BorgWarner Inc. (NYSE:BWA) Stock Now Rated “Moderate Buy” by Wall Street Brokerages

Shares of BorgWarner Inc. (NYSE:BWA) have received a consensus recommendation of “Moderate Buy” from the fourteen research firms that are currently covering the stock, MarketBeat.com reports. Four research analysts have rated the stock with a hold rating and ten have given a buy rating to the company. The average 12-month price target among brokerages that have issued a report on the stock in the last year is $79.00.

BWA has been the topic of several research reports. Royal Bank Of Canada began coverage on shares of BorgWarner in a research note on Monday, August 31st. They issued an “outperform” rating and a $87.00 price target on the stock. TD Cowen upped their price objective on shares of BorgWarner from $67.00 to $68.00 and gave the company a “hold” rating in a research note on Thursday, August 6th. UBS Group cut their price objective on shares of BorgWarner from $95.00 to $91.00 and set a “buy” rating for the company in a report on Wednesday, October 7th. Weiss Ratings reissued a “hold (c+)” rating on shares of BorgWarner in a research note on Friday, September 25th. Finally, Bank of America upgraded BorgWarner from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $78.00 to $85.00 in a report on Thursday, October 15th.

Insiders Place Their Bets

In other BorgWarner news, CAO Amy Kulikowski sold 2,900 shares of the business’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $68.60, for a total transaction 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. The trade was a 22.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Michael Hanley sold 5,000 shares of the company’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $65.51, for a total value of $327,550.00. Following the completion of the sale, the director owned 34,313 shares of the company’s stock, valued at approximately $2,247,844.63. The trade was a 12.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.76% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On BorgWarner

A number of hedge funds have recently modified their holdings of the company. BlackRock Inc. acquired a new position in BorgWarner in the 2nd quarter valued at about $1,678,187,000. William Blair Investment Management LLC purchased a new stake in shares of BorgWarner in the 2nd quarter valued at approximately $251,305,000. Bank of America Corp DE purchased a new stake in shares of BorgWarner in the 2nd quarter valued at approximately $250,618,000. Bank of New York Mellon Corp purchased a new stake in shares of BorgWarner in the 2nd quarter valued at approximately $112,292,000. Finally, SEB Asset Management AB acquired a new stake in shares of BorgWarner during the 1st quarter worth approximately $50,930,000. Hedge funds and other institutional investors own 95.67% of the company’s stock.

BorgWarner Stock Down 4.6%

NYSE BWA opened at $53.35 on Friday. The business has a fifty day moving average price of $61.57 and a 200 day moving average price of $60.52. BorgWarner has a one year low of $40.73 and a one year high of $78.82. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.76 and a current ratio of 2.13. The company has a market cap of $10.87 billion, a P/E ratio of 26.68, a P/E/G ratio of 0.82 and a beta of 1.16.

BorgWarner (NYSE:BWA) last announced its quarterly earnings data on Thursday, October 29th. The auto parts company reported $1.39 earnings per share for the quarter, beating analysts’ consensus estimates of $1.25 by $0.14. BorgWarner had a return on equity of 19.10% and a net margin of 2.89%. The company had revenue of $3.49 billion for the quarter, compared to analyst estimates of $3.50 billion. During the same quarter last year, the firm posted $1.24 EPS. The firm’s revenue for the quarter was down 2.9% on a year-over-year basis. Research analysts anticipate that BorgWarner will post 5.19 EPS for the current fiscal year.

BorgWarner declared that its Board of Directors has approved a share buyback program on Wednesday, August 5th that authorizes the company to buy back $1 billion in outstanding shares. This buyback authorization authorizes the auto parts company to reacquire up to 7.7% of its shares through open market purchases. Stock buyback programs are generally an indication that the company’s leadership believes its shares are undervalued.

More BorgWarner News

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Adjusted earnings exceeded expectations. BorgWarner reported third-quarter adjusted EPS of $1.39, above the $1.24–$1.25 analyst consensus and up from $1.24 a year earlier. Cost reductions, share repurchases and improved profitability supported the result. BorgWarner Tops Q3 Earnings Estimates
• Positive Sentiment: BorgWarner announced nine new business awards across its portfolio, including high-voltage inverter, eMotor and turbocharger programs. The awards could strengthen its long-term position in electric-vehicle and hybrid powertrain markets, although the revenue contribution will develop over time. BorgWarner Third-Quarter Results and Awards
• Positive Sentiment: Electrification momentum remains a key strategic positive. New high-voltage inverter wins and a silicon-carbide supply arrangement with Wolfspeed may improve BorgWarner’s ability to compete in next-generation EV power electronics. Wolfspeed Silicon-Carbide Deal
• Neutral Sentiment: Bank of America raised its price target for BorgWarner to $85 from $78, suggesting some analysts see attractive longer-term value despite near-term operating concerns. BofA Raises BorgWarner Price Target
• Negative Sentiment: Revenue was weaker than expected. Third-quarter sales totaled $3.49 billion, slightly below the $3.50 billion consensus and down 2.9% year over year, reflecting lower production volumes. BorgWarner Q3 Sales and Outlook
• Negative Sentiment: The 2026 outlook was mixed and contributed to selling pressure. BorgWarner increased its adjusted EPS guidance, but reports indicate it reduced portions of its broader outlook, including expectations affected by weaker volumes. Investors appear more focused on the softer revenue backdrop than on the earnings beat. BorgWarner Cuts 2026 Outlook

About BorgWarner

BorgWarner Inc (NYSE:BWA) is a global automotive technology company that develops and manufactures propulsion and mobility systems for vehicle manufacturers and commercial vehicle customers. The company serves both internal-combustion and electrified vehicle markets, with a portfolio focused on improving vehicle efficiency, performance, emissions, and electrification.

Its products and technologies include turbochargers, emissions and thermal-management systems, transmission components, friction products, battery systems, battery charging equipment, power electronics, electric motors, and other electric-drive components.