Universal Beteiligungs und Servicegesellschaft mbH Has $10.53 Million Stake in BorgWarner Inc. $BWA

Universal Beteiligungs und Servicegesellschaft mbH raised its holdings in BorgWarner Inc. (NYSE:BWA) by 11.0% in the third quarter, HoldingsChannel.com reports. The firm owned 239,419 shares of the auto parts company’s stock after purchasing an additional 23,630 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in BorgWarner were worth $10,525,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in BWA. Norges Bank acquired a new stake in shares of BorgWarner in the second quarter valued at approximately $110,234,000. AQR Capital Management LLC raised its holdings in BorgWarner by 307.1% in the 2nd quarter. AQR Capital Management LLC now owns 3,422,874 shares of the auto parts company’s stock valued at $114,153,000 after acquiring an additional 2,582,105 shares in the last quarter. Adage Capital Partners GP L.L.C. raised its holdings in BorgWarner by 233.6% in the 2nd quarter. Adage Capital Partners GP L.L.C. now owns 1,111,000 shares of the auto parts company’s stock valued at $37,196,000 after acquiring an additional 778,000 shares in the last quarter. Balyasny Asset Management L.P. bought a new stake in shares of BorgWarner during the 2nd quarter valued at $22,590,000. Finally, Covalis Capital LLP acquired a new stake in shares of BorgWarner during the 2nd quarter worth $16,171,000. 95.67% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research firms recently commented on BWA. Piper Sandler reaffirmed a “neutral” rating and issued a $51.00 price target (down previously from $52.00) on shares of BorgWarner in a research note on Thursday, January 8th. Robert W. Baird set a $55.00 target price on shares of BorgWarner in a research report on Wednesday, January 14th. Zacks Research lowered shares of BorgWarner from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 13th. Morgan Stanley reissued an “equal weight” rating and issued a $49.00 price objective (up from $42.00) on shares of BorgWarner in a research note on Monday, December 8th. Finally, Evercore ISI boosted their price objective on shares of BorgWarner from $50.00 to $53.00 and gave the company an “outperform” rating in a research report on Monday, November 24th. Eight research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $47.31.

BorgWarner Price Performance

Shares of NYSE:BWA opened at $47.71 on Friday. The company has a market cap of $10.21 billion, a price-to-earnings ratio of 75.73, a PEG ratio of 0.92 and a beta of 1.06. The company has a debt-to-equity ratio of 0.63, a current ratio of 2.05 and a quick ratio of 1.69. The firm has a 50 day simple moving average of $45.17 and a 200 day simple moving average of $42.82. BorgWarner Inc. has a one year low of $24.40 and a one year high of $48.93.

BorgWarner (NYSE:BWA) last posted its earnings results on Thursday, October 30th. The auto parts company reported $1.24 earnings per share for the quarter, topping analysts’ consensus estimates of $1.16 by $0.08. The firm had revenue of $3.59 billion for the quarter, compared to analysts’ expectations of $3.58 billion. BorgWarner had a net margin of 0.94% and a return on equity of 16.72%. The company’s revenue was up 4.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.09 earnings per share. BorgWarner has set its FY 2025 guidance at 4.600-4.750 EPS. Research analysts predict that BorgWarner Inc. will post 4.28 earnings per share for the current fiscal year.

BorgWarner Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 1st were given a $0.17 dividend. The ex-dividend date was Monday, December 1st. This represents a $0.68 annualized dividend and a yield of 1.4%. BorgWarner’s dividend payout ratio (DPR) is currently 107.94%.

Insider Transactions at BorgWarner

In other news, VP Isabelle Mckenzie sold 3,200 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $44.23, for a total value of $141,536.00. Following the completion of the transaction, the vice president owned 43,555 shares of the company’s stock, valued at $1,926,437.65. This represents a 6.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, VP Stefan Demmerle sold 5,000 shares of BorgWarner stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $46.00, for a total transaction of $230,000.00. Following the sale, the vice president owned 204,040 shares in the company, valued at approximately $9,385,840. This represents a 2.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,200 shares of company stock worth $1,054,336 over the last three months. Insiders own 0.45% of the company’s stock.

BorgWarner Company 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.