Securian Asset Management Inc. Takes $702,000 Position in BorgWarner Inc. $BWA

Securian Asset Management Inc. purchased a new stake in BorgWarner Inc. (NYSE:BWA) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 15,590 shares of the auto parts company’s stock, valued at approximately $702,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Jackson Creek Investment Advisors LLC acquired a new stake in BorgWarner in the third quarter worth $1,876,000. Ritholtz Wealth Management acquired a new position in shares of BorgWarner in the 3rd quarter valued at $1,016,000. Savant Capital LLC grew its holdings in shares of BorgWarner by 130.4% in the 3rd quarter. Savant Capital LLC now owns 72,427 shares of the auto parts company’s stock valued at $3,184,000 after buying an additional 40,993 shares during the period. Sivia Capital Partners LLC bought a new stake in shares of BorgWarner in the 2nd quarter valued at $339,000. Finally, Arjuna Capital bought a new stake in shares of BorgWarner in the 3rd quarter valued at $1,526,000. Institutional investors own 95.67% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on the company. UBS Group lifted their target price on BorgWarner from $56.00 to $61.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Deutsche Bank Aktiengesellschaft set a $81.00 price target on BorgWarner in a research report on Tuesday, April 21st. Evercore reiterated an “outperform” rating and set a $75.00 price objective on shares of BorgWarner in a report on Tuesday, February 17th. Weiss Ratings reiterated a “hold (c)” rating on shares of BorgWarner in a research report on Monday, April 20th. Finally, Barclays increased their target price on BorgWarner from $70.00 to $75.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Seven equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $67.64.

Key Stories Impacting 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

BorgWarner Price Performance

BWA stock opened at $67.26 on Friday. The stock has a 50-day moving average price of $55.14 and a two-hundred day moving average price of $50.59. BorgWarner Inc. has a 1 year low of $31.83 and a 1 year high of $70.31. The stock has a market cap of $13.80 billion, a PE 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 (NYSE:BWA) last issued its quarterly earnings results on Wednesday, May 6th. The auto parts company reported $1.24 EPS for the quarter, beating 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 company’s quarterly revenue was up .5% compared to the same quarter last year. During the same period in the previous year, the company posted $1.11 earnings per share. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Equities analysts forecast that BorgWarner Inc. will post 5.15 EPS for the current fiscal year.

BorgWarner Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders 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 40.24%.

Insider Activity at BorgWarner

In other news, EVP Paul Arthur Farrell sold 12,012 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $52.31, for a total transaction of $628,347.72. Following the completion of the transaction, the executive vice president directly owned 38,238 shares of the company’s stock, valued at $2,000,229.78. This trade represents a 23.90% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Joseph F. Fadool sold 29,000 shares of the business’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $67.31, for a total transaction of $1,951,990.00. Following the completion of the sale, the chief executive officer directly owned 405,964 shares in the company, valued at approximately $27,325,436.84. This represents a 6.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 108,216 shares of company stock worth $6,552,706. 0.76% of the stock is currently owned by corporate insiders.

BorgWarner Profile

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.