The Manufacturers Life Insurance Company Takes $9.65 Million Position in BorgWarner Inc. $BWA

The Manufacturers Life Insurance Company bought a new position in BorgWarner Inc. (NYSE:BWA) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 145,344 shares of the auto parts company’s stock, valued at approximately $9,651,000. The Manufacturers Life Insurance Company owned 0.07% of BorgWarner as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in BWA. Inspire Investing LLC boosted 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 during the period. Lazard Asset Management LLC increased 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 during the period. Arjuna Capital raised its stake in shares of BorgWarner by 0.6% during the fourth quarter. Arjuna Capital now owns 34,932 shares of the auto parts company’s stock valued at $1,574,000 after acquiring an additional 215 shares during the last quarter. Fifth Third Wealth Advisors LLC raised its stake in shares of BorgWarner by 3.2% during the first quarter. Fifth Third Wealth Advisors LLC now owns 7,064 shares of the auto parts company’s stock valued at $383,000 after acquiring an additional 216 shares during the last quarter. Finally, Ariadne Wealth Management LP boosted its holdings in shares of BorgWarner by 3.8% during the first quarter. Ariadne Wealth Management LP now owns 5,958 shares of the auto parts company’s stock worth $323,000 after purchasing an additional 218 shares during the period. 95.67% of the stock is currently owned by institutional investors.

BorgWarner News Roundup

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

BorgWarner Price Performance

Shares of NYSE BWA opened at $64.25 on Friday. BorgWarner Inc. has a 1 year low of $40.50 and a 1 year high of $78.82. The stock has a market capitalization of $13.09 billion, a P/E ratio of 32.12, a P/E/G ratio of 1.15 and a beta of 1.10. The company’s 50-day moving average is $65.59 and its 200 day moving average is $62.07. The company has a debt-to-equity ratio of 0.67, a current ratio of 2.13 and a quick ratio of 1.76.

BorgWarner (NYSE:BWA) last issued its quarterly earnings data on Wednesday, August 5th. The auto parts company reported $1.42 EPS for the quarter, topping the consensus estimate of $1.28 by $0.14. BorgWarner had a net margin of 2.89% and a return on equity of 19.10%. The business had revenue of $3.65 billion during the quarter, compared to analyst estimates of $3.58 billion. During the same period last year, the business posted $1.21 earnings per share. BorgWarner’s quarterly revenue was up .3% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. On average, sell-side analysts expect that BorgWarner Inc. will post 5.2 earnings per share for the current year.

BorgWarner Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be given a dividend of $0.17 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $0.68 annualized dividend and a yield of 1.1%. BorgWarner’s dividend payout ratio (DPR) is currently 34.00%.

BorgWarner declared that its board has initiated a stock repurchase program on Wednesday, August 5th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the auto parts company to buy up to 7.7% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s board of directors believes its shares are undervalued.

Analyst Ratings Changes

Several research firms recently issued reports on BWA. Robert W. Baird set a $79.00 target price on BorgWarner in a research note on Thursday, August 6th. JPMorgan Chase & Co. increased their price objective on BorgWarner from $75.00 to $85.00 and gave the stock an “overweight” rating in a report on Monday, August 10th. Deutsche Bank Aktiengesellschaft set a $80.00 price objective on BorgWarner in a research report on Thursday, August 6th. Wall Street Zen raised BorgWarner from a “hold” rating to a “buy” rating in a research note on Saturday, June 27th. Finally, Morgan Stanley upped their target price on BorgWarner from $67.00 to $71.00 and gave the company an “equal weight” rating in a report on Thursday, August 6th. Nine investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $75.93.

Insiders Place Their Bets

In other BorgWarner news, Director Rajesh Kalathur bought 7,407 shares of BorgWarner stock in a transaction dated Wednesday, August 19th. The shares were purchased at an average cost of $67.59 per share, with a total value of $500,639.13. Following the transaction, the director directly owned 7,407 shares of the company’s stock, valued at $500,639.13. This represents a ? increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Amy B. Kulikowski sold 2,900 shares of the stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $68.60, for a total transaction of $198,940.00. Following the completion of the transaction, the chief accounting officer owned 9,725 shares of the company’s stock, valued at approximately $667,135. The trade was a 22.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.76% of the company’s stock.

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.