BorgWarner (NYSE:BWA) Stock Price Target Lowered at Royal Bank Of Canada

BorgWarner (NYSE:BWA) had its price target trimmed by Royal Bank Of Canada from $87.00 to $75.00 in a research report sent to investors on Friday morning,Benzinga reports. The firm currently has an outperform rating on the auto parts company’s stock.

Several other analysts have also recently commented on the stock. Robert W. Baird set a $79.00 target price on shares of BorgWarner in a research report on Thursday, August 6th. Barclays raised their price target on BorgWarner from $83.00 to $85.00 and gave the stock an “overweight” rating in a research report on Monday, August 10th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of BorgWarner in a research note on Friday, September 25th. TD Cowen lifted their price objective on BorgWarner from $67.00 to $68.00 and gave the stock a “hold” rating in a research note on Thursday, August 6th. Finally, Wall Street Zen downgraded BorgWarner from a “buy” rating to a “hold” rating in a report on Saturday, October 24th. Eleven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $79.33.

BorgWarner Stock Down 3.0%

Shares of NYSE:BWA opened at $51.70 on Friday. BorgWarner has a one year low of $40.73 and a one year high of $78.82. The company has a 50 day moving average of $61.31 and a 200-day moving average of $60.54. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.41 and a quick ratio of 1.76. The stock has a market cap of $10.53 billion, a price-to-earnings ratio of 22.00, a P/E/G ratio of 0.78 and a beta of 1.16.

BorgWarner (NYSE:BWA) last announced its quarterly earnings data on Thursday, October 29th. The auto parts company reported $1.39 earnings per share for the quarter, beating the consensus estimate of $1.25 by $0.14. BorgWarner had a net margin of 3.36% and a return on equity of 19.61%. The business had revenue of $3.49 billion for the quarter, compared to analyst estimates of $3.50 billion. During the same period in the prior year, the business posted $1.24 earnings per share. BorgWarner’s revenue was down 2.9% compared to the same quarter last year. On average, sell-side analysts forecast that BorgWarner will post 5.21 earnings per share for the current year.

BorgWarner declared that its Board of Directors has initiated a stock repurchase plan on Wednesday, August 5th that permits the company to repurchase $1 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. Share repurchase plans are typically a sign that the company’s leadership believes its stock is undervalued.

Insider Activity at BorgWarner

In other BorgWarner news, Director Michael S. Hanley sold 5,000 shares of BorgWarner stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $65.51, for a total transaction of $327,550.00. Following the transaction, the director directly owned 34,313 shares in the company, valued at approximately $2,247,844.63. The trade was a 12.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Rajesh Kalathur bought 7,407 shares of the firm’s stock in a transaction on Wednesday, August 19th. The stock was acquired at an average cost of $67.59 per share, with a total value of $500,639.13. Following the completion of the purchase, the director owned 7,407 shares of the company’s stock, valued at approximately $500,639.13. This trade represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. 0.76% of the stock is owned by corporate insiders.

Institutional Trading of BorgWarner

Large investors have recently bought and sold shares of the business. BlackRock Inc. acquired a new position in shares of BorgWarner in the second quarter valued at approximately $1,678,187,000. William Blair Investment Management LLC bought a new stake in shares of BorgWarner during the second quarter worth $251,305,000. Bank of America Corp DE acquired a new stake in shares of BorgWarner during the second quarter worth $250,618,000. Swedbank AB raised its holdings in shares of BorgWarner by 5.4% during the first quarter. Swedbank AB now owns 2,933,151 shares of the auto parts company’s stock worth $159,153,000 after acquiring an additional 150,144 shares during the period. Finally, Bank of New York Mellon Corp bought a new stake in BorgWarner in the 2nd quarter valued at $112,292,000. 95.67% of the stock is owned by institutional investors.

BorgWarner News Roundup

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: BorgWarner reported third-quarter adjusted EPS of $1.39, above the $1.24–$1.26 analyst consensus and up from $1.24 a year earlier. The company also increased its 2026 adjusted EPS guidance, highlighting the impact of cost controls and operational improvements. BorgWarner Reports Strong Third Quarter 2026 Results
• Positive Sentiment: The company announced nine business awards, including high-voltage inverter and eMotor programs, supporting its strategy to expand in electrification and build longer-term profitable growth. High-Voltage Inverter Supply Agreement
• Positive Sentiment: Despite target reductions, Morgan Stanley maintained an overweight rating with an $89 target, while RBC retained an outperform rating with a $75 target—both implying substantial potential upside from the reported share price. Morgan Stanley Ratings
• Neutral Sentiment: TD Cowen lowered its target to $67 and kept a hold rating, indicating analysts see valuation upside but remain cautious about the near-term outlook. TD Cowen Ratings
• Negative Sentiment: Third-quarter revenue was $3.49 billion, slightly below expectations and down 2.9% year over year, reflecting lower customer volumes. BorgWarner also reduced elements of its 2026 outlook, raising concerns about demand and the pace of recovery.
• Negative Sentiment: Morgan Stanley, RBC, and TD Cowen all reduced their price targets, signaling increased caution even though each firm’s revised target remains above the current trading level. RBC Ratings

BorgWarner Company Profile

BorgWarner Inc (NYSE:BWA) is a global automotive technology company that develops and manufactures propulsion and mobility systems for vehicle manufacturers and commercial vehicle customers. The company serves both internal-combustion and electrified vehicle markets, with a portfolio focused on improving vehicle efficiency, performance, emissions, and electrification.

Its products and technologies include turbochargers, emissions and thermal-management systems, transmission components, friction products, battery systems, battery charging equipment, power electronics, electric motors, and other electric-drive components.