Pallas Capital Advisors LLC Boosts Stock Position in BorgWarner Inc. $BWA

Pallas Capital Advisors LLC increased its position in shares of BorgWarner Inc. (NYSE:BWA) by 53.0% during the 3rd quarter, Holdings Channel.com reports. The fund owned 25,895 shares of the auto parts company’s stock after acquiring an additional 8,973 shares during the period. Pallas Capital Advisors LLC’s holdings in BorgWarner were worth $1,138,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Root Financial Partners LLC purchased a new position in shares of BorgWarner in the third quarter valued at approximately $27,000. Caitong International Asset Management Co. Ltd lifted its holdings in BorgWarner by 1,133.3% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 777 shares of the auto parts company’s stock worth $26,000 after buying an additional 714 shares in the last quarter. Addison Advisors LLC boosted its position in BorgWarner by 1,647.8% in the 2nd quarter. Addison Advisors LLC now owns 804 shares of the auto parts company’s stock valued at $27,000 after buying an additional 758 shares during the period. Assetmark Inc. boosted its position in BorgWarner by 81.8% in the 2nd quarter. Assetmark Inc. now owns 809 shares of the auto parts company’s stock valued at $27,000 after buying an additional 364 shares during the period. Finally, Mather Group LLC. acquired a new position in shares of BorgWarner in the third quarter worth $41,000. 95.67% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Analysts on average still rate BWA as a “Moderate Buy,” which supports demand for the stock despite recent weakness. This consensus may help limit downside if sentiment improves. Read More.
• Positive Sentiment: Zacks published a bullish take calling BorgWarner a top value stock for long-term investors, highlighting valuation and style-score metrics that could attract value-oriented buying. Read More.
• Neutral Sentiment: Coverage note: a 247WallStreet roundup mentions Goldman Sachs raising targets on several blue-chip dividend names; the item is a broad market story and does not directly confirm BWA inclusion, so impact to BWA is uncertain. Read More.
• Negative Sentiment: Seeking Alpha published a piece titled “BorgWarner: Beyond Auto Parts” that included a rating downgrade — a direct negative signal that can weigh on sentiment and contribute to intraday selling. Read More.
• Negative Sentiment: EVP Tania Wingfield sold 17,867 shares on Feb. 13 at ~$63.43, reducing her stake by ~28.2% — a large, disclosed insider sale that can be perceived negatively by the market. SEC filing: Read More.
• Negative Sentiment: EVP Tonit M. Calaway sold 16,000 shares on Feb. 13 at ~$65.08, trimming his holding by ~6.2% — another sizable insider sale that may amplify negative sentiment. SEC filing: Read More.
• Negative Sentiment: VP Isabelle Mckenzie sold 3,500 shares on Feb. 13 at ~$63.26, a smaller but still notable insider sale. Multiple simultaneous insider sales can together increase investor concern. SEC filing: Read More.

BorgWarner Trading Down 0.4%

Shares of BorgWarner stock opened at $62.52 on Wednesday. The company has a current ratio of 2.07, a quick ratio of 1.70 and a debt-to-equity ratio of 0.69. The company has a fifty day simple moving average of $48.95 and a 200-day simple moving average of $45.07. The stock has a market cap of $12.94 billion, a price-to-earnings ratio of 50.02, a PEG ratio of 1.24 and a beta of 1.09. BorgWarner Inc. has a 12-month low of $24.40 and a 12-month high of $70.08.

BorgWarner (NYSE:BWA) last announced its quarterly earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share for the quarter, beating analysts’ consensus estimates of $1.16 by $0.19. The firm had revenue of $3.57 billion during the quarter, compared to analysts’ expectations of $3.49 billion. BorgWarner had a net margin of 1.93% and a return on equity of 17.89%. BorgWarner’s quarterly revenue was up 3.9% compared to the same quarter last year. During the same period in the previous year, the company earned $1.01 earnings per share. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, equities analysts forecast that BorgWarner Inc. will post 4.28 EPS for the current fiscal year.

BorgWarner Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be paid a dividend of $0.17 per share. This represents a $0.68 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Monday, March 2nd. BorgWarner’s dividend payout ratio (DPR) is currently 54.40%.

Analyst Upgrades and Downgrades

BWA has been the subject of a number of recent research reports. Piper Sandler reiterated a “neutral” rating and issued a $51.00 target price (down from $52.00) on shares of BorgWarner in a report on Thursday, January 8th. TD Cowen reiterated a “hold” rating on shares of BorgWarner in a research note on Thursday, February 12th. JPMorgan Chase & Co. boosted their price objective on BorgWarner from $56.00 to $76.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. The Goldman Sachs Group upped their target price on shares of BorgWarner from $54.00 to $78.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, New Street Research set a $66.00 price target on shares of BorgWarner in a research note on Thursday, February 12th. Eight investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $58.71.

Insiders Place Their Bets

In other news, EVP Tania Wingfield sold 17,867 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $63.43, for a total transaction of $1,133,303.81. Following the transaction, the executive vice president directly owned 45,429 shares in the company, valued at approximately $2,881,561.47. This trade represents a 28.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Isabelle Mckenzie sold 3,500 shares of the company’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $63.26, for a total transaction of $221,410.00. Following the completion of the sale, the vice president owned 68,809 shares of the company’s stock, valued at approximately $4,352,857.34. This trade represents a 4.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,367 shares of company stock valued at $2,395,994 over the last quarter. Company insiders own 0.63% 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.