Hsbc Holdings PLC Takes Position in BorgWarner Inc. $BWA

Posted by George Bondi on Aug 28th, 2026

BorgWarner logo Hsbc Holdings PLC bought a new stake in shares of BorgWarner Inc. (NYSE:BWA – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The firm bought 540,280 shares of the auto parts company’s stock, valued at approximately $35,785,000. Hsbc Holdings PLC owned 0.27% of BorgWarner as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of BWA. Inspire Investing LLC grew its position in BorgWarner by 2.8% in the fourth quarter. Inspire Investing LLC now owns 7,223 shares of the auto parts company’s stock valued at $325,000 after acquiring an additional 195 shares in the last quarter. Lazard Asset Management LLC lifted its position in shares of BorgWarner by 1.0% during the fourth quarter. Lazard Asset Management LLC now owns 21,719 shares of the auto parts company’s stock worth $979,000 after purchasing an additional 206 shares in the last quarter. Arjuna Capital boosted its stake in shares of BorgWarner by 0.6% in the fourth quarter. Arjuna Capital now owns 34,932 shares of the auto parts company’s stock valued at $1,574,000 after purchasing an additional 215 shares during the period. Fifth Third Wealth Advisors LLC boosted its stake in shares of BorgWarner by 3.2% in the first quarter. Fifth Third Wealth Advisors LLC now owns 7,064 shares of the auto parts company’s stock valued at $383,000 after purchasing an additional 216 shares during the period. Finally, Ariadne Wealth Management LP grew its holdings in BorgWarner by 3.8% during the 1st quarter. Ariadne Wealth Management LP now owns 5,958 shares of the auto parts company’s stock valued at $323,000 after purchasing an additional 218 shares in the last quarter. 95.67% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on BWA. The Goldman Sachs Group reaffirmed a “buy” rating and set a $84.00 price target on shares of BorgWarner in a research note on Thursday, June 11th. Barclays upped their price objective on shares of BorgWarner from $83.00 to $85.00 and gave the company an “overweight” rating in a research report on Monday, August 10th. Wells Fargo & Company lifted their target price on BorgWarner from $68.00 to $83.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 2nd. Wall Street Zen upgraded BorgWarner from a “hold” rating to a “buy” rating in a research note on Saturday, June 27th. Finally, Deutsche Bank Aktiengesellschaft set a $80.00 price target on BorgWarner in a report on Thursday, August 6th. Nine equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $75.93.

Read Our Latest Stock Report on BorgWarner

Insider Activity at BorgWarner

In other news, CAO Amy B. Kulikowski sold 2,900 shares of the business’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 value of $198,940.00. Following the completion of the sale, the chief accounting officer directly owned 9,725 shares in the company, valued at approximately $667,135. The trade was a 22.97% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Rajesh Kalathur purchased 7,407 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The shares were purchased at an average cost of $67.59 per share, for a total transaction of $500,639.13. Following the completion of the transaction, the director owned 7,407 shares in the company, valued at approximately $500,639.13. This represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.76% of the company’s stock.

Key BorgWarner News

Here are the key news stories impacting BorgWarner this week:

Positive Sentiment: Zacks raised several forward earnings forecasts. Estimates increased for FY2026 EPS to $5.19 from $5.15, FY2027 EPS to $5.82 from $5.68, and FY2028 EPS to $6.35 from $6.00. Quarterly increases included Q1 2027, Q2 2027, Q3 2027, Q4 2027, Q1 2028 and Q2 2028, signaling improved expectations for BorgWarner’s longer-term growth and profitability. Zacks Research earnings estimate updates
Positive Sentiment: Long-term growth positioning may support investor interest. A Zacks analysis identified BorgWarner as a potentially attractive long-term growth stock based on its Style Scores, which are designed to highlight companies matching specific investment approaches. Why BorgWarner is a Top Growth Stock for the Long-Term
Neutral Sentiment: The revisions were mixed for late 2026. Zacks lowered its Q3 2026 EPS forecast to $1.22 from $1.27 and its Q4 2026 forecast to $1.31 from $1.39. However, the full-year 2026 estimate was raised to $5.19, matching consensus, suggesting the near-term cuts were offset by stronger expectations elsewhere.
Positive Sentiment: Recent operating performance provides support for the outlook. BorgWarner’s latest reported quarter exceeded expectations, with EPS of $1.42 versus the $1.28 consensus forecast and revenue of $3.65 billion versus the $3.58 billion estimate. Revenue also edged higher year over year, while full-year 2026 guidance remains $5.05–$5.30 in EPS.

BorgWarner Trading Up 0.2%

BWA opened at $64.82 on Friday. BorgWarner Inc. has a 12-month low of $40.50 and a 12-month high of $78.82. The company has a debt-to-equity ratio of 0.67, a current ratio of 2.13 and a quick ratio of 1.76. The stock has a market capitalization of $13.20 billion, a PE ratio of 32.41, a P/E/G ratio of 1.16 and a beta of 1.10. The firm’s fifty day moving average price is $65.75 and its 200 day moving average price is $62.06.

BorgWarner (NYSE:BWA – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The auto parts company reported $1.42 earnings per share for the quarter, topping the consensus estimate of $1.28 by $0.14. The company had revenue of $3.65 billion during the quarter, compared to analyst estimates of $3.58 billion. BorgWarner had a net margin of 2.89% and a return on equity of 19.10%. The firm’s revenue for the quarter was up .3% compared to the same quarter last year. During the same period last year, the business earned $1.21 EPS. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. As a group, research analysts expect that BorgWarner Inc. will post 5.2 EPS for the current fiscal year.

BorgWarner Announces Dividend

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

BorgWarner announced that its Board of Directors has authorized a share buyback program on Wednesday, August 5th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the auto parts company to repurchase up to 7.7% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its shares are undervalued.

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.