Tonit Calaway Sells 16,000 Shares of BorgWarner (NYSE:BWA) Stock

BorgWarner Inc. (NYSE:BWA) EVP Tonit Calaway sold 16,000 shares of the business’s stock in a transaction on 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 transaction, the executive vice president directly owned 240,251 shares of the company’s stock, valued at $15,635,535.08. The trade was a 6.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

BorgWarner Price Performance

BWA stock opened at $61.75 on Thursday. BorgWarner Inc. has a 1 year low of $24.40 and a 1 year high of $70.08. The firm has a market capitalization of $12.79 billion, a P/E ratio of 49.40, a P/E/G ratio of 1.26 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. The business’s 50-day moving average is $49.31 and its two-hundred day moving average is $45.19.

BorgWarner (NYSE:BWA) last issued its earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $3.49 billion. During the same quarter last year, the company earned $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. Analysts anticipate that BorgWarner Inc. will post 4.28 earnings per share for the current fiscal year.

BorgWarner Announces Dividend

The company 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 dividend of $0.17 per share. The ex-dividend date is Monday, March 2nd. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.1%. BorgWarner’s payout ratio is presently 54.40%.

Key Stories 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.

Wall Street Analyst Weigh In

BWA has been the subject of several analyst reports. Piper Sandler reaffirmed a “neutral” rating and set a $51.00 price objective (down from $52.00) on shares of BorgWarner in a research report on Thursday, January 8th. Barclays upped their price target on BorgWarner from $55.00 to $70.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. TD Cowen reissued a “hold” rating on shares of BorgWarner in a report on Thursday, February 12th. Wells Fargo & Company boosted their price objective on shares of BorgWarner from $52.00 to $75.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, JPMorgan Chase & Co. increased their target price 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 investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $58.71.

Hedge Funds Weigh In On BorgWarner

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Caitong International Asset Management Co. Ltd increased 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 acquiring an additional 714 shares during the period. Assetmark Inc. increased 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 period. Addison Advisors LLC raised its stake 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 worth $27,000 after purchasing an additional 758 shares during the last quarter. Root Financial Partners LLC acquired a new stake in shares of BorgWarner during the third quarter worth $27,000. Finally, Twin Peaks Wealth Advisors LLC purchased a new position in BorgWarner in the 2nd quarter valued at $32,000. Hedge funds and other institutional investors own 95.67% of the company’s stock.

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.