BorgWarner (NYSE:BWA) EVP Sells $1,133,303.81 in Stock

BorgWarner Inc. (NYSE:BWA) EVP Tania Wingfield sold 17,867 shares of the stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $63.43, for a total value of $1,133,303.81. Following the completion of the sale, the executive vice president owned 45,429 shares in the company, valued at approximately $2,881,561.47. The trade was a 28.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website.

BorgWarner Price Performance

BWA opened at $60.34 on Friday. The business has a fifty day moving average of $49.62 and a 200 day moving average of $45.29. The stock has a market cap of $12.49 billion, a P/E ratio of 48.27, a PEG ratio of 1.24 and a beta of 1.09. The company has a quick ratio of 1.70, a current ratio of 2.07 and a debt-to-equity ratio of 0.69. BorgWarner Inc. has a 52-week low of $24.40 and a 52-week high of $70.08.

BorgWarner (NYSE:BWA) last released its earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share for the quarter, topping analysts’ consensus estimates of $1.16 by $0.19. The business 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 revenue was up 3.9% compared to the same quarter last year. During the same quarter last year, the firm posted $1.01 earnings per share. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, sell-side analysts anticipate that BorgWarner Inc. will post 4.28 EPS for the current year.

BorgWarner Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 2nd will be given a dividend of $0.17 per share. The ex-dividend date of this dividend 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%.

Institutional Investors Weigh In On BorgWarner

A number of large investors have recently modified their holdings of BWA. Vanguard Group Inc. increased its stake in BorgWarner by 2.5% during the 3rd quarter. Vanguard Group Inc. now owns 27,578,374 shares of the auto parts company’s stock valued at $1,212,345,000 after purchasing an additional 667,788 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of BorgWarner by 1.5% during the fourth quarter. Dimensional Fund Advisors LP now owns 11,961,482 shares of the auto parts company’s stock valued at $538,996,000 after buying an additional 178,853 shares during the last quarter. AQR Capital Management LLC increased its position in shares of BorgWarner by 22.7% in the 4th quarter. AQR Capital Management LLC now owns 9,222,352 shares of the auto parts company’s stock valued at $415,559,000 after acquiring an additional 1,703,576 shares during the period. State Street Corp increased its position in shares of BorgWarner by 5.3% in the 2nd quarter. State Street Corp now owns 7,633,760 shares of the auto parts company’s stock valued at $255,578,000 after acquiring an additional 380,942 shares during the period. Finally, LSV Asset Management raised its stake in BorgWarner by 6.7% in the 4th 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 last quarter. Hedge funds and other institutional investors own 95.67% of the company’s stock.

Key Headlines Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: BorgWarner beat Q4 expectations and set FY2026 guidance of $5.00–$5.20 EPS, which underpins the bull case and supports institutional interest. Earnings & Guidance
• Positive Sentiment: Several brokerages raised targets or reaffirmed buy/outperform ratings after the print (Goldman raised its target, Evercore/Wells Fargo positive), which can limit downside and attract buyers. Analyst Coverage
• Positive Sentiment: Positive media coverage from Zacks and others positions BWA as a momentum/growth pick, which may draw retail and quantitative buying into the rally. Zacks Momentum Story
• Neutral Sentiment: BorgWarner announced a quarterly dividend (ex-div March 2), a modest yield that supports income-oriented holders but is unlikely by itself to move price materially. Dividend Notice / Filings
• Negative Sentiment: A wave of insider selling from several senior executives (EVP Tonit M. Calaway, EVP Tania Wingfield, VP Isabelle Mckenzie and others) has been publicly disclosed — large, clustered sales often trigger short-term selling pressure as investors read them as a signal. SEC filings and press reports detail multiple sales. Insider Sale Filings
• Negative Sentiment: Independent commentary and at least one downgrade/critical take (Seeking Alpha / TipRanks coverage of the executive sales) amplify negative sentiment and can accelerate intraday outflows. Seeking Alpha Piece
• Negative Sentiment: Valuation is elevated (high P/E and recent strong run), which makes the stock more sensitive to sentiment shocks — the insider sales and negative articles are more likely to trigger profit-taking. Valuation Data

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. Wells Fargo & Company lifted their price objective on BorgWarner from $52.00 to $75.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Evercore reaffirmed an “outperform” rating and issued a $75.00 price target on shares of BorgWarner in a research report on Tuesday. The Goldman Sachs Group lifted their price objective on shares of BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Piper Sandler restated a “neutral” rating and set a $51.00 target price (down previously from $52.00) on shares of BorgWarner in a report on Thursday, January 8th. Finally, Barclays increased their target price on BorgWarner from $55.00 to $70.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Eight equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $58.71.

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.