BorgWarner (NYSE:BWA) Updates FY 2026 Earnings Guidance

BorgWarner (NYSE:BWA) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 5.000-5.200 for the period, compared to the consensus estimate of 5.150. The company issued revenue guidance of $14.0 billion-$14.3 billion, compared to the consensus revenue estimate of $14.2 billion.

Analysts Set New Price Targets

Several research analysts have recently weighed in on BWA shares. Barclays increased their price target on BorgWarner from $55.00 to $70.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. UBS Group upped their price objective on shares of BorgWarner from $55.00 to $56.00 and gave the company a “neutral” rating in a report on Tuesday, April 14th. Deutsche Bank Aktiengesellschaft set a $81.00 target price on shares of BorgWarner in a research note on Tuesday, April 21st. Morgan Stanley set a $60.00 price target on shares of BorgWarner in a research report on Thursday, February 12th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of BorgWarner in a research note on Monday, April 20th. Seven research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, BorgWarner has a consensus rating of “Moderate Buy” and a consensus price target of $66.77.

BorgWarner Price Performance

Shares of NYSE BWA opened at $57.35 on Wednesday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.70 and a current ratio of 2.07. BorgWarner has a fifty-two week low of $28.92 and a fifty-two week high of $70.08. The stock has a market cap of $11.82 billion, a PE ratio of 45.88, a price-to-earnings-growth ratio of 1.18 and a beta of 1.00. The stock has a fifty day moving average of $54.38 and a 200-day moving average of $49.62.

BorgWarner (NYSE:BWA) last issued its earnings results on Wednesday, May 6th. The auto parts company reported $1.24 EPS for the quarter, topping the consensus estimate of $1.16 by $0.08. The business had revenue of $3.53 billion during the quarter, compared to the consensus estimate of $3.50 billion. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The firm’s revenue was up .5% compared to the same quarter last year. During the same quarter last year, the company earned $1.11 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Equities research analysts anticipate that BorgWarner will post 5.14 earnings per share for the current year.

BorgWarner Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Stockholders 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 1.2%. The ex-dividend date is Monday, June 1st. BorgWarner’s dividend payout ratio (DPR) is 54.40%.

Insider Activity at BorgWarner

In related news, EVP Paul Arthur Farrell sold 12,012 shares of the company’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $52.31, for a total transaction of $628,347.72. Following the sale, the executive vice president owned 38,238 shares of the company’s stock, valued at approximately $2,000,229.78. This represents a 23.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Isabelle Mckenzie sold 3,500 shares of the stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $63.26, for a total transaction of $221,410.00. Following the completion of the sale, the vice president owned 68,809 shares in the company, valued at $4,352,857.34. This represents a 4.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 78,083 shares of company stock valued at $4,638,585 in the last quarter. 0.76% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On BorgWarner

Large investors have recently added to or reduced their stakes in the business. Prosperity Bancshares Inc purchased a new position in BorgWarner during the fourth quarter worth about $37,000. UMB Bank n.a. raised its holdings in shares of BorgWarner by 28.1% in the 4th quarter. UMB Bank n.a. now owns 1,709 shares of the auto parts company’s stock valued at $77,000 after acquiring an additional 375 shares in the last quarter. Advisory Services Network LLC bought a new stake in shares of BorgWarner during the 3rd quarter valued at about $131,000. CIBC Private Wealth Group LLC grew its holdings in shares of BorgWarner by 71.2% during the third quarter. CIBC Private Wealth Group LLC now owns 3,811 shares of the auto parts company’s stock worth $168,000 after purchasing an additional 1,585 shares in the last quarter. Finally, EverSource Wealth Advisors LLC grew its holdings in shares of BorgWarner by 400.5% during the second 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 in the last quarter. Institutional investors own 95.67% 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.