IPG Investment Advisors LLC Lowers Holdings in BorgWarner Inc. $BWA

Key Points

• IPG Investment Advisors cut its BorgWarner stake by 56.7% in the fourth quarter, reducing holdings to 36,225 shares valued at about $1.63 million.
• BorgWarner reported better-than-expected quarterly results, with EPS of $1.24 versus $1.16 expected and revenue of $3.53 billion, and it reiterated FY2026 guidance of 5.00-5.20 EPS.
• The company also announced a quarterly dividend of $0.17 per share, while analysts currently rate the stock a consensus Moderate Buy with a target price of $68.14.

IPG Investment Advisors LLC decreased its position in BorgWarner Inc. (NYSE:BWA - Free Report) by 56.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 36,225 shares of the auto parts company's stock after selling 47,435 shares during the period. IPG Investment Advisors LLC's holdings in BorgWarner were worth $1,632,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of BWA. AQR Capital Management LLC raised its stake in BorgWarner by 119.7% in the third quarter. AQR Capital Management LLC now owns 7,518,776 shares of the auto parts company's stock worth $330,525,000 after buying an additional 4,095,902 shares in the last quarter. Adage Capital Partners GP L.L.C. raised its stake in BorgWarner by 233.6% in the second quarter. Adage Capital Partners GP L.L.C. now owns 1,111,000 shares of the auto parts company's stock worth $37,196,000 after buying an additional 778,000 shares in the last quarter. Electron Capital Partners LLC bought a new position in BorgWarner in the third quarter worth approximately $31,820,000. Robeco Institutional Asset Management B.V. raised its stake in BorgWarner by 64.9% in the fourth quarter. Robeco Institutional Asset Management B.V. now owns 1,835,337 shares of the auto parts company's stock worth $82,700,000 after buying an additional 722,356 shares in the last quarter. Finally, Balyasny Asset Management L.P. bought a new position in BorgWarner in the second quarter worth approximately $22,590,000. Hedge funds and other institutional investors own 95.67% of the company's stock.

BorgWarner Stock Performance

Shares of BWA stock opened at $70.81 on Thursday. The business's fifty day simple moving average is $57.38 and its 200-day simple moving average is $51.92. The company has a market cap of $14.52 billion, a PE ratio of 41.90, a PEG ratio of 1.31 and a beta of 1.00. The company has a current ratio of 2.13, a quick ratio of 1.75 and a debt-to-equity ratio of 0.69. BorgWarner Inc. has a 12-month low of $31.83 and a 12-month high of $71.57.

BorgWarner (NYSE:BWA - Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The auto parts company reported $1.24 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.16 by $0.08. The business had revenue of $3.53 billion for the quarter, compared to the consensus estimate of $3.50 billion. BorgWarner had a return on equity of 18.36% and a net margin of 2.53%.The business's quarterly revenue was up .5% on a year-over-year basis. During the same period in the prior year, the firm posted $1.11 earnings per share. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Analysts expect that BorgWarner Inc. will post 5.16 earnings per share for the current fiscal year.

BorgWarner Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Monday, June 1st will be given a dividend of $0.17 per share. The ex-dividend date of this dividend is Monday, June 1st. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.0%. BorgWarner's dividend payout ratio is presently 40.24%.

Insider Buying and Selling at BorgWarner

In other news, EVP Tonit M. Calaway sold 14,021 shares of the company's stock in a transaction 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 transaction, the executive vice president directly owned 204,913 shares of the company's stock, valued at approximately $10,544,822.98. This represents a 6.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Paul Arthur Farrell sold 12,012 shares of the company's stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $52.31, for a total value of $628,347.72. Following the transaction, the executive vice president directly owned 38,238 shares in the company, valued at approximately $2,000,229.78. The trade was a 23.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 96,033 shares of company stock valued at $5,792,558. Corporate insiders own 0.76% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the stock. Deutsche Bank Aktiengesellschaft set a $81.00 price objective on shares of BorgWarner in a research note on Tuesday, April 21st. TD Cowen boosted their price objective on shares of BorgWarner from $66.00 to $67.00 and gave the stock a "hold" rating in a research note on Thursday, May 7th. The Goldman Sachs Group boosted their price objective on shares of BorgWarner from $54.00 to $78.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. Wall Street Zen downgraded shares of BorgWarner from a "strong-buy" rating to a "buy" rating in a research note on Saturday, May 9th. Finally, Barclays boosted their price objective on shares of BorgWarner from $70.00 to $75.00 and gave the stock an "overweight" rating in a research note on Thursday, May 7th. Seven equities 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, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $68.14.

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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