Freestone Grove Partners LP Acquires New Shares in BorgWarner Inc. $BWA

Freestone Grove Partners LP acquired a new position in BorgWarner Inc. (NYSE:BWA) in the second quarter, Holdings Channel.com reports. The institutional investor acquired 422,272 shares of the auto parts company’s stock, valued at approximately $28,039,000.

Other hedge funds have also recently bought and sold shares of the company. Clearstead Trust LLC acquired a new stake in shares of BorgWarner in the second quarter worth about $28,000. Prosperity Bancshares Inc acquired a new position in shares of BorgWarner during the 4th quarter valued at about $37,000. Ceredex Value Advisors LLC bought a new position in shares of BorgWarner in the 2nd quarter valued at approximately $40,000. Torren Management LLC bought a new position in shares of BorgWarner in the 4th quarter valued at approximately $48,000. Finally, Fiduciary Financial Advisors acquired a new stake in BorgWarner in the 2nd quarter worth approximately $49,000. 95.67% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

BWA has been the subject of a number of recent analyst reports. Weiss Ratings raised BorgWarner from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday, June 29th. Sanford C. Bernstein raised shares of BorgWarner to a “buy” rating in a research report on Wednesday, June 10th. JPMorgan Chase & Co. boosted their price objective on shares of BorgWarner from $75.00 to $85.00 and gave the stock an “overweight” rating in a research note on Monday, August 10th. Wells Fargo & Company upped their price objective on shares of BorgWarner from $68.00 to $83.00 and gave the stock an “overweight” rating in a report on Tuesday, June 2nd. Finally, Deutsche Bank Aktiengesellschaft set a $80.00 target price on shares of BorgWarner in a research note on Thursday, August 6th. Nine research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $75.93.

BorgWarner Stock Performance

NYSE:BWA opened at $64.82 on Friday. The firm’s 50-day moving average is $65.75 and its 200-day moving average is $62.06. BorgWarner Inc. has a 52-week low of $40.50 and a 52-week high of $78.82. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.76 and a current ratio of 2.13. The company has a market cap of $13.20 billion, a price-to-earnings ratio of 32.41, a PEG ratio of 1.16 and a beta of 1.10.

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

BorgWarner Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be issued a dividend of $0.17 per share. This represents a $0.68 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Tuesday, September 1st. BorgWarner’s dividend payout ratio (DPR) is presently 34.00%.

BorgWarner declared that its Board of Directors has approved a share repurchase program on Wednesday, August 5th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the auto parts company to buy up to 7.7% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling

In other BorgWarner news, Director Rajesh Kalathur purchased 7,407 shares of the firm’s stock in a transaction on Wednesday, August 19th. The shares were purchased at an average price of $67.59 per share, for a total transaction of $500,639.13. Following the completion of the purchase, the director directly owned 7,407 shares of the company’s stock, valued at approximately $500,639.13. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Amy B. Kulikowski sold 2,900 shares of BorgWarner 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 sale, the chief accounting officer owned 9,725 shares in the company, valued at approximately $667,135. This trade represents a 22.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.76% of the company’s stock.

Key BorgWarner News

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Zacks raised several forward earnings forecasts. Estimates increased for FY2026 EPS to $5.19 from $5.15, FY2027 EPS to $5.82 from $5.68, and FY2028 EPS to $6.35 from $6.00. Quarterly increases included Q1 2027, Q2 2027, Q3 2027, Q4 2027, Q1 2028 and Q2 2028, signaling improved expectations for BorgWarner’s longer-term growth and profitability. Zacks Research earnings estimate updates
• Positive Sentiment: Long-term growth positioning may support investor interest. A Zacks analysis identified BorgWarner as a potentially attractive long-term growth stock based on its Style Scores, which are designed to highlight companies matching specific investment approaches. Why BorgWarner is a Top Growth Stock for the Long-Term
• Neutral Sentiment: The revisions were mixed for late 2026. Zacks lowered its Q3 2026 EPS forecast to $1.22 from $1.27 and its Q4 2026 forecast to $1.31 from $1.39. However, the full-year 2026 estimate was raised to $5.19, matching consensus, suggesting the near-term cuts were offset by stronger expectations elsewhere.
• Positive Sentiment: Recent operating performance provides support for the outlook. BorgWarner’s latest reported quarter exceeded expectations, with EPS of $1.42 versus the $1.28 consensus forecast and revenue of $3.65 billion versus the $3.58 billion estimate. Revenue also edged higher year over year, while full-year 2026 guidance remains $5.05–$5.30 in EPS.

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.