Natixis Advisors LLC Boosts Stock Position in BorgWarner Inc. $BWA

Natixis Advisors LLC boosted its position in BorgWarner Inc. (NYSE:BWA) by 9.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 824,045 shares of the auto parts company’s stock after purchasing an additional 67,990 shares during the quarter. Natixis Advisors LLC owned about 0.39% of BorgWarner worth $36,225,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in BWA. Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its holdings in shares of BorgWarner by 7.8% during the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 56,411 shares of the auto parts company’s stock worth $1,889,000 after purchasing an additional 4,078 shares during the last quarter. CWM LLC increased its stake in BorgWarner by 218.3% in the third quarter. CWM LLC now owns 235,861 shares of the auto parts company’s stock valued at $10,368,000 after purchasing an additional 161,755 shares during the last quarter. Jackson Creek Investment Advisors LLC acquired a new position in BorgWarner in the third quarter valued at $1,876,000. Columbia Bank purchased a new position in BorgWarner during the second quarter worth about $239,000. Finally, Ritholtz Wealth Management acquired a new stake in BorgWarner in the 3rd quarter worth about $1,016,000. 95.67% of the stock is currently owned by hedge funds and other institutional investors.

BorgWarner Stock Performance

Shares of NYSE:BWA opened at $52.71 on Wednesday. The business has a 50-day moving average of $52.35 and a two-hundred day moving average of $46.77. The firm has a market capitalization of $10.91 billion, a PE ratio of 42.17, a P/E/G ratio of 1.08 and a beta of 1.04. 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 Inc. has a 12 month low of $24.40 and a 12 month high of $70.08.

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

BorgWarner Dividend Announcement

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

Insiders Place Their Bets

In other news, VP Isabelle Mckenzie sold 2,458 shares of the stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $61.54, for a total value of $151,265.32. Following the completion of the sale, the vice president owned 66,351 shares of the company’s stock, valued at $4,083,240.54. This represents a 3.57% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Tonit M. Calaway sold 14,021 shares of the firm’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $51.46, for a total transaction of $721,520.66. Following the completion of the transaction, the executive vice president directly owned 204,913 shares in the company, valued at approximately $10,544,822.98. This represents a 6.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 63,571 shares of company stock worth $3,877,662 over the last ninety days. 0.63% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several analysts have commented on BWA shares. Piper Sandler restated a “neutral” rating and issued a $51.00 price target (down from $52.00) on shares of BorgWarner in a report on Thursday, January 8th. Bank of America started coverage on shares of BorgWarner in a research report on Wednesday, March 4th. They issued a “neutral” rating on the stock. The Goldman Sachs Group boosted their target price on shares of BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Morgan Stanley set a $60.00 price target on shares of BorgWarner in a research report on Thursday, February 12th. Finally, Robert W. Baird set a $76.00 price target on shares of BorgWarner in a research note on Thursday, February 12th. Eight investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target 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.