305,963 Shares in BorgWarner Inc. $BWA Acquired by Jupiter Asset Management Ltd.

Jupiter Asset Management Ltd. purchased a new position in shares of BorgWarner Inc. (NYSE:BWA) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 305,963 shares of the auto parts company’s stock, valued at approximately $13,450,000.

Several other large investors have also made changes to their positions in the business. Caitong International Asset Management Co. Ltd raised its holdings in shares of BorgWarner by 1,133.3% during the second quarter. Caitong International Asset Management Co. Ltd now owns 777 shares of the auto parts company’s stock worth $26,000 after purchasing an additional 714 shares during the last quarter. Assetmark Inc. raised its stake in shares of BorgWarner by 81.8% during the 2nd quarter. Assetmark Inc. now owns 809 shares of the auto parts company’s stock valued at $27,000 after buying an additional 364 shares during the last quarter. Addison Advisors LLC lifted its holdings in shares of BorgWarner by 1,647.8% in the 2nd quarter. Addison Advisors LLC now owns 804 shares of the auto parts company’s stock valued at $27,000 after buying an additional 758 shares during the period. Root Financial Partners LLC purchased a new stake in shares of BorgWarner in the third quarter worth about $27,000. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in BorgWarner during the second quarter worth about $32,000. 95.67% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

BWA has been the topic of several recent research reports. The Goldman Sachs Group upped their price objective on BorgWarner from $54.00 to $78.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Piper Sandler reissued a “neutral” rating and set a $51.00 price target (down from $52.00) on shares of BorgWarner in a report on Thursday, January 8th. Barclays lifted their price objective on shares of BorgWarner from $55.00 to $70.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. upped their price objective on shares of BorgWarner from $56.00 to $76.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, Wells Fargo & Company raised their target price on BorgWarner from $52.00 to $75.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Eight analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $59.14.

BorgWarner News Summary

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Recent quarterly results beat expectations and management set FY2026 guidance of $5.00–$5.20 EPS, which supports the stock’s valuation and longer-term thesis for electrification and turbocharger growth. MarketBeat Coverage
• Positive Sentiment: Momentum/coverage pieces and several bullish analysts (JPMorgan, Goldman, Evercore, Wells Fargo) raised targets or maintained Outperform/Overweight views, giving institutional support to the rally. Zacks Momentum Article
• Neutral Sentiment: BorgWarner presented at Barclays’ Industrial Select Conference (transcript available); the presentation provides incremental detail on product roadmap and margins but didn’t contain new headline items likely to move the tape by itself. Barclays Conference Transcript
• Negative Sentiment: UBS downgraded BWA from Neutral to Sell (while raising its price target), flagging that new ventures and risk factors may not be priced in — the downgrade is the primary catalyst for today’s downside pressure. MSN: UBS Downgrade
• Negative Sentiment: UBS and commentary highlight specific concerns about the company’s new venture with TurboCell — UBS says execution and risk from that initiative may not be fully reflected in the stock, adding uncertainty to the growth story. Seeking Alpha: TurboCell Risks
• Negative Sentiment: Insider selling by senior executives (VP Isabelle Mckenzie and EVP Tonit Calaway disclosed recent share sales totaling several thousand shares) is adding to near-term pressure and may be read negatively by some investors despite insiders retaining large positions. InsiderTrades: Insider Selling AmericanBankingNews: Calaway Sale

Insider Activity at BorgWarner

In other BorgWarner news, VP Isabelle Mckenzie sold 3,500 shares of the firm’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $63.26, for a total value of $221,410.00. Following the transaction, the vice president owned 68,809 shares in the company, valued at approximately $4,352,857.34. This trade represents a 4.84% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Tania Wingfield sold 17,867 shares of BorgWarner stock in a transaction on Friday, February 13th. The stock was sold at an average price of $63.43, for a total transaction of $1,133,303.81. Following the sale, the executive vice president directly owned 45,429 shares in the company, valued at approximately $2,881,561.47. This trade represents a 28.23% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 49,550 shares of company stock valued at $3,156,141. 0.45% of the stock is owned by insiders.

BorgWarner Stock Down 2.4%

BWA stock opened at $58.88 on Friday. The stock has a market capitalization of $12.19 billion, a P/E ratio of 47.11, a P/E/G ratio of 1.21 and a beta of 1.09. The firm has a 50-day simple moving average of $49.90 and a 200-day simple moving average of $45.44. The company has a quick ratio of 1.70, a current ratio of 2.07 and a debt-to-equity ratio of 0.69. BorgWarner Inc. has a 52 week low of $24.40 and a 52 week high of $70.08.

BorgWarner (NYSE:BWA) last issued its quarterly earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share for the quarter, beating analysts’ consensus estimates 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 period last year, the company posted $1.01 EPS. BorgWarner’s quarterly revenue was up 3.9% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Equities analysts forecast that BorgWarner Inc. will post 4.28 earnings per share for the current fiscal year.

BorgWarner Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be given a dividend of $0.17 per share. This represents a $0.68 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Monday, March 2nd. BorgWarner’s payout ratio is presently 54.40%.

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.