JPMorgan Chase & Co. Raises BorgWarner (NYSE:BWA) Price Target to $76.00

BorgWarner (NYSE:BWA) had its target price upped by JPMorgan Chase & Co. from $56.00 to $76.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the auto parts company’s stock. JPMorgan Chase & Co.‘s price objective indicates a potential upside of 15.03% from the company’s previous close.

A number of other equities research analysts also recently issued reports on the stock. The Goldman Sachs Group lifted their price target on shares of BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a research report on Thursday. Barclays raised their price target on BorgWarner from $55.00 to $70.00 and gave the company an “overweight” rating in a research report on Thursday. TD Cowen reissued a “hold” rating on shares of BorgWarner in a research note on Thursday. UBS Group lifted their target price on shares of BorgWarner from $46.00 to $49.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Finally, Morgan Stanley set a $60.00 price target on shares of BorgWarner in a research report on Thursday. Eight 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 an average price target of $57.14.

BorgWarner Price Performance

BorgWarner stock traded down $0.03 during midday trading on Thursday, reaching $66.07. The company’s stock had a trading volume of 4,112,977 shares, compared to its average volume of 2,637,821. The firm has a market capitalization of $14.13 billion, a PE ratio of 104.54, a P/E/G ratio of 1.09 and a beta of 1.09. BorgWarner has a fifty-two week low of $24.40 and a fifty-two week high of $70.08. The stock’s 50 day simple moving average is $47.27 and its 200 day simple moving average is $44.23. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.69 and a current ratio of 2.05.

BorgWarner (NYSE:BWA) last posted its quarterly earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share for the quarter, topping analysts’ consensus estimates of $1.16 by $0.19. BorgWarner had a net margin of 0.94% and a return on equity of 16.72%. The business had revenue of $3.57 billion for the quarter, compared to analysts’ expectations of $3.49 billion. During the same period in the prior year, the company posted $1.01 EPS. The business’s revenue for the quarter was up 3.9% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, equities research analysts forecast that BorgWarner will post 4.28 earnings per share for the current year.

Institutional Trading of BorgWarner

Hedge funds have recently added to or reduced their stakes in the business. Skandinaviska Enskilda Banken AB publ increased its position in BorgWarner by 43.4% during the 4th quarter. Skandinaviska Enskilda Banken AB publ now owns 1,386,625 shares of the auto parts company’s stock worth $62,481,000 after purchasing an additional 419,924 shares in the last quarter. Fuller & Thaler Asset Management Inc. lifted its position in BorgWarner by 14.6% during the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 3,274,442 shares of the auto parts company’s stock valued at $147,546,000 after buying an additional 417,221 shares in the last quarter. McMillan Office Inc. purchased a new stake in BorgWarner during the fourth quarter worth approximately $811,000. Caerus Investment Advisors LLC increased its position in shares of BorgWarner by 5.4% in the fourth quarter. Caerus Investment Advisors LLC now owns 16,324 shares of the auto parts company’s stock worth $736,000 after acquiring an additional 829 shares in the last quarter. Finally, NDVR Inc. purchased a new position in shares of BorgWarner in the 4th quarter valued at $240,000. 95.67% of the stock is owned by institutional investors and hedge funds.

BorgWarner News Roundup

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Q4 beat — BorgWarner reported $1.35 EPS vs. consensus ~$1.16 and revenue of $3.57B (up 3.9% y/y), showing underlying strength in drivetrain and Morse systems that exceeded estimates. BorgWarner (BWA) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Multiple program awards — the company secured several production contracts (800V integrated drive modules, expanded battery management-system programs, a 48V eXD program in China, VTG turbocharger programs and a major North American REEV iDM/generator award), which underpin medium‑term revenue visibility in EV/HEV platforms. BorgWarner to Supply Premium European OEM with Integrated Drive Module for Hybrid Range Extended Vehicle
• Positive Sentiment: Shareholder returns & diversification — management reported returning about $630M to shareholders in 2025 and won a Master Supply Agreement for a turbine generator system to enter the data‑center market, adding revenue diversification beyond automotive. BorgWarner Reports 2025 Results and Provides 2026 Guidance; Returned Approximately $630 Million to Shareholders in 2025; Strategically Enters Data Center Market with Turbine Generator System Award
• Positive Sentiment: Profit & margin trends — Reuters and other summaries highlight higher quarterly profit driven by powertrain demand and cost‑saving measures, supporting the view that operational improvements are lifting profitability even as EV transitions continue. BorgWarner quarterly profit rises on powertrain demand, cost-saving measures
• Neutral Sentiment: Momentum/ratings commentary — analysts and style‑score pieces highlight momentum attributes that may attract growth/momentum investors, but these are sentiment drivers rather than hard fundamentals. Why BorgWarner (BWA) is a Top Momentum Stock for the Long-Term
• Neutral Sentiment: Documentation available — full call transcript, slide deck and presentations were released (useful for modeling but not new news). BorgWarner (BWA) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Slightly soft FY2026 guidance — management set FY26 EPS at $5.00–$5.20 and revenue $14.0–14.3B, which is marginally below some consensus figures; this tempering of guidance may limit further multiple expansion until visibility improves. BorgWarner Reports 2025 Results and Provides 2026 Guidance; Returned Approximately $630 Million to Shareholders in 2025; Strategically Enters Data Center Market with Turbine Generator System Award

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.