Tribune Investment Group LP Buys Shares of 51,680 BorgWarner Inc. $BWA

Key Points

• Tribune Investment Group LP initiated a position in BorgWarner by purchasing 51,680 shares worth approximately $3.43 million. Institutional investors and hedge funds collectively own 95.67% of the company.
• BorgWarner exceeded quarterly expectations, reporting $1.42 in EPS versus the $1.28 consensus estimate and $3.65 billion in revenue. The company also authorized a $1 billion share-repurchase program and maintained its FY 2026 EPS guidance of $5.05–$5.30.
• Analyst sentiment is broadly positive, with a consensus “Moderate Buy” rating and an average price target of $76.67, compared with the stock’s reported price of $65.75. BorgWarner also declared a quarterly dividend of $0.17 per share.

Tribune Investment Group LP purchased a new position in BorgWarner Inc. (NYSE:BWA - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 51,680 shares of the auto parts company's stock, valued at approximately $3,432,000. BorgWarner makes up 1.4% of Tribune Investment Group LP's investment portfolio, making the stock its 24th biggest holding.

A number of other large investors also recently modified their holdings of BWA. Sivia Capital Partners LLC bought a new position in shares of BorgWarner in the second quarter valued at approximately $339,000. Louisiana State Employees Retirement System bought a new stake in BorgWarner during the first quarter worth approximately $3,256,000. Securian Asset Management Inc. acquired a new stake in BorgWarner in the fourth quarter worth approximately $702,000. Bessemer Group Inc. lifted its position in BorgWarner by 5,773.0% in the fourth quarter. Bessemer Group Inc. now owns 201,386 shares of the auto parts company's stock worth $9,074,000 after purchasing an additional 197,957 shares during the period. Finally, Northwestern Mutual Investment Management Company LLC bought a new position in BorgWarner during the 4th quarter valued at $2,157,000. 95.67% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CAO Amy Kulikowski sold 2,900 shares of BorgWarner stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $68.60, for a total value of $198,940.00. Following the transaction, the chief accounting officer owned 9,725 shares of the company's stock, valued at approximately $667,135. This trade represents a 22.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Rajesh Kalathur acquired 7,407 shares of the business's stock in a transaction on Wednesday, August 19th. The shares were bought at an average price of $67.59 per share, for a total transaction of $500,639.13. Following the acquisition, the director owned 7,407 shares in the company, valued at approximately $500,639.13. This trade represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.76% of the stock is currently owned by company insiders.

BorgWarner Price Performance

NYSE BWA opened at $65.75 on Friday. The stock has a market capitalization of $13.39 billion, a P/E ratio of 32.88, a P/E/G ratio of 1.17 and a beta of 1.12. BorgWarner Inc. has a 1 year low of $40.50 and a 1 year high of $78.82. The business's fifty day moving average is $65.16 and its two-hundred day moving average is $62.20. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.76 and a current ratio of 2.13.

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 for the quarter, topping the consensus estimate of $1.28 by $0.14. The business had revenue of $3.65 billion during the quarter, compared to analyst estimates of $3.58 billion. BorgWarner had a return on equity of 19.10% and a net margin of 2.89%.The company's revenue was up .3% compared to the same quarter last year. During the same period last year, the company posted $1.21 EPS. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. On average, research analysts forecast that BorgWarner Inc. will post 5.2 earnings per share for the current fiscal year.

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

BorgWarner Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be given a $0.17 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.0%. BorgWarner's dividend payout ratio (DPR) is 34.00%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Robert W. Baird set a $79.00 price target on BorgWarner in a research report on Thursday, August 6th. Weiss Ratings raised BorgWarner from a "hold (c)" rating to a "hold (c+)" rating in a research note on Monday, June 29th. Wall Street Zen raised BorgWarner from a "hold" rating to a "buy" rating in a report on Saturday, June 27th. UBS Group upgraded shares of BorgWarner from a "neutral" rating to a "buy" rating and boosted their price target for the stock from $61.00 to $95.00 in a research report on Wednesday, June 10th. Finally, JPMorgan Chase & Co. upped their price target on shares of BorgWarner from $75.00 to $85.00 and gave the company an "overweight" rating in a report on Monday, August 10th. Nine research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $76.67.

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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