BorgWarner (NYSE:BWA – Get Free Report) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 5.000-5.200 for the period, compared to the consensus earnings per share estimate of 5.150. The company issued revenue guidance of $14.0 billion-$14.3 billion, compared to the consensus revenue estimate of $14.2 billion.
Analysts Set New Price Targets
A number of research firms have recently weighed in on BWA. UBS Group reissued a “neutral” rating and issued a $61.00 target price on shares of BorgWarner in a research note on Thursday. New Street Research set a $66.00 target price on BorgWarner in a research note on Thursday, February 12th. Deutsche Bank Aktiengesellschaft set a $81.00 target price on BorgWarner in a research note on Tuesday, April 21st. Robert W. Baird set a $76.00 target price on BorgWarner in a research note on Thursday, February 12th. Finally, Evercore reissued an “outperform” rating and issued a $75.00 target price on shares of BorgWarner in a research note on Tuesday, February 17th. Seven equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, BorgWarner has an average rating of “Moderate Buy” and a consensus price target of $67.54.
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BorgWarner Trading Down 1.4%
BorgWarner (NYSE:BWA – Get Free Report) last released its quarterly earnings results on Wednesday, May 6th. The auto parts company reported $1.24 EPS for the quarter, beating analysts’ consensus estimates of $1.16 by $0.08. The business had revenue of $3.53 billion during the quarter, compared to analyst estimates of $3.50 billion. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.BorgWarner’s quarterly revenue was up .5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.11 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, equities analysts anticipate that BorgWarner will post 5.14 earnings per share for the current fiscal year.
BorgWarner Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Monday, June 1st will be given a $0.17 dividend. The ex-dividend date of this dividend is Monday, June 1st. This represents a $0.68 annualized dividend and a dividend yield of 1.2%. BorgWarner’s dividend payout ratio is currently 54.40%.
Insider Transactions at BorgWarner
In other news, EVP Tania Wingfield sold 17,867 shares of the stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $63.43, for a total value of $1,133,303.81. Following the completion of the transaction, the executive vice president owned 45,429 shares of the company’s stock, valued at approximately $2,881,561.47. This represents a 28.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Isabelle Mckenzie sold 3,500 shares of the stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $63.26, for a total value of $221,410.00. Following the completion of the transaction, the vice president directly owned 68,809 shares of the company’s stock, valued at $4,352,857.34. This represents a 4.84% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 78,083 shares of company stock worth $4,638,585. 0.76% of the stock is owned by insiders.
Key BorgWarner News
Here are the key news stories impacting BorgWarner this week:
- Positive Sentiment: Q1 results beat Street estimates — $1.24 EPS vs. ~$1.16 expected and $3.53B revenue vs. ~$3.50B, showing margin improvement that helped the beat. BorgWarner (BWA) Beats Q1 Earnings and Revenue Estimates
- Positive Sentiment: Multiple new commercial wins — turbocharger awards with a major European OEM and a VTG + EGR supply award for a Euro?7 heavy?duty diesel platform expand combustion and on?highway presence. These contract wins support near? and mid?term revenue visibility. BorgWarner Secures Multiple Turbocharger Awards with Major European OEM
- Positive Sentiment: Returned capital and portfolio awards — company reported returning $185M to shareholders in Q1 and announced 12 awards across its portfolio, signaling cash generation and shareholder-friendly capital deployment. BorgWarner Reports Strong First Quarter 2026 Results
- Positive Sentiment: Operational actions helped margins — management cited cost controls and the exit from certain charging activities as contributors to margin improvement, which supported EPS despite softer organic volumes. BWA Q1 Earnings Beat Estimates on Cost Controls, Charging Exit
- Neutral Sentiment: FY2026 guidance updated to $5.00–$5.20 EPS and revenue $14.0–$14.3B — guidance is roughly in line with consensus (consensus ~5.15 EPS), so it removes some uncertainty but doesn’t markedly raise the bar. BorgWarner Inc. 2026 Q1 – Results – Earnings Call Presentation
- Negative Sentiment: Underlying demand mixed — organic sales were down (~4.2% y/y) with uneven segment trends, which limits upside and means current wins must replace softer volumes to sustain growth. BWA Q1 Earnings Beat Estimates on Cost Controls, Charging Exit
Institutional Inflows and Outflows
Institutional investors have recently made changes to their positions in the company. Inspire Investing LLC increased its position in BorgWarner by 2.8% during the 4th quarter. Inspire Investing LLC now owns 7,223 shares of the auto parts company’s stock valued at $325,000 after buying an additional 195 shares in the last quarter. Lazard Asset Management LLC increased its position in BorgWarner by 1.0% during the 4th quarter. Lazard Asset Management LLC now owns 21,719 shares of the auto parts company’s stock valued at $979,000 after buying an additional 206 shares in the last quarter. Quadrant Capital Group LLC increased its position in BorgWarner by 0.7% during the 4th quarter. Quadrant Capital Group LLC now owns 34,538 shares of the auto parts company’s stock valued at $1,556,000 after buying an additional 246 shares in the last quarter. Vanguard Personalized Indexing Management LLC increased its position in BorgWarner by 1.0% during the 4th quarter. Vanguard Personalized Indexing Management LLC now owns 30,341 shares of the auto parts company’s stock valued at $1,367,000 after buying an additional 298 shares in the last quarter. Finally, Advisors Asset Management Inc. increased its position in BorgWarner by 1.9% during the 4th quarter. Advisors Asset Management Inc. now owns 19,599 shares of the auto parts company’s stock valued at $883,000 after buying an additional 363 shares in the last quarter. Institutional investors own 95.67% of the company’s stock.
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.
Further Reading
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