Diversified Trust Co Has $573,000 Stake in BorgWarner Inc. $BWA

Diversified Trust Co lowered its stake in BorgWarner Inc. (NYSE:BWA) by 56.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,567 shares of the auto parts company’s stock after selling 13,674 shares during the quarter. Diversified Trust Co’s holdings in BorgWarner were worth $573,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Prosperity Bancshares Inc acquired a new stake in BorgWarner in the fourth quarter valued at approximately $37,000. Sound Income Strategies LLC increased its holdings in shares of 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. Torren Management LLC bought a new position in shares of BorgWarner in the 4th quarter valued at $48,000. Olistico Wealth LLC acquired a new stake in shares of BorgWarner during the 4th quarter valued at $50,000. Finally, UMB Bank n.a. boosted its holdings in shares of BorgWarner by 28.1% during the 4th quarter. UMB Bank n.a. now owns 1,709 shares of the auto parts company’s stock valued at $77,000 after acquiring an additional 375 shares in the last quarter. 95.67% of the stock is currently owned by institutional investors and hedge funds.

BorgWarner Price Performance

Shares of NYSE:BWA opened at $69.29 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.75 and a current ratio of 2.13. BorgWarner Inc. has a 52 week low of $32.80 and a 52 week high of $78.82. The firm has a market cap of $14.21 billion, a PE ratio of 41.00, a price-to-earnings-growth ratio of 1.31 and a beta of 1.07. The firm’s fifty day moving average is $65.36 and its 200-day moving average is $56.20.

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

BorgWarner Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 1st were paid a $0.17 dividend. The ex-dividend date of this dividend was Monday, June 1st. This represents a $0.68 annualized dividend and a dividend yield of 1.0%. BorgWarner’s dividend payout ratio is presently 40.24%.

Insider Buying and Selling

In other news, CEO Joseph F. Fadool sold 29,000 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $67.31, for a total transaction of $1,951,990.00. Following the completion of the transaction, the chief executive officer directly owned 405,964 shares in the company, valued at $27,325,436.84. This trade represents a 6.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Stefan Demmerle sold 20,000 shares of BorgWarner stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $59.26, for a total value of $1,185,200.00. Following the completion of the transaction, the vice president directly owned 213,746 shares in the company, valued at approximately $12,666,587.96. This represents a 8.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 67,500 shares of company stock valued at $4,310,115 over the last three months. 0.76% of the stock is owned by insiders.

Wall Street Analyst Weigh In

BWA has been the topic of a number of research reports. UBS Group upgraded BorgWarner from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $61.00 to $95.00 in a research report on Wednesday, June 10th. Barclays increased their target price on BorgWarner from $70.00 to $75.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. Weiss Ratings reissued a “hold (c)” rating on shares of BorgWarner in a research note on Monday, April 20th. Wells Fargo & Company boosted their price target on BorgWarner from $68.00 to $83.00 and gave the stock an “overweight” rating in a report on Tuesday, June 2nd. Finally, Bank of America assumed coverage on BorgWarner in a research note on Wednesday, March 4th. They issued a “neutral” rating for the company. Nine equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, BorgWarner presently has a consensus rating of “Moderate Buy” and a consensus target price of $74.00.

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.