Osborne Partners Capital Management LLC Sells 10,528 Shares of BorgWarner Inc. $BWA

Osborne Partners Capital Management LLC trimmed its position in shares of BorgWarner Inc. (NYSE:BWA) by 2.8% during the fourth quarter, HoldingsChannel reports. The firm owned 365,492 shares of the auto parts company’s stock after selling 10,528 shares during the quarter. Osborne Partners Capital Management LLC’s holdings in BorgWarner were worth $16,469,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the stock. Fifth Third Wealth Advisors LLC lifted its position in BorgWarner by 4.1% in the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 6,832 shares of the auto parts company’s stock valued at $300,000 after acquiring an additional 272 shares in the last quarter. Seeds Investor LLC lifted its position in BorgWarner by 5.7% in the 4th quarter. Seeds Investor LLC now owns 5,086 shares of the auto parts company’s stock valued at $229,000 after acquiring an additional 274 shares in the last quarter. Nisa Investment Advisors LLC lifted its position in BorgWarner by 0.4% in the 4th quarter. Nisa Investment Advisors LLC now owns 71,885 shares of the auto parts company’s stock valued at $3,239,000 after acquiring an additional 281 shares in the last quarter. Signaturefd LLC lifted its position in BorgWarner by 11.6% in the 4th quarter. Signaturefd LLC now owns 2,821 shares of the auto parts company’s stock valued at $127,000 after acquiring an additional 294 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. lifted its position in BorgWarner by 3.4% in the 3rd quarter. Envestnet Portfolio Solutions Inc. now owns 10,937 shares of the auto parts company’s stock valued at $481,000 after acquiring an additional 356 shares in the last quarter. 95.67% of the stock is owned by institutional investors.

Analysts Set New Price Targets

BWA has been the topic of several research reports. Wells Fargo & Company cut their price objective on shares of BorgWarner to $68.00 and set an “overweight” rating on the stock in a research report on Tuesday, March 31st. Evercore reiterated an “outperform” rating and issued a $75.00 price target on shares of BorgWarner in a research note on Tuesday, February 17th. Robert W. Baird set a $76.00 price target on shares of BorgWarner in a research note on Thursday, February 12th. The Goldman Sachs Group lifted their price target on shares of BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Finally, Bank of America started coverage on shares of BorgWarner in a research note on Wednesday, March 4th. They issued a “neutral” rating on the stock. Eight equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $63.31.

BorgWarner Stock Up 0.1%

Shares of BWA stock opened at $55.74 on Tuesday. The company has a current ratio of 2.07, a quick ratio of 1.70 and a debt-to-equity ratio of 0.69. BorgWarner Inc. has a 1 year low of $25.98 and a 1 year high of $70.08. The firm’s fifty day moving average price is $55.48 and its two-hundred day moving average price is $48.79. The firm has a market capitalization of $11.49 billion, a P/E ratio of 44.59, a PEG ratio of 1.13 and a beta of 1.04.

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, topping the consensus estimate of $1.16 by $0.19. The company had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.49 billion. BorgWarner had a net margin of 1.93% and a return on equity of 17.89%. BorgWarner’s revenue for the quarter was up 3.9% compared to the same quarter last year. During the same period in the previous year, the business earned $1.01 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, equities analysts predict that BorgWarner Inc. will post 5.16 EPS for the current fiscal year.

BorgWarner Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 2nd were paid a dividend of $0.17 per share. The ex-dividend date was Monday, March 2nd. This represents a $0.68 annualized dividend and a dividend yield of 1.2%. BorgWarner’s payout ratio is currently 54.40%.

Insider Activity at BorgWarner

In other news, EVP Paul Arthur Farrell sold 12,012 shares of the business’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $52.31, for a total transaction of $628,347.72. Following the transaction, the executive vice president directly owned 38,238 shares in the company, valued at $2,000,229.78. The trade was a 23.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Stefan Demmerle sold 2,500 shares of the business’s stock in a transaction dated 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 owned 233,746 shares in the company, valued at $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. Insiders sold 78,083 shares of company stock worth $4,638,585 over the last ninety days. Company insiders own 0.76% of the company’s stock.

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.