BorgWarner (NYSE:BWA) Stock Gets Price Target Trim from Morgan Stanley

BorgWarner (NYSE:BWA) had its price target trimmed by Morgan Stanley from $95.00 to $89.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has an overweight rating on the auto parts company’s stock.

BWA has been the subject of a number of other reports. Weiss Ratings reiterated a “hold (c+)” rating on shares of BorgWarner in a report on Friday, September 25th. JPMorgan Chase & Co. increased their price target on shares of 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 downgraded BorgWarner from a “buy” rating to a “hold” rating in a research note on Saturday, October 24th. Finally, Bank of America upgraded BorgWarner from a “neutral” rating to a “buy” rating and lifted their price target for the company from $78.00 to $85.00 in a report on Thursday, October 15th. Eleven analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $79.33.

BorgWarner Trading Up 0.1%

BorgWarner stock opened at $51.70 on Friday. The firm has a 50-day moving average price of $61.31 and a two-hundred day moving average price of $60.54. The firm has a market capitalization of $10.38 billion, a price-to-earnings ratio of 22.00, a PEG ratio of 0.75 and a beta of 1.20. The company has a quick ratio of 1.12, a current ratio of 1.41 and a debt-to-equity ratio of 0.32. BorgWarner has a 52-week low of $40.73 and a 52-week high of $78.82.

BorgWarner (NYSE:BWA) last announced its earnings results on Thursday, October 29th. The auto parts company reported $1.39 EPS for the quarter, topping the consensus estimate of $1.25 by $0.14. BorgWarner had a return on equity of 19.61% and a net margin of 3.36%. The company had revenue of $3.49 billion for the quarter, compared to analysts’ expectations of $3.50 billion. During the same quarter in the prior year, the business earned $1.24 earnings per share. The business’s revenue for the quarter was down 2.9% on a year-over-year basis. Sell-side analysts expect that BorgWarner will post 5.27 earnings per share for the current year.

BorgWarner announced that its board has approved a share repurchase plan on Wednesday, August 5th that authorizes the company to buy back $1 billion in outstanding shares. This repurchase authorization authorizes the auto parts company to repurchase up to 7.7% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s board believes its stock is undervalued.

Insider Buying and Selling at BorgWarner

In related news, Director Rajesh Kalathur acquired 7,407 shares of the 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 in the company, valued at approximately $500,639.13. This represents a ? increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Michael S. Hanley sold 5,000 shares of the stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $65.51, for a total transaction of $327,550.00. Following the completion of the sale, the director directly owned 34,313 shares in the company, valued at $2,247,844.63. This trade represents a 12.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.76% of the company’s stock.

Hedge Funds Weigh In On BorgWarner

Several hedge funds have recently bought and sold shares of the company. Clearstead Trust LLC acquired a new stake in BorgWarner in the second quarter valued at about $28,000. Ceredex Value Advisors LLC acquired a new position in shares of BorgWarner during the second quarter valued at $40,000. William Mack & Associates Inc. acquired a new stake in BorgWarner during the 3rd quarter valued at $46,000. Fiduciary Financial Advisors bought a new position in BorgWarner in the 2nd quarter worth $49,000. Finally, Cedar Mountain Advisors LLC acquired a new position in shares of BorgWarner in the 1st quarter worth approximately $55,000. Institutional investors and hedge funds own 95.67% of the company’s stock.

More BorgWarner News

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: BorgWarner reported third-quarter adjusted EPS of $1.39, above the $1.24–$1.26 analyst consensus and up from $1.24 a year earlier. The company also increased its 2026 adjusted EPS guidance, highlighting the impact of cost controls and operational improvements. BorgWarner Reports Strong Third Quarter 2026 Results
• Positive Sentiment: The company announced nine business awards, including high-voltage inverter and eMotor programs, supporting its strategy to expand in electrification and build longer-term profitable growth. High-Voltage Inverter Supply Agreement
• Positive Sentiment: Despite target reductions, Morgan Stanley maintained an overweight rating with an $89 target, while RBC retained an outperform rating with a $75 target—both implying substantial potential upside from the reported share price. Morgan Stanley Ratings
• Neutral Sentiment: TD Cowen lowered its target to $67 and kept a hold rating, indicating analysts see valuation upside but remain cautious about the near-term outlook. TD Cowen Ratings
• Negative Sentiment: Third-quarter revenue was $3.49 billion, slightly below expectations and down 2.9% year over year, reflecting lower customer volumes. BorgWarner also reduced elements of its 2026 outlook, raising concerns about demand and the pace of recovery.
• Negative Sentiment: Morgan Stanley, RBC, and TD Cowen all reduced their price targets, signaling increased caution even though each firm’s revised target remains above the current trading level. RBC Ratings

BorgWarner Company Profile

BorgWarner Inc (NYSE:BWA) is a global automotive technology company that develops and manufactures propulsion and mobility systems for vehicle manufacturers and commercial vehicle customers. The company serves both internal-combustion and electrified vehicle markets, with a portfolio focused on improving vehicle efficiency, performance, emissions, and electrification.

Its products and technologies include turbochargers, emissions and thermal-management systems, transmission components, friction products, battery systems, battery charging equipment, power electronics, electric motors, and other electric-drive components.