BorgWarner Inc. $BWA Stock Holdings Lessened by LifePlan Financial LLC

LifePlan Financial LLC lessened its stake in shares of BorgWarner Inc. (NYSE:BWA) by 47.5% in the third quarter, according to its most recent filing with the SEC. The fund owned 12,638 shares of the auto parts company’s stock after selling 11,414 shares during the period. LifePlan Financial LLC’s holdings in BorgWarner were worth $556,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of BWA. Acadian Asset Management LLC lifted its holdings in shares of BorgWarner by 23.7% during the first quarter. Acadian Asset Management LLC now owns 8,979 shares of the auto parts company’s stock valued at $257,000 after purchasing an additional 1,723 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in BorgWarner in the 2nd quarter worth about $339,000. Envestnet Asset Management Inc. raised its holdings in BorgWarner by 0.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 276,199 shares of the auto parts company’s stock worth $9,247,000 after buying an additional 2,054 shares during the period. Assetmark Inc. lifted its stake in BorgWarner by 81.8% during the second quarter. Assetmark Inc. now owns 809 shares of the auto parts company’s stock valued at $27,000 after buying an additional 364 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its stake in BorgWarner by 0.9% during the second quarter. Bank of New York Mellon Corp now owns 1,892,232 shares of the auto parts company’s stock valued at $63,352,000 after buying an additional 17,071 shares in the last quarter. 95.67% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other BorgWarner news, VP Isabelle Mckenzie sold 2,458 shares of the company’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $61.54, for a total value of $151,265.32. Following the transaction, the vice president directly owned 66,351 shares of the company’s stock, valued at $4,083,240.54. This represents a 3.57% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Tonit M. Calaway sold 9,725 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $62.61, for a total value of $608,882.25. Following the sale, the executive vice president directly owned 230,526 shares of the company’s stock, valued at $14,433,232.86. This trade represents a 4.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 49,550 shares of company stock worth $3,156,141. Corporate insiders own 0.63% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently weighed in on BWA shares. Morgan Stanley set a $60.00 target price on shares of BorgWarner in a research report on Thursday, February 12th. TD Cowen reaffirmed a “hold” rating on shares of BorgWarner in a research note on Thursday, February 12th. Barclays lifted their price objective on shares of BorgWarner from $55.00 to $70.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. New Street Research set a $66.00 target price on shares of BorgWarner in a research note on Thursday, February 12th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of BorgWarner in a report on Wednesday, January 21st. Eight equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $61.31.

BorgWarner Stock Performance

BWA stock opened at $53.25 on Tuesday. The firm has a 50 day simple moving average of $52.21 and a 200 day simple moving average of $46.70. BorgWarner Inc. has a 52 week low of $24.40 and a 52 week high of $70.08. The stock has a market cap of $11.03 billion, a P/E ratio of 42.60, a P/E/G ratio of 1.05 and a beta of 1.04. 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 (NYSE:BWA) last released its quarterly earnings data on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share 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 firm had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.49 billion. During the same quarter in the prior year, the business earned $1.01 EPS. The company’s revenue for the quarter was up 3.9% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Research analysts anticipate that BorgWarner Inc. will post 4.28 earnings per share for the current fiscal year.

BorgWarner Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 2nd will be paid a $0.17 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.3%. BorgWarner’s dividend payout ratio is 54.40%.

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.