BorgWarner Inc. $BWA Position Lifted by Triasima Portfolio Management inc.

Key Points

• Triasima Portfolio Management increased its BorgWarner stake by 47.2% in the third quarter, adding 30,325 shares to own 94,515 shares valued at approximately $5.7 million. Institutional investors collectively own 95.67% of the company.
• BorgWarner exceeded quarterly earnings expectations, reporting $1.42 EPS versus the $1.28 consensus and $3.65 billion in revenue. The company maintained fiscal 2026 EPS guidance of $5.05–$5.30.
• The company authorized a $1 billion share-repurchase program, covering up to 7.7% of shares, and pays a quarterly dividend of $0.17 per share. Analysts maintain a “Moderate Buy” consensus with an average price target of $79.

Triasima Portfolio Management inc. increased its stake in BorgWarner Inc. (NYSE:BWA - Free Report) by 47.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 94,515 shares of the auto parts company's stock after purchasing an additional 30,325 shares during the quarter. Triasima Portfolio Management inc.'s holdings in BorgWarner were worth $5,681,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of BWA. BlackRock Inc. bought a new stake in BorgWarner during the second quarter valued at about $1,678,187,000. William Blair Investment Management LLC bought a new position in shares of BorgWarner in the second quarter worth about $251,305,000. Bank of America Corp DE bought a new position in shares of BorgWarner in the second quarter worth about $250,618,000. Swedbank AB raised its stake in shares of BorgWarner by 5.4% in the first quarter. Swedbank AB now owns 2,933,151 shares of the auto parts company's stock worth $159,153,000 after buying an additional 150,144 shares during the period. Finally, Bank of New York Mellon Corp purchased a new position in shares of BorgWarner during the 2nd quarter valued at about $112,292,000. 95.67% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at BorgWarner

In other BorgWarner news, Director Michael S. Hanley sold 5,000 shares of the company's stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $65.51, for a total value of $327,550.00. Following the completion of the transaction, the director directly owned 34,313 shares in the company, valued at $2,247,844.63. This represents a 12.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Amy B. Kulikowski sold 2,900 shares of the company's stock in a transaction that occurred on 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 transaction, the chief accounting officer owned 9,725 shares of the company's stock, valued at $667,135. The trade was a 22.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.76% of the stock is owned by corporate insiders.

BorgWarner Trading Up 0.2%

Shares of BorgWarner stock opened at $58.61 on Friday. BorgWarner Inc. has a fifty-two week low of $40.73 and a fifty-two week high of $78.82. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.76 and a current ratio of 2.13. The company has a market capitalization of $11.94 billion, a P/E ratio of 29.30, a P/E/G ratio of 1.05 and a beta of 1.16. The company has a fifty day moving average of $64.02 and a 200 day moving average of $63.66.

BorgWarner (NYSE:BWA - Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The auto parts company reported $1.42 EPS for the quarter, beating analysts' consensus estimates of $1.28 by $0.14. BorgWarner had a return on equity of 19.10% and a net margin of 2.89%. The business had revenue of $3.65 billion for the quarter, compared to analysts' expectations of $3.58 billion. During the same period last year, the firm earned $1.21 earnings per share. The business's quarterly revenue was up .3% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. On average, sell-side analysts anticipate that BorgWarner Inc. will post 5.20 earnings per share for the current fiscal year.

BorgWarner declared that its board has approved a stock repurchase program on Wednesday, August 5th that authorizes the company to buy back $1.00 billion in outstanding shares. This repurchase authorization authorizes the auto parts company to repurchase up to 7.7% of its shares through open market purchases. Share repurchase programs are generally a sign that the company's management believes its shares are undervalued.

BorgWarner Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st were given a dividend of $0.17 per share. The ex-dividend date was Tuesday, September 1st. This represents a $0.68 annualized dividend and a dividend yield of 1.2%. BorgWarner's dividend payout ratio (DPR) is currently 34.00%.

Analyst Ratings Changes

BWA has been the subject of a number of recent research reports. Bank of America upgraded BorgWarner from a "neutral" rating to a "buy" rating and boosted their price objective for the company from $78.00 to $85.00 in a research note on Thursday. Morgan Stanley increased their target price on shares of BorgWarner from $67.00 to $71.00 and gave the stock an "equal weight" rating in a report on Thursday, August 6th. TD Cowen raised their target price on shares of BorgWarner from $67.00 to $68.00 and gave the stock a "hold" rating in a research note on Thursday, August 6th. Royal Bank Of Canada began coverage on shares of BorgWarner in a report on Monday, August 31st. They set an "outperform" rating and a $87.00 price target on the stock. Finally, Deutsche Bank Aktiengesellschaft set a $80.00 price target on shares of BorgWarner in a research report on Thursday, August 6th. Ten equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $79.00.

About BorgWarner

BorgWarner Inc is a global automotive supplier that develops and manufactures propulsion, drivetrain, thermal-management and emissions technologies. The company serves automakers and commercial-vehicle manufacturers, supplying components and systems for internal-combustion, hybrid and electric vehicles.

Its product portfolio includes turbochargers, transmission systems, all-wheel-drive and four-wheel-drive technologies, clutches, timing systems, battery systems, power electronics, electric motors, thermal-management products and charging-related technologies.

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