Key Points
- Stefan Demmerle sold 2,500 BorgWarner shares on March 10 at an average price of $53.03, trimming his stake by 1.06% to 233,746 shares valued at about $12.4M (SEC filing).
- BorgWarner beat quarterly expectations with $1.35 EPS (vs. $1.16 expected) and $3.57B revenue, and set FY2026 guidance of $5.00–$5.20 EPS.
- The company declared a quarterly dividend of $0.17 (annualized $0.68, ~1.3% yield) and carries a consensus analyst rating of “Moderate Buy” with an average price target of $61.31 (Goldman Sachs raised its target to $78).
BorgWarner Inc. (NYSE:BWA - Get Free Report) VP Stefan Demmerle sold 2,500 shares of the stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $53.03, for a total value of $132,575.00. Following the sale, the vice president directly owned 233,746 shares of the company's stock, valued at $12,395,550.38. The trade was a 1.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink.
BorgWarner Stock Performance
BWA stock traded down $0.22 during midday trading on Thursday, hitting $52.75. The company's stock had a trading volume of 198,188 shares, compared to its average volume of 3,084,537. The stock has a market cap of $10.92 billion, a price-to-earnings ratio of 42.23, a PEG ratio of 1.08 and a beta of 1.04. The company has a quick ratio of 1.70, a current ratio of 2.07 and a debt-to-equity ratio of 0.69. The stock's 50-day moving average price is $52.51 and its 200 day moving average price is $46.82. BorgWarner Inc. has a 1 year low of $24.40 and a 1 year high of $70.08.
BorgWarner (NYSE:BWA - Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.16 by $0.19. The business had revenue of $3.57 billion during the quarter, compared to the consensus estimate of $3.49 billion. BorgWarner had a net margin of 1.93% and a return on equity of 17.89%. The firm's quarterly revenue was up 3.9% compared to the same quarter last year. During the same quarter last year, the company posted $1.01 earnings per share. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, equities analysts forecast that BorgWarner Inc. will post 4.28 EPS for the current year.
BorgWarner Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be paid a $0.17 dividend. The ex-dividend date is Monday, March 2nd. This represents a $0.68 annualized dividend and a yield of 1.3%. BorgWarner's dividend payout ratio is presently 54.40%.
Institutional Investors Weigh In On BorgWarner
A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Acadian Asset Management LLC lifted its position in shares of BorgWarner by 23.7% during the first quarter. Acadian Asset Management LLC now owns 8,979 shares of the auto parts company's stock worth $257,000 after acquiring an additional 1,723 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in shares of BorgWarner in the second quarter valued at $339,000. 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 purchasing an additional 364 shares during the period. Savant Capital LLC lifted its holdings in BorgWarner by 165.4% during the 2nd quarter. Savant Capital LLC now owns 31,434 shares of the auto parts company's stock worth $1,052,000 after purchasing an additional 19,592 shares in the last quarter. Finally, Prospera Financial Services Inc lifted its holdings in BorgWarner by 10.2% during the 2nd quarter. Prospera Financial Services Inc now owns 15,319 shares of the auto parts company's stock worth $513,000 after purchasing an additional 1,419 shares in the last quarter. Institutional investors own 95.67% of the company's stock.
Analyst Ratings Changes
A number of analysts have issued reports on the company. The Goldman Sachs Group raised their target price on BorgWarner from $54.00 to $78.00 and gave the stock a "buy" rating in a research report on Thursday, February 12th. New Street Research set a $66.00 price target on BorgWarner in a research report on Thursday, February 12th. TD Cowen reissued a "hold" rating on shares of BorgWarner in a report on Thursday, February 12th. Robert W. Baird set a $76.00 price objective on BorgWarner in a research note on Thursday, February 12th. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of BorgWarner in a report on Wednesday, January 21st. Eight investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $61.31.
Get Our Latest Stock Analysis 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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