BorgWarner Inc. (NYSE:BWA) Given Average Rating of “Hold” by Brokerages

Shares of BorgWarner Inc. (NYSE:BWA) have been assigned a consensus recommendation of “Hold” from the fifteen ratings firms that are currently covering the firm, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, six have given a hold recommendation and eight have assigned a buy recommendation to the company. The average 1 year price target among analysts that have issued ratings on the stock in the last year is $59.1429.

A number of brokerages recently commented on BWA. UBS Group downgraded shares of BorgWarner from a “neutral” rating to a “sell” rating and raised their price objective for the company from $49.00 to $55.00 in a research report on Friday. JPMorgan Chase & Co. raised their price target on BorgWarner from $56.00 to $76.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Morgan Stanley set a $60.00 price objective on BorgWarner in a report on Thursday, February 12th. New Street Research set a $66.00 price objective on BorgWarner in a research report on Thursday, February 12th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of BorgWarner in a research report on Wednesday, January 21st.

Insider Buying and Selling at BorgWarner

In related news, EVP Tonit M. Calaway sold 16,000 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $65.08, for a total value of $1,041,280.00. Following the completion of the transaction, the executive vice president directly owned 240,251 shares of the company’s stock, valued at $15,635,535.08. This trade represents a 6.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Tania Wingfield sold 17,867 shares of the business’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $63.43, for a total value of $1,133,303.81. Following the sale, the executive vice president owned 45,429 shares in the company, valued at approximately $2,881,561.47. The trade was a 28.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 49,550 shares of company stock valued at $3,156,141. Corporate insiders own 0.45% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Commonwealth of Pennsylvania Public School Empls Retrmt SYS grew its holdings in BorgWarner by 7.8% during the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 56,411 shares of the auto parts company’s stock valued at $1,889,000 after buying an additional 4,078 shares during the last quarter. CWM LLC lifted its position in shares of BorgWarner by 218.3% in the third quarter. CWM LLC now owns 235,861 shares of the auto parts company’s stock valued at $10,368,000 after acquiring an additional 161,755 shares in the last quarter. Jackson Creek Investment Advisors LLC purchased a new stake in shares of BorgWarner in the third quarter valued at $1,876,000. Columbia Bank acquired a new stake in shares of BorgWarner during the second quarter valued at $239,000. Finally, Ritholtz Wealth Management purchased a new stake in BorgWarner during the 3rd quarter worth about $1,016,000. Institutional investors and hedge funds own 95.67% of the company’s stock.

BorgWarner Trading Down 2.4%

NYSE:BWA opened at $58.88 on Tuesday. BorgWarner has a 12-month low of $24.40 and a 12-month high of $70.08. The company has a current ratio of 2.07, a quick ratio of 1.70 and a debt-to-equity ratio of 0.69. The stock’s 50 day simple moving average is $49.90 and its 200-day simple moving average is $45.49. The firm has a market cap of $12.19 billion, a P/E ratio of 47.11, a PEG ratio of 1.18 and a beta of 1.09.

BorgWarner (NYSE:BWA) last posted its quarterly earnings data 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. The firm 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 quarterly revenue was up 3.9% on a year-over-year basis. During the same period last year, the firm posted $1.01 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Equities analysts anticipate that BorgWarner will post 4.28 EPS for the current year.

BorgWarner Announces Dividend

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

More BorgWarner News

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

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.