Versor Investments LP Takes Position in BorgWarner Inc. $BWA

Versor Investments LP bought a new stake in BorgWarner Inc. (NYSE:BWA) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 10,200 shares of the auto parts company’s stock, valued at approximately $460,000.

A number of other institutional investors have also modified their holdings of BWA. Root Financial Partners LLC acquired a new stake in shares of BorgWarner in the 3rd quarter valued at about $27,000. Sound Income Strategies LLC raised its stake in shares of BorgWarner by 9,888.9% in the 4th quarter. Sound Income Strategies LLC now owns 899 shares of the auto parts company’s stock valued at $42,000 after purchasing an additional 890 shares in the last quarter. Torren Management LLC acquired a new stake in shares of BorgWarner in the 4th quarter valued at about $48,000. Olistico Wealth LLC acquired a new stake in shares of BorgWarner in the 4th quarter valued at about $50,000. Finally, Quent Capital LLC acquired a new stake in shares of BorgWarner in the 3rd quarter valued at about $55,000. Institutional investors and hedge funds own 95.67% of the company’s stock.

Key Stories Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: JPMorgan raised its price target on BorgWarner to $75 from $73 and reiterated an overweight view, signaling further upside potential for the auto parts maker. Benzinga article
• Positive Sentiment: The company’s latest earnings beat expectations, with Q1 EPS of $1.24 topping estimates and revenue also coming in slightly above forecast, which supports the recent rally in the shares.
• Positive Sentiment: BorgWarner also reaffirmed FY 2026 EPS guidance of $5.00 to $5.20 and declared a quarterly dividend, both of which may reassure investors about earnings power and shareholder returns.
• Neutral Sentiment: Several other analysts remain constructive, with the consensus rating around Moderate Buy and an average price target near current trading levels, suggesting Wall Street remains broadly supportive but not uniformly bullish.
• Negative Sentiment: Recent insider selling may create some caution: CEO Joseph F. Fadool, VP Stefan Demmerle, and VP Isabelle Mckenzie all reported share sales over the past few days, which can sometimes temper investor enthusiasm.
• Negative Sentiment: TD Cowen maintained only a Hold rating, highlighting that not all analysts see meaningful near-term upside despite the positive target revisions elsewhere. The Globe and Mail article

Insider Activity

In other BorgWarner news, CEO Joseph F. Fadool sold 29,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $67.31, for a total value of $1,951,990.00. Following the sale, the chief executive officer owned 405,964 shares in the company, valued at approximately $27,325,436.84. This trade represents a 6.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Paul Arthur Farrell sold 12,012 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $52.31, for a total transaction of $628,347.72. Following the completion of the sale, the executive vice president owned 38,238 shares in the company, valued at $2,000,229.78. The trade was a 23.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 108,216 shares of company stock valued at $6,552,706 over the last quarter. Corporate insiders own 0.76% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on BWA. Evercore restated an “outperform” rating and issued a $75.00 target price on shares of BorgWarner in a research note on Tuesday, February 17th. The Goldman Sachs Group upped their target price on shares of BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Barclays increased their price objective on shares of BorgWarner from $70.00 to $75.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Wall Street Zen lowered shares of BorgWarner from a “strong-buy” rating to a “buy” rating in a research note on Saturday, May 9th. Finally, Wells Fargo & Company dropped their price objective on shares of BorgWarner to $68.00 and set an “overweight” rating on the stock in a research note on Tuesday, March 31st. Seven research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $67.64.

BorgWarner Price Performance

BWA opened at $67.26 on Friday. The firm has a market cap of $13.80 billion, a price-to-earnings ratio of 39.80, a price-to-earnings-growth ratio of 1.29 and a beta of 1.00. BorgWarner Inc. has a fifty-two week low of $31.83 and a fifty-two week high of $70.31. The company’s 50-day moving average price is $55.14 and its 200 day moving average price is $50.59. The company has a quick ratio of 1.75, a current ratio of 2.13 and a debt-to-equity ratio of 0.69.

BorgWarner (NYSE:BWA) last released its quarterly earnings data on Wednesday, May 6th. The auto parts company reported $1.24 earnings per share for the quarter, topping the consensus estimate of $1.16 by $0.08. The firm had revenue of $3.53 billion for the quarter, compared to analyst estimates of $3.50 billion. BorgWarner had a net margin of 2.53% and a return on equity of 18.36%. BorgWarner’s quarterly revenue was up .5% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.11 earnings per share. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, sell-side analysts expect that BorgWarner Inc. will post 5.15 earnings per share for the current year.

BorgWarner Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 1st will be paid a dividend of $0.17 per share. The ex-dividend date is Monday, June 1st. This represents a $0.68 annualized dividend and a yield of 1.0%. BorgWarner’s dividend payout ratio is 40.24%.

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.