Jupiter Asset Management Ltd. Purchases New Position in BorgWarner Inc. $BWA

Jupiter Asset Management Ltd. acquired a new position in BorgWarner Inc. (NYSE:BWA) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 305,963 shares of the auto parts company’s stock, valued at approximately $13,450,000. Jupiter Asset Management Ltd. owned approximately 0.14% of BorgWarner as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Acadian Asset Management LLC increased its stake in shares of 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 buying an additional 1,723 shares during the period. Sivia Capital Partners LLC purchased a new position in BorgWarner during the 2nd quarter valued at about $339,000. Chicago Partners Investment Group LLC bought a new stake in shares of BorgWarner in the 2nd quarter valued at about $362,000. DekaBank Deutsche Girozentrale raised its holdings in shares of BorgWarner by 50.2% in the 2nd quarter. DekaBank Deutsche Girozentrale now owns 48,466 shares of the auto parts company’s stock valued at $1,633,000 after purchasing an additional 16,198 shares in the last quarter. Finally, Principle Wealth Partners LLC purchased a new stake in shares of BorgWarner in the 2nd quarter worth approximately $218,000. 95.67% of the stock is owned by institutional investors.

BorgWarner Stock Down 2.4%

BorgWarner stock opened at $58.88 on Friday. The business has a fifty day moving average price of $49.90 and a 200-day moving average price of $45.44. BorgWarner Inc. has a 1-year low of $24.40 and a 1-year high of $70.08. The stock has a market capitalization of $12.19 billion, a price-to-earnings ratio of 47.11, a PEG ratio of 1.21 and a beta of 1.09. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.07 and a quick ratio of 1.70.

BorgWarner (NYSE:BWA) last released its quarterly earnings results on Wednesday, February 11th. The auto parts company reported $1.35 EPS for the quarter, beating analysts’ consensus estimates of $1.16 by $0.19. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The company 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 posted $1.01 earnings per share. The firm’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. Equities research analysts forecast that BorgWarner Inc. will post 4.28 EPS for the current fiscal year.

BorgWarner Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be paid a $0.17 dividend. The ex-dividend date is Monday, March 2nd. This represents a $0.68 dividend on an annualized basis and a yield of 1.2%. BorgWarner’s dividend payout ratio (DPR) is 54.40%.

Insiders Place Their Bets

In other BorgWarner news, VP Isabelle Mckenzie sold 2,458 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $61.54, for a total transaction of $151,265.32. Following the transaction, the vice president owned 66,351 shares in the company, valued at approximately $4,083,240.54. This represents a 3.57% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Tonit M. Calaway sold 9,725 shares of the firm’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $62.61, for a total transaction of $608,882.25. Following the completion of the transaction, the executive vice president directly owned 230,526 shares of the company’s stock, valued at approximately $14,433,232.86. This represents a 4.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 49,550 shares of company stock valued at $3,156,141. Insiders own 0.45% of the company’s stock.

Wall Street Analysts Forecast Growth

BWA has been the topic of several research reports. TD Cowen reissued a “hold” rating on shares of BorgWarner in a report on Thursday, February 12th. Wells Fargo & Company increased their target price on BorgWarner from $52.00 to $75.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. The Goldman Sachs Group boosted their price target on BorgWarner from $54.00 to $78.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. UBS Group cut BorgWarner from a “neutral” rating to a “sell” rating and upped their price objective for the stock from $49.00 to $55.00 in a research note on Friday. Finally, Barclays lifted their target price on BorgWarner from $55.00 to $70.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Eight investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, BorgWarner currently has a consensus rating of “Hold” and an average price target of $59.14.

BorgWarner News Summary

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Recent quarterly results beat expectations and management set FY2026 guidance of $5.00–$5.20 EPS, which supports the stock’s valuation and longer-term thesis for electrification and turbocharger growth. MarketBeat Coverage
• Positive Sentiment: Momentum/coverage pieces and several bullish analysts (JPMorgan, Goldman, Evercore, Wells Fargo) raised targets or maintained Outperform/Overweight views, giving institutional support to the rally. Zacks Momentum Article
• Neutral Sentiment: BorgWarner presented at Barclays’ Industrial Select Conference (transcript available); the presentation provides incremental detail on product roadmap and margins but didn’t contain new headline items likely to move the tape by itself. Barclays Conference Transcript
• Negative Sentiment: UBS downgraded BWA from Neutral to Sell (while raising its price target), flagging that new ventures and risk factors may not be priced in — the downgrade is the primary catalyst for today’s downside pressure. MSN: UBS Downgrade
• Negative Sentiment: UBS and commentary highlight specific concerns about the company’s new venture with TurboCell — UBS says execution and risk from that initiative may not be fully reflected in the stock, adding uncertainty to the growth story. Seeking Alpha: TurboCell Risks
• Negative Sentiment: Insider selling by senior executives (VP Isabelle Mckenzie and EVP Tonit Calaway disclosed recent share sales totaling several thousand shares) is adding to near-term pressure and may be read negatively by some investors despite insiders retaining large positions. InsiderTrades: Insider Selling AmericanBankingNews: Calaway Sale

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.