O Shaughnessy Asset Management LLC Raises Stake in BorgWarner Inc. $BWA

O Shaughnessy Asset Management LLC lifted its position in shares of BorgWarner Inc. (NYSE:BWA) by 158.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 331,239 shares of the auto parts company’s stock after purchasing an additional 202,994 shares during the quarter. O Shaughnessy Asset Management LLC’s holdings in BorgWarner were worth $14,926,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of BWA. Acadian Asset Management LLC grew its holdings in shares of BorgWarner by 23.7% during the 1st 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 period. Sivia Capital Partners LLC purchased a new stake in shares of BorgWarner during the 2nd quarter worth about $339,000. EverSource Wealth Advisors LLC grew its holdings in shares of BorgWarner by 400.5% during the 2nd 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 period. Marshall Wace LLP purchased a new stake in shares of BorgWarner during the 2nd quarter worth about $247,000. Finally, Cerity Partners LLC boosted its holdings in BorgWarner by 30.2% in the 2nd quarter. Cerity Partners LLC now owns 143,841 shares of the auto parts company’s stock worth $4,816,000 after acquiring an additional 33,362 shares during the period. Hedge funds and other institutional investors own 95.67% of the company’s stock.

BorgWarner Stock Performance

Shares of BWA opened at $73.28 on Wednesday. The business’s 50 day moving average is $61.00 and its two-hundred day moving average is $53.76. BorgWarner Inc. has a 52-week low of $32.24 and a 52-week high of $78.82. The firm has a market cap of $15.03 billion, a price-to-earnings ratio of 43.36, a PEG ratio of 1.45 and a beta of 1.07. The company has a quick ratio of 1.75, a current ratio of 2.13 and a debt-to-equity ratio of 0.69.

BorgWarner (NYSE:BWA) last announced its earnings results on Wednesday, May 6th. The auto parts company reported $1.24 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.16 by $0.08. BorgWarner had a return on equity of 18.36% and a net margin of 2.53%.The company had revenue of $3.53 billion for the quarter, compared to analyst estimates of $3.50 billion. During the same period in the prior year, the company posted $1.11 EPS. BorgWarner’s quarterly revenue was up .5% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Analysts forecast that BorgWarner Inc. will post 5.18 EPS for the current fiscal year.

BorgWarner Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Monday, June 1st will be given a $0.17 dividend. This represents a $0.68 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, June 1st. BorgWarner’s dividend payout ratio is presently 40.24%.

Analysts Set New Price Targets

A number of equities analysts have weighed in on the company. Bank of America assumed coverage on BorgWarner in a report on Wednesday, March 4th. They issued a “neutral” rating for the company. Morgan Stanley upped their price target on BorgWarner from $60.00 to $67.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 27th. The Goldman Sachs Group upped their price target on BorgWarner from $54.00 to $78.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Weiss Ratings restated a “hold (c)” rating on shares of BorgWarner in a report on Monday, April 20th. Finally, JPMorgan Chase & Co. upped their price target on BorgWarner from $73.00 to $75.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Nine equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $71.14.

Insider Buying and Selling

In other BorgWarner news, EVP Paul Arthur Farrell sold 12,012 shares of the company’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $52.31, for a total value of $628,347.72. Following the transaction, the executive vice president directly owned 38,238 shares of the company’s stock, valued at $2,000,229.78. This represents a 23.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Isabelle Mckenzie sold 3,500 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $63.35, for a total value of $221,725.00. Following the completion of the transaction, the vice president directly owned 57,828 shares in the company, valued at approximately $3,663,403.80. The trade was a 5.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 79,512 shares of company stock worth $4,938,463 over the last 90 days. 0.76% of the stock is currently owned by corporate insiders.

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.