BorgWarner Inc. $BWA Shares Sold by Wedge Capital Management L L P NC

Key Points

• Wedge Capital Management reduced its BorgWarner stake by 14.7% in the second quarter, selling 30,600 shares and retaining 177,322 shares valued at approximately $11.8 million. Institutional investors collectively own 95.67% of the company.
• BorgWarner reported quarterly EPS of $1.42, beating estimates of $1.28, while revenue reached $3.65 billion, up slightly year over year. The company maintained fiscal 2026 EPS guidance of $5.05–$5.30.
• The board authorized a $1 billion share-repurchase program, covering up to 7.7% of outstanding shares, and declared a quarterly dividend of $0.17 per share. Analysts maintain a “Moderate Buy” consensus with an average price target of $75.93.

Wedge Capital Management L L P NC cut its holdings in shares of BorgWarner Inc. (NYSE:BWA - Free Report) by 14.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 177,322 shares of the auto parts company's stock after selling 30,600 shares during the period. Wedge Capital Management L L P NC owned about 0.09% of BorgWarner worth $11,774,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Prosperity Bancshares Inc acquired a new position in shares of BorgWarner in the 4th quarter valued at approximately $37,000. Grove Bank & Trust raised its holdings in BorgWarner by 4,304.3% in the second quarter. Grove Bank & Trust now owns 1,013 shares of the auto parts company's stock valued at $67,000 after acquiring an additional 990 shares in the last quarter. Cedar Mountain Advisors LLC acquired a new position in BorgWarner during the 1st quarter worth $55,000. Torren Management LLC bought a new stake in shares of BorgWarner in the 4th quarter worth about $48,000. Finally, Root Financial Partners LLC raised its stake in shares of BorgWarner by 111.0% in the 1st quarter. Root Financial Partners LLC now owns 1,557 shares of the auto parts company's stock valued at $84,000 after purchasing an additional 819 shares in the last quarter. Institutional investors and hedge funds own 95.67% of the company's stock.

BorgWarner Stock Down 1.2%

Shares of BorgWarner stock opened at $68.83 on Thursday. The stock has a market capitalization of $14.02 billion, a price-to-earnings ratio of 34.41, a PEG ratio of 1.25 and a beta of 1.10. BorgWarner Inc. has a twelve month low of $40.07 and a twelve month high of $78.82. The company has a current ratio of 2.13, a quick ratio of 1.76 and a debt-to-equity ratio of 0.67. The business's 50 day simple moving average is $67.29 and its 200-day simple moving average is $60.70.

BorgWarner (NYSE:BWA - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The auto parts company reported $1.42 earnings per share (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 during the quarter, compared to analyst estimates of $3.58 billion. During the same quarter in the previous year, the firm posted $1.21 EPS. The business's revenue for the quarter was up .3% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. Equities research analysts forecast that BorgWarner Inc. will post 5.19 earnings per share for the current year.

BorgWarner Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be issued a dividend of $0.17 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $0.68 annualized dividend and a dividend yield of 1.0%. BorgWarner's payout ratio is 34.00%.

BorgWarner declared that its board has initiated a share repurchase plan on Wednesday, August 5th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the auto parts company to purchase up to 7.7% of its shares through open market purchases. Shares buyback plans are generally a sign that the company's leadership believes its stock is undervalued.

Analysts Set New Price Targets

BWA has been the subject of several research analyst reports. JPMorgan Chase & Co. boosted their price objective on BorgWarner from $75.00 to $85.00 and gave the company an "overweight" rating in a report on Monday. Barclays lifted their target price on BorgWarner from $83.00 to $85.00 and gave the stock an "overweight" rating in a research report on Monday. UBS Group raised BorgWarner from a "neutral" rating to a "buy" rating and upped their price target for the company from $61.00 to $95.00 in a research report on Wednesday, June 10th. Sanford C. Bernstein upgraded BorgWarner to a "buy" rating in a research note on Wednesday, June 10th. Finally, Deutsche Bank Aktiengesellschaft set a $80.00 price objective on shares of BorgWarner in a report on Thursday, August 6th. Nine research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $75.93.

BorgWarner 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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