BorgWarner (NYSE:BWA) Raised to Neutral at UBS Group

BorgWarner (NYSE:BWA) was upgraded by stock analysts at UBS Group from a “sell” rating to a “neutral” rating in a report issued on Friday, MarketBeat reports. The brokerage presently has a $55.00 price target on the auto parts company’s stock. UBS Group’s price objective would suggest a potential upside of 6.34% from the company’s current price.

Several other equities research analysts have also recently commented on BWA. Weiss Ratings reaffirmed a “hold (c)” rating on shares of BorgWarner in a research report on Wednesday, January 21st. New Street Research set a $66.00 target price on BorgWarner in a research report on Thursday, February 12th. Wells Fargo & Company upped their target price on shares of BorgWarner from $52.00 to $75.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Piper Sandler reiterated a “neutral” rating and issued a $51.00 price target (down from $52.00) on shares of BorgWarner in a research note on Thursday, January 8th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of BorgWarner from $56.00 to $76.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Eight equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $61.31.

BorgWarner Price Performance

Shares of NYSE BWA opened at $51.72 on Friday. BorgWarner has a twelve month low of $24.40 and a twelve month high of $70.08. The firm has a market cap of $10.71 billion, a P/E ratio of 41.38, a PEG ratio of 1.06 and a beta of 1.04. The company has a 50 day moving average of $52.06 and a 200 day moving average of $46.59. 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 (NYSE:BWA) last released its quarterly earnings data on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.16 by $0.19. The business had revenue of $3.57 billion for the quarter, compared to analysts’ expectations of $3.49 billion. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The firm’s quarterly revenue was up 3.9% on a year-over-year basis. During the same period in the prior year, the firm posted $1.01 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, research analysts expect that BorgWarner will post 4.28 EPS for the current fiscal year.

Insider Activity at BorgWarner

In other news, EVP Tonit M. Calaway sold 9,725 shares of BorgWarner stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $62.61, for a total transaction of $608,882.25. Following the transaction, the executive vice president owned 230,526 shares in the company, valued at $14,433,232.86. This trade represents a 4.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Tania Wingfield sold 17,867 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $63.43, for a total transaction of $1,133,303.81. Following the sale, the executive vice president directly owned 45,429 shares of the company’s stock, valued at approximately $2,881,561.47. The trade was a 28.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 49,550 shares of company stock worth $3,156,141. 0.45% of the stock is owned by company insiders.

Hedge Funds Weigh In On BorgWarner

A number of institutional investors have recently bought and sold shares of BWA. Addison Advisors LLC increased its position in BorgWarner by 1,647.8% in the second quarter. Addison Advisors LLC now owns 804 shares of the auto parts company’s stock worth $27,000 after buying an additional 758 shares in the last quarter. Assetmark Inc. lifted its position in shares of BorgWarner by 81.8% during the 2nd quarter. Assetmark Inc. now owns 809 shares of the auto parts company’s stock valued at $27,000 after buying an additional 364 shares in the last quarter. Root Financial Partners LLC purchased a new position in shares of BorgWarner during the 3rd quarter valued at about $27,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of BorgWarner during the 2nd quarter valued at approximately $32,000. Finally, Hantz Financial Services Inc. increased its holdings in BorgWarner by 111.9% in the 2nd quarter. Hantz Financial Services Inc. now owns 1,108 shares of the auto parts company’s stock worth $37,000 after acquiring an additional 585 shares in the last quarter. 95.67% of the stock is owned by institutional investors.

More BorgWarner News

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Zacks Research raised multiple quarterly and full‑year earnings estimates — including lifting FY2026 to $5.03 (from $4.66) and issuing FY2028 at $5.93 — signaling a stronger earnings trajectory than previously modeled. This is a fundamental catalyst that can support higher valuation. Zacks/MarketBeat Estimates Lift
• Positive Sentiment: UBS upgraded BWA from “sell” to “neutral” and set a $55 price target (~6.6% above the current price), reflecting improving analyst sentiment and reducing downside risk from prior negative coverage. Benzinga: UBS Upgrade
• Neutral Sentiment: Zacks published a feature arguing BorgWarner is a “strong growth stock” highlighting style/score metrics that could attract growth-minded investors, but this is narrative support rather than a fresh financial catalyst. Here’s Why BorgWarner is a Strong Growth Stock
• Neutral Sentiment: Another Zacks piece asks if investors are undervaluing BWA, which can influence sentiment and flows but doesn’t change fundamentals by itself. Are Investors Undervaluing BorgWarner?
• Neutral Sentiment: A Zacks summary of Wall Street price targets highlights a consensus implying ~27.7% upside, which may attract momentum buyers but is a forward-looking estimate with typical uncertainty. Wall Street Analysts Think BWA Could Surge

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.