BorgWarner (NYSE:BWA) Research Coverage Started at Bank of America

Bank of America initiated coverage on shares of BorgWarner (NYSE:BWA) in a research note issued to investors on Wednesday morning, Marketbeat Ratings reports. The firm issued a neutral rating on the auto parts company’s stock.

BWA has been the subject of several other research reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of BorgWarner in a research report on Wednesday, January 21st. TD Cowen restated a “hold” rating on shares of BorgWarner in a research report on Thursday, February 12th. Morgan Stanley set a $60.00 target price on shares of BorgWarner in a report on Thursday, February 12th. JPMorgan Chase & Co. increased their price target on shares of BorgWarner from $56.00 to $76.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, New Street Research set a $66.00 price target on shares of BorgWarner in a research note on Thursday, February 12th. Eight equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $61.31.

BorgWarner Stock Performance

Shares of BWA opened at $51.72 on Wednesday. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.07 and a quick ratio of 1.70. BorgWarner has a one year low of $24.40 and a one year high of $70.08. The firm has a market capitalization of $10.71 billion, a P/E ratio of 41.38, a PEG ratio of 1.07 and a beta of 1.04. The business has a fifty day moving average of $52.06 and a 200 day moving average of $46.56.

BorgWarner (NYSE:BWA) last posted its quarterly earnings data on Wednesday, February 11th. The auto parts company reported $1.35 EPS for the quarter, beating analysts’ consensus estimates of $1.16 by $0.19. The company 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%.BorgWarner’s revenue for the quarter was up 3.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.01 earnings per share. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, sell-side analysts anticipate that BorgWarner will post 4.28 EPS for the current year.

BorgWarner Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 2nd will be given a dividend of $0.17 per share. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, March 2nd. BorgWarner’s payout ratio is presently 54.40%.

Insider Activity at BorgWarner

In related news, VP Isabelle Mckenzie sold 3,500 shares of the stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $63.26, for a total value of $221,410.00. Following the completion of the sale, the vice president directly owned 68,809 shares of the company’s stock, valued at approximately $4,352,857.34. This represents a 4.84% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Tonit M. Calaway sold 16,000 shares of BorgWarner stock in a transaction that occurred 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 transaction, the executive vice president directly owned 240,251 shares in the company, valued at $15,635,535.08. This represents a 6.24% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 49,550 shares of company stock worth $3,156,141. 0.45% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Inspire Investing LLC increased its stake in BorgWarner by 2.8% in the 4th quarter. Inspire Investing LLC now owns 7,223 shares of the auto parts company’s stock worth $325,000 after buying an additional 195 shares in the last quarter. Lazard Asset Management LLC lifted its position in shares of BorgWarner by 1.0% in the fourth quarter. Lazard Asset Management LLC now owns 21,719 shares of the auto parts company’s stock valued at $979,000 after acquiring an additional 206 shares in the last quarter. Arjuna Capital boosted its stake in shares of BorgWarner by 0.6% in the fourth quarter. Arjuna Capital now owns 34,932 shares of the auto parts company’s stock worth $1,574,000 after acquiring an additional 215 shares during the period. Quadrant Capital Group LLC grew its position in shares of BorgWarner by 0.7% during the fourth quarter. Quadrant Capital Group LLC now owns 34,538 shares of the auto parts company’s stock worth $1,556,000 after purchasing an additional 246 shares in the last quarter. Finally, Blackston Financial Advisory Group LLC grew its position in shares of BorgWarner by 3.4% during the second quarter. Blackston Financial Advisory Group LLC now owns 7,970 shares of the auto parts company’s stock worth $267,000 after purchasing an additional 265 shares in the last quarter. Hedge funds and other institutional investors own 95.67% of the company’s stock.

BorgWarner News Roundup

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Zacks Research raised multiple quarterly and full?year earnings estimates — including lifting FY2026 to $5.03 (from $4.66) and issuing FY2028 at $5.93 — signaling a stronger earnings trajectory than previously modeled. This is a fundamental catalyst that can support higher valuation. Zacks/MarketBeat Estimates Lift
• Positive Sentiment: UBS upgraded BWA from “sell” to “neutral” and set a $55 price target (~6.6% above the current price), reflecting improving analyst sentiment and reducing downside risk from prior negative coverage. Benzinga: UBS Upgrade
• Neutral Sentiment: Zacks published a feature arguing BorgWarner is a “strong growth stock” highlighting style/score metrics that could attract growth-minded investors, but this is narrative support rather than a fresh financial catalyst. Here’s Why BorgWarner is a Strong Growth Stock
• Neutral Sentiment: Another Zacks piece asks if investors are undervaluing BWA, which can influence sentiment and flows but doesn’t change fundamentals by itself. Are Investors Undervaluing BorgWarner?
• Neutral Sentiment: A Zacks summary of Wall Street price targets highlights a consensus implying ~27.7% upside, which may attract momentum buyers but is a forward-looking estimate with typical uncertainty. Wall Street Analysts Think BWA Could Surge

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.