Cibc World Market Inc. cut its stake in BorgWarner Inc. (NYSE:BWA – Free Report) by 47.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,677 shares of the auto parts company’s stock after selling 10,504 shares during the quarter. Cibc World Market Inc.’s holdings in BorgWarner were worth $513,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors also recently modified their holdings of BWA. Caitong International Asset Management Co. Ltd raised its position in BorgWarner by 1,133.3% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 777 shares of the auto parts company’s stock valued at $26,000 after buying an additional 714 shares during the last quarter. Assetmark Inc. raised its holdings in shares of BorgWarner by 81.8% in the second quarter. Assetmark Inc. now owns 809 shares of the auto parts company’s stock valued at $27,000 after purchasing an additional 364 shares during the last quarter. Addison Advisors LLC lifted its position in shares of BorgWarner by 1,647.8% during the second quarter. Addison Advisors LLC now owns 804 shares of the auto parts company’s stock valued at $27,000 after purchasing an additional 758 shares in the last quarter. Root Financial Partners LLC purchased a new position in BorgWarner during the third quarter worth about $27,000. Finally, Twin Peaks Wealth Advisors LLC bought a new stake in BorgWarner in the 2nd quarter worth about $32,000. Institutional investors own 95.67% of the company’s stock.
Insider Activity
In related news, EVP Tania Wingfield sold 17,867 shares of the business’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $63.43, for a total transaction of $1,133,303.81. Following the sale, the executive vice president directly owned 45,429 shares in the company, valued at approximately $2,881,561.47. The trade was a 28.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Tonit M. Calaway sold 16,000 shares of the stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $65.08, for a total value of $1,041,280.00. Following the sale, the executive vice president directly owned 240,251 shares in the company, valued at $15,635,535.08. This trade represents a 6.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 37,367 shares of company stock worth $2,395,994. 0.45% of the stock is owned by corporate insiders.
BorgWarner Trading Down 1.2%
BorgWarner (NYSE:BWA – Get Free Report) last issued its earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share for the quarter, topping analysts’ consensus estimates of $1.16 by $0.19. BorgWarner had a net margin of 1.93% and a return on equity of 17.89%. The firm had revenue of $3.57 billion during the quarter, compared to analyst estimates of $3.49 billion. During the same quarter last year, the business earned $1.01 earnings per share. The company’s quarterly revenue was up 3.9% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, research analysts forecast that BorgWarner Inc. will post 4.28 EPS for the current year.
BorgWarner Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 2nd will be issued a $0.17 dividend. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Monday, March 2nd. BorgWarner’s dividend payout ratio (DPR) is presently 54.40%.
Wall Street Analysts Forecast Growth
Several research firms have commented on BWA. Piper Sandler reissued a “neutral” rating and set a $51.00 target price (down previously from $52.00) on shares of BorgWarner in a research report on Thursday, January 8th. Wells Fargo & Company lifted their price target on BorgWarner from $52.00 to $75.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. New Street Research set a $66.00 price objective on BorgWarner in a research note on Thursday, February 12th. UBS Group lifted their target price on BorgWarner from $46.00 to $49.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. Finally, JPMorgan Chase & Co. increased their price target on shares of BorgWarner from $56.00 to $76.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Eight analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $58.71.
View Our Latest Analysis on BorgWarner
Key Headlines Impacting BorgWarner
Here are the key news stories impacting BorgWarner this week:
- Positive Sentiment: Analyst and research support: independent research outlets (Zacks) are publishing bullish takes that label BWA a top long‑term growth/value idea, which can attract buy‑and‑hold and value investors. Read More.
- Positive Sentiment: Analyst positioning: the consensus remains skewed toward buy/overweight (Market consensus described as “Moderate Buy”), and several brokers have raised targets recently — a support for demand if optimism persists. Read More.
- Neutral Sentiment: Brand / marketing visibility: BorgWarner participated in motorsports activations (awarded a “Baby Borg” trophy to the 2025 Indy 500 winner), which boosts brand and OEM visibility but has limited short‑term financial impact. Read More.
- Negative Sentiment: Seeking Alpha downgrade / critical analysis: a recent Seeking Alpha piece took a more cautious stance (“BorgWarner: Beyond Auto Parts”) and included a downgrade, which can trigger short‑term selling by sentiment‑driven traders. Read More.
- Negative Sentiment: Multiple insider sales: several senior executives sold shares earlier this month (large, disclosed transactions), raising investor concern about insider confidence and amplifying downward pressure. Coverage roundup: Read More.
- Negative Sentiment: Specific insider filings: EVP Tania Wingfield sold 17,867 shares (~$63.43 avg). Read More.
- Negative Sentiment: Specific insider filings: EVP Tonit M. Calaway sold 16,000 shares (~$65.08 avg). Read More.
- Negative Sentiment: Specific insider filing: VP Isabelle Mckenzie sold 3,500 shares (~$63.26 avg). Read More.
BorgWarner 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.
Featured Stories
- Five stocks we like better than BorgWarner
- Your Bank Account Is No Longer Safe
- Nvidia CEO Issues Bold Tesla Call
- Buy this Gold Stock Before May 2026
- What a Former CIA Agent Knows About the Coming Collapse
- This $15 Stock Could Go Down as the #1 Stock of 2026
Want to see what other hedge funds are holding BWA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for BorgWarner Inc. (NYSE:BWA – Free Report).
Receive News & Ratings for BorgWarner Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for BorgWarner and related companies with MarketBeat.com's FREE daily email newsletter.
