Key Points
- Tonit Calaway, BorgWarner EVP, sold 9,725 shares on Feb. 18 at an average price of $62.61 for about $608,882, lowering his stake by 4.05% to 230,526 shares (≈$14.43M).
- BorgWarner beat estimates with Q results of $1.35 EPS (vs. $1.16 expected) and $3.57B revenue, and issued FY2026 guidance of EPS 5.00–5.20.
- The stock traded down ~2.8% to $58.62, carries a consensus target of $59.14 (8 Buys/6 Holds/1 Sell), a market cap of $12.14B, and a quarterly dividend of $0.17 (1.2% yield).
BorgWarner Inc. (NYSE:BWA - Get Free Report) VP Isabelle Mckenzie sold 2,458 shares of BorgWarner stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $61.54, for a total transaction of $151,265.32. Following the transaction, the vice president directly owned 66,351 shares in the company, valued at approximately $4,083,240.54. This trade represents a 3.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.
Isabelle Mckenzie also recently made the following trade(s):
- On Friday, February 13th, Isabelle Mckenzie sold 3,500 shares of BorgWarner stock. The stock was sold at an average price of $63.26, for a total transaction of $221,410.00.
BorgWarner Stock Down 3.1%
Shares of NYSE:BWA traded down $1.84 during midday trading on Friday, hitting $58.47. 2,494,066 shares of the company's stock traded hands, compared to its average volume of 3,086,408. The firm's fifty day moving average price is $49.62 and its two-hundred day moving average price is $45.29. 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 Inc. has a twelve month low of $24.40 and a twelve month high of $70.08. The company has a market cap of $12.11 billion, a PE ratio of 46.79, a P/E/G ratio of 1.24 and a beta of 1.09.
BorgWarner (NYSE:BWA - Get Free Report) last issued its quarterly earnings data on Wednesday, February 11th. The auto parts company reported $1.35 EPS for the quarter, topping analysts' consensus estimates of $1.16 by $0.19. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The company had revenue of $3.57 billion for the quarter, compared to analysts' expectations of $3.49 billion. During the same quarter in the previous year, the firm posted $1.01 earnings per share. The firm's quarterly revenue was up 3.9% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, equities research analysts anticipate that BorgWarner Inc. will post 4.28 EPS for the current fiscal year.
BorgWarner Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 2nd will be given a $0.17 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $0.68 annualized dividend and a yield of 1.2%. BorgWarner's dividend payout ratio (DPR) is 54.40%.
Hedge Funds Weigh In On BorgWarner
Several institutional investors have recently made changes to their positions in BWA. Commonwealth of Pennsylvania Public School Empls Retrmt SYS grew its stake in BorgWarner by 7.8% during the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 56,411 shares of the auto parts company's stock worth $1,889,000 after buying an additional 4,078 shares during the last quarter. CWM LLC raised its stake 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 worth $10,368,000 after acquiring an additional 161,755 shares during the last quarter. Jackson Creek Investment Advisors LLC acquired a new position in BorgWarner during the 3rd quarter worth $1,876,000. Columbia Bank acquired a new position in BorgWarner during the 2nd quarter valued at about $239,000. Finally, Ritholtz Wealth Management bought a new stake in shares of BorgWarner during the third quarter worth approximately $1,016,000. 95.67% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In
Several research firms recently issued reports on BWA. Evercore reaffirmed an "outperform" rating and set a $75.00 price target on shares of BorgWarner in a research note on Tuesday. JPMorgan Chase & Co. lifted their target price on BorgWarner from $56.00 to $76.00 and gave the stock an "overweight" rating in a research report on Thursday, February 12th. UBS Group cut BorgWarner from a "neutral" rating to a "sell" rating and boosted their price target for the stock from $49.00 to $55.00 in a research note on Friday. The Goldman Sachs Group lifted their price objective on BorgWarner from $54.00 to $78.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. Finally, Wells Fargo & Company increased their target price on BorgWarner from $52.00 to $75.00 and gave the company an "overweight" rating in a research note on Thursday, February 12th. Eight investment 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's stock. According to data from MarketBeat, BorgWarner presently has a consensus rating of "Hold" and a consensus target price of $59.14.
View Our Latest Report on BorgWarner
About BorgWarner
(
Get Free Report)
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.
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