Man Group plc acquired a new stake in BorgWarner Inc. (NYSE:BWA – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 168,166 shares of the auto parts company’s stock, valued at approximately $11,166,000. Man Group plc owned 0.08% of BorgWarner at the end of the most recent reporting period.
Several other hedge funds have also added to or reduced their stakes in the business. Clearstead Trust LLC bought a new position in shares of BorgWarner during the second quarter worth about $28,000. Ceredex Value Advisors LLC bought a new stake in BorgWarner in the second quarter valued at approximately $40,000. Fiduciary Financial Advisors bought a new stake in BorgWarner in the second quarter valued at approximately $49,000. Prosperity Bancshares Inc acquired a new stake in BorgWarner during the 4th quarter valued at approximately $37,000. Finally, Jones Financial Companies Lllp bought a new position in BorgWarner during the 2nd quarter worth approximately $57,000. 95.67% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling at BorgWarner
In other BorgWarner news, CAO Amy B. Kulikowski sold 2,900 shares of BorgWarner stock in a transaction on Tuesday, August 18th. The shares were 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. The trade was a 22.97% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Rajesh Kalathur bought 7,407 shares of the stock in a transaction dated Wednesday, August 19th. The stock was purchased at an average price of $67.59 per share, with a total value of $500,639.13. Following the acquisition, the director owned 7,407 shares of the company’s stock, valued at $500,639.13. The trade was a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.76% of the company’s stock.
Key Stories Impacting BorgWarner
- Positive Sentiment: Improved long-term earnings outlook: Zacks lifted its FY2026 EPS forecast to $5.19 from $5.15, FY2027 to $5.82 from $5.68, and FY2028 to $6.35 from $6.00. Estimates for multiple 2027 and 2028 quarters were also increased, signaling improving expectations for BorgWarner’s longer-term growth and profitability. MarketBeat analyst estimate revisions
- Positive Sentiment: Growth-stock positioning: A Zacks article identified BWA as a potentially attractive long-term growth stock based on the firm’s Style Scores, which could support investor interest in the auto-parts supplier. Why BorgWarner is a Top Growth Stock for the Long-Term
- Neutral Sentiment: Recent operating performance provides support: BorgWarner’s latest reported quarter exceeded analyst expectations, with EPS of $1.42 versus a $1.28 consensus and revenue of $3.65 billion versus $3.58 billion. However, year-over-year revenue growth was limited, and the company’s net margin remained relatively low at 2.89%.
- Negative Sentiment: Near-term earnings reductions: Zacks cut its Q3 2026 EPS forecast to $1.22 from $1.27 and its Q4 2026 forecast to $1.31 from $1.39. The downward revisions suggest some near-term pressure despite the improved full-year and longer-term outlook, creating a mixed earnings signal for investors. BorgWarner earnings estimate revisions
BorgWarner Stock Down 0.8%
BorgWarner stock opened at $64.25 on Friday. BorgWarner Inc. has a 1-year low of $40.50 and a 1-year high of $78.82. The firm has a market capitalization of $13.09 billion, a price-to-earnings ratio of 32.12, a price-to-earnings-growth ratio of 1.16 and a beta of 1.10. The firm’s fifty day moving average price is $65.59 and its two-hundred day moving average price is $62.07. The company has a current ratio of 2.13, a quick ratio of 1.76 and a debt-to-equity ratio of 0.67.
BorgWarner (NYSE:BWA – Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The auto parts company reported $1.42 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.28 by $0.14. The firm had revenue of $3.65 billion during the quarter, compared to analysts’ expectations of $3.58 billion. BorgWarner had a net margin of 2.89% and a return on equity of 19.10%. The business’s revenue was up .3% on a year-over-year basis. During the same period last year, the company earned $1.21 earnings per share. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. On average, equities research analysts predict that BorgWarner Inc. will post 5.2 earnings per share for the current fiscal year.
BorgWarner declared that its board has approved a stock buyback program on Wednesday, August 5th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the auto parts company to reacquire up to 7.7% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s leadership believes its shares are undervalued.
BorgWarner Dividend Announcement
The business 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 dividend of $0.17 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $0.68 annualized dividend and a dividend yield of 1.1%. BorgWarner’s payout ratio is presently 34.00%.
Analysts Set New Price Targets
A number of equities research analysts have recently commented on the stock. JPMorgan Chase & Co. upped their price objective on shares of BorgWarner from $75.00 to $85.00 and gave the company an “overweight” rating in a research note on Monday, August 10th. The Goldman Sachs Group restated a “buy” rating and issued a $84.00 target price on shares of BorgWarner in a report on Thursday, June 11th. TD Cowen upped their price target on shares of BorgWarner from $67.00 to $68.00 and gave the company a “hold” rating in a research report on Thursday, August 6th. Deutsche Bank Aktiengesellschaft set a $80.00 price objective on BorgWarner in a research report on Thursday, August 6th. Finally, Sanford C. Bernstein raised BorgWarner to a “buy” rating in a research note on Wednesday, June 10th. Nine analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $75.93.
Get Our Latest Analysis on BWA
About BorgWarner
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.
Featured Stories
- Five stocks we like better than BorgWarner
- 3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole
- IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings
- Boeing’s $131B F-15 Win: Mach 1 Momentum or Just Altitude?
- Okta Stock Surges 29%—Is $200 the Next Stop?
Want to see what other hedge funds are holding BWA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for BorgWarner Inc. (NYSE:BWA – Free Report).
Receive News & Ratings for BorgWarner Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for BorgWarner and related companies with MarketBeat.com's FREE daily email newsletter.
