Swedbank AB Buys 224,582 Shares of BorgWarner Inc. $BWA

Key Points

• Swedbank AB raised its stake in BorgWarner by 8.8%, buying 224,582 shares to hold 2,783,007 shares (1.30% ownership) valued at about $125.4 million at quarter end.
• Q1 earnings beat: BorgWarner reported $1.24 EPS versus $1.16 expected and $3.53B in revenue versus $3.50B, and set FY2026 guidance of $5.00–$5.20 EPS (consensus ~5.14).
• Dividend announced: The company declared a quarterly dividend of $0.17 per share (annualized $0.68), with record date June 1 and payment on June 15, implying roughly a 1.1% yield.

Swedbank AB raised its stake in BorgWarner Inc. (NYSE:BWA - Free Report) by 8.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,783,007 shares of the auto parts company's stock after buying an additional 224,582 shares during the period. Swedbank AB owned 1.30% of BorgWarner worth $125,402,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of BWA. Jackson Creek Investment Advisors LLC acquired a new position in BorgWarner in the 3rd quarter worth about $1,876,000. Ritholtz Wealth Management acquired a new stake in shares of BorgWarner during the third quarter valued at about $1,016,000. Savant Capital LLC boosted its stake in shares of BorgWarner by 130.4% during the third quarter. Savant Capital LLC now owns 72,427 shares of the auto parts company's stock valued at $3,184,000 after purchasing an additional 40,993 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in shares of BorgWarner during the second quarter worth about $339,000. Finally, Arjuna Capital acquired a new position in shares of BorgWarner in the third quarter valued at approximately $1,526,000. Institutional investors own 95.67% of the company's stock.

BorgWarner Price Performance

Shares of NYSE BWA opened at $59.41 on Thursday. The company has a market capitalization of $12.24 billion, a PE ratio of 47.52, a P/E/G ratio of 1.20 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 Inc. has a twelve month low of $29.41 and a twelve month high of $70.08. The firm has a fifty day simple moving average of $54.40 and a 200 day simple moving average of $49.74.

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 for the quarter, topping analysts' consensus estimates of $1.16 by $0.08. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The firm had revenue of $3.53 billion during the quarter, compared to the consensus estimate of $3.50 billion. During the same period last year, the business posted $1.11 EPS. The business's revenue was up .5% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, sell-side analysts forecast that BorgWarner Inc. will post 5.14 EPS for the current year.

BorgWarner Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Monday, June 1st will be issued a dividend of $0.17 per share. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Monday, June 1st. BorgWarner's dividend payout ratio is presently 54.40%.

Key Headlines Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Q1 earnings beat — BorgWarner reported $1.24 EPS vs. consensus $1.16 and $3.53B revenue vs. $3.50B, driven by margin improvement and operational execution. MarketBeat: Q1 results & presentation
• Positive Sentiment: Multiple new program awards — BorgWarner announced turbocharger, VTG/EGR and hybrid/combustion wins across Europe and Asia, expanding content on passenger cars, vans, commercial trucks and hybrid powertrains (supports long‑term revenue visibility). PR Newswire: Turbocharger awards
• Positive Sentiment: Shareholder returns — Management returned $185 million to shareholders in Q1, signaling free‑cash‑flow conversion and capital allocation discipline. PR Newswire: Q1 results & shareholder returns
• Neutral Sentiment: FY‑2026 guidance largely in line with expectations — company set EPS guidance of $5.00–$5.20 and revenue $14.0–$14.3B, roughly matching consensus; reduces surprise risk but limits upside from guidance alone. PR Newswire: Guidance
• Neutral Sentiment: Cost controls helping margins; exit of charging business noted — management highlighted margin improvement from cost actions and the strategic exit of its charging business, which offsets weaker organic volumes but narrows future EV charging exposure. Zacks: Cost controls & charging exit
• Negative Sentiment: Underlying demand mixed and organic sales down — organic sales declined ~4.2% year‑over‑year and some segments showed softness, which could pressure revenue growth if new awards and margins don’t fully offset volume weakness. Zacks: Organic sales decline & mixed demand

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on BWA shares. New Street Research set a $66.00 price objective on shares of BorgWarner in a report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft set a $81.00 price target on shares of BorgWarner in a research report on Tuesday, April 21st. The Goldman Sachs Group lifted their price target on shares of BorgWarner from $54.00 to $78.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. Barclays increased their price objective on BorgWarner from $55.00 to $70.00 and gave the company an "overweight" rating in a report on Thursday, February 12th. Finally, UBS Group lifted their target price on BorgWarner from $55.00 to $56.00 and gave the stock a "neutral" rating in a report on Tuesday, April 14th. Seven analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $66.77.

Insider Activity

In related news, EVP Tania Wingfield sold 17,867 shares of the business's stock in a transaction on Friday, February 13th. The shares were sold at an average price of $63.43, for a total transaction of $1,133,303.81. Following the transaction, the executive vice president owned 45,429 shares in the company, valued at $2,881,561.47. The trade was a 28.23% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Stefan Demmerle sold 2,500 shares of the stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $53.03, for a total transaction of $132,575.00. Following the transaction, the vice president directly owned 233,746 shares in the company, valued at approximately $12,395,550.38. This represents a 1.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 78,083 shares of company stock worth $4,638,585. 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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