JPMorgan Chase & Co. Increases BorgWarner (NYSE:BWA) Price Target to $76.00

BorgWarner (NYSE:BWA) had its price objective upped by equities research analysts at JPMorgan Chase & Co. from $56.00 to $76.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the auto parts company’s stock. JPMorgan Chase & Co.‘s price target indicates a potential upside of 21.19% from the stock’s previous close.

Several other equities analysts have also recently weighed in on BWA. Piper Sandler reissued a “neutral” rating and issued a $51.00 target price (down from $52.00) on shares of BorgWarner in a research note on Thursday, January 8th. Evercore increased their price target on shares of BorgWarner from $50.00 to $53.00 and gave the company an “outperform” rating in a research note on Monday, November 24th. TD Cowen reissued a “hold” rating on shares of BorgWarner in a research report on Thursday. New Street Research set a $66.00 price objective on shares of BorgWarner in a research note on Thursday. Finally, Morgan Stanley set a $60.00 target price on shares of BorgWarner in a research note on Thursday. Eight investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $57.14.

BorgWarner Trading Down 5.8%

BorgWarner stock opened at $62.71 on Thursday. The company has a market cap of $13.42 billion, a price-to-earnings ratio of 50.17, a P/E/G ratio of 1.32 and a beta of 1.09. The firm has a 50-day moving average of $48.12 and a 200-day moving average of $44.57. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.07 and a quick ratio of 1.69. BorgWarner has a one year low of $24.40 and a one year high of $70.08.

BorgWarner (NYSE:BWA) last released its earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.16 by $0.19. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The business had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.49 billion. During the same quarter in the prior year, the company posted $1.01 earnings per share. BorgWarner’s revenue was up 3.9% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, equities analysts expect that BorgWarner will post 4.28 earnings per share for the current fiscal year.

Hedge Funds Weigh In On BorgWarner

Several institutional investors and hedge funds have recently modified their holdings of BWA. The Manufacturers Life Insurance Company increased its position in BorgWarner by 243.2% during the fourth quarter. The Manufacturers Life Insurance Company now owns 153,734 shares of the auto parts company’s stock worth $6,927,000 after acquiring an additional 108,934 shares during the period. Bridgewater Associates LP grew its position in shares of BorgWarner by 3.0% during the 4th quarter. Bridgewater Associates LP now owns 901,684 shares of the auto parts company’s stock worth $40,630,000 after purchasing an additional 26,280 shares in the last quarter. UMB Bank n.a. increased its holdings in shares of BorgWarner by 28.1% during the fourth quarter. UMB Bank n.a. now owns 1,709 shares of the auto parts company’s stock worth $77,000 after purchasing an additional 375 shares during the period. Commerce Bank increased its holdings in shares of BorgWarner by 4.2% during the fourth quarter. Commerce Bank now owns 19,864 shares of the auto parts company’s stock worth $895,000 after purchasing an additional 796 shares during the period. Finally, Virtus Advisers LLC raised its position in shares of BorgWarner by 587.4% in the fourth quarter. Virtus Advisers LLC now owns 14,091 shares of the auto parts company’s stock valued at $635,000 after buying an additional 12,041 shares in the last quarter. 95.67% of the stock is currently owned by institutional investors and hedge funds.

More BorgWarner News

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Q4 beat and stronger guidance — BorgWarner reported a quarterly EPS beat and revenue above expectations, cited margin improvements and set FY‑2026 guidance (helping justify the stock’s recent rally). BorgWarner quarterly profit rises on powertrain demand, cost‑saving measures
• Positive Sentiment: Big broker lift — JPMorgan raised its price target to $76 and moved to overweight, signaling conviction among institutional analysts and providing near‑term upside support. JPMorgan raises price target to $76
• Positive Sentiment: New deals & commercial momentum — Coverage notes the company clinched multiple deals and hit new highs as markets priced in continued contract wins. BorgWarner climbs to all‑time high as firm clinches multiple deals
• Positive Sentiment: New growth avenues — Analysts highlight a push into data‑center power generation and related AI infrastructure exposure as a material upside opportunity beyond auto components. BorgWarner’s shift to data center power generation presents substantial revenue opportunity — analyst This name is now positioned to ’supercharge AI’, Deutsche Bank says
• Neutral Sentiment: Analyst roundup & momentum framing — Multiple analyst reviews and momentum screens highlight BWA as a top momentum name, which can increase both institutional interest and short‑term volatility. Demystifying BorgWarner: Insights From 6 Analyst Reviews Why BorgWarner (BWA) is a Top Momentum Stock for the Long‑Term
• Neutral Sentiment: Unusually high trading volume — Volume spiked after the earnings release, indicating strong repositioning by traders (can amplify moves in either direction). BorgWarner Sees Unusually‑High Trading Volume After Earnings Beat
• Negative Sentiment: EV transition headwinds — Coverage notes ongoing EV‑related pressures on legacy powertrain demand; management is offsetting some of that with cost cuts, but the structural risk remains. BorgWarner Inc. Balances EV Headwinds With Margin Gains
• Negative Sentiment: Valuation & profit‑taking risk — After the rally to an all‑time high the stock is trading at a rich multiple (P/E ~50), which raises susceptibility to pullbacks on any subtle narrative shifts or macro weakness. What Could Subtly Shift The BorgWarner (BWA) Narrative From Here

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.