Horizon Investments LLC Decreases Position in BorgWarner Inc. $BWA

Key Points

• Horizon Investments LLC cut its BorgWarner stake by 20.7%, selling 23,690 shares to hold 90,943 shares valued at $4.10M as of the Q4 13F filing.
• BorgWarner beat Q4 expectations with EPS of $1.35 (vs. $1.16 est.) and $3.57B revenue, and set FY2026 guidance of 5.00–5.20 EPS (analysts average 5.14).
• The company declared a quarterly dividend of $0.17 per share (annualized $0.68, ~1.2% yield) while insiders sold 78,083 shares (~$4.64M) in the last three months.

Horizon Investments LLC decreased its stake in BorgWarner Inc. (NYSE:BWA - Free Report) by 20.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 90,943 shares of the auto parts company's stock after selling 23,690 shares during the period. Horizon Investments LLC's holdings in BorgWarner were worth $4,098,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of BWA. Root Financial Partners LLC purchased a new stake in shares of BorgWarner in the third quarter worth about $27,000. Mather Group LLC. purchased a new stake in shares of BorgWarner in the third quarter worth about $41,000. Sound Income Strategies LLC boosted its holdings in BorgWarner by 9,888.9% in the fourth quarter. Sound Income Strategies LLC now owns 899 shares of the auto parts company's stock valued at $42,000 after purchasing an additional 890 shares during the last quarter. Torren Management LLC purchased a new position in BorgWarner in the fourth quarter valued at about $48,000. Finally, Olistico Wealth LLC purchased a new position in BorgWarner in the fourth quarter valued at about $50,000. Hedge funds and other institutional investors own 95.67% of the company's stock.

BorgWarner Trading Up 0.0%

Shares of NYSE BWA opened at $56.79 on Monday. The stock's 50 day moving average price is $54.41 and its two-hundred day moving average price is $49.52. BorgWarner Inc. has a 52-week low of $28.70 and a 52-week high of $70.08. The stock has a market capitalization of $11.70 billion, a P/E ratio of 45.43, a PEG ratio of 1.19 and a beta of 1.00. The company has a quick ratio of 1.70, a current ratio of 2.07 and a debt-to-equity ratio of 0.69.

BorgWarner (NYSE:BWA - Get Free Report) last announced its quarterly earnings data 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. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The firm had revenue of $3.57 billion for the quarter, compared to analysts' expectations of $3.49 billion. During the same quarter in the prior year, the firm posted $1.01 earnings per share. BorgWarner's revenue for the quarter was up 3.9% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, analysts anticipate that BorgWarner Inc. will post 5.14 earnings per share for the current fiscal year.

BorgWarner Dividend Announcement

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

Analysts Set New Price Targets

BWA has been the subject of a number of analyst reports. Evercore reissued an "outperform" rating and issued a $75.00 price target on shares of BorgWarner in a report on Tuesday, February 17th. New Street Research set a $66.00 price target on BorgWarner in a report on Thursday, February 12th. Robert W. Baird set a $76.00 price target on BorgWarner in a report on Thursday, February 12th. Wells Fargo & Company reduced their price target on BorgWarner to $68.00 and set an "overweight" rating for the company in a report on Tuesday, March 31st. Finally, TD Cowen reissued a "hold" rating on shares of BorgWarner in a report on Thursday, February 12th. Seven equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $66.77.

Insider Activity

In other BorgWarner news, EVP Tonit M. Calaway sold 14,021 shares of the company's stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $51.46, for a total transaction of $721,520.66. Following the sale, the executive vice president owned 204,913 shares in the company, valued at $10,544,822.98. This represents a 6.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Paul Arthur Farrell sold 12,012 shares of the company's stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $52.31, for a total value of $628,347.72. Following the sale, the executive vice president owned 38,238 shares in the company, 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.

About BorgWarner

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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