BorgWarner (NYSE:BWA) Price Target Raised to $76.00

BorgWarner (NYSE:BWA) had its price objective lifted by JPMorgan Chase & Co. from $56.00 to $76.00 in a research note issued to investors on Thursday,Benzinga reports. They currently have an overweight rating on the auto parts company’s stock.

BWA has been the subject of several other reports. The Goldman Sachs Group boosted their target price on shares of BorgWarner from $54.00 to $78.00 and gave the stock a “buy” rating in a research report on Thursday. Evercore boosted their price objective on BorgWarner from $50.00 to $53.00 and gave the stock an “outperform” rating in a report on Monday, November 24th. New Street Research set a $66.00 target price on BorgWarner in a report on Thursday. Wells Fargo & Company upped their price target on BorgWarner from $52.00 to $75.00 and gave the stock an “overweight” rating in a report on Thursday. Finally, Piper Sandler restated a “neutral” rating and set a $51.00 price objective (down from $52.00) on shares of BorgWarner in a research note on Thursday, January 8th. Eight equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $57.14.

BorgWarner Trading Down 5.8%

NYSE BWA opened at $62.71 on Thursday. The company has a quick ratio of 1.69, a current ratio of 2.07 and a debt-to-equity ratio of 0.69. BorgWarner has a 52 week low of $24.40 and a 52 week high of $70.08. The business has a 50 day moving average price of $48.12 and a 200-day moving average price of $44.64. The company has a market cap of $12.98 billion, a price-to-earnings ratio of 50.17, a P/E/G ratio of 1.25 and a beta of 1.09.

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

BorgWarner Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be given a dividend of $0.17 per share. The ex-dividend date is Monday, March 2nd. This represents a $0.68 annualized dividend and a yield of 1.1%. BorgWarner’s dividend payout ratio is presently 54.40%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the stock. The Manufacturers Life Insurance Company lifted its stake in BorgWarner by 243.2% in the fourth quarter. The Manufacturers Life Insurance Company now owns 153,734 shares of the auto parts company’s stock valued at $6,927,000 after purchasing an additional 108,934 shares during the last quarter. Bridgewater Associates LP raised its stake in shares of BorgWarner by 3.0% in the fourth quarter. Bridgewater Associates LP now owns 901,684 shares of the auto parts company’s stock valued at $40,630,000 after buying an additional 26,280 shares during the period. UMB Bank n.a. lifted its position in shares of BorgWarner by 28.1% during the 4th quarter. UMB Bank n.a. now owns 1,709 shares of the auto parts company’s stock valued at $77,000 after buying an additional 375 shares during the last quarter. Commerce Bank grew its stake in shares of BorgWarner by 4.2% during the 4th quarter. Commerce Bank now owns 19,864 shares of the auto parts company’s stock worth $895,000 after acquiring an additional 796 shares during the period. Finally, Virtus Advisers LLC grew its stake in shares of BorgWarner by 587.4% during the 4th quarter. Virtus Advisers LLC now owns 14,091 shares of the auto parts company’s stock worth $635,000 after acquiring an additional 12,041 shares during the period. 95.67% of the stock is owned by institutional investors.

Key Stories Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Q4 beat and stronger guidance — BorgWarner reported a quarterly EPS beat and revenue above expectations, cited margin improvements and set FY‑2026 guidance (helping justify the stock’s recent rally). BorgWarner quarterly profit rises on powertrain demand, cost‑saving measures
• Positive Sentiment: Big broker lift — JPMorgan raised its price target to $76 and moved to overweight, signaling conviction among institutional analysts and providing near‑term upside support. JPMorgan raises price target to $76
• Positive Sentiment: New deals & commercial momentum — Coverage notes the company clinched multiple deals and hit new highs as markets priced in continued contract wins. BorgWarner climbs to all‑time high as firm clinches multiple deals
• Positive Sentiment: New growth avenues — Analysts highlight a push into data‑center power generation and related AI infrastructure exposure as a material upside opportunity beyond auto components. BorgWarner’s shift to data center power generation presents substantial revenue opportunity — analyst This name is now positioned to ’supercharge AI’, Deutsche Bank says
• Neutral Sentiment: Analyst roundup & momentum framing — Multiple analyst reviews and momentum screens highlight BWA as a top momentum name, which can increase both institutional interest and short‑term volatility. Demystifying BorgWarner: Insights From 6 Analyst Reviews Why BorgWarner (BWA) is a Top Momentum Stock for the Long‑Term
• Neutral Sentiment: Unusually high trading volume — Volume spiked after the earnings release, indicating strong repositioning by traders (can amplify moves in either direction). BorgWarner Sees Unusually‑High Trading Volume After Earnings Beat
• Negative Sentiment: EV transition headwinds — Coverage notes ongoing EV‑related pressures on legacy powertrain demand; management is offsetting some of that with cost cuts, but the structural risk remains. BorgWarner Inc. Balances EV Headwinds With Margin Gains
• Negative Sentiment: Valuation & profit‑taking risk — After the rally to an all‑time high the stock is trading at a rich multiple (P/E ~50), which raises susceptibility to pullbacks on any subtle narrative shifts or macro weakness. What Could Subtly Shift The BorgWarner (BWA) Narrative From Here

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.