Dimensional Fund Advisors LP Boosts Stock Position in BorgWarner Inc. $BWA

Dimensional Fund Advisors LP increased its holdings in shares of BorgWarner Inc. (NYSE:BWA) by 1.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,782,629 shares of the auto parts company’s stock after buying an additional 155,871 shares during the period. Dimensional Fund Advisors LP owned about 0.06% of BorgWarner worth $517,960,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Acadian Asset Management LLC lifted its holdings in BorgWarner by 23.7% during the first quarter. Acadian Asset Management LLC now owns 8,979 shares of the auto parts company’s stock valued at $257,000 after purchasing an additional 1,723 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in shares of BorgWarner during the 2nd quarter worth about $339,000. Envestnet Asset Management Inc. lifted its stake in BorgWarner by 0.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 276,199 shares of the auto parts company’s stock valued at $9,247,000 after buying an additional 2,054 shares in the last quarter. Hantz Financial Services Inc. boosted its holdings in BorgWarner by 111.9% in the 2nd quarter. Hantz Financial Services Inc. now owns 1,108 shares of the auto parts company’s stock worth $37,000 after buying an additional 585 shares during the last quarter. Finally, Assetmark Inc. increased its stake in BorgWarner by 81.8% during the 2nd quarter. Assetmark Inc. now owns 809 shares of the auto parts company’s stock worth $27,000 after buying an additional 364 shares in the last quarter. Hedge funds and other institutional investors own 95.67% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on BWA shares. Evercore restated an “outperform” rating and issued a $75.00 target price on shares of BorgWarner in a research report on Tuesday, February 17th. New Street Research set a $66.00 target price on shares of BorgWarner in a research note on Thursday, February 12th. Wells Fargo & Company increased their target price on shares of BorgWarner from $52.00 to $75.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Robert W. Baird set a $76.00 price target on shares of BorgWarner in a research note on Thursday, February 12th. Finally, Piper Sandler restated a “neutral” rating and set a $51.00 price target (down from $52.00) on shares of BorgWarner in a research report on Thursday, January 8th. Eight analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $59.14.

Insider Activity at BorgWarner

In related news, EVP Tania Wingfield sold 17,867 shares of the stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $63.43, for a total value of $1,133,303.81. Following the completion of the transaction, the executive vice president directly owned 45,429 shares in the company, valued at approximately $2,881,561.47. This represents a 28.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Isabelle Mckenzie sold 3,500 shares of the firm’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $63.26, for a total value of $221,410.00. Following the sale, the vice president directly owned 68,809 shares of the company’s stock, valued at approximately $4,352,857.34. This trade represents a 4.84% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 49,550 shares of company stock worth $3,156,141. Insiders own 0.45% of the company’s stock.

BorgWarner Stock Down 2.4%

NYSE BWA opened at $52.80 on Thursday. The business’s fifty day simple moving average is $51.80 and its 200-day simple moving average is $46.45. The company has a quick ratio of 1.70, a current ratio of 2.07 and a debt-to-equity ratio of 0.69. The firm has a market cap of $10.93 billion, a PE ratio of 42.24, a P/E/G ratio of 1.09 and a beta of 1.04. BorgWarner Inc. has a 52 week low of $24.40 and a 52 week high of $70.08.

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

BorgWarner Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 2nd will be given a dividend of $0.17 per share. This represents a $0.68 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, March 2nd. BorgWarner’s payout ratio is presently 54.40%.

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.