BorgWarner Inc. $BWA Shares Sold by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed its holdings in BorgWarner Inc. (NYSE:BWA) by 3.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 596,334 shares of the auto parts company’s stock after selling 20,228 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in BorgWarner were worth $39,597,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Royal London Asset Management Ltd. lifted its position in BorgWarner by 17.5% during the second quarter. Royal London Asset Management Ltd. now owns 1,487,868 shares of the auto parts company’s stock worth $98,794,000 after buying an additional 221,908 shares in the last quarter. Van ECK Associates Corp grew its holdings in BorgWarner by 3.5% in the 2nd quarter. Van ECK Associates Corp now owns 164,799 shares of the auto parts company’s stock valued at $10,943,000 after buying an additional 5,512 shares in the last quarter. Nissay Asset Management Corp Japan acquired a new stake in shares of BorgWarner in the 2nd quarter worth $21,587,000. Beacon Pointe Advisors LLC purchased a new position in shares of BorgWarner during the 2nd quarter worth $581,000. Finally, Empowered Funds LLC purchased a new position in shares of BorgWarner during the 2nd quarter worth $18,574,000. 95.67% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on BWA shares. The Goldman Sachs Group reissued a “buy” rating and issued a $84.00 price objective on shares of BorgWarner in a report on Thursday, June 11th. Morgan Stanley boosted their price target on shares of BorgWarner from $67.00 to $71.00 and gave the company an “equal weight” rating in a research note on Thursday, August 6th. Wall Street Zen raised BorgWarner from a “hold” rating to a “buy” rating in a research note on Saturday, June 27th. Robert W. Baird set a $79.00 price target on shares of BorgWarner in a research report on Thursday, August 6th. Finally, Weiss Ratings upgraded shares of BorgWarner from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday, June 29th. Nine research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $76.67.

BorgWarner Price Performance

BWA stock opened at $65.75 on Friday. The business’s 50-day moving average is $65.16 and its two-hundred day moving average is $62.20. 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 firm has a market capitalization of $13.39 billion, a P/E ratio of 32.88, a P/E/G ratio of 1.17 and a beta of 1.12. BorgWarner Inc. has a 1 year low of $40.50 and a 1 year high of $78.82.

BorgWarner (NYSE:BWA) last announced its quarterly earnings data on Wednesday, August 5th. The auto parts company reported $1.42 EPS for the quarter, topping analysts’ consensus estimates of $1.28 by $0.14. BorgWarner had a return on equity of 19.10% and a net margin of 2.89%.The business had revenue of $3.65 billion during the quarter, compared to the consensus estimate of $3.58 billion. During the same period in the previous year, the company posted $1.21 earnings per share. The business’s revenue for the quarter was up .3% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. Analysts anticipate that BorgWarner Inc. will post 5.2 earnings per share for the current fiscal year.

BorgWarner Dividend Announcement

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

BorgWarner announced that its board has authorized a share repurchase program on Wednesday, August 5th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the auto parts company to buy up to 7.7% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s management believes its shares are undervalued.

Insider Activity

In other news, Director Michael Hanley sold 5,000 shares of BorgWarner stock in a transaction on Friday, August 28th. The shares were sold at an average price of $65.51, for a total transaction of $327,550.00. Following the completion of the sale, the director directly owned 34,313 shares of the company’s stock, valued at approximately $2,247,844.63. The trade was a 12.72% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Amy Kulikowski sold 2,900 shares of the business’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $68.60, for a total transaction of $198,940.00. Following the transaction, the chief accounting officer owned 9,725 shares of the company’s stock, valued at approximately $667,135. The trade was a 22.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.76% of the company’s stock.

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.