USA Financial Formulas Lowers Holdings in BorgWarner Inc. $BWA

USA Financial Formulas trimmed its stake in BorgWarner Inc. (NYSE:BWA) by 76.8% during the 4th quarter, HoldingsChannel reports. The fund owned 4,022 shares of the auto parts company’s stock after selling 13,336 shares during the quarter. USA Financial Formulas’ holdings in BorgWarner were worth $181,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Root Financial Partners LLC bought a new position in shares of BorgWarner during the third quarter valued at $27,000. Twin Peaks Wealth Advisors LLC bought a new position in BorgWarner in the 2nd quarter worth about $32,000. Mather Group LLC. purchased a new stake in BorgWarner during the 3rd quarter valued at about $41,000. Olistico Wealth LLC purchased a new stake in BorgWarner during the 4th quarter valued at about $50,000. Finally, Quent Capital LLC bought a new stake in BorgWarner during the 3rd quarter valued at about $55,000. 95.67% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at BorgWarner

In other BorgWarner news, VP Isabelle Mckenzie sold 2,458 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $61.54, for a total transaction of $151,265.32. Following the completion of the sale, the vice president directly owned 66,351 shares of the company’s stock, valued at approximately $4,083,240.54. This represents a 3.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Paul Arthur Farrell sold 12,012 shares of the stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $52.31, for a total transaction of $628,347.72. Following the completion of the transaction, the executive vice president owned 38,238 shares in the company, valued at $2,000,229.78. The trade was a 23.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 78,083 shares of company stock valued at $4,638,585 in the last quarter. Insiders own 0.76% of the company’s stock.

BorgWarner Stock Up 0.0%

BWA stock opened at $54.25 on Monday. BorgWarner Inc. has a fifty-two week low of $24.40 and a fifty-two week high of $70.08. The business’s 50-day moving average is $53.86 and its two-hundred day moving average is $47.67. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.70 and a current ratio of 2.07. The company has a market cap of $11.18 billion, a price-to-earnings ratio of 43.40, a P/E/G ratio of 1.10 and a beta of 1.04.

BorgWarner (NYSE:BWA) last released its quarterly earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $3.49 billion. During the same period in the previous year, the company posted $1.01 EPS. The business’s quarterly 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. As a group, analysts forecast that BorgWarner Inc. will post 4.28 earnings per share for the current year.

BorgWarner Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Monday, March 2nd were given a dividend of $0.17 per share. This represents a $0.68 annualized dividend and a yield of 1.3%. The ex-dividend date was Monday, March 2nd. BorgWarner’s payout ratio is 54.40%.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on BWA. Weiss Ratings reiterated a “hold (c)” rating on shares of BorgWarner in a research note on Wednesday, January 21st. Bank of America started coverage on shares of BorgWarner in a research report on Wednesday, March 4th. They set a “neutral” rating for the company. Evercore restated an “outperform” rating and issued a $75.00 price objective on shares of BorgWarner in a report on Tuesday, February 17th. The Goldman Sachs Group upped their price objective on BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Finally, New Street Research set a $66.00 target price on BorgWarner in a report on Thursday, February 12th. Eight research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $63.77.

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.