Legal & General Group Plc Makes New $20.83 Million Investment in BorgWarner Inc. $BWA

Legal & General Group Plc bought a new position in BorgWarner Inc. (NYSE:BWA) in the 2nd quarter, HoldingsChannel reports. The fund bought 313,690 shares of the auto parts company’s stock, valued at approximately $20,829,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Clearstead Trust LLC bought a new position in BorgWarner during the second quarter worth $28,000. Ceredex Value Advisors LLC bought a new stake in BorgWarner during the second quarter valued at $40,000. Fiduciary Financial Advisors bought a new stake in BorgWarner during the second quarter valued at $49,000. Prosperity Bancshares Inc acquired a new stake in shares of BorgWarner during the fourth quarter worth $37,000. Finally, Jones Financial Companies Lllp bought a new position in shares of BorgWarner in the 2nd quarter worth about $57,000. 95.67% of the stock is owned by institutional investors and hedge funds.

Insider Activity at BorgWarner

In related news, CAO Amy B. Kulikowski sold 2,900 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The shares were 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 in the company, valued at $667,135. This trade represents a 22.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Rajesh Kalathur bought 7,407 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The shares were purchased at an average cost of $67.59 per share, for a total transaction of $500,639.13. Following the acquisition, the director owned 7,407 shares of the company’s stock, valued at $500,639.13. This represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.76% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently commented on BWA. Wall Street Zen raised BorgWarner from a “hold” rating to a “buy” rating in a report on Saturday, June 27th. TD Cowen boosted their price objective on BorgWarner from $67.00 to $68.00 and gave the company a “hold” rating in a research report on Thursday, August 6th. Deutsche Bank Aktiengesellschaft set a $80.00 price objective on BorgWarner in a research note on Thursday, August 6th. JPMorgan Chase & Co. raised their target price on BorgWarner from $75.00 to $85.00 and gave the company an “overweight” rating in a research note on Monday, August 10th. Finally, UBS Group raised shares of BorgWarner from a “neutral” rating to a “buy” rating and boosted their price target for the company from $61.00 to $95.00 in a report on Wednesday, June 10th. Nine research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $75.93.

More BorgWarner News

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Improved long-term earnings outlook: Zacks lifted its FY2026 EPS forecast to $5.19 from $5.15, FY2027 to $5.82 from $5.68, and FY2028 to $6.35 from $6.00. Estimates for multiple 2027 and 2028 quarters were also increased, signaling improving expectations for BorgWarner’s longer-term growth and profitability. MarketBeat analyst estimate revisions
• Positive Sentiment: Growth-stock positioning: A Zacks article identified BWA as a potentially attractive long-term growth stock based on the firm’s Style Scores, which could support investor interest in the auto-parts supplier. Why BorgWarner is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Recent operating performance provides support: BorgWarner’s latest reported quarter exceeded analyst expectations, with EPS of $1.42 versus a $1.28 consensus and revenue of $3.65 billion versus $3.58 billion. However, year-over-year revenue growth was limited, and the company’s net margin remained relatively low at 2.89%.
• Negative Sentiment: Near-term earnings reductions: Zacks cut its Q3 2026 EPS forecast to $1.22 from $1.27 and its Q4 2026 forecast to $1.31 from $1.39. The downward revisions suggest some near-term pressure despite the improved full-year and longer-term outlook, creating a mixed earnings signal for investors. BorgWarner earnings estimate revisions

BorgWarner Stock Down 0.8%

BWA opened at $64.25 on Friday. The stock’s 50 day moving average price is $65.59 and its 200 day moving average price is $62.07. 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 stock has a market cap of $13.09 billion, a P/E ratio of 32.12, a P/E/G ratio of 1.15 and a beta of 1.10. BorgWarner Inc. has a 12 month low of $40.50 and a 12 month high of $78.82.

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

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

BorgWarner Announces Dividend

The business 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. The ex-dividend date is Tuesday, September 1st. This represents a $0.68 annualized dividend and a dividend yield of 1.1%. BorgWarner’s dividend payout ratio (DPR) is 34.00%.

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.