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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