BNP Paribas Financial Markets Raises Stock Position in BorgWarner Inc. $BWA

BNP Paribas Financial Markets increased its stake in BorgWarner Inc. (NYSE:BWA) by 25.8% during the 4th quarter, HoldingsChannel reports. The firm owned 195,253 shares of the auto parts company’s stock after buying an additional 40,051 shares during the period. BNP Paribas Financial Markets’ holdings in BorgWarner were worth $8,798,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings in BorgWarner by 2.5% in the third quarter. Vanguard Group Inc. now owns 27,578,374 shares of the auto parts company’s stock worth $1,212,345,000 after purchasing an additional 667,788 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in BorgWarner by 1.3% in the third quarter. Dimensional Fund Advisors LP now owns 11,782,629 shares of the auto parts company’s stock worth $517,960,000 after purchasing an additional 155,871 shares during the last quarter. State Street Corp boosted its holdings in BorgWarner by 5.3% in the second quarter. State Street Corp now owns 7,633,760 shares of the auto parts company’s stock worth $255,578,000 after purchasing an additional 380,942 shares during the last quarter. AQR Capital Management LLC boosted its holdings in BorgWarner by 119.7% in the third quarter. AQR Capital Management LLC now owns 7,518,776 shares of the auto parts company’s stock worth $330,525,000 after purchasing an additional 4,095,902 shares during the last quarter. Finally, LSV Asset Management raised its position in BorgWarner by 6.7% in the fourth quarter. LSV Asset Management now owns 6,446,541 shares of the auto parts company’s stock worth $290,481,000 after acquiring an additional 402,887 shares during the period. Hedge funds and other institutional investors own 95.67% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Wolfe Research reiterated an “outperform” rating and set a $95.00 price target on shares of BorgWarner in a research note on Wednesday, June 3rd. Weiss Ratings reiterated a “hold (c)” rating on shares of BorgWarner in a research note on Monday, April 20th. JPMorgan Chase & Co. lifted their price target on shares of BorgWarner from $73.00 to $75.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. Deutsche Bank Aktiengesellschaft set a $81.00 price target on shares of BorgWarner in a research note on Tuesday, April 21st. Finally, Bank of America assumed coverage on shares of BorgWarner in a research note on Wednesday, March 4th. They set a “neutral” rating on the stock. Seven equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $71.14.

Insider Activity at BorgWarner

In related news, VP Isabelle Mckenzie sold 3,500 shares of the firm’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $63.35, for a total transaction of $221,725.00. Following the completion of the transaction, the vice president directly owned 57,828 shares of the company’s stock, valued at approximately $3,663,403.80. This trade represents a 5.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Paul Arthur Farrell sold 12,012 shares of the firm’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $52.31, for a total transaction of $628,347.72. Following the transaction, the executive vice president directly owned 38,238 shares of the company’s stock, valued at $2,000,229.78. The trade was a 23.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 79,512 shares of company stock valued at $4,938,463 in the last ninety days. Corporate insiders own 0.76% of the company’s stock.

BorgWarner Stock Up 4.5%

Shares of BWA stock opened at $75.91 on Tuesday. The company has a market capitalization of $15.57 billion, a price-to-earnings ratio of 44.92, a PEG ratio of 1.39 and a beta of 1.07. BorgWarner Inc. has a one year low of $32.24 and a one year high of $78.82. The company’s fifty day moving average price is $60.62 and its 200-day moving average price is $53.55. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.13 and a quick ratio of 1.75.

BorgWarner (NYSE:BWA) last announced its quarterly earnings data on Wednesday, May 6th. The auto parts company reported $1.24 EPS for the quarter, beating the consensus estimate of $1.16 by $0.08. The firm had revenue of $3.53 billion for the quarter, compared to the consensus estimate of $3.50 billion. BorgWarner had a net margin of 2.53% and a return on equity of 18.36%. The company’s revenue was up .5% on a year-over-year basis. During the same period last year, the firm earned $1.11 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Sell-side analysts expect that BorgWarner Inc. will post 5.18 EPS for the current fiscal year.

BorgWarner Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 1st will be paid a dividend of $0.17 per share. This represents a $0.68 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Monday, June 1st. BorgWarner’s dividend payout ratio (DPR) is presently 40.24%.

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.