BorgWarner (NYSE:BWA) Issues FY 2026 Earnings Guidance

BorgWarner (NYSE:BWA) updated its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 5.050-5.300 for the period, compared to the consensus EPS estimate of 5.190. The company issued revenue guidance of $14.0 billion-$14.3 billion, compared to the consensus revenue estimate of $14.2 billion.

Analyst Ratings Changes

A number of brokerages recently issued reports on BWA. Deutsche Bank Aktiengesellschaft set a $81.00 price objective on BorgWarner in a report on Tuesday, April 21st. UBS Group raised BorgWarner from a “neutral” rating to a “buy” rating and lifted their target price for the company from $61.00 to $95.00 in a research note on Wednesday, June 10th. Morgan Stanley boosted their price target on BorgWarner from $60.00 to $67.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 27th. Wolfe Research reissued an “outperform” rating and issued a $95.00 price target on shares of BorgWarner in a research note on Wednesday, June 3rd. Finally, Wells Fargo & Company raised their price target on BorgWarner from $68.00 to $83.00 and gave the company an “overweight” rating in a report on Tuesday, June 2nd. Nine investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, BorgWarner currently has a consensus rating of “Moderate Buy” and an average target price of $74.57.

BorgWarner Price Performance

NYSE BWA opened at $62.80 on Wednesday. BorgWarner has a 12 month low of $37.59 and a 12 month high of $78.82. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.13 and a quick ratio of 1.75. The firm has a market capitalization of $12.88 billion, a PE ratio of 37.16, a P/E/G ratio of 1.35 and a beta of 1.10. The company’s 50 day simple moving average is $67.82 and its 200 day simple moving average is $59.83.

BorgWarner (NYSE:BWA) last announced its earnings results on Wednesday, May 6th. The auto parts company reported $1.24 EPS for the quarter, topping the consensus estimate of $1.16 by $0.08. The firm had revenue of $3.53 billion for the quarter, compared to analysts’ expectations of $3.50 billion. BorgWarner had a return on equity of 18.36% and a net margin of 2.53%.The firm’s quarterly revenue was up .5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.11 earnings per share. As a group, equities research analysts forecast that BorgWarner will post 5.16 EPS for the current fiscal year.

BorgWarner Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be given a dividend of $0.17 per share. The ex-dividend date is Tuesday, September 1st. This represents a $0.68 annualized dividend and a dividend yield of 1.1%. BorgWarner’s dividend payout ratio (DPR) is 40.24%.

Insider Transactions at BorgWarner

In related news, VP Isabelle Mckenzie sold 3,500 shares of BorgWarner stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $63.35, for a total transaction of $221,725.00. Following the transaction, the vice president directly owned 57,828 shares of the company’s stock, valued at $3,663,403.80. The trade was a 5.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Stefan Demmerle sold 5,000 shares of the business’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $65.00, for a total transaction of $325,000.00. Following the completion of the sale, the vice president owned 203,746 shares in the company, valued at approximately $13,243,490. This trade represents a 2.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 67,500 shares of company stock worth $4,310,115. Corporate insiders own 0.76% of the company’s stock.

Hedge Funds Weigh In On BorgWarner

Several hedge funds have recently made changes to their positions in the business. Prosperity Bancshares Inc bought a new stake in shares of BorgWarner in the 4th quarter worth approximately $37,000. UMB Bank n.a. grew its position in BorgWarner by 28.1% in the fourth quarter. UMB Bank n.a. now owns 1,709 shares of the auto parts company’s stock worth $77,000 after buying an additional 375 shares during the last quarter. Advisory Services Network LLC acquired a new position in BorgWarner in the third quarter worth approximately $131,000. CIBC Private Wealth Group LLC increased its holdings in shares of BorgWarner by 71.2% in the third quarter. CIBC Private Wealth Group LLC now owns 3,811 shares of the auto parts company’s stock valued at $168,000 after buying an additional 1,585 shares in the last quarter. Finally, Mangrove Partners IM LLC bought a new position in shares of BorgWarner in the fourth quarter valued at $234,000. Institutional investors and hedge funds own 95.67% 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.