Qsemble Capital Management LP Acquires 71,673 Shares of BorgWarner Inc. $BWA

Posted by Stanley Muller on May 16th, 2026

BorgWarner logo Qsemble Capital Management LP raised its holdings in BorgWarner Inc. (NYSE:BWA – Free Report) by 371.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 90,970 shares of the auto parts company’s stock after purchasing an additional 71,673 shares during the quarter. Qsemble Capital Management LP’s holdings in BorgWarner were worth $4,099,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Root Financial Partners LLC bought a new position in BorgWarner in the 3rd quarter valued at $27,000. Sound Income Strategies LLC raised its position in BorgWarner by 9,888.9% in the 4th quarter. Sound Income Strategies LLC now owns 899 shares of the auto parts company’s stock valued at $42,000 after purchasing an additional 890 shares during the last quarter. Torren Management LLC bought a new position in BorgWarner in the 4th quarter valued at $48,000. Olistico Wealth LLC bought a new position in BorgWarner in the 4th quarter valued at $50,000. Finally, Quent Capital LLC bought a new position in BorgWarner in the 3rd quarter valued at $55,000. Institutional investors own 95.67% of the company’s stock.

Insider Activity

In other BorgWarner news, EVP Tania Wingfield sold 5,000 shares of the firm’s stock in a transaction dated 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 owned 35,365 shares in the company, valued at approximately $2,236,482.60. This trade represents a 12.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Stefan Demmerle sold 20,000 shares of the firm’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $59.26, for a total value of $1,185,200.00. Following the transaction, the vice president owned 213,746 shares in the company, valued at approximately $12,666,587.96. This trade represents a 8.56% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 108,216 shares of company stock valued at $6,552,706. Insiders own 0.76% of the company’s stock.

BorgWarner Trading Down 6.5%

BWA stock opened at $63.07 on Friday. The company has a market cap of $12.94 billion, a P/E ratio of 37.32, a PEG ratio of 1.30 and a beta of 1.00. BorgWarner Inc. has a twelve month low of $31.83 and a twelve month high of $70.31. The company has a quick ratio of 1.75, a current ratio of 2.13 and a debt-to-equity ratio of 0.69. The business has a fifty day moving average of $55.35 and a 200-day moving average of $50.67.

BorgWarner (NYSE:BWA – Get Free Report) last issued its earnings results on Wednesday, May 6th. The auto parts company reported $1.24 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.16 by $0.08. BorgWarner had a return on equity of 18.36% and a net margin of 2.53%.The firm had revenue of $3.53 billion for the quarter, compared to analysts’ expectations of $3.50 billion. During the same quarter last year, the business earned $1.11 earnings per share. The company’s revenue was up .5% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, equities research analysts expect that BorgWarner Inc. will post 5.15 EPS for the current year.

BorgWarner Dividend Announcement

The business 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. The ex-dividend date is Monday, June 1st. This represents a $0.68 dividend on an annualized basis and a yield of 1.1%. BorgWarner’s dividend payout ratio (DPR) is 40.24%.

Analyst Ratings Changes

Several brokerages have issued reports on BWA. Evercore reiterated an “outperform” rating and issued a $75.00 price objective on shares of BorgWarner in a research report on Tuesday, February 17th. JPMorgan Chase & Co. boosted their target price on BorgWarner from $73.00 to $75.00 and gave the stock an “overweight” rating in a research report on Thursday. Wolfe Research upgraded BorgWarner from a “peer perform” rating to an “outperform” rating and set a $68.00 target price for the company in a research report on Wednesday, March 25th. Barclays boosted their target price on BorgWarner from $70.00 to $75.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. Finally, UBS Group boosted their target price on BorgWarner from $56.00 to $61.00 and gave the stock a “neutral” rating in a research report on Thursday, May 7th. Seven analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $67.64.

View Our Latest Report on BWA

Key Stories Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

Positive Sentiment: JPMorgan raised its price target on BorgWarner to $75 and kept an overweight rating, signaling continued upside potential. Article Title
Positive Sentiment: TD Cowen also increased its target on BWA, reinforcing the bullish analyst tone around the stock’s recent rebound and EV-related growth story. Article Title
Positive Sentiment: BorgWarner’s latest earnings beat expectations on both EPS and revenue, and the company reaffirmed its full-year outlook, which supports the longer-term investment case.
Neutral Sentiment: Recent coverage highlighted BorgWarner’s role in the EV supply chain and its rally’s link to broader index performance, which is more sentiment/context than a new catalyst. Article Title
Negative Sentiment: New insider-sale disclosures from the CEO and multiple vice presidents are weighing on sentiment, especially after several recent transactions. Article Title
Negative Sentiment: The broader equity selloff is hitting cyclical stocks harder than the market overall, which is pressuring BorgWarner even without fresh company-specific bad news.

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.