Revolve Wealth Partners LLC Acquires New Shares in BorgWarner Inc. $BWA

Revolve Wealth Partners LLC bought a new stake in BorgWarner Inc. (NYSE:BWA) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 14,400 shares of the auto parts company’s stock, valued at approximately $956,000.

Several other institutional investors have also recently bought and sold shares of the business. Dimensional Fund Advisors LP boosted its stake in shares of BorgWarner by 1.5% in the 4th quarter. Dimensional Fund Advisors LP now owns 11,961,482 shares of the auto parts company’s stock valued at $538,996,000 after purchasing an additional 178,853 shares in the last quarter. AQR Capital Management LLC increased its position in BorgWarner by 22.7% during the 4th quarter. AQR Capital Management LLC now owns 9,222,352 shares of the auto parts company’s stock worth $415,559,000 after purchasing an additional 1,703,576 shares in the last quarter. State Street Corp increased its position in BorgWarner by 5.3% during the 2nd quarter. State Street Corp now owns 7,633,760 shares of the auto parts company’s stock worth $255,578,000 after purchasing an additional 380,942 shares in the last quarter. LSV Asset Management lifted its stake in BorgWarner by 6.7% in the 4th quarter. LSV Asset Management now owns 6,446,541 shares of the auto parts company’s stock valued at $290,481,000 after purchasing an additional 402,887 shares during the last quarter. Finally, Geode Capital Management LLC lifted its stake in BorgWarner by 10.9% in the 4th quarter. Geode Capital Management LLC now owns 4,297,717 shares of the auto parts company’s stock valued at $193,695,000 after purchasing an additional 423,933 shares during the last quarter. Institutional investors and hedge funds own 95.67% of the company’s stock.

Insider Transactions at BorgWarner

In related news, VP Stefan Demmerle sold 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $65.00, for a total value of $325,000.00. Following the sale, the vice president directly owned 203,746 shares in the company, valued at $13,243,490. This represents a 2.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Joseph F. Fadool sold 29,000 shares of the stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $67.31, for a total transaction of $1,951,990.00. Following the sale, the chief executive officer directly owned 405,964 shares of the company’s stock, valued at $27,325,436.84. This represents a 6.67% decrease in their position. The SEC filing for this sale provides additional information. 0.76% of the stock is owned by company insiders.

BorgWarner Stock Performance

Shares of BorgWarner stock opened at $69.59 on Tuesday. The company has a quick ratio of 1.76, a current ratio of 2.13 and a debt-to-equity ratio of 0.67. BorgWarner Inc. has a twelve month low of $38.31 and a twelve month high of $78.82. The stock has a market cap of $14.17 billion, a price-to-earnings ratio of 34.80, a P/E/G ratio of 1.46 and a beta of 1.10. The company’s fifty day moving average is $67.53 and its 200 day moving average is $60.40.

BorgWarner (NYSE:BWA) last posted 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 during the quarter, compared to the consensus estimate of $3.58 billion. BorgWarner had a return on equity of 19.10% and a net margin of 2.89%.BorgWarner’s quarterly revenue was up .3% on a year-over-year basis. During the same period in the prior year, the business posted $1.21 earnings per share. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. Sell-side analysts forecast that BorgWarner Inc. will post 5.17 EPS for the current year.

BorgWarner announced that its board has approved a share buyback plan on Wednesday, August 5th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the auto parts company to repurchase up to 7.7% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board believes its stock is undervalued.

BorgWarner Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be paid a $0.17 dividend. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $0.68 annualized dividend and a dividend yield of 1.0%. BorgWarner’s dividend payout ratio is presently 34.00%.

Wall Street Analysts Forecast Growth

BWA has been the topic of a number of research reports. TD Cowen boosted their target price on shares of BorgWarner from $67.00 to $68.00 and gave the stock a “hold” rating in a research note on Thursday. Weiss Ratings upgraded BorgWarner from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday, June 29th. Barclays raised their price objective on BorgWarner from $83.00 to $85.00 and gave the company an “overweight” rating in a report on Monday. The Goldman Sachs Group restated a “buy” rating and set a $84.00 price objective on shares of BorgWarner in a research report on Thursday, June 11th. Finally, Deutsche Bank Aktiengesellschaft set a $80.00 target price on BorgWarner in a research report on Thursday. 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 currently has a consensus rating of “Moderate Buy” and an average target price of $75.93.

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.