Caprock Group LLC Makes New $1.24 Million Investment in BorgWarner Inc. $BWA

Caprock Group LLC acquired a new position in shares of BorgWarner Inc. (NYSE:BWA) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 29,085 shares of the auto parts company’s stock, valued at approximately $1,244,000.

Other large investors have also modified their holdings of the company. Norges Bank acquired a new stake in BorgWarner during the second quarter worth $110,234,000. AQR Capital Management LLC boosted its position in shares of BorgWarner by 307.1% during the 2nd quarter. AQR Capital Management LLC now owns 3,422,874 shares of the auto parts company’s stock valued at $114,153,000 after acquiring an additional 2,582,105 shares in the last quarter. Adage Capital Partners GP L.L.C. boosted its position in shares of BorgWarner by 233.6% during the 2nd quarter. Adage Capital Partners GP L.L.C. now owns 1,111,000 shares of the auto parts company’s stock valued at $37,196,000 after acquiring an additional 778,000 shares in the last quarter. Balyasny Asset Management L.P. acquired a new position in BorgWarner in the second quarter worth about $22,590,000. Finally, Covalis Capital LLP acquired a new position in BorgWarner in the second quarter worth about $16,171,000. 95.67% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Q4 beat and stronger guidance — BorgWarner reported a quarterly EPS beat and revenue above expectations, cited margin improvements and set FY‑2026 guidance (helping justify the stock’s recent rally). BorgWarner quarterly profit rises on powertrain demand, cost‑saving measures
• Positive Sentiment: Big broker lift — JPMorgan raised its price target to $76 and moved to overweight, signaling conviction among institutional analysts and providing near‑term upside support. JPMorgan raises price target to $76
• Positive Sentiment: New deals & commercial momentum — Coverage notes the company clinched multiple deals and hit new highs as markets priced in continued contract wins. BorgWarner climbs to all‑time high as firm clinches multiple deals
• Positive Sentiment: New growth avenues — Analysts highlight a push into data‑center power generation and related AI infrastructure exposure as a material upside opportunity beyond auto components. BorgWarner’s shift to data center power generation presents substantial revenue opportunity — analyst This name is now positioned to ’supercharge AI’, Deutsche Bank says
• Neutral Sentiment: Analyst roundup & momentum framing — Multiple analyst reviews and momentum screens highlight BWA as a top momentum name, which can increase both institutional interest and short‑term volatility. Demystifying BorgWarner: Insights From 6 Analyst Reviews Why BorgWarner (BWA) is a Top Momentum Stock for the Long‑Term
• Neutral Sentiment: Unusually high trading volume — Volume spiked after the earnings release, indicating strong repositioning by traders (can amplify moves in either direction). BorgWarner Sees Unusually‑High Trading Volume After Earnings Beat
• Negative Sentiment: EV transition headwinds — Coverage notes ongoing EV‑related pressures on legacy powertrain demand; management is offsetting some of that with cost cuts, but the structural risk remains. BorgWarner Inc. Balances EV Headwinds With Margin Gains
• Negative Sentiment: Valuation & profit‑taking risk — After the rally to an all‑time high the stock is trading at a rich multiple (P/E ~50), which raises susceptibility to pullbacks on any subtle narrative shifts or macro weakness. What Could Subtly Shift The BorgWarner (BWA) Narrative From Here

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on BWA. UBS Group upped their price objective on BorgWarner from $46.00 to $49.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Wells Fargo & Company upped their price target on BorgWarner from $52.00 to $75.00 and gave the company an “overweight” rating in a research report on Thursday. Barclays lifted their price objective on BorgWarner from $55.00 to $70.00 and gave the company an “overweight” rating in a report on Thursday. New Street Research set a $66.00 target price on shares of BorgWarner in a research note on Thursday. Finally, TD Cowen reiterated a “hold” rating on shares of BorgWarner in a research report on Thursday. Eight analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $57.14.

BorgWarner Stock Performance

Shares of BorgWarner stock opened at $62.71 on Friday. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.07 and a quick ratio of 1.69. The firm has a 50 day simple moving average of $48.12 and a 200 day simple moving average of $44.64. BorgWarner Inc. has a fifty-two week low of $24.40 and a fifty-two week high of $70.08. The firm has a market cap of $12.98 billion, a P/E ratio of 50.17, a P/E/G ratio of 1.25 and a beta of 1.09.

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. The firm had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.49 billion. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The business’s quarterly revenue was up 3.9% compared to the same quarter last year. During the same period last year, the company earned $1.01 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Sell-side analysts predict that BorgWarner Inc. will post 4.28 earnings per share for the current fiscal year.

BorgWarner Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 2nd will be paid a dividend of $0.17 per share. The ex-dividend date is Monday, March 2nd. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.1%. BorgWarner’s dividend payout ratio (DPR) is 54.40%.

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.