Joseph Fadool Sells 29,000 Shares of BorgWarner (NYSE:BWA) Stock

BorgWarner Inc. (NYSE:BWA) CEO Joseph Fadool sold 29,000 shares of the business’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $67.31, for a total value of $1,951,990.00. Following the sale, the chief executive officer owned 405,964 shares of the company’s stock, valued at $27,325,436.84. The trade was a 6.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website.

BorgWarner Stock Down 6.5%

NYSE BWA opened at $63.07 on Friday. The stock has a market cap of $12.94 billion, a PE ratio of 37.32, a P/E/G ratio of 1.30 and a beta of 1.00. BorgWarner Inc. has a fifty-two week low of $31.83 and a fifty-two week high of $70.31. The business has a 50 day moving average price of $55.35 and a two-hundred day moving average price of $50.67. The company has a quick ratio of 1.75, a current ratio of 2.13 and a debt-to-equity ratio of 0.69.

BorgWarner (NYSE:BWA) last released its quarterly earnings results on Wednesday, May 6th. 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 $3.53 billion during the quarter, compared to analysts’ expectations of $3.50 billion. BorgWarner had a return on equity of 18.36% and a net margin of 2.53%.BorgWarner’s quarterly revenue was up .5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.11 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, sell-side analysts predict that BorgWarner Inc. will post 5.15 EPS for the current fiscal year.

BorgWarner Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Monday, June 1st will be issued a $0.17 dividend. This represents a $0.68 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Monday, June 1st. BorgWarner’s dividend payout ratio is currently 40.24%.

BorgWarner News Roundup

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: JPMorgan raised its price target on BorgWarner to $75 and kept an overweight rating, signaling continued upside potential. Article Title
• Positive Sentiment: TD Cowen also increased its target on BWA, reinforcing the bullish analyst tone around the stock’s recent rebound and EV-related growth story. Article Title
• Positive Sentiment: BorgWarner’s latest earnings beat expectations on both EPS and revenue, and the company reaffirmed its full-year outlook, which supports the longer-term investment case.
• Neutral Sentiment: Recent coverage highlighted BorgWarner’s role in the EV supply chain and its rally’s link to broader index performance, which is more sentiment/context than a new catalyst. Article Title
• Negative Sentiment: New insider-sale disclosures from the CEO and multiple vice presidents are weighing on sentiment, especially after several recent transactions. Article Title
• Negative Sentiment: The broader equity selloff is hitting cyclical stocks harder than the market overall, which is pressuring BorgWarner even without fresh company-specific bad news.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. TD Cowen upped their price target on BorgWarner from $66.00 to $67.00 and gave the stock a “hold” rating in a report on Thursday, May 7th. Wall Street Zen cut BorgWarner from a “strong-buy” rating to a “buy” rating in a report on Saturday, May 9th. Deutsche Bank Aktiengesellschaft set a $81.00 target price on BorgWarner in a research note on Tuesday, April 21st. UBS Group increased their target price on BorgWarner from $56.00 to $61.00 and gave the company a “neutral” rating in a research note on Thursday, May 7th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of BorgWarner in a research note on Monday, April 20th. Seven investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, BorgWarner presently has a consensus rating of “Moderate Buy” and an average price target of $67.64.

Hedge Funds Weigh In On BorgWarner

Several institutional investors and hedge funds have recently made changes to their positions in BWA. Root Financial Partners LLC acquired a new stake in shares of BorgWarner during the 3rd quarter valued at approximately $27,000. Prosperity Bancshares Inc acquired a new stake in shares of BorgWarner during the 4th quarter valued at approximately $37,000. Sound Income Strategies LLC raised its position in shares of BorgWarner by 9,888.9% during the 4th quarter. Sound Income Strategies LLC now owns 899 shares of the auto parts company’s stock valued at $42,000 after acquiring an additional 890 shares in the last quarter. Cedar Mountain Advisors LLC acquired a new stake in shares of BorgWarner during the 1st quarter valued at approximately $55,000. Finally, Torren Management LLC acquired a new stake in shares of BorgWarner during the 4th quarter valued at approximately $48,000. 95.67% of the stock is currently owned by hedge funds and other institutional investors.

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.