31,678 Shares in BorgWarner Inc. $BWA Purchased by Caisse Des Depots ET Consignations

Caisse Des Depots ET Consignations bought a new stake in shares of BorgWarner Inc. (NYSE:BWA) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 31,678 shares of the auto parts company’s stock, valued at approximately $1,393,000.

Several other institutional investors also recently bought and sold shares of BWA. State Street Corp lifted its position in shares of BorgWarner by 5.3% during 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 in the last quarter. LSV Asset Management lifted its holdings in BorgWarner by 4.7% during the 3rd quarter. LSV Asset Management now owns 6,043,654 shares of the auto parts company’s stock worth $265,679,000 after buying an additional 272,387 shares in the last quarter. American Century Companies Inc. boosted its position in BorgWarner by 1.6% in the 2nd quarter. American Century Companies Inc. now owns 3,774,828 shares of the auto parts company’s stock valued at $126,381,000 after buying an additional 58,252 shares during the period. AQR Capital Management LLC grew its stake in shares of BorgWarner by 307.1% in the second quarter. AQR Capital Management LLC now owns 3,422,874 shares of the auto parts company’s stock worth $114,153,000 after acquiring an additional 2,582,105 shares in the last quarter. Finally, Norges Bank purchased a new stake in shares of BorgWarner during the second quarter worth $110,234,000. 95.67% of the stock is owned by institutional investors and hedge funds.

BorgWarner News Summary

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Q4 earnings and revenue beat expectations (EPS $1.35 vs. ~$1.16 estimate; revenue $3.57B vs. ~$3.49B) and profitability improved, driven by powertrain demand and cost savings — a clear near-term catalyst for the stock. BorgWarner quarterly profit rises on powertrain demand, cost-saving measures
• Positive Sentiment: Company announced a string of OEM program awards (800V integrated drive modules, expanded battery‑management system programs, 48V eXD and turbocharger supply), reinforcing revenue visibility from new EV/HEV content over the medium term. BorgWarner Reports 2025 Results and Provides 2026 Guidance
• Positive Sentiment: Strong capital returns highlighted — roughly $630M returned in 2025 — which supports shareholder value and can buoy investor sentiment alongside operational beat. BorgWarner Reports 2025 Results and Provides 2026 Guidance
• Neutral Sentiment: FY‑2026 EPS guidance set to $5.00–$5.20; some outlets call the guidance “soft” relative to certain expectations even though it implies continued earnings growth — the guidance partly offsets the quarterly beat for some investors. BorgWarner secures record number of awards, beats Q4 expectations, sets soft FY26 guidance
• Negative Sentiment: Management acknowledged EV headwinds even as margins improved — investor concern remains that EV transition dynamics and conservative revenue guidance could limit upside beyond the initial beat. BorgWarner Inc. Balances EV Headwinds With Margin Gains

Wall Street Analysts Forecast Growth

BWA has been the subject of a number of recent research reports. UBS Group lifted their target price on BorgWarner from $46.00 to $49.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. Evercore boosted their price objective on BorgWarner from $50.00 to $53.00 and gave the stock an “outperform” rating in a research report on Monday, November 24th. Morgan Stanley reaffirmed an “equal weight” rating and issued a $49.00 target price (up previously from $42.00) on shares of BorgWarner in a report on Monday, December 8th. Wells Fargo & Company decreased their price target on shares of BorgWarner from $54.00 to $52.00 and set an “overweight” rating for the company in a research note on Tuesday, December 9th. Finally, JPMorgan Chase & Co. increased their price objective on shares of BorgWarner from $45.00 to $53.00 and gave the company an “overweight” rating in a research report on Monday, October 20th. Eight equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $47.31.

BorgWarner Stock Up 23.5%

Shares of NYSE:BWA opened at $66.68 on Thursday. The firm has a 50 day simple moving average of $47.27 and a 200-day simple moving average of $44.23. BorgWarner Inc. has a twelve month low of $24.40 and a twelve month high of $68.82. The company has a current ratio of 2.05, a quick ratio of 1.69 and a debt-to-equity ratio of 0.63. The company has a market capitalization of $14.26 billion, a PE ratio of 105.84, a P/E/G ratio of 1.09 and a beta of 1.09.

BorgWarner (NYSE:BWA) last announced its quarterly earnings results on Wednesday, February 11th. The auto parts company reported $1.35 EPS for the quarter, topping the consensus estimate of $1.16 by $0.19. BorgWarner had a net margin of 0.94% and a return on equity of 16.72%. The firm had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.49 billion. During the same period last year, the business earned $1.01 EPS. BorgWarner’s revenue for the quarter was up 3.9% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, equities analysts predict that BorgWarner Inc. will post 4.28 EPS for the current fiscal year.

BorgWarner Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be paid a dividend of $0.17 per share. This represents a $0.68 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Monday, March 2nd. BorgWarner’s dividend payout ratio (DPR) is currently 107.94%.

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.