United Capital Financial Advisors LLC Makes New Investment in BorgWarner Inc. $BWA

United Capital Financial Advisors LLC acquired a new stake in shares of BorgWarner Inc. (NYSE:BWA) during the 2nd quarter, HoldingsChannel reports. The fund acquired 13,359 shares of the auto parts company’s stock, valued at approximately $887,000.

Several other institutional investors have also modified their holdings of BWA. Clearstead Trust LLC purchased a new stake in shares of BorgWarner during the second quarter worth about $28,000. Prosperity Bancshares Inc purchased a new position in BorgWarner in the 4th quarter valued at about $37,000. Ceredex Value Advisors LLC purchased a new position in BorgWarner in the 2nd quarter valued at about $40,000. Fiduciary Financial Advisors acquired a new stake in BorgWarner in the 2nd quarter worth about $49,000. Finally, Cedar Mountain Advisors LLC acquired a new stake in BorgWarner in the 1st quarter worth about $55,000. Institutional investors and hedge funds own 95.67% of the company’s stock.

Trending Headlines about BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Improved long-term earnings outlook: Zacks lifted its FY2026 EPS forecast to $5.19 from $5.15, FY2027 to $5.82 from $5.68, and FY2028 to $6.35 from $6.00. Estimates for multiple 2027 and 2028 quarters were also increased, signaling improving expectations for BorgWarner’s longer-term growth and profitability. MarketBeat analyst estimate revisions
• Positive Sentiment: Growth-stock positioning: A Zacks article identified BWA as a potentially attractive long-term growth stock based on the firm’s Style Scores, which could support investor interest in the auto-parts supplier. Why BorgWarner is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Recent operating performance provides support: BorgWarner’s latest reported quarter exceeded analyst expectations, with EPS of $1.42 versus a $1.28 consensus and revenue of $3.65 billion versus $3.58 billion. However, year-over-year revenue growth was limited, and the company’s net margin remained relatively low at 2.89%.
• Negative Sentiment: Near-term earnings reductions: Zacks cut its Q3 2026 EPS forecast to $1.22 from $1.27 and its Q4 2026 forecast to $1.31 from $1.39. The downward revisions suggest some near-term pressure despite the improved full-year and longer-term outlook, creating a mixed earnings signal for investors. BorgWarner earnings estimate revisions

Insider Buying and Selling at BorgWarner

In other news, Director Rajesh Kalathur purchased 7,407 shares of the stock in a transaction dated Wednesday, August 19th. The shares were purchased at an average price of $67.59 per share, with a total value of $500,639.13. Following the transaction, the director owned 7,407 shares in the company, valued at $500,639.13. The trade was a ∞ increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Amy B. Kulikowski sold 2,900 shares of the company’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $68.60, for a total transaction of $198,940.00. Following the completion of the sale, the chief accounting officer directly owned 9,725 shares of the company’s stock, valued at $667,135. This represents a 22.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.76% of the stock is owned by corporate insiders.

BorgWarner Stock Up 0.2%

BWA stock opened at $64.25 on Monday. The company has a current ratio of 2.13, a quick ratio of 1.76 and a debt-to-equity ratio of 0.67. The firm has a 50-day moving average of $65.59 and a two-hundred day moving average of $62.14. BorgWarner Inc. has a 12 month low of $40.50 and a 12 month high of $78.82. The company has a market cap of $13.09 billion, a price-to-earnings ratio of 32.12, a PEG ratio of 1.15 and a beta of 1.10.

BorgWarner (NYSE:BWA) last issued its earnings results on Wednesday, August 5th. The auto parts company reported $1.42 earnings per share for the quarter, topping the consensus estimate of $1.28 by $0.14. The business had revenue of $3.65 billion for the quarter, compared to analysts’ expectations of $3.58 billion. BorgWarner had a return on equity of 19.10% and a net margin of 2.89%.The business’s revenue for the quarter was up .3% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.21 EPS. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. As a group, analysts forecast that BorgWarner Inc. will post 5.2 earnings per share for the current fiscal year.

BorgWarner declared that its board has authorized a stock repurchase plan on Wednesday, August 5th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the auto parts company to purchase up to 7.7% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.

BorgWarner Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be issued a $0.17 dividend. This represents a $0.68 annualized dividend and a yield of 1.1%. The ex-dividend date is Tuesday, September 1st. BorgWarner’s dividend payout ratio is presently 34.00%.

Analyst Ratings Changes

BWA has been the subject of a number of research analyst reports. Wells Fargo & Company increased their target price on BorgWarner from $68.00 to $83.00 and gave the company an “overweight” rating in a report on Tuesday, June 2nd. TD Cowen boosted their price target on BorgWarner from $67.00 to $68.00 and gave the stock a “hold” rating in a research report on Thursday, August 6th. Deutsche Bank Aktiengesellschaft set a $80.00 price objective on BorgWarner in a research note on Thursday, August 6th. JPMorgan Chase & Co. raised their price objective on BorgWarner from $75.00 to $85.00 and gave the company an “overweight” rating in a report on Monday, August 10th. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $95.00 target price on shares of BorgWarner in a research note on Wednesday, June 3rd. Nine research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $75.93.

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.