Penn Capital Management Company LLC Invests $1.51 Million in BorgWarner Inc. $BWA

Posted by Francis Steltz on Aug 30th, 2026

BorgWarner logo Penn Capital Management Company LLC purchased a new position in shares of BorgWarner Inc. (NYSE:BWA – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 22,550 shares of the auto parts company’s stock, valued at approximately $1,514,000.

Several other large investors have also bought and sold shares of BWA. BlackRock Inc. acquired a new stake in BorgWarner during the 2nd quarter worth $1,678,187,000. Dimensional Fund Advisors LP lifted its stake in shares of BorgWarner by 1.5% in the 4th quarter. Dimensional Fund Advisors LP now owns 11,961,482 shares of the auto parts company’s stock valued at $538,996,000 after purchasing an additional 178,853 shares during the period. AQR Capital Management LLC lifted its stake in shares of BorgWarner by 22.7% in the 4th quarter. AQR Capital Management LLC now owns 9,222,352 shares of the auto parts company’s stock valued at $415,559,000 after purchasing an additional 1,703,576 shares during the period. State Street Corp boosted its position in shares of BorgWarner by 5.3% in the 2nd quarter. State Street Corp now owns 7,633,760 shares of the auto parts company’s stock worth $255,578,000 after purchasing an additional 380,942 shares during the last quarter. Finally, LSV Asset Management boosted its position in shares of BorgWarner by 6.7% in the 4th quarter. LSV Asset Management now owns 6,446,541 shares of the auto parts company’s stock worth $290,481,000 after purchasing an additional 402,887 shares during the last quarter. 95.67% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms recently commented on BWA. Wells Fargo & Company upped their price objective on BorgWarner from $68.00 to $83.00 and gave the company an “overweight” rating in a report on Tuesday, June 2nd. Deutsche Bank Aktiengesellschaft set a $80.00 target price on BorgWarner in a report on Thursday, August 6th. Morgan Stanley upped 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. Wolfe Research reiterated an “outperform” rating and issued a $95.00 price target on shares of BorgWarner in a research report on Wednesday, June 3rd. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $84.00 price target on shares of BorgWarner in a research report on Thursday, June 11th. Nine investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $75.93.

Read Our Latest Analysis on BWA

Insider Activity at BorgWarner

In related 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 transaction, 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 document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Rajesh Kalathur bought 7,407 shares of the stock in a transaction that occurred on Wednesday, August 19th. The shares were acquired at an average cost 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 $500,639.13. This represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. 0.76% of the stock is currently owned by insiders.

BorgWarner News Summary

Here are the key news stories impacting BorgWarner this week:

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 Price Performance

BWA opened at $64.25 on Friday. The stock has a market cap of $13.09 billion, a P/E ratio of 32.12, a P/E/G ratio of 1.15 and a beta of 1.10. BorgWarner Inc. has a 12 month low of $40.50 and a 12 month high of $78.82. The company has a quick ratio of 1.76, a current ratio of 2.13 and a debt-to-equity ratio of 0.67. The company has a fifty day simple moving average of $65.59 and a 200 day simple moving average of $62.07.

BorgWarner (NYSE:BWA – Get Free Report) last posted its earnings results 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. BorgWarner had a return on equity of 19.10% and a net margin of 2.89%.The firm had revenue of $3.65 billion for the quarter, compared to analyst estimates of $3.58 billion. During the same period in the previous year, the company posted $1.21 earnings per share. The company’s revenue for the quarter was up .3% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. On average, research analysts expect that BorgWarner Inc. will post 5.2 EPS for the current year.

BorgWarner Announces Dividend

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

BorgWarner announced that its board has approved a stock repurchase plan on Wednesday, August 5th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the auto parts company to purchase up to 7.7% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s management believes its stock is 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.