Inceptionr LLC Buys New Holdings in BorgWarner Inc. $BWA

Inceptionr LLC bought a new position in BorgWarner Inc. (NYSE:BWA) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 30,957 shares of the auto parts company’s stock, valued at approximately $1,361,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its position in shares of BorgWarner by 7.8% during the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 56,411 shares of the auto parts company’s stock valued at $1,889,000 after acquiring an additional 4,078 shares in the last quarter. CWM LLC raised its position in BorgWarner by 218.3% in the third quarter. CWM LLC now owns 235,861 shares of the auto parts company’s stock worth $10,368,000 after purchasing an additional 161,755 shares in the last quarter. Jackson Creek Investment Advisors LLC acquired a new position in BorgWarner in the third quarter worth about $1,876,000. Columbia Bank bought a new position in BorgWarner during the second quarter worth about $239,000. Finally, Ritholtz Wealth Management bought a new position in BorgWarner during the third quarter worth about $1,016,000. Institutional investors own 95.67% of the company’s stock.

BorgWarner Stock Down 1.9%

Shares of BWA opened at $51.72 on Monday. The company has a market capitalization of $10.71 billion, a P/E ratio of 41.38, a PEG ratio of 1.05 and a beta of 1.04. BorgWarner Inc. has a one year low of $24.40 and a one year high of $70.08. The business’s 50 day simple moving average is $52.06 and its 200-day simple moving average is $46.62. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.07 and a quick ratio of 1.70.

BorgWarner (NYSE:BWA) last released its quarterly earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share for the quarter, beating analysts’ consensus estimates of $1.16 by $0.19. The firm had revenue of $3.57 billion during the quarter, compared to analysts’ expectations of $3.49 billion. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The business’s revenue was up 3.9% on a year-over-year basis. During the same period last year, the firm posted $1.01 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, sell-side analysts predict that BorgWarner Inc. will post 4.28 EPS for the current fiscal year.

BorgWarner Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be given a dividend of $0.17 per share. The ex-dividend date is Monday, March 2nd. This represents a $0.68 annualized dividend and a yield of 1.3%. BorgWarner’s dividend payout ratio is 54.40%.

Key Stories Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Zacks Research raised multiple quarterly and full‑year earnings estimates — including lifting FY2026 to $5.03 (from $4.66) and issuing FY2028 at $5.93 — signaling a stronger earnings trajectory than previously modeled. This is a fundamental catalyst that can support higher valuation. Zacks/MarketBeat Estimates Lift
• Positive Sentiment: UBS upgraded BWA from “sell” to “neutral” and set a $55 price target (~6.6% above the current price), reflecting improving analyst sentiment and reducing downside risk from prior negative coverage. Benzinga: UBS Upgrade
• Neutral Sentiment: Zacks published a feature arguing BorgWarner is a “strong growth stock” highlighting style/score metrics that could attract growth-minded investors, but this is narrative support rather than a fresh financial catalyst. Here’s Why BorgWarner is a Strong Growth Stock
• Neutral Sentiment: Another Zacks piece asks if investors are undervaluing BWA, which can influence sentiment and flows but doesn’t change fundamentals by itself. Are Investors Undervaluing BorgWarner?
• Neutral Sentiment: A Zacks summary of Wall Street price targets highlights a consensus implying ~27.7% upside, which may attract momentum buyers but is a forward-looking estimate with typical uncertainty. Wall Street Analysts Think BWA Could Surge

Insider Buying and Selling

In other BorgWarner news, VP Isabelle Mckenzie sold 3,500 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $63.26, for a total transaction of $221,410.00. Following the sale, the vice president owned 68,809 shares of the company’s stock, valued at $4,352,857.34. This represents a 4.84% 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, EVP Tonit M. Calaway sold 16,000 shares of the firm’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $65.08, for a total transaction of $1,041,280.00. Following the completion of the sale, the executive vice president owned 240,251 shares of the company’s stock, valued at $15,635,535.08. The trade was a 6.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 49,550 shares of company stock worth $3,156,141 in the last 90 days. Corporate insiders own 0.63% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on BWA. Bank of America initiated coverage on BorgWarner in a research note on Wednesday, March 4th. They issued a “neutral” rating on the stock. Evercore reaffirmed an “outperform” rating and issued a $75.00 price target on shares of BorgWarner in a research note on Tuesday, February 17th. Wells Fargo & Company upped their price target on BorgWarner from $52.00 to $75.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. JPMorgan Chase & Co. increased their price objective on BorgWarner from $56.00 to $76.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Finally, Morgan Stanley set a $60.00 price objective on BorgWarner in a report on Thursday, February 12th. Eight equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $61.31.

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.