BorgWarner Inc. $BWA Shares Purchased by Krilogy Financial LLC

Krilogy Financial LLC grew its holdings in shares of BorgWarner Inc. (NYSE:BWA) by 134.1% during the 3rd quarter, HoldingsChannel reports. The firm owned 32,622 shares of the auto parts company’s stock after buying an additional 18,687 shares during the period. Krilogy Financial LLC’s holdings in BorgWarner were worth $1,464,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Acadian Asset Management LLC boosted its position in BorgWarner by 23.7% during the first quarter. Acadian Asset Management LLC now owns 8,979 shares of the auto parts company’s stock worth $257,000 after acquiring an additional 1,723 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in BorgWarner in the 2nd quarter worth approximately $339,000. Truist Financial Corp boosted its holdings in shares of BorgWarner by 7.0% during the 2nd quarter. Truist Financial Corp now owns 17,336 shares of the auto parts company’s stock worth $580,000 after purchasing an additional 1,134 shares during the last quarter. Vanguard Personalized Indexing Management LLC grew its position in shares of BorgWarner by 13.3% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 27,787 shares of the auto parts company’s stock valued at $930,000 after purchasing an additional 3,252 shares in the last quarter. Finally, CWM LLC increased its holdings in shares of BorgWarner by 1,250.6% in the second quarter. CWM LLC now owns 74,106 shares of the auto parts company’s stock valued at $2,481,000 after purchasing an additional 68,619 shares during the last quarter. Hedge funds and other institutional investors own 95.67% of the company’s stock.

BorgWarner Stock Up 0.4%

Shares of NYSE:BWA opened at $66.40 on Friday. The company has a market capitalization of $14.20 billion, a price-to-earnings ratio of 53.12, a PEG ratio of 1.31 and a beta of 1.09. BorgWarner Inc. has a 12-month low of $24.40 and a 12-month high of $70.08. The business has a 50-day moving average price of $47.73 and a 200 day moving average price of $44.39. The company has a current ratio of 2.07, a quick ratio of 1.69 and a debt-to-equity ratio of 0.69.

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

BorgWarner Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 2nd will be given a $0.17 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $0.68 dividend on an annualized basis and a yield of 1.0%. BorgWarner’s payout ratio is presently 107.94%.

Analyst Ratings Changes

A number of equities analysts recently commented on BWA shares. Evercore lifted their price objective on BorgWarner from $50.00 to $53.00 and gave the stock an “outperform” rating in a research report on Monday, November 24th. Piper Sandler reiterated a “neutral” rating and set a $51.00 price target (down previously from $52.00) on shares of BorgWarner in a report on Thursday, January 8th. The Goldman Sachs Group upped their price objective on shares of BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a report on Thursday. Robert W. Baird set a $76.00 price objective on shares of BorgWarner in a research report on Thursday. Finally, UBS Group boosted their target price on shares of BorgWarner from $46.00 to $49.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. Eight equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $57.14.

Trending Headlines about BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: JPMorgan raised its price target on BWA from $56 to $76 and moved the stock to “overweight,” implying meaningful upside and likely supporting further buying interest. JPMorgan Price Target Raise
• Positive Sentiment: Q4 results beat expectations — EPS $1.35 vs $1.16 est., revenue $3.57B vs $3.49B — and management highlighted margin gains and program wins during the earnings call, reinforcing momentum from the quarter. Reuters: Quarterly Profit Rises
• Positive Sentiment: Multiple OEM awards announced (800V integrated drive modules, expanded BMS production, first 48V eXD program, VTG turbocharger, and a major North American iDM/generator program) signal sustained revenue runway from both electrified and hybrid platforms. PR Newswire: 2025 Results & Awards
• Positive Sentiment: BorgWarner entered the data‑center market via a Master Supply Agreement to supply modular turbine generator systems — a new end market that analysts highlight as a material incremental growth opportunity. PR Newswire: Data Center Award
• Positive Sentiment: The company returned about $630M to shareholders in 2025, underscoring cash generation and capital allocation that can support buybacks/dividend support for the stock. PR Newswire: Return of Capital
• Neutral Sentiment: Analyst and commentary pieces (Zacks, TipRanks, Seeking Alpha) highlight BWA as a momentum/turnaround story with structural EV and powertrain exposure — useful context but largely reiterative of the company’s stated strategy. Zacks: Momentum Stock
• Neutral Sentiment: Detailed earnings call materials and transcripts were published (slides, call transcript); these provide line‑item detail for investors but do not change the headline beat. Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: Management issued FY‑2026 guidance that was modestly soft vs. consensus: EPS guidance of $5.00–$5.20 (vs ~5.11 consensus) and revenue guidance of $14.0–$14.3B (below ~$14.4B consensus). Analysts flagged the softer revenue outlook as a possible constraint on multiple expansion. Seeking Alpha: Soft FY26 Guidance

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.