Swiss Life Asset Management Ltd Invests $436,000 in BorgWarner Inc. $BWA

Swiss Life Asset Management Ltd bought a new stake in BorgWarner Inc. (NYSE:BWA) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 9,922 shares of the auto parts company’s stock, valued at approximately $436,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Root Financial Partners LLC purchased a new position in BorgWarner during the 3rd quarter worth $27,000. Mather Group LLC. purchased a new stake in shares of BorgWarner in the third quarter valued at about $41,000. Twin Peaks Wealth Advisors LLC purchased a new stake in shares of BorgWarner in the second quarter valued at about $32,000. Quent Capital LLC acquired a new stake in shares of BorgWarner during the third quarter worth about $55,000. Finally, Hantz Financial Services Inc. boosted its stake in shares of BorgWarner by 32.7% during the third quarter. Hantz Financial Services Inc. now owns 1,470 shares of the auto parts company’s stock worth $65,000 after buying an additional 362 shares during the period. Hedge funds and other institutional investors own 95.67% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. The Goldman Sachs Group boosted their price target on BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Evercore reaffirmed an “outperform” rating and set a $75.00 price objective on shares of BorgWarner in a research report on Tuesday, February 17th. Wolfe Research upgraded BorgWarner from a “peer perform” rating to an “outperform” rating and set a $68.00 target price on the stock in a research note on Wednesday. Weiss Ratings reissued a “hold (c)” rating on shares of BorgWarner in a report on Wednesday, January 21st. Finally, Bank of America initiated coverage on BorgWarner in a research note on Wednesday, March 4th. They set a “neutral” rating for the company. Eight investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $63.77.

Insider Transactions at BorgWarner

In related news, VP Stefan Demmerle sold 2,500 shares of the company’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $53.03, for a total transaction of $132,575.00. Following the transaction, the vice president owned 233,746 shares of the company’s stock, valued at $12,395,550.38. This represents a 1.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Isabelle Mckenzie sold 2,458 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $61.54, for a total value of $151,265.32. Following the completion of the transaction, the vice president owned 66,351 shares of the company’s stock, valued at $4,083,240.54. The trade was a 3.57% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 78,083 shares of company stock valued at $4,638,585. 0.45% of the stock is owned by company insiders.

BorgWarner Trading Up 1.8%

NYSE BWA opened at $56.01 on Thursday. The stock has a market capitalization of $11.54 billion, a P/E ratio of 44.81, a P/E/G ratio of 1.12 and a beta of 1.04. BorgWarner Inc. has a 52-week low of $24.40 and a 52-week high of $70.08. The firm has a 50-day moving average price of $53.60 and a 200 day moving average price of $47.49. The company has a quick ratio of 1.70, a current ratio of 2.07 and a debt-to-equity ratio of 0.69.

BorgWarner (NYSE:BWA) last announced its quarterly earnings data on Wednesday, February 11th. The auto parts company reported $1.35 EPS for the quarter, beating 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 the consensus estimate of $3.49 billion. During the same quarter last year, the firm 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. Equities research analysts expect that BorgWarner Inc. will post 4.28 EPS for the current year.

BorgWarner Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 2nd were paid a $0.17 dividend. The ex-dividend date was Monday, March 2nd. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.2%. BorgWarner’s payout ratio is 54.40%.

About BorgWarner

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.