31,678 Shares in BorgWarner Inc. $BWA Bought by Caisse Des Depots ET Consignations

Caisse Des Depots ET Consignations acquired a new stake in BorgWarner Inc. (NYSE:BWA) during the third quarter, HoldingsChannel reports. The firm acquired 31,678 shares of the auto parts company’s stock, valued at approximately $1,393,000.

A number of other institutional investors and hedge funds have also made changes to their positions in BWA. Acadian Asset Management LLC increased its position in BorgWarner by 23.7% in the 1st quarter. Acadian Asset Management LLC now owns 8,979 shares of the auto parts company’s stock valued at $257,000 after acquiring an additional 1,723 shares during the period. Sivia Capital Partners LLC purchased a new position in shares of BorgWarner in the 2nd quarter valued at approximately $339,000. Truist Financial Corp increased its holdings in shares of BorgWarner by 7.0% in the second quarter. Truist Financial Corp now owns 17,336 shares of the auto parts company’s stock valued at $580,000 after purchasing an additional 1,134 shares during the period. Fifth Third Wealth Advisors LLC purchased a new stake in shares of BorgWarner during the second quarter worth approximately $220,000. Finally, Vanguard Personalized Indexing Management LLC raised its stake in shares of BorgWarner by 13.3% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 27,787 shares of the auto parts company’s stock worth $930,000 after purchasing an additional 3,252 shares during the last quarter. 95.67% of the stock is owned by hedge funds and other institutional investors.

BorgWarner Trading Up 23.5%

Shares of BWA opened at $66.68 on Thursday. BorgWarner Inc. has a twelve month low of $24.40 and a twelve month high of $68.82. The company has a current ratio of 2.05, a quick ratio of 1.69 and a debt-to-equity ratio of 0.63. The firm has a market capitalization of $14.26 billion, a P/E ratio of 105.84, a PEG ratio of 1.09 and a beta of 1.09. The firm’s 50-day moving average is $47.27 and its two-hundred day moving average is $44.23.

BorgWarner (NYSE:BWA) last announced its quarterly earnings results on Wednesday, February 11th. The auto parts company reported $1.35 EPS for the quarter, topping the consensus estimate of $1.16 by $0.19. The business had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.49 billion. BorgWarner had a return on equity of 16.72% and a net margin of 0.94%.The company’s quarterly revenue was up 3.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.01 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, research analysts predict that BorgWarner Inc. will post 4.28 earnings per share for the current fiscal year.

BorgWarner Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 2nd will be issued a $0.17 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $0.68 annualized dividend and a yield of 1.0%. BorgWarner’s dividend payout ratio is 107.94%.

BorgWarner News Summary

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Q4 earnings and revenue beat expectations (EPS $1.35 vs. ~$1.16 estimate; revenue $3.57B vs. ~$3.49B) and profitability improved, driven by powertrain demand and cost savings — a clear near-term catalyst for the stock. BorgWarner quarterly profit rises on powertrain demand, cost-saving measures
• Positive Sentiment: Company announced a string of OEM program awards (800V integrated drive modules, expanded battery‑management system programs, 48V eXD and turbocharger supply), reinforcing revenue visibility from new EV/HEV content over the medium term. BorgWarner Reports 2025 Results and Provides 2026 Guidance
• Positive Sentiment: Strong capital returns highlighted — roughly $630M returned in 2025 — which supports shareholder value and can buoy investor sentiment alongside operational beat. BorgWarner Reports 2025 Results and Provides 2026 Guidance
• Neutral Sentiment: FY‑2026 EPS guidance set to $5.00–$5.20; some outlets call the guidance “soft” relative to certain expectations even though it implies continued earnings growth — the guidance partly offsets the quarterly beat for some investors. BorgWarner secures record number of awards, beats Q4 expectations, sets soft FY26 guidance
• Negative Sentiment: Management acknowledged EV headwinds even as margins improved — investor concern remains that EV transition dynamics and conservative revenue guidance could limit upside beyond the initial beat. BorgWarner Inc. Balances EV Headwinds With Margin Gains

Wall Street Analyst Weigh In

BWA has been the topic of several recent research reports. Robert W. Baird set a $55.00 price objective on shares of BorgWarner in a research note on Wednesday, January 14th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of BorgWarner in a report on Wednesday, January 21st. JPMorgan Chase & Co. boosted their price target on shares of BorgWarner from $45.00 to $53.00 and gave the stock an “overweight” rating in a research note on Monday, October 20th. UBS Group raised their price objective on shares of BorgWarner from $46.00 to $49.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Finally, Wells Fargo & Company dropped their target price on BorgWarner from $54.00 to $52.00 and set an “overweight” rating on the stock in a research report on Tuesday, December 9th. Eight investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, BorgWarner presently has a consensus rating of “Moderate Buy” and a consensus price target of $47.31.

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.