BorgWarner Inc. $BWA Shares Purchased by VIRGINIA RETIREMENT SYSTEMS ET Al

Posted by Francis Steltz on May 15th, 2026

BorgWarner logo VIRGINIA RETIREMENT SYSTEMS ET Al boosted its holdings in BorgWarner Inc. (NYSE:BWA – Free Report) by 178.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 82,800 shares of the auto parts company’s stock after buying an additional 53,100 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in BorgWarner were worth $3,731,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Versor Investments LP acquired a new stake in BorgWarner in the 4th quarter worth about $460,000. Long Road Investment Counsel LLC boosted its stake in BorgWarner by 1.1% in the 4th quarter. Long Road Investment Counsel LLC now owns 47,030 shares of the auto parts company’s stock worth $2,119,000 after buying an additional 500 shares during the last quarter. Swiss Life Asset Management Ltd boosted its stake in BorgWarner by 60.8% in the 4th quarter. Swiss Life Asset Management Ltd now owns 15,956 shares of the auto parts company’s stock worth $719,000 after buying an additional 6,034 shares during the last quarter. Securian Asset Management Inc. acquired a new stake in BorgWarner in the 4th quarter worth about $702,000. Finally, Dynamic Wealth Strategies LLC boosted its stake in BorgWarner by 19.2% in the 4th quarter. Dynamic Wealth Strategies LLC now owns 5,251 shares of the auto parts company’s stock worth $237,000 after buying an additional 846 shares during the last quarter. 95.67% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

Positive Sentiment: JPMorgan raised its price target on BorgWarner to $75 from $73 and reiterated an overweight view, signaling further upside potential for the auto parts maker. Benzinga article
Positive Sentiment: The company’s latest earnings beat expectations, with Q1 EPS of $1.24 topping estimates and revenue also coming in slightly above forecast, which supports the recent rally in the shares.
Positive Sentiment: BorgWarner also reaffirmed FY 2026 EPS guidance of $5.00 to $5.20 and declared a quarterly dividend, both of which may reassure investors about earnings power and shareholder returns.
Neutral Sentiment: Several other analysts remain constructive, with the consensus rating around Moderate Buy and an average price target near current trading levels, suggesting Wall Street remains broadly supportive but not uniformly bullish.
Negative Sentiment: Recent insider selling may create some caution: CEO Joseph F. Fadool, VP Stefan Demmerle, and VP Isabelle Mckenzie all reported share sales over the past few days, which can sometimes temper investor enthusiasm.
Negative Sentiment: TD Cowen maintained only a Hold rating, highlighting that not all analysts see meaningful near-term upside despite the positive target revisions elsewhere. The Globe and Mail article

Analyst Upgrades and Downgrades

A number of analysts have issued reports on BWA shares. The Goldman Sachs Group raised their price target on BorgWarner from $54.00 to $78.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. New Street Research set a $66.00 price objective on BorgWarner in a research note on Thursday, February 12th. UBS Group lifted their price objective on BorgWarner from $56.00 to $61.00 and gave the company a “neutral” rating in a research note on Thursday, May 7th. Deutsche Bank Aktiengesellschaft set a $81.00 price objective on BorgWarner in a research note on Tuesday, April 21st. Finally, Evercore reaffirmed an “outperform” rating and issued a $75.00 price objective on shares of BorgWarner in a research note on Tuesday, February 17th. Seven investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, 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

BorgWarner Stock Performance

NYSE BWA opened at $67.26 on Friday. The firm has a market capitalization of $13.80 billion, a P/E ratio of 39.80, a P/E/G 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 current ratio of 2.13 and a quick ratio of 1.75. The business’s 50-day simple moving average is $55.14 and its 200-day simple moving average is $50.59.

BorgWarner (NYSE:BWA – Get Free Report) last released its quarterly earnings data on Wednesday, May 6th. The auto parts company reported $1.24 earnings per share for the quarter, beating the consensus estimate of $1.16 by $0.08. The business had revenue of $3.53 billion for the quarter, compared to analyst estimates of $3.50 billion. BorgWarner had a return on equity of 18.36% and a net margin of 2.53%.The company’s revenue was up .5% compared to the same quarter last year. During the same period in the previous year, the company posted $1.11 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Equities analysts predict that BorgWarner Inc. will post 5.15 EPS for the current year.

BorgWarner Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 1st will be given a dividend of $0.17 per share. The ex-dividend date of this dividend is Monday, June 1st. This represents a $0.68 annualized dividend and a yield of 1.0%. BorgWarner’s payout ratio is 40.24%.

Insider Activity

In related news, EVP Tania Wingfield sold 5,000 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $63.24, for a total transaction of $316,200.00. Following the transaction, the executive vice president directly owned 35,365 shares of the company’s stock, valued at approximately $2,236,482.60. The trade was a 12.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, EVP Tonit M. Calaway sold 14,021 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $51.46, for a total value of $721,520.66. Following the transaction, the executive vice president directly owned 204,913 shares in the company, valued at $10,544,822.98. This trade represents a 6.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 108,216 shares of company stock worth $6,552,706 in the last ninety days. 0.76% of the stock is currently owned by company insiders.

BorgWarner Company Profile

(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.