IPG Investment Advisors LLC Invests $1.72 Million in BorgWarner Inc. $BWA

IPG Investment Advisors LLC acquired a new stake in BorgWarner Inc. (NYSE:BWA) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 25,835 shares of the auto parts company’s stock, valued at approximately $1,715,000.

A number of other institutional investors have also modified their holdings of the company. Clearstead Trust LLC purchased a new position in BorgWarner in the second quarter valued at approximately $28,000. Prosperity Bancshares Inc acquired a new stake in shares of BorgWarner in the fourth quarter worth $37,000. Ceredex Value Advisors LLC acquired a new stake in shares of BorgWarner in the second quarter worth $40,000. Fiduciary Financial Advisors purchased a new position in shares of BorgWarner in the 2nd quarter valued at $49,000. Finally, Cedar Mountain Advisors LLC purchased a new position in shares of BorgWarner in the 1st quarter valued at $55,000. Hedge funds and other institutional investors own 95.67% of the company’s stock.

Analyst Upgrades and Downgrades

BWA has been the subject of a number of research reports. Wall Street Zen raised shares of BorgWarner from a “hold” rating to a “buy” rating in a research report on Saturday, June 27th. JPMorgan Chase & Co. boosted their price objective on BorgWarner from $75.00 to $85.00 and gave the stock an “overweight” rating in a research note on Monday, August 10th. Robert W. Baird set a $79.00 target price on BorgWarner in a research report on Thursday, August 6th. Morgan Stanley increased their target price on BorgWarner from $67.00 to $71.00 and gave the company an “equal weight” rating in a research note on Thursday, August 6th. Finally, Barclays boosted their price target on BorgWarner from $83.00 to $85.00 and gave the stock an “overweight” rating in a research report on Monday, August 10th. Nine equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $78.86.

BorgWarner Stock Performance

Shares of BWA stock opened at $65.32 on Thursday. 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 company’s fifty day moving average price is $65.19 and its two-hundred day moving average price is $62.34. The firm has a market capitalization of $13.30 billion, a P/E ratio of 32.66, a P/E/G ratio of 1.19 and a beta of 1.12. BorgWarner Inc. has a 12 month low of $40.50 and a 12 month high of $78.82.

BorgWarner (NYSE:BWA) last announced its earnings results on Wednesday, August 5th. The auto parts company reported $1.42 earnings per share (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 for the quarter, compared to analyst estimates of $3.58 billion. During the same period in the previous year, the company earned $1.21 earnings per share. The company’s revenue for the quarter was up .3% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. On average, research analysts anticipate that BorgWarner Inc. will post 5.2 earnings per share for the current fiscal year.

BorgWarner Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be issued a dividend of $0.17 per share. The ex-dividend date is Tuesday, September 1st. This represents a $0.68 annualized dividend and a yield of 1.0%. BorgWarner’s payout ratio is currently 34.00%.

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

Insider Buying and Selling at BorgWarner

In related news, Director Rajesh Kalathur purchased 7,407 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The stock was acquired at an average price of $67.59 per share, for a total transaction of $500,639.13. Following the completion of the purchase, the director owned 7,407 shares in the company, valued at approximately $500,639.13. This represents a ∞ increase 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, CAO Amy B. Kulikowski sold 2,900 shares of the company’s stock in a transaction 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 completion of the sale, the chief accounting officer directly owned 9,725 shares in the company, valued at $667,135. This represents a 22.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.76% of the stock is currently owned by corporate insiders.

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.