Redwood Investment Management LLC Purchases New Holdings in BorgWarner Inc. $BWA

Posted by Brenda Bartman on Aug 27th, 2026

BorgWarner logo Redwood Investment Management LLC acquired a new position in shares of BorgWarner Inc. (NYSE:BWA – Free Report) during the 2nd quarter, Holdings Channel.com reports. The fund acquired 17,643 shares of the auto parts company’s stock, valued at approximately $1,171,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Clearstead Trust LLC bought a new position in shares of BorgWarner during the second quarter valued at approximately $28,000. Prosperity Bancshares Inc bought a new stake in shares of BorgWarner in the 4th quarter worth approximately $37,000. Ceredex Value Advisors LLC bought a new stake in shares of BorgWarner in the 2nd quarter worth approximately $40,000. Torren Management LLC purchased a new stake in shares of BorgWarner in the 4th quarter worth approximately $48,000. Finally, Fiduciary Financial Advisors bought a new position in BorgWarner during the 2nd quarter valued at approximately $49,000. Hedge funds and other institutional investors own 95.67% of the company’s stock.

Analyst Upgrades and Downgrades

BWA has been the subject of a number of recent research reports. Wolfe Research reiterated an “outperform” rating and set a $95.00 price objective on shares of BorgWarner in a research note on Wednesday, June 3rd. The Goldman Sachs Group restated a “buy” rating and set a $84.00 price target on shares of BorgWarner in a report on Thursday, June 11th. Barclays upped their price target on shares of BorgWarner from $83.00 to $85.00 and gave the stock an “overweight” rating in a research note on Monday, August 10th. Sanford C. Bernstein upgraded shares of BorgWarner to a “buy” rating in a research note on Wednesday, June 10th. Finally, Wall Street Zen raised shares of BorgWarner from a “hold” rating to a “buy” rating in a report on Saturday, June 27th. Nine analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, BorgWarner has a consensus rating of “Moderate Buy” and a consensus price target of $75.93.

Read Our Latest Report on BWA

BorgWarner Stock Down 0.7%

BorgWarner stock opened at $64.66 on Thursday. BorgWarner Inc. has a 12 month low of $40.50 and a 12 month high of $78.82. The stock has a fifty day simple moving average of $65.89 and a two-hundred day simple moving average of $61.97. The company has a current ratio of 2.13, a quick ratio of 1.76 and a debt-to-equity ratio of 0.67. The firm has a market cap of $13.17 billion, a price-to-earnings ratio of 32.33, a PEG ratio of 1.17 and a beta of 1.10.

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

BorgWarner Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be paid a $0.17 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.1%. BorgWarner’s payout ratio is currently 34.00%.

BorgWarner announced that its board has approved a share repurchase plan on Wednesday, August 5th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the auto parts company to reacquire up to 7.7% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s board believes its shares are undervalued.

Insider Buying and Selling

In other BorgWarner news, CAO Amy B. Kulikowski sold 2,900 shares of BorgWarner stock in a transaction that occurred on Tuesday, August 18th. The shares were 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 owned 9,725 shares of the company’s stock, valued at approximately $667,135. The trade was a 22.97% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Rajesh Kalathur bought 7,407 shares of the firm’s stock in a transaction on Wednesday, August 19th. The shares were bought at an average price of $67.59 per share, with a total value of $500,639.13. Following the completion of the purchase, the director owned 7,407 shares in the company, valued at approximately $500,639.13. The trade was a ∞ increase in their position. The SEC filing for this purchase provides additional information. 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 its FY2026 EPS forecast to $5.19 from $5.15, matching the broader consensus estimate. Longer-term expectations also improved, with FY2027 EPS increasing to $5.82 from $5.68 and FY2028 EPS rising to $6.35 from $6.00. BorgWarner analyst estimates
Positive Sentiment: The analyst lifted estimates for several future quarters, including Q1 2027 EPS to $1.35 from $1.34, Q2 2027 EPS to $1.47 from $1.44, Q3 2027 EPS to $1.48 from $1.42, Q4 2027 EPS to $1.51 from $1.48, Q1 2028 EPS to $1.46 from $1.42, and Q2 2028 EPS to $1.61 from $1.50. These changes suggest improved longer-term earnings prospects.
Neutral Sentiment: The revisions do not change the current full-year consensus of $5.19 EPS, while the stock’s valuation remains relatively demanding at roughly 32 times earnings. Investors may therefore look for stronger near-term results or guidance before assigning additional upside.
Negative Sentiment: Zacks reduced its Q3 2026 EPS forecast to $1.22 from $1.27 and its Q4 2026 forecast to $1.31 from $1.39. The cuts indicate softer near-term earnings expectations and likely help explain the pressure on BWA despite the more constructive outlook for 2027 and 2028.

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.