Key Points
- BorgWarner CEO Joseph Fadool sold 29,000 shares on May 13 at an average price of $67.31, totaling about $1.95 million. After the sale, he still owned 405,964 shares, and the transaction cut his stake by 6.67%.
- The company recently beat earnings expectations, reporting $1.24 EPS versus the $1.16 consensus and revenue of $3.53 billion, slightly above estimates. BorgWarner also raised its FY 2026 guidance to 5.00-5.20 EPS.
- Analysts remain mixed but generally constructive, with several firms lifting price targets and the stock carrying a consensus rating of “Moderate Buy.” BorgWarner also declared a quarterly dividend of $0.17 per share, yielding about 1.0% annually.
BorgWarner Inc. (NYSE:BWA - Get Free Report) VP Stefan Demmerle sold 5,000 shares of the firm's stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $65.00, for a total transaction of $325,000.00. Following the sale, the vice president directly owned 203,746 shares of the company's stock, valued at $13,243,490. The trade was a 2.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link.
Stefan Demmerle also recently made the following trade(s):
- On Monday, May 11th, Stefan Demmerle sold 5,000 shares of BorgWarner stock. The shares were sold at an average price of $62.00, for a total transaction of $310,000.00.
- On Friday, May 8th, Stefan Demmerle sold 20,000 shares of BorgWarner stock. The shares were sold at an average price of $59.26, for a total transaction of $1,185,200.00.
- On Tuesday, March 10th, Stefan Demmerle sold 2,500 shares of BorgWarner stock. The stock was sold at an average price of $53.03, for a total transaction of $132,575.00.
BorgWarner Price Performance
BWA opened at $67.26 on Friday. The company has a 50-day moving average of $55.14 and a 200-day moving average of $50.59. The company has a market capitalization of $13.80 billion, a P/E ratio of 39.80, a PEG ratio of 1.29 and a beta of 1.00. BorgWarner Inc. has a 1-year low of $31.83 and a 1-year high of $70.31. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.75 and a current ratio of 2.13.
BorgWarner (NYSE:BWA - Get Free Report) last issued its quarterly 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 for the quarter, compared to analysts' expectations of $3.50 billion. BorgWarner had a net margin of 2.53% and a return on equity of 18.36%. The company's quarterly revenue was up .5% compared to the same quarter last year. During the same quarter last year, the company posted $1.11 earnings per share. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Equities analysts expect that BorgWarner Inc. will post 5.15 EPS for the current fiscal year.
BorgWarner Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Monday, June 1st will be issued a dividend of $0.17 per share. This represents a $0.68 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Monday, June 1st. BorgWarner's dividend payout ratio (DPR) is currently 40.24%.
Analyst Ratings Changes
A number of equities research analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft set a $81.00 price target on BorgWarner in a report on Tuesday, April 21st. Evercore reaffirmed an "outperform" rating and issued a $75.00 price objective on shares of BorgWarner in a report on Tuesday, February 17th. Wells Fargo & Company decreased their price objective on shares of BorgWarner to $68.00 and set an "overweight" rating for the company in a report on Tuesday, March 31st. Weiss Ratings reiterated a "hold (c)" rating on shares of BorgWarner in a research note on Monday, April 20th. Finally, Robert W. Baird set a $76.00 price target on shares of BorgWarner in a research report on Thursday, February 12th. Seven research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $67.64.
Check Out Our Latest Research Report on BWA
More BorgWarner News
Here are the key news stories impacting BorgWarner this week:
- Positive Sentiment: JPMorgan lifted its price target on BorgWarner (NYSE:BWA) to $75 and kept an overweight rating, signaling confidence in additional upside. Article Title
- Positive Sentiment: TD Cowen also raised its price target on BorgWarner, adding to the wave of analyst support following the stock’s recent rebound and EV-related growth optimism. Article Title
- Positive Sentiment: Recent coverage highlighted BorgWarner’s role in the EV supply chain and its momentum in automotive electrification, which can support investor sentiment around long-term growth. Article Title
- Positive Sentiment: The company’s recent quarterly results beat estimates on both EPS and revenue, reinforcing the case for the stock’s move higher.
- Neutral Sentiment: Commentary about BorgWarner’s rally and its relevance to the Russell 1000 is mostly market-context coverage rather than a new company-specific catalyst. Article Title
- Negative Sentiment: Several insiders, including the CEO and multiple vice presidents, sold shares recently, which may create some caution even though the sales do not necessarily signal a change in fundamentals.
Hedge Funds Weigh In On BorgWarner
Hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in shares of BorgWarner by 2.5% in the 3rd quarter. Vanguard Group Inc. now owns 27,578,374 shares of the auto parts company's stock worth $1,212,345,000 after acquiring an additional 667,788 shares during the period. Dimensional Fund Advisors LP grew its position in BorgWarner by 1.5% in the 4th quarter. Dimensional Fund Advisors LP now owns 11,961,482 shares of the auto parts company's stock worth $538,996,000 after purchasing an additional 178,853 shares during the last quarter. AQR Capital Management LLC grew its position in BorgWarner by 22.7% in the 4th quarter. AQR Capital Management LLC now owns 9,222,352 shares of the auto parts company's stock worth $415,559,000 after purchasing an additional 1,703,576 shares during the last quarter. State Street Corp increased its stake in shares of BorgWarner by 5.3% in the second quarter. State Street Corp now owns 7,633,760 shares of the auto parts company's stock valued at $255,578,000 after purchasing an additional 380,942 shares during the period. Finally, LSV Asset Management increased its stake in shares of BorgWarner by 6.7% in the fourth quarter. LSV Asset Management now owns 6,446,541 shares of the auto parts company's stock valued at $290,481,000 after purchasing an additional 402,887 shares during the period. Institutional investors and hedge funds own 95.67% of the company's stock.
BorgWarner Company Profile
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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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