Cibc World Market Inc. Trims Stake in BorgWarner Inc. $BWA

Cibc World Market Inc. lowered its position in BorgWarner Inc. (NYSE:BWA) by 47.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,677 shares of the auto parts company’s stock after selling 10,504 shares during the quarter. Cibc World Market Inc.’s holdings in BorgWarner were worth $513,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd increased its stake in BorgWarner by 1,133.3% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 777 shares of the auto parts company’s stock worth $26,000 after acquiring an additional 714 shares during the last quarter. Assetmark Inc. increased its position in shares of BorgWarner by 81.8% in the second quarter. Assetmark Inc. now owns 809 shares of the auto parts company’s stock worth $27,000 after purchasing an additional 364 shares during the last quarter. Addison Advisors LLC raised its stake in BorgWarner by 1,647.8% in the second 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 in the last quarter. Root Financial Partners LLC bought a new stake in BorgWarner during the third quarter valued at approximately $27,000. Finally, Twin Peaks Wealth Advisors LLC purchased a new position in BorgWarner in the 2nd quarter worth approximately $32,000. Institutional investors own 95.67% of the company’s stock.

BorgWarner Trading Down 1.2%

NYSE BWA opened at $61.75 on Thursday. The firm has a market cap of $12.79 billion, a PE ratio of 49.40, a price-to-earnings-growth ratio of 1.26 and a beta of 1.09. BorgWarner Inc. has a 1-year low of $24.40 and a 1-year high of $70.08. The stock has a 50-day moving average of $49.31 and a 200-day moving average of $45.19. The company has a current ratio of 2.07, a quick ratio of 1.70 and a debt-to-equity ratio of 0.69.

BorgWarner (NYSE:BWA) last posted its quarterly earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.16 by $0.19. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The business had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.49 billion. During the same period last year, the company earned $1.01 EPS. BorgWarner’s revenue for the quarter was up 3.9% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, sell-side analysts forecast that BorgWarner Inc. will post 4.28 EPS for the current 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 issued 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 is currently 54.40%.

Wall Street Analyst Weigh In

BWA has been the topic of several research reports. The Goldman Sachs Group raised their price objective on shares of BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Piper Sandler reaffirmed a “neutral” rating and set a $51.00 price target (down previously from $52.00) on shares of BorgWarner in a research note on Thursday, January 8th. Evercore reiterated an “outperform” rating and issued a $75.00 price objective on shares of BorgWarner in a report on Tuesday. Weiss Ratings reissued a “hold (c)” rating on shares of BorgWarner in a report on Wednesday, January 21st. Finally, Morgan Stanley set a $60.00 target price on BorgWarner in a research report on Thursday, February 12th. Eight equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $58.71.

More BorgWarner News

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Analyst and research support: independent research outlets (Zacks) are publishing bullish takes that label BWA a top long‑term growth/value idea, which can attract buy‑and‑hold and value investors. Read More.
• Positive Sentiment: Analyst positioning: the consensus remains skewed toward buy/overweight (Market consensus described as “Moderate Buy”), and several brokers have raised targets recently — a support for demand if optimism persists. Read More.
• Neutral Sentiment: Brand / marketing visibility: BorgWarner participated in motorsports activations (awarded a “Baby Borg” trophy to the 2025 Indy 500 winner), which boosts brand and OEM visibility but has limited short‑term financial impact. Read More.
• Negative Sentiment: Seeking Alpha downgrade / critical analysis: a recent Seeking Alpha piece took a more cautious stance (“BorgWarner: Beyond Auto Parts”) and included a downgrade, which can trigger short‑term selling by sentiment‑driven traders. Read More.
• Negative Sentiment: Multiple insider sales: several senior executives sold shares earlier this month (large, disclosed transactions), raising investor concern about insider confidence and amplifying downward pressure. Coverage roundup: Read More.
• Negative Sentiment: Specific insider filings: EVP Tania Wingfield sold 17,867 shares (~$63.43 avg). Read More.
• Negative Sentiment: Specific insider filings: EVP Tonit M. Calaway sold 16,000 shares (~$65.08 avg). Read More.
• Negative Sentiment: Specific insider filing: VP Isabelle Mckenzie sold 3,500 shares (~$63.26 avg). Read More.

Insider Buying and Selling at BorgWarner

In other BorgWarner news, EVP Tania Wingfield sold 17,867 shares of the business’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $63.43, for a total value of $1,133,303.81. Following the transaction, the executive vice president owned 45,429 shares in the company, valued at approximately $2,881,561.47. The trade was a 28.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Tonit M. Calaway sold 16,000 shares of the stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $65.08, for a total transaction of $1,041,280.00. Following the sale, the executive vice president owned 240,251 shares of the company’s stock, valued at approximately $15,635,535.08. This represents a 6.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 37,367 shares of company stock valued at $2,395,994 in the last quarter. Company insiders own 0.45% of the company’s stock.

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.