Osborne Partners Capital Management LLC Decreases Position in BorgWarner Inc. $BWA

Osborne Partners Capital Management LLC lowered its stake in BorgWarner Inc. (NYSE:BWA) by 4.6% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 348,616 shares of the auto parts company’s stock after selling 16,876 shares during the quarter. BorgWarner comprises 1.0% of Osborne Partners Capital Management LLC’s portfolio, making the stock its 27th largest position. Osborne Partners Capital Management LLC’s holdings in BorgWarner were worth $18,916,000 as of its most recent filing with the SEC.

Other hedge funds have also modified their holdings of the company. Dimensional Fund Advisors LP lifted its position in BorgWarner by 1.5% during the 4th quarter. Dimensional Fund Advisors LP now owns 11,961,482 shares of the auto parts company’s stock worth $538,996,000 after acquiring an additional 178,853 shares in the last quarter. AQR Capital Management LLC raised its stake in shares of BorgWarner by 22.7% during the fourth quarter. AQR Capital Management LLC now owns 9,222,352 shares of the auto parts company’s stock valued at $415,559,000 after purchasing an additional 1,703,576 shares during the period. State Street Corp raised its stake in shares of BorgWarner by 5.3% during the second quarter. State Street Corp now owns 7,633,760 shares of the auto parts company’s stock valued at $255,578,000 after purchasing an additional 380,942 shares during the period. LSV Asset Management lifted its position in shares of BorgWarner by 6.7% during the fourth quarter. LSV Asset Management now owns 6,446,541 shares of the auto parts company’s stock worth $290,481,000 after purchasing an additional 402,887 shares in the last quarter. Finally, Geode Capital Management LLC lifted its position in shares of BorgWarner by 10.9% during the fourth quarter. Geode Capital Management LLC now owns 4,297,717 shares of the auto parts company’s stock worth $193,695,000 after purchasing an additional 423,933 shares in the last quarter. 95.67% of the stock is currently owned by hedge funds and other institutional investors.

BorgWarner Stock Down 0.0%

Shares of NYSE:BWA opened at $63.52 on Friday. The firm has a market cap of $13.03 billion, a PE ratio of 37.59, a price-to-earnings-growth ratio of 1.22 and a beta of 1.09. The company has a fifty day simple moving average of $66.65 and a 200 day simple moving average of $57.03. 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 12-month low of $34.27 and a 12-month high of $78.82.

BorgWarner (NYSE:BWA) last posted its quarterly earnings data 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 firm had revenue of $3.53 billion for the quarter, compared to the consensus estimate of $3.50 billion. BorgWarner had a net margin of 2.53% and a return on equity of 18.36%. The firm’s revenue was up .5% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.11 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, equities research analysts anticipate that BorgWarner Inc. will post 5.18 EPS for the current fiscal year.

BorgWarner Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 1st were given a dividend of $0.17 per share. The ex-dividend date of this dividend was Monday, June 1st. This represents a $0.68 annualized dividend and a dividend yield of 1.1%. BorgWarner’s dividend payout ratio (DPR) is presently 40.24%.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. UBS Group raised shares of BorgWarner from a “neutral” rating to a “buy” rating and raised their price target for the company from $61.00 to $95.00 in a report on Wednesday, June 10th. TD Cowen boosted their price objective on shares of BorgWarner from $66.00 to $67.00 and gave the stock a “hold” rating in a report on Thursday, May 7th. The Goldman Sachs Group reissued a “buy” rating and issued a $84.00 price objective on shares of BorgWarner in a research report on Thursday, June 11th. Wall Street Zen raised BorgWarner from a “hold” rating to a “buy” rating in a research report on Saturday, June 27th. Finally, Morgan Stanley lifted their target price on BorgWarner from $60.00 to $67.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 27th. Nine analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, BorgWarner has an average rating of “Moderate Buy” and an average target price of $74.00.

Insider Activity at BorgWarner

In related news, VP Stefan Demmerle sold 20,000 shares of BorgWarner stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $59.26, for a total value of $1,185,200.00. Following the completion of the transaction, the vice president directly owned 213,746 shares in the company, valued at approximately $12,666,587.96. This trade represents a 8.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Joseph F. Fadool sold 29,000 shares of the business’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $67.31, for a total value of $1,951,990.00. Following the completion of the sale, the chief executive officer directly owned 405,964 shares of the company’s stock, valued at approximately $27,325,436.84. This represents a 6.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 67,500 shares of company stock worth $4,310,115. 0.76% of the stock is currently owned by company insiders.

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.