BorgWarner (NYSE:BWA) Price Target Raised to $76.00 at JPMorgan Chase & Co.

BorgWarner (NYSE:BWA) had its target price hoisted by JPMorgan Chase & Co. from $56.00 to $76.00 in a research report released on Thursday,Benzinga reports. They currently have an overweight rating on the auto parts company’s stock.

BWA has been the topic of several other research reports. Robert W. Baird set a $76.00 target price on BorgWarner in a research report on Thursday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of BorgWarner in a research report on Wednesday, January 21st. Piper Sandler reiterated a “neutral” rating and issued a $51.00 target price (down from $52.00) on shares of BorgWarner in a report on Thursday, January 8th. Morgan Stanley set a $60.00 price target on shares of BorgWarner in a research report on Thursday. Finally, Barclays lifted their price objective on shares of BorgWarner from $55.00 to $70.00 and gave the stock an “overweight” rating in a research report on Thursday. Eight investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, BorgWarner has a consensus rating of “Moderate Buy” and a consensus price target of $57.14.

BorgWarner Trading Up 0.4%

NYSE BWA opened at $66.40 on Thursday. BorgWarner has a one year low of $24.40 and a one year high of $70.08. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.69 and a current ratio of 2.07. The company has a market capitalization of $14.20 billion, a price-to-earnings ratio of 53.12, a price-to-earnings-growth ratio of 1.31 and a beta of 1.09. The company’s 50-day simple moving average is $47.73 and its two-hundred day simple moving average is $44.39.

BorgWarner (NYSE:BWA) last announced its quarterly earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share for the quarter, topping the consensus estimate of $1.16 by $0.19. The firm had revenue of $3.57 billion during the quarter, compared to analysts’ expectations of $3.49 billion. BorgWarner had a net margin of 1.93% and a return on equity of 17.89%. The company’s revenue was up 3.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.01 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Equities analysts forecast that BorgWarner will post 4.28 EPS for the current fiscal year.

BorgWarner Announces Dividend

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

Hedge Funds Weigh In On BorgWarner

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Acadian Asset Management LLC boosted its holdings in shares of BorgWarner by 23.7% in the 1st quarter. Acadian Asset Management LLC now owns 8,979 shares of the auto parts company’s stock valued at $257,000 after acquiring an additional 1,723 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of BorgWarner during the second quarter worth $339,000. Truist Financial Corp lifted its position in BorgWarner by 7.0% during the second quarter. Truist Financial Corp now owns 17,336 shares of the auto parts company’s stock valued at $580,000 after purchasing an additional 1,134 shares during the period. Vanguard Personalized Indexing Management LLC boosted its holdings in BorgWarner by 13.3% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 27,787 shares of the auto parts company’s stock valued at $930,000 after purchasing an additional 3,252 shares during the last quarter. Finally, CWM LLC raised its stake in shares of BorgWarner by 1,250.6% during the 2nd quarter. CWM LLC now owns 74,106 shares of the auto parts company’s stock valued at $2,481,000 after buying an additional 68,619 shares during the last quarter. Institutional investors and hedge funds own 95.67% of the company’s stock.

More BorgWarner News

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: JPMorgan raised its price target on BWA from $56 to $76 and moved the stock to “overweight,” implying meaningful upside and likely supporting further buying interest. JPMorgan Price Target Raise
• Positive Sentiment: Q4 results beat expectations — EPS $1.35 vs $1.16 est., revenue $3.57B vs $3.49B — and management highlighted margin gains and program wins during the earnings call, reinforcing momentum from the quarter. Reuters: Quarterly Profit Rises
• Positive Sentiment: Multiple OEM awards announced (800V integrated drive modules, expanded BMS production, first 48V eXD program, VTG turbocharger, and a major North American iDM/generator program) signal sustained revenue runway from both electrified and hybrid platforms. PR Newswire: 2025 Results & Awards
• Positive Sentiment: BorgWarner entered the data‑center market via a Master Supply Agreement to supply modular turbine generator systems — a new end market that analysts highlight as a material incremental growth opportunity. PR Newswire: Data Center Award
• Positive Sentiment: The company returned about $630M to shareholders in 2025, underscoring cash generation and capital allocation that can support buybacks/dividend support for the stock. PR Newswire: Return of Capital
• Neutral Sentiment: Analyst and commentary pieces (Zacks, TipRanks, Seeking Alpha) highlight BWA as a momentum/turnaround story with structural EV and powertrain exposure — useful context but largely reiterative of the company’s stated strategy. Zacks: Momentum Stock
• Neutral Sentiment: Detailed earnings call materials and transcripts were published (slides, call transcript); these provide line‑item detail for investors but do not change the headline beat. Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: Management issued FY‑2026 guidance that was modestly soft vs. consensus: EPS guidance of $5.00–$5.20 (vs ~5.11 consensus) and revenue guidance of $14.0–$14.3B (below ~$14.4B consensus). Analysts flagged the softer revenue outlook as a possible constraint on multiple expansion. Seeking Alpha: Soft FY26 Guidance

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.