SG Americas Securities LLC Increases Holdings in BorgWarner Inc. $BWA

Key Points

• SG Americas Securities boosted its stake in BorgWarner by 417.4% in Q4, acquiring an additional 72,312 shares to hold 89,636 shares worth about $4.04 million.
• Corporate insiders sold a total of 78,083 shares (roughly $4.64 million) over the last quarter, including sales by VP Isabelle McKenzie and EVP Tonit M. Calaway; insiders now own about 0.45% of the stock.
• BorgWarner beat quarterly EPS estimates ($1.35 vs. $1.16) and set FY2026 guidance of 5.000–5.200 EPS, while analysts have raised price targets (e.g., Barclays and JPMorgan) and the consensus rating is a “Moderate Buy” with a $63.23 target.

SG Americas Securities LLC increased its stake in BorgWarner Inc. (NYSE:BWA - Free Report) by 417.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 89,636 shares of the auto parts company's stock after acquiring an additional 72,312 shares during the period. SG Americas Securities LLC's holdings in BorgWarner were worth $4,039,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. CWM LLC increased its position in shares of BorgWarner by 218.3% during the 3rd quarter. CWM LLC now owns 235,861 shares of the auto parts company's stock valued at $10,368,000 after purchasing an additional 161,755 shares during the last quarter. Jackson Creek Investment Advisors LLC bought a new stake in BorgWarner in the third quarter worth $1,876,000. Ritholtz Wealth Management purchased a new position in BorgWarner during the third quarter worth $1,016,000. Sivia Capital Partners LLC purchased a new position in BorgWarner during the second quarter worth $339,000. Finally, Merit Financial Group LLC increased its position in BorgWarner by 73.1% during the third quarter. Merit Financial Group LLC now owns 44,395 shares of the auto parts company's stock valued at $1,952,000 after acquiring an additional 18,749 shares during the last quarter. 95.67% of the stock is owned by institutional investors.

Insider Activity at BorgWarner

In other BorgWarner news, VP Isabelle Mckenzie sold 3,500 shares of the firm's stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $63.26, for a total transaction of $221,410.00. Following the transaction, the vice president owned 68,809 shares of the company's stock, valued at approximately $4,352,857.34. This trade represents a 4.84% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Tonit M. Calaway sold 16,000 shares of the business's stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $65.08, for a total transaction of $1,041,280.00. Following the completion of the sale, the executive vice president owned 240,251 shares of the company's stock, valued at approximately $15,635,535.08. This represents a 6.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 78,083 shares of company stock worth $4,638,585 over the last quarter. Corporate insiders own 0.45% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on BWA shares. Barclays raised their target price on shares of BorgWarner from $55.00 to $70.00 and gave the stock an "overweight" rating in a report on Thursday, February 12th. Robert W. Baird set a $76.00 price target on shares of BorgWarner in a report on Thursday, February 12th. Weiss Ratings reissued a "hold (c)" rating on shares of BorgWarner in a research note on Wednesday, January 21st. Bank of America assumed coverage on BorgWarner in a research report on Wednesday, March 4th. They set a "neutral" rating for the company. Finally, JPMorgan Chase & Co. upped their target price on BorgWarner from $56.00 to $76.00 and gave the company an "overweight" rating in a research note on Thursday, February 12th. Eight investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $63.23.

BorgWarner Trading Down 3.2%

BWA stock opened at $52.80 on Friday. BorgWarner Inc. has a 12 month low of $24.40 and a 12 month high of $70.08. The firm's 50-day moving average is $54.35 and its 200 day moving average is $47.88. The company has a market capitalization of $10.88 billion, a PE ratio of 42.24, a P/E/G ratio of 1.11 and a beta of 1.04. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.07 and a quick ratio of 1.70.

BorgWarner (NYSE:BWA - Get Free Report) last released 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 net margin of 1.93% and a return on equity of 17.89%. The company had revenue of $3.57 billion during the quarter, compared to analysts' expectations of $3.49 billion. During the same period in the previous year, the company earned $1.01 EPS. The firm's quarterly revenue was up 3.9% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, research analysts anticipate that BorgWarner Inc. will post 4.28 EPS for the current year.

BorgWarner Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 2nd were paid a $0.17 dividend. The ex-dividend date of this dividend was Monday, March 2nd. This represents a $0.68 dividend on an annualized basis and a yield of 1.3%. BorgWarner's dividend payout ratio is 54.40%.

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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