Jupiter Asset Management Ltd. Acquires 88,469 Shares of BorgWarner Inc. $BWA

Jupiter Asset Management Ltd. lifted its holdings in shares of BorgWarner Inc. (NYSE:BWA) by 28.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 394,432 shares of the auto parts company’s stock after purchasing an additional 88,469 shares during the period. Jupiter Asset Management Ltd.’s holdings in BorgWarner were worth $17,773,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Arjuna Capital grew its holdings in BorgWarner by 0.6% in the 4th quarter. Arjuna Capital now owns 34,932 shares of the auto parts company’s stock worth $1,574,000 after acquiring an additional 215 shares during the last quarter. Seeds Investor LLC grew its holdings in BorgWarner by 5.7% in the 4th quarter. Seeds Investor LLC now owns 5,086 shares of the auto parts company’s stock worth $229,000 after acquiring an additional 274 shares during the last quarter. Nisa Investment Advisors LLC grew its holdings in BorgWarner by 0.4% in the 4th quarter. Nisa Investment Advisors LLC now owns 71,885 shares of the auto parts company’s stock worth $3,239,000 after acquiring an additional 281 shares during the last quarter. Signaturefd LLC grew its holdings in BorgWarner by 11.6% in the 4th quarter. Signaturefd LLC now owns 2,821 shares of the auto parts company’s stock worth $127,000 after acquiring an additional 294 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. grew its holdings in BorgWarner by 3.4% in the 3rd quarter. Envestnet Portfolio Solutions Inc. now owns 10,937 shares of the auto parts company’s stock worth $481,000 after acquiring an additional 356 shares during the last quarter. Institutional investors own 95.67% of the company’s stock.

Insider Transactions at BorgWarner

In other news, VP Isabelle Mckenzie sold 3,500 shares of the stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $63.35, for a total value of $221,725.00. Following the completion of the sale, the vice president directly owned 57,828 shares of the company’s stock, valued at $3,663,403.80. This represents a 5.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Tania Wingfield sold 5,000 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $63.24, for a total transaction of $316,200.00. Following the transaction, the executive vice president directly owned 35,365 shares of the company’s stock, valued at $2,236,482.60. The trade was a 12.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 96,033 shares of company stock valued at $5,792,558. Company insiders own 0.76% of the company’s stock.

Key BorgWarner News

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Zacks Research raised BorgWarner’s earnings estimates across several periods, including FY2026, FY2027, and FY2028, signaling confidence in the company’s profit outlook and supporting the stock’s recent strength.
• Positive Sentiment: The most notable estimate increases were for FY2026 EPS to $5.15, FY2027 EPS to $5.68, and FY2028 EPS to $6.00, with quarterly forecasts for 2026 and 2027 also nudged higher, which can boost investor sentiment on future growth. BorgWarner estimate updates
• Positive Sentiment: BorgWarner also announced Stefan Demmerle as Vice President in a key technology role, a move that may reinforce execution in product development and long-term innovation. BorgWarner names Stefan Demmerle

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. Wolfe Research raised shares of BorgWarner from a “peer perform” rating to an “outperform” rating and set a $68.00 price target on the stock in a report on Wednesday, March 25th. Bank of America began coverage on shares of BorgWarner in a report on Wednesday, March 4th. They issued a “neutral” rating on the stock. New Street Research set a $66.00 target price on shares of BorgWarner in a research note on Thursday, February 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of BorgWarner in a research note on Monday, April 20th. Finally, The Goldman Sachs Group lifted their target price on shares of BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Seven equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $68.14.

BorgWarner Stock Up 0.9%

Shares of BorgWarner stock opened at $71.93 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.75 and a current ratio of 2.13. The stock has a market capitalization of $14.75 billion, a PE ratio of 42.56, a price-to-earnings-growth ratio of 1.37 and a beta of 1.00. BorgWarner Inc. has a 52-week low of $31.83 and a 52-week high of $73.88. The company has a 50-day simple moving average of $58.16 and a two-hundred day simple moving average of $52.24.

BorgWarner (NYSE:BWA) last released its quarterly earnings data on Wednesday, May 6th. The auto parts company reported $1.24 earnings per share for the quarter, beating the consensus estimate of $1.16 by $0.08. BorgWarner had a net margin of 2.53% and a return on equity of 18.36%. The firm had revenue of $3.53 billion during the quarter, compared to analysts’ expectations of $3.50 billion. During the same period in the previous year, the company earned $1.11 earnings per share. The firm’s quarterly revenue was up .5% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, analysts anticipate that BorgWarner Inc. will post 5.18 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 issued a dividend of $0.17 per share. The ex-dividend date of this dividend is Monday, June 1st. This represents a $0.68 annualized dividend and a yield of 0.9%. BorgWarner’s payout ratio is currently 40.24%.

BorgWarner Company 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.