The Manufacturers Life Insurance Company Makes New Investment in BorgWarner Inc. $BWA

The Manufacturers Life Insurance Company bought a new position in BorgWarner Inc. (NYSE:BWA) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 145,344 shares of the auto parts company’s stock, valued at approximately $9,651,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. BlackRock Inc. purchased a new position in BorgWarner in the 2nd quarter worth approximately $1,678,187,000. Dimensional Fund Advisors LP increased its holdings 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 worth $538,996,000 after purchasing an additional 178,853 shares in the last quarter. AQR Capital Management LLC raised its stake in shares of BorgWarner by 22.7% in the fourth 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 during the last quarter. State Street Corp lifted its holdings in shares of BorgWarner by 5.3% during the second quarter. State Street Corp now owns 7,633,760 shares of the auto parts company’s stock valued at $255,578,000 after purchasing an additional 380,942 shares in the last quarter. Finally, LSV Asset Management boosted its position in shares of BorgWarner by 6.7% during the fourth quarter. LSV Asset Management now owns 6,446,541 shares of the auto parts company’s stock valued at $290,481,000 after buying an additional 402,887 shares during the last quarter. Institutional investors own 95.67% of the company’s stock.

BorgWarner Price Performance

NYSE BWA opened at $64.25 on Friday. The company has a quick ratio of 1.76, a current ratio of 2.13 and a debt-to-equity ratio of 0.67. The firm has a market capitalization of $13.09 billion, a P/E ratio of 32.12, a PEG ratio of 1.15 and a beta of 1.10. The company has a 50-day moving average price of $65.59 and a 200-day moving average price of $62.07. BorgWarner Inc. has a 52 week low of $40.50 and a 52 week high of $78.82.

BorgWarner (NYSE:BWA) last announced its earnings results on Wednesday, August 5th. The auto parts company reported $1.42 EPS 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 analysts’ expectations of $3.58 billion. BorgWarner had a net margin of 2.89% and a return on equity of 19.10%. The firm’s revenue was up .3% on a year-over-year basis. During the same period in the prior year, the company earned $1.21 earnings per share. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. Equities research analysts anticipate that BorgWarner Inc. will post 5.2 earnings per share for the current year.

BorgWarner Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be issued a $0.17 dividend. This represents a $0.68 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Tuesday, September 1st. BorgWarner’s dividend payout ratio (DPR) is currently 34.00%.

BorgWarner announced that its Board of Directors has initiated a share buyback program on Wednesday, August 5th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the auto parts company to buy up to 7.7% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board believes its stock is undervalued.

Key Headlines Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Improved long-term earnings outlook: Zacks lifted its FY2026 EPS forecast to $5.19 from $5.15, FY2027 to $5.82 from $5.68, and FY2028 to $6.35 from $6.00. Estimates for multiple 2027 and 2028 quarters were also increased, signaling improving expectations for BorgWarner’s longer-term growth and profitability. MarketBeat analyst estimate revisions
• Positive Sentiment: Growth-stock positioning: A Zacks article identified BWA as a potentially attractive long-term growth stock based on the firm’s Style Scores, which could support investor interest in the auto-parts supplier. Why BorgWarner is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Recent operating performance provides support: BorgWarner’s latest reported quarter exceeded analyst expectations, with EPS of $1.42 versus a $1.28 consensus and revenue of $3.65 billion versus $3.58 billion. However, year-over-year revenue growth was limited, and the company’s net margin remained relatively low at 2.89%.
• Negative Sentiment: Near-term earnings reductions: Zacks cut its Q3 2026 EPS forecast to $1.22 from $1.27 and its Q4 2026 forecast to $1.31 from $1.39. The downward revisions suggest some near-term pressure despite the improved full-year and longer-term outlook, creating a mixed earnings signal for investors. BorgWarner earnings estimate revisions

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the stock. Wall Street Zen upgraded shares of BorgWarner from a “hold” rating to a “buy” rating in a research note on Saturday, June 27th. Deutsche Bank Aktiengesellschaft set a $80.00 price objective on shares of BorgWarner in a report on Thursday, August 6th. Weiss Ratings upgraded shares of BorgWarner from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday, June 29th. Wells Fargo & Company lifted their target price on shares of BorgWarner from $68.00 to $83.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 2nd. Finally, JPMorgan Chase & Co. boosted their target price on shares of BorgWarner from $75.00 to $85.00 and gave the company an “overweight” rating in a research note on Monday, August 10th. Nine analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $75.93.

Insiders Place Their Bets

In other BorgWarner news, CAO Amy B. Kulikowski sold 2,900 shares of BorgWarner stock in a transaction that occurred 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 transaction, the chief accounting officer owned 9,725 shares of the company’s stock, valued at $667,135. The trade was a 22.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Rajesh Kalathur acquired 7,407 shares of BorgWarner stock in a transaction dated Wednesday, August 19th. The stock was purchased at an average cost of $67.59 per share, with a total value of $500,639.13. Following the completion of the purchase, the director owned 7,407 shares of the company’s stock, valued at approximately $500,639.13. This represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.76% of the stock is currently owned by company 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.