WINTON GROUP Ltd Makes New Investment in BorgWarner Inc. $BWA

WINTON GROUP Ltd acquired a new stake in shares of BorgWarner Inc. (NYSE:BWA) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 162,307 shares of the auto parts company’s stock, valued at approximately $7,135,000. WINTON GROUP Ltd owned about 0.08% of BorgWarner at the end of the most recent quarter.

Several other large investors also recently modified their holdings of BWA. Addison Advisors LLC raised its position in BorgWarner by 1,647.8% during the 2nd quarter. Addison Advisors LLC now owns 804 shares of the auto parts company’s stock valued at $27,000 after purchasing an additional 758 shares during the last quarter. Assetmark Inc. grew its position in shares of BorgWarner by 81.8% in the 2nd quarter. Assetmark Inc. now owns 809 shares of the auto parts company’s stock worth $27,000 after buying an additional 364 shares during the last quarter. Root Financial Partners LLC purchased a new position in shares of BorgWarner during the third quarter valued at approximately $27,000. Twin Peaks Wealth Advisors LLC purchased a new position in shares of BorgWarner during the second quarter valued at approximately $32,000. Finally, Mather Group LLC. bought a new position in shares of BorgWarner during the third quarter valued at approximately $41,000. 95.67% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other BorgWarner news, EVP Tonit M. Calaway sold 9,725 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $62.61, for a total transaction of $608,882.25. Following the completion of the transaction, the executive vice president owned 230,526 shares of the company’s stock, valued at approximately $14,433,232.86. This trade represents a 4.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Isabelle Mckenzie sold 2,458 shares of BorgWarner stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $61.54, for a total transaction of $151,265.32. Following the transaction, the vice president owned 66,351 shares of the company’s stock, valued at $4,083,240.54. The trade was a 3.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 49,550 shares of company stock worth $3,156,141. 0.63% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

BWA has been the subject of a number of research analyst reports. TD Cowen reaffirmed a “hold” rating on shares of BorgWarner in a research note on Thursday, February 12th. Barclays upped their price objective on shares of BorgWarner from $55.00 to $70.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Morgan Stanley set a $60.00 target price on shares of BorgWarner in a research note on Thursday, February 12th. Wells Fargo & Company boosted their price target on shares of BorgWarner from $52.00 to $75.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Finally, UBS Group raised shares of BorgWarner from a “sell” rating to a “neutral” rating and set a $55.00 price target for the company in a research note on Friday. Eight investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $61.31.

BorgWarner Price Performance

BWA opened at $51.72 on Monday. 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 market cap of $10.71 billion, a price-to-earnings ratio of 41.38, a price-to-earnings-growth ratio of 1.05 and a beta of 1.04. The stock has a fifty day simple moving average of $52.06 and a two-hundred day simple moving average of $46.62. BorgWarner Inc. has a 12-month low of $24.40 and a 12-month high of $70.08.

BorgWarner (NYSE:BWA) last announced its earnings results on Wednesday, February 11th. The auto parts company reported $1.35 EPS for the quarter, beating analysts’ consensus estimates of $1.16 by $0.19. The firm had revenue of $3.57 billion for 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%. The company’s quarterly revenue was up 3.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.01 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Research analysts predict that BorgWarner Inc. will post 4.28 earnings per share for the current fiscal year.

BorgWarner Announces Dividend

The firm also recently disclosed 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. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $0.68 annualized dividend and a yield of 1.3%. BorgWarner’s payout ratio is presently 54.40%.

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.