Isabelle Mckenzie Sells 3,500 Shares of BorgWarner (NYSE:BWA) Stock

BorgWarner Inc. (NYSE:BWA) VP Isabelle Mckenzie sold 3,500 shares of the stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $63.35, for a total value of $221,725.00. Following the transaction, the vice president owned 57,828 shares in the company, valued at approximately $3,663,403.80. This trade represents a 5.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this link.

Isabelle Mckenzie also recently made the following trade(s):

• On Wednesday, February 18th, Isabelle Mckenzie sold 2,458 shares of BorgWarner stock. The stock was sold at an average price of $61.54, for a total value of $151,265.32.
• On Friday, February 13th, Isabelle Mckenzie sold 3,500 shares of BorgWarner stock. The stock was sold at an average price of $63.26, for a total value of $221,410.00.

BorgWarner Price Performance

Shares of NYSE BWA opened at $67.26 on Friday. The firm has a market cap of $13.80 billion, a P/E ratio of 39.80, a price-to-earnings-growth ratio of 1.29 and a beta of 1.00. The company has a current ratio of 2.13, a quick ratio of 1.75 and a debt-to-equity ratio of 0.69. BorgWarner Inc. has a 1-year low of $31.83 and a 1-year high of $70.31. The business’s 50 day moving average is $55.14 and its 200-day moving average is $50.59.

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

BorgWarner Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 1st will be given a dividend of $0.17 per share. The ex-dividend date of this dividend is Monday, June 1st. This represents a $0.68 dividend on an annualized basis and a yield of 1.0%. BorgWarner’s dividend payout ratio is currently 40.24%.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on BWA. The Goldman Sachs Group increased their price target on BorgWarner from $54.00 to $78.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Morgan Stanley set a $60.00 price target on BorgWarner in a research report on Thursday, February 12th. JPMorgan Chase & Co. increased their price target on BorgWarner from $73.00 to $75.00 and gave the stock an “overweight” rating in a research report on Thursday. Deutsche Bank Aktiengesellschaft set a $81.00 price target on BorgWarner in a research report on Tuesday, April 21st. Finally, Wolfe Research raised BorgWarner from a “peer perform” rating to an “outperform” rating and set a $68.00 price target on the stock in a research report on Wednesday, March 25th. Seven equities research 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, BorgWarner has a consensus rating of “Moderate Buy” and a consensus target price of $67.64.

Institutional Investors Weigh In On BorgWarner

A number of large investors have recently modified their holdings of BWA. Acadian Asset Management LLC boosted its holdings in shares of BorgWarner by 23.7% in the 1st quarter. Acadian Asset Management LLC now owns 8,979 shares of the auto parts company’s stock valued at $257,000 after purchasing an additional 1,723 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of BorgWarner in the 2nd quarter valued at $339,000. EverSource Wealth Advisors LLC boosted its holdings in shares of BorgWarner by 400.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,531 shares of the auto parts company’s stock valued at $185,000 after purchasing an additional 4,426 shares in the last quarter. Marshall Wace LLP acquired a new stake in shares of BorgWarner in the 2nd quarter valued at $247,000. Finally, Cerity Partners LLC boosted its holdings in shares of BorgWarner by 30.2% in the 2nd quarter. Cerity Partners LLC now owns 143,841 shares of the auto parts company’s stock valued at $4,816,000 after purchasing an additional 33,362 shares in the last quarter. Institutional investors and hedge funds own 95.67% of the company’s stock.

Trending Headlines about BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: JPMorgan raised its price target on BorgWarner to $75 from $73 and reiterated an overweight view, signaling further upside potential for the auto parts maker. Benzinga article
• Positive Sentiment: The company’s latest earnings beat expectations, with Q1 EPS of $1.24 topping estimates and revenue also coming in slightly above forecast, which supports the recent rally in the shares.
• Positive Sentiment: BorgWarner also reaffirmed FY 2026 EPS guidance of $5.00 to $5.20 and declared a quarterly dividend, both of which may reassure investors about earnings power and shareholder returns.
• Neutral Sentiment: Several other analysts remain constructive, with the consensus rating around Moderate Buy and an average price target near current trading levels, suggesting Wall Street remains broadly supportive but not uniformly bullish.
• Negative Sentiment: Recent insider selling may create some caution: CEO Joseph F. Fadool, VP Stefan Demmerle, and VP Isabelle Mckenzie all reported share sales over the past few days, which can sometimes temper investor enthusiasm.
• Negative Sentiment: TD Cowen maintained only a Hold rating, highlighting that not all analysts see meaningful near-term upside despite the positive target revisions elsewhere. The Globe and Mail article

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.