William Blair Investment Management LLC Makes New $251.31 Million Investment in BorgWarner Inc. $BWA

William Blair Investment Management LLC bought a new stake in BorgWarner Inc. (NYSE:BWA) during the second quarter, HoldingsChannel reports. The institutional investor bought 3,784,707 shares of the auto parts company’s stock, valued at approximately $251,305,000. BorgWarner comprises about 0.8% of William Blair Investment Management LLC’s holdings, making the stock its 19th largest position.

A number of other institutional investors and hedge funds have also recently modified their holdings of BWA. Inspire Investing LLC raised its holdings in shares of BorgWarner by 2.8% in the 4th quarter. Inspire Investing LLC now owns 7,223 shares of the auto parts company’s stock worth $325,000 after purchasing an additional 195 shares during the period. Lazard Asset Management LLC grew its holdings in BorgWarner by 1.0% during the fourth quarter. Lazard Asset Management LLC now owns 21,719 shares of the auto parts company’s stock valued at $979,000 after purchasing an additional 206 shares during the period. Arjuna Capital increased its position in BorgWarner by 0.6% in the fourth quarter. Arjuna Capital now owns 34,932 shares of the auto parts company’s stock worth $1,574,000 after buying an additional 215 shares during the last quarter. Fifth Third Wealth Advisors LLC increased its position in BorgWarner by 3.2% in the first quarter. Fifth Third Wealth Advisors LLC now owns 7,064 shares of the auto parts company’s stock worth $383,000 after buying an additional 216 shares during the last quarter. Finally, Ariadne Wealth Management LP raised its stake in shares of BorgWarner by 3.8% in the first quarter. Ariadne Wealth Management LP now owns 5,958 shares of the auto parts company’s stock valued at $323,000 after buying an additional 218 shares during the period. 95.67% of the stock is owned by institutional investors.

Insider Transactions at BorgWarner

In other BorgWarner news, CAO Amy B. Kulikowski sold 2,900 shares of BorgWarner stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $68.60, for a total transaction of $198,940.00. Following the completion of the transaction, the chief accounting officer owned 9,725 shares of the company’s stock, valued at $667,135. The trade was a 22.97% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Rajesh Kalathur purchased 7,407 shares of the firm’s stock in a transaction dated Wednesday, August 19th. The shares were bought at an average price of $67.59 per share, for a total transaction of $500,639.13. Following the completion of the transaction, the director owned 7,407 shares of the company’s stock, valued at approximately $500,639.13. This trade represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.76% of the stock is owned by insiders.

BorgWarner Trading Up 4.5%

NYSE:BWA opened at $67.74 on Friday. BorgWarner Inc. has a 1 year low of $40.50 and a 1 year high of $78.82. The stock’s fifty day moving average price is $66.34 and its two-hundred day moving average price is $61.56. The company has a debt-to-equity ratio of 0.67, a current ratio of 2.13 and a quick ratio of 1.76. The company has a market cap of $13.80 billion, a P/E ratio of 33.87, a P/E/G ratio of 1.17 and a beta of 1.10.

BorgWarner (NYSE:BWA) last announced its quarterly earnings results on Wednesday, August 5th. The auto parts company reported $1.42 earnings per share for the quarter, beating the consensus estimate of $1.28 by $0.14. BorgWarner had a return on equity of 19.10% and a net margin of 2.89%.The company had revenue of $3.65 billion during the quarter, compared to analysts’ expectations of $3.58 billion. During the same period in the previous year, the business earned $1.21 earnings per share. The firm’s quarterly revenue was up .3% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. As a group, analysts expect that BorgWarner Inc. will post 5.19 EPS for the current year.

BorgWarner announced that its board has initiated a stock buyback program on Wednesday, August 5th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the auto parts company to repurchase up to 7.7% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

BorgWarner Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be paid a $0.17 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $0.68 annualized dividend and a yield of 1.0%. BorgWarner’s dividend payout ratio (DPR) is currently 34.00%.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on BWA shares. Robert W. Baird set a $79.00 price target on BorgWarner in a research report on Thursday, August 6th. The Goldman Sachs Group restated a “buy” rating and issued a $84.00 price objective on shares of BorgWarner in a research note on Thursday, June 11th. Barclays upped their price objective on shares of BorgWarner from $83.00 to $85.00 and gave the company an “overweight” rating in a report on Monday, August 10th. TD Cowen increased their target price on shares of BorgWarner from $67.00 to $68.00 and gave the stock a “hold” rating in a research report on Thursday, August 6th. Finally, JPMorgan Chase & Co. lifted their target price on shares of BorgWarner from $75.00 to $85.00 and gave the stock an “overweight” rating in a research note on Monday, August 10th. Nine equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $75.93.

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.