UBS Group AG Buys 630,311 Shares of BorgWarner Inc. $BWA

Key Points

• UBS Group AG boosted its stake in BorgWarner by 33.2% in Q4, buying 630,311 shares to hold 2,527,550 shares (about 1.18% of the company) valued at roughly $113.9 million.
• BorgWarner beat expectations for the quarter with $1.35 EPS vs. $1.16 expected and $3.57 billion in revenue, and set FY2026 guidance of 5.000–5.200 EPS (consensus around 5.14).
• The company announced a quarterly dividend of $0.17 (annualized $0.68, ~1.2% yield) payable June 15, while insiders have sold about 78,083 shares (~$4.64 million) over the past three months.

UBS Group AG increased its stake in BorgWarner Inc. (NYSE:BWA - Free Report) by 33.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,527,550 shares of the auto parts company's stock after purchasing an additional 630,311 shares during the period. UBS Group AG owned approximately 1.18% of BorgWarner worth $113,891,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of BWA. Acadian Asset Management LLC increased its position in shares of BorgWarner by 23.7% in the first quarter. Acadian Asset Management LLC now owns 8,979 shares of the auto parts company's stock worth $257,000 after purchasing an additional 1,723 shares during the last quarter. Sivia Capital Partners LLC bought a new position in shares of BorgWarner in the second quarter worth approximately $339,000. EverSource Wealth Advisors LLC increased its position in shares of BorgWarner by 400.5% in the second quarter. EverSource Wealth Advisors LLC now owns 5,531 shares of the auto parts company's stock worth $185,000 after purchasing an additional 4,426 shares during the last quarter. Marshall Wace LLP bought a new position in shares of BorgWarner in the second quarter worth approximately $247,000. Finally, Cerity Partners LLC increased its position in shares of BorgWarner by 30.2% in the second quarter. Cerity Partners LLC now owns 143,841 shares of the auto parts company's stock worth $4,816,000 after purchasing an additional 33,362 shares during the last quarter. 95.67% of the stock is currently owned by institutional investors.

Insider Transactions at BorgWarner

In other BorgWarner news, VP Isabelle Mckenzie sold 3,500 shares of the company's stock in a transaction on Friday, February 13th. The shares were sold at an average price of $63.26, for a total value of $221,410.00. Following the completion of the transaction, the vice president directly owned 68,809 shares in the company, valued at approximately $4,352,857.34. This represents a 4.84% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Tonit M. Calaway sold 16,000 shares of the firm's stock in a transaction dated Friday, February 13th. The stock was 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 directly owned 240,251 shares of the company's stock, valued at approximately $15,635,535.08. This represents a 6.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 78,083 shares of company stock valued at $4,638,585. 0.76% of the stock is currently owned by insiders.

BorgWarner Stock Down 0.3%

Shares of BorgWarner stock opened at $56.79 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.70 and a current ratio of 2.07. 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 price-to-earnings ratio of 45.43, a P/E/G ratio of 1.19 and a beta of 1.00. The company's 50 day moving average price is $54.41 and its 200-day moving average price is $49.41.

BorgWarner (NYSE:BWA - Get Free Report) last issued its earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $3.57 billion for the quarter, compared to analysts' expectations of $3.49 billion. During the same quarter last year, the business earned $1.01 earnings per share. The business's revenue was up 3.9% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Equities research analysts forecast that BorgWarner Inc. will post 5.14 EPS for the current year.

BorgWarner Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Monday, June 1st will be issued a $0.17 dividend. The ex-dividend date is Monday, June 1st. This represents a $0.68 annualized dividend and a dividend yield of 1.2%. BorgWarner's dividend payout ratio (DPR) is currently 54.40%.

Analyst Ratings Changes

Several research analysts recently weighed in on BWA shares. Evercore restated an "outperform" rating and issued a $75.00 price objective on shares of BorgWarner in a research report on Tuesday, February 17th. UBS Group increased their price target on shares of BorgWarner from $55.00 to $56.00 and gave the company a "neutral" rating in a research report on Tuesday, April 14th. Deutsche Bank Aktiengesellschaft set a $81.00 price target on shares of BorgWarner in a research report on Tuesday, April 21st. Wolfe Research upgraded shares of BorgWarner from a "peer perform" rating to an "outperform" rating and set a $68.00 price target on the stock in a research report on Wednesday, March 25th. Finally, Morgan Stanley set a $60.00 price target on shares of BorgWarner in a research report on Thursday, February 12th. Seven research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $66.77.

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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