BorgWarner (NYSE:BWA) Upgraded at UBS Group

UBS Group upgraded shares of BorgWarner (NYSE:BWA) from a sell rating to a neutral rating in a report published on Friday morning, Marketbeat Ratings reports. The firm currently has $55.00 price objective on the auto parts company’s stock.

BWA has been the topic of several other reports. New Street Research set a $66.00 target price on BorgWarner in a research report on Thursday, February 12th. Weiss Ratings reiterated a “hold (c)” rating on shares of BorgWarner in a research report on Wednesday, January 21st. JPMorgan Chase & Co. increased their price target on BorgWarner from $56.00 to $76.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. The Goldman Sachs Group raised their price target on BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Finally, Barclays upped their price objective on shares of BorgWarner from $55.00 to $70.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Eight analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $61.31.

BorgWarner Price Performance

NYSE BWA opened at $51.72 on Friday. BorgWarner has a 52 week low of $24.40 and a 52 week high of $70.08. The company has a current ratio of 2.07, a quick ratio of 1.70 and a debt-to-equity ratio of 0.69. The stock has a market cap of $10.71 billion, a price-to-earnings ratio of 41.38, a price-to-earnings-growth ratio of 1.05 and a beta of 1.04. The company has a 50-day moving average price of $52.06 and a two-hundred day moving average price of $46.62.

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

BorgWarner Announces Dividend

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 given a $0.17 dividend. This represents a $0.68 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Monday, March 2nd. BorgWarner’s dividend payout ratio is 54.40%.

Insider Activity

In other news, VP Isabelle Mckenzie sold 3,500 shares of the company’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $63.26, for a total value of $221,410.00. Following the completion of the sale, the vice president owned 68,809 shares in the company, valued at $4,352,857.34. This represents a 4.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Tania Wingfield sold 17,867 shares of the firm’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $63.43, for a total value of $1,133,303.81. Following the transaction, the executive vice president directly owned 45,429 shares of the company’s stock, valued at $2,881,561.47. This represents a 28.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 49,550 shares of company stock worth $3,156,141. 0.63% of the stock is owned by company insiders.

Institutional Investors Weigh In On BorgWarner

Hedge funds and other institutional investors have recently bought and sold shares of the business. Root Financial Partners LLC bought a new position in shares of BorgWarner during the 3rd quarter valued at about $27,000. Addison Advisors LLC raised its holdings in shares of BorgWarner by 1,647.8% in the 2nd quarter. Addison Advisors LLC now owns 804 shares of the auto parts company’s stock worth $27,000 after purchasing an additional 758 shares in the last quarter. Assetmark Inc. lifted its stake in BorgWarner by 81.8% during 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. Prosperity Bancshares Inc acquired a new stake in BorgWarner during the fourth quarter valued at approximately $37,000. Finally, Sound Income Strategies LLC boosted its holdings in BorgWarner by 9,888.9% during the fourth quarter. Sound Income Strategies LLC now owns 899 shares of the auto parts company’s stock worth $42,000 after buying an additional 890 shares in the last quarter. 95.67% of the stock is currently owned by institutional investors.

BorgWarner News Summary

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Zacks Research raised multiple quarterly and full‑year earnings estimates — including lifting FY2026 to $5.03 (from $4.66) and issuing FY2028 at $5.93 — signaling a stronger earnings trajectory than previously modeled. This is a fundamental catalyst that can support higher valuation. Zacks/MarketBeat Estimates Lift
• Positive Sentiment: UBS upgraded BWA from “sell” to “neutral” and set a $55 price target (~6.6% above the current price), reflecting improving analyst sentiment and reducing downside risk from prior negative coverage. Benzinga: UBS Upgrade
• Neutral Sentiment: Zacks published a feature arguing BorgWarner is a “strong growth stock” highlighting style/score metrics that could attract growth-minded investors, but this is narrative support rather than a fresh financial catalyst. Here’s Why BorgWarner is a Strong Growth Stock
• Neutral Sentiment: Another Zacks piece asks if investors are undervaluing BWA, which can influence sentiment and flows but doesn’t change fundamentals by itself. Are Investors Undervaluing BorgWarner?
• Neutral Sentiment: A Zacks summary of Wall Street price targets highlights a consensus implying ~27.7% upside, which may attract momentum buyers but is a forward-looking estimate with typical uncertainty. Wall Street Analysts Think BWA Could Surge

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.