Cookson Peirce & Co. Inc. Buys New Holdings in BorgWarner Inc. $BWA

Cookson Peirce & Co. Inc. purchased a new position in shares of BorgWarner Inc. (NYSE:BWA) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 179,845 shares of the auto parts company’s stock, valued at approximately $7,906,000.

Other hedge funds also recently made changes to their positions in the company. Root Financial Partners LLC bought a new position in shares of BorgWarner during the 3rd quarter worth about $27,000. Caitong International Asset Management Co. Ltd lifted its stake in BorgWarner by 1,133.3% during the second quarter. Caitong International Asset Management Co. Ltd now owns 777 shares of the auto parts company’s stock worth $26,000 after purchasing an additional 714 shares during the period. Addison Advisors LLC boosted its holdings in BorgWarner by 1,647.8% during the second quarter. Addison Advisors LLC now owns 804 shares of the auto parts company’s stock valued at $27,000 after purchasing an additional 758 shares in the last quarter. Assetmark Inc. grew its stake in shares of BorgWarner by 81.8% in the 2nd quarter. Assetmark Inc. now owns 809 shares of the auto parts company’s stock valued at $27,000 after purchasing an additional 364 shares during the period. Finally, Mather Group LLC. acquired a new position in shares of BorgWarner in the 3rd quarter worth approximately $41,000. Institutional investors and hedge funds own 95.67% of the company’s stock.

BorgWarner Stock Up 0.4%

Shares of NYSE:BWA opened at $66.40 on Friday. The company has a quick ratio of 1.69, a current ratio of 2.07 and a debt-to-equity ratio of 0.69. The firm has a market cap of $14.20 billion, a P/E ratio of 53.12, a P/E/G ratio of 1.31 and a beta of 1.09. BorgWarner Inc. has a 12 month low of $24.40 and a 12 month high of $70.08. The company’s 50-day moving average price is $47.73 and its two-hundred day moving average price is $44.39.

BorgWarner (NYSE:BWA) last announced its earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share for the quarter, topping analysts’ consensus estimates of $1.16 by $0.19. BorgWarner had a net margin of 1.93% and a return on equity of 17.89%. The company had revenue of $3.57 billion during the quarter, compared to the consensus estimate of $3.49 billion. During the same period in the previous year, the firm posted $1.01 earnings per share. The company’s revenue was up 3.9% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, research analysts forecast that BorgWarner Inc. will post 4.28 EPS for the current fiscal year.

BorgWarner Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 2nd will be given a $0.17 dividend. This represents a $0.68 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Monday, March 2nd. BorgWarner’s dividend payout ratio (DPR) is presently 107.94%.

Analyst Ratings Changes

BWA has been the topic of several recent analyst reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of BorgWarner in a research note on Wednesday, January 21st. Barclays boosted their target price on shares of BorgWarner from $55.00 to $70.00 and gave the company an “overweight” rating in a research note on Thursday. TD Cowen reissued a “hold” rating on shares of BorgWarner in a report on Thursday. Wells Fargo & Company boosted their price target on shares of BorgWarner from $52.00 to $75.00 and gave the company an “overweight” rating in a research report on Thursday. Finally, New Street Research set a $66.00 price objective on shares of BorgWarner in a report on Thursday. Eight investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $57.14.

Key Headlines Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: JPMorgan raised its price target on BWA from $56 to $76 and moved the stock to “overweight,” implying meaningful upside and likely supporting further buying interest. JPMorgan Price Target Raise
• Positive Sentiment: Q4 results beat expectations — EPS $1.35 vs $1.16 est., revenue $3.57B vs $3.49B — and management highlighted margin gains and program wins during the earnings call, reinforcing momentum from the quarter. Reuters: Quarterly Profit Rises
• Positive Sentiment: Multiple OEM awards announced (800V integrated drive modules, expanded BMS production, first 48V eXD program, VTG turbocharger, and a major North American iDM/generator program) signal sustained revenue runway from both electrified and hybrid platforms. PR Newswire: 2025 Results & Awards
• Positive Sentiment: BorgWarner entered the data‑center market via a Master Supply Agreement to supply modular turbine generator systems — a new end market that analysts highlight as a material incremental growth opportunity. PR Newswire: Data Center Award
• Positive Sentiment: The company returned about $630M to shareholders in 2025, underscoring cash generation and capital allocation that can support buybacks/dividend support for the stock. PR Newswire: Return of Capital
• Neutral Sentiment: Analyst and commentary pieces (Zacks, TipRanks, Seeking Alpha) highlight BWA as a momentum/turnaround story with structural EV and powertrain exposure — useful context but largely reiterative of the company’s stated strategy. Zacks: Momentum Stock
• Neutral Sentiment: Detailed earnings call materials and transcripts were published (slides, call transcript); these provide line‑item detail for investors but do not change the headline beat. Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: Management issued FY‑2026 guidance that was modestly soft vs. consensus: EPS guidance of $5.00–$5.20 (vs ~5.11 consensus) and revenue guidance of $14.0–$14.3B (below ~$14.4B consensus). Analysts flagged the softer revenue outlook as a possible constraint on multiple expansion. Seeking Alpha: Soft FY26 Guidance

BorgWarner 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.