Key Points
- Insider sale: EVP Paul Arthur Farrell sold 12,012 shares on March 12 at an average price of $52.31 for roughly $628,348, reducing his stake by 23.9% to 38,238 shares (valued ~ $2.0M).
- Earnings beat and guidance: BorgWarner reported $1.35 EPS vs. $1.16 expected and $3.57B revenue, and set FY2026 guidance of 5.00–5.20 EPS.
- Dividend announced: The company declared a $0.17 quarterly dividend (annualized $0.68) with an ex-dividend/record date of March 2 and payment on March 16, implying a ~1.3% yield.
BorgWarner Inc. (NYSE:BWA - Get Free Report) EVP Paul Arthur Farrell sold 12,012 shares of the stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $52.31, for a total value of $628,347.72. Following the completion of the sale, the executive vice president directly owned 38,238 shares in the company, valued at $2,000,229.78. This represents a 23.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.
BorgWarner Stock Performance
Shares of BWA opened at $50.52 on Friday. BorgWarner Inc. has a 1 year low of $24.40 and a 1 year high of $70.08. The stock has a market capitalization of $10.46 billion, a PE ratio of 40.41, a PEG ratio of 1.07 and a beta of 1.04. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.70 and a current ratio of 2.07. The stock has a 50-day simple moving average of $52.73 and a 200-day simple moving average of $46.90.
BorgWarner (NYSE:BWA - Get Free Report) last released its earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share for the quarter, topping 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%. The business's quarterly revenue was up 3.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.01 earnings per share. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, analysts predict that BorgWarner Inc. will post 4.28 earnings per share for the current fiscal year.
BorgWarner Announces Dividend
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 dividend on an annualized basis and a dividend yield of 1.3%. BorgWarner's dividend payout ratio is currently 54.40%.
Wall Street Analyst Weigh In
Several equities research analysts have recently issued reports on BWA shares. UBS Group raised shares of BorgWarner from a "sell" rating to a "neutral" rating and set a $55.00 price objective for the company in a research report on Friday, March 6th. New Street Research set a $66.00 price target on BorgWarner in a research note on Thursday, February 12th. Bank of America assumed coverage on BorgWarner in a report on Wednesday, March 4th. They set a "neutral" rating for the company. Barclays upped their price objective on BorgWarner from $55.00 to $70.00 and gave the stock an "overweight" rating in a research report on Thursday, February 12th. Finally, Robert W. Baird set a $76.00 target price on BorgWarner in a research report on Thursday, February 12th. Eight analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $61.31.
View Our Latest Research Report on BorgWarner
Institutional Investors Weigh In On BorgWarner
Institutional investors and hedge funds have recently bought and sold shares of the stock. Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its position 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 period. CWM LLC boosted its holdings 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 during the period. Jackson Creek Investment Advisors LLC purchased a new position in shares of BorgWarner during the third quarter worth approximately $1,876,000. Columbia Bank purchased a new position in shares of BorgWarner during the second quarter worth approximately $239,000. Finally, Ritholtz Wealth Management acquired a new position in shares of BorgWarner in the 3rd quarter valued at $1,016,000. 95.67% of the stock is owned by hedge funds and other institutional investors.
BorgWarner Company Profile
(
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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