Castleark Management LLC Makes New Investment in BorgWarner Inc. $BWA

Posted by Brian Himes on Aug 26th, 2026

BorgWarner logo Castleark Management LLC bought a new position in shares of BorgWarner Inc. (NYSE:BWA – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 158,726 shares of the auto parts company’s stock, valued at approximately $10,539,000.

A number of other institutional investors also recently modified their holdings of BWA. Clearstead Trust LLC bought a new position in BorgWarner during the second quarter worth about $28,000. Prosperity Bancshares Inc bought a new stake in BorgWarner in the 4th quarter valued at about $37,000. Ceredex Value Advisors LLC acquired a new position in shares of BorgWarner during the 2nd quarter worth approximately $40,000. Torren Management LLC bought a new position in shares of BorgWarner during the fourth quarter worth approximately $48,000. Finally, Fiduciary Financial Advisors acquired a new stake in shares of BorgWarner in the second quarter valued at approximately $49,000. Institutional investors own 95.67% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on BWA shares. Morgan Stanley boosted their price target on BorgWarner from $67.00 to $71.00 and gave the company an “equal weight” rating in a research note on Thursday, August 6th. UBS Group raised BorgWarner from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $61.00 to $95.00 in a report on Wednesday, June 10th. JPMorgan Chase & Co. upped their target price on BorgWarner from $75.00 to $85.00 and gave the company an “overweight” rating in a research report on Monday, August 10th. Deutsche Bank Aktiengesellschaft set a $80.00 price target on BorgWarner in a research report on Thursday, August 6th. Finally, Barclays upped their price objective on shares of BorgWarner from $83.00 to $85.00 and gave the stock an “overweight” rating in a research report on Monday, August 10th. Nine equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $75.93.

Get Our Latest Analysis on BorgWarner

BorgWarner Stock Up 1.1%

Shares of NYSE:BWA opened at $65.07 on Wednesday. The firm has a market cap of $13.25 billion, a P/E ratio of 32.54, a P/E/G ratio of 1.16 and a beta of 1.10. The business has a fifty day simple moving average of $66.01 and a 200 day simple moving average of $61.87. The company has a quick ratio of 1.76, a current ratio of 2.13 and a debt-to-equity ratio of 0.67. BorgWarner Inc. has a 12-month low of $40.50 and a 12-month high of $78.82.

BorgWarner (NYSE:BWA – Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The auto parts company reported $1.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.28 by $0.14. The firm had revenue of $3.65 billion for the quarter, compared to the consensus estimate of $3.58 billion. BorgWarner had a net margin of 2.89% and a return on equity of 19.10%. The company’s revenue for the quarter was up .3% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.21 EPS. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. Analysts predict that BorgWarner Inc. will post 5.19 earnings per share for the current year.

BorgWarner Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be given a $0.17 dividend. This represents a $0.68 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Tuesday, September 1st. BorgWarner’s payout ratio is presently 34.00%.

BorgWarner declared that its board has initiated a share repurchase plan on Wednesday, August 5th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the auto parts company to buy up to 7.7% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s board believes its shares are undervalued.

Insider Buying and Selling

In other news, CAO Amy B. Kulikowski sold 2,900 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $68.60, for a total transaction of $198,940.00. Following the transaction, the chief accounting officer directly owned 9,725 shares of the company’s stock, valued at $667,135. This represents a 22.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Rajesh Kalathur purchased 7,407 shares of BorgWarner stock in a transaction that occurred on Wednesday, August 19th. The stock was acquired at an average cost of $67.59 per share, with a total value of $500,639.13. Following the transaction, the director owned 7,407 shares in the company, valued at $500,639.13. This trade represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. 0.76% of the stock is currently owned by corporate insiders.

About BorgWarner

(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.