Rothschild Investment LLC Increases Stock Position in BorgWarner Inc. $BWA

Rothschild Investment LLC raised its holdings in shares of BorgWarner Inc. (NYSE:BWA) by 253.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 11,317 shares of the auto parts company’s stock after purchasing an additional 8,112 shares during the period. Rothschild Investment LLC’s holdings in BorgWarner were worth $497,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the business. Caitong International Asset Management Co. Ltd increased its holdings 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 buying an additional 714 shares in the last quarter. Assetmark Inc. boosted its holdings in shares of BorgWarner by 81.8% during the 2nd quarter. Assetmark Inc. now owns 809 shares of the auto parts company’s stock valued at $27,000 after acquiring an additional 364 shares during the last quarter. Addison Advisors LLC grew its stake in shares of BorgWarner by 1,647.8% in the second quarter. Addison Advisors LLC now owns 804 shares of the auto parts company’s stock worth $27,000 after acquiring an additional 758 shares during the period. Root Financial Partners LLC purchased a new position in shares of BorgWarner during the third quarter valued at approximately $27,000. Finally, Twin Peaks Wealth Advisors LLC bought a new position in BorgWarner during the second quarter valued at approximately $32,000. Hedge funds and other institutional investors own 95.67% of the company’s stock.

BorgWarner Trading Down 0.4%

Shares of BWA stock opened at $62.52 on Wednesday. The stock’s 50-day moving average price is $48.95 and its 200-day moving average price is $45.07. BorgWarner Inc. has a 12-month low of $24.40 and a 12-month high of $70.08. The stock has a market capitalization of $12.94 billion, a price-to-earnings ratio of 50.02, a price-to-earnings-growth ratio of 1.24 and a beta of 1.09. 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 released its quarterly earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share for the quarter, beating the consensus estimate of $1.16 by $0.19. The business had revenue of $3.57 billion during the quarter, compared to analysts’ expectations of $3.49 billion. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The firm’s revenue for the quarter was up 3.9% compared to the same quarter last year. During the same quarter last year, the business posted $1.01 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Equities research analysts predict that BorgWarner Inc. will post 4.28 EPS for the current fiscal year.

BorgWarner Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 2nd will be paid a $0.17 dividend. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Monday, March 2nd. BorgWarner’s dividend payout ratio (DPR) is presently 54.40%.

Insider Buying and Selling

In other BorgWarner news, EVP Tonit M. Calaway sold 16,000 shares of BorgWarner stock in a transaction on Friday, February 13th. The shares were sold at an average price of $65.08, for a total transaction of $1,041,280.00. Following the completion of the transaction, the executive vice president directly owned 240,251 shares of the company’s stock, valued at $15,635,535.08. The trade was a 6.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Tania Wingfield sold 17,867 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $63.43, for a total transaction of $1,133,303.81. Following the transaction, the executive vice president owned 45,429 shares in the company, valued at $2,881,561.47. This trade represents a 28.23% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 37,367 shares of company stock worth $2,395,994. Corporate insiders own 0.63% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have commented on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of BorgWarner in a research report on Wednesday, January 21st. Piper Sandler reaffirmed a “neutral” rating and issued a $51.00 price objective (down previously from $52.00) on shares of BorgWarner in a report on Thursday, January 8th. UBS Group increased their price objective on shares of BorgWarner from $46.00 to $49.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. TD Cowen reaffirmed a “hold” rating on shares of BorgWarner in a report on Thursday, February 12th. Finally, Barclays lifted their price target on shares of BorgWarner from $55.00 to $70.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Eight research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, BorgWarner has an average rating of “Moderate Buy” and a consensus price target of $58.71.

Key BorgWarner News

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Analysts on average still rate BWA as a “Moderate Buy,” which supports demand for the stock despite recent weakness. This consensus may help limit downside if sentiment improves. Read More.
• Positive Sentiment: Zacks published a bullish take calling BorgWarner a top value stock for long-term investors, highlighting valuation and style-score metrics that could attract value-oriented buying. Read More.
• Neutral Sentiment: Coverage note: a 247WallStreet roundup mentions Goldman Sachs raising targets on several blue-chip dividend names; the item is a broad market story and does not directly confirm BWA inclusion, so impact to BWA is uncertain. Read More.
• Negative Sentiment: Seeking Alpha published a piece titled “BorgWarner: Beyond Auto Parts” that included a rating downgrade — a direct negative signal that can weigh on sentiment and contribute to intraday selling. Read More.
• Negative Sentiment: EVP Tania Wingfield sold 17,867 shares on Feb. 13 at ~$63.43, reducing her stake by ~28.2% — a large, disclosed insider sale that can be perceived negatively by the market. SEC filing: Read More.
• Negative Sentiment: EVP Tonit M. Calaway sold 16,000 shares on Feb. 13 at ~$65.08, trimming his holding by ~6.2% — another sizable insider sale that may amplify negative sentiment. SEC filing: Read More.
• Negative Sentiment: VP Isabelle Mckenzie sold 3,500 shares on Feb. 13 at ~$63.26, a smaller but still notable insider sale. Multiple simultaneous insider sales can together increase investor concern. SEC filing: Read More.

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.