Crossmark Global Holdings Inc. Lowers Stock Position in BorgWarner Inc. $BWA

Crossmark Global Holdings Inc. trimmed its holdings in shares of BorgWarner Inc. (NYSE:BWA) by 16.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 116,381 shares of the auto parts company’s stock after selling 22,734 shares during the quarter. Crossmark Global Holdings Inc. owned approximately 0.05% of BorgWarner worth $5,116,000 as of its most recent SEC filing.

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

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on BWA shares. Morgan Stanley set a $60.00 price objective on BorgWarner in a research report on Thursday, February 12th. Piper Sandler reissued a “neutral” rating and set a $51.00 price target (down from $52.00) on shares of BorgWarner in a research report on Thursday, January 8th. Weiss Ratings restated a “hold (c)” rating on shares of BorgWarner in a report on Wednesday, January 21st. The Goldman Sachs Group lifted their price objective on shares of BorgWarner from $54.00 to $78.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Finally, Robert W. Baird set a $76.00 price objective on shares of BorgWarner in a research note on Thursday, February 12th. 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.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $61.31.

Insider Buying and Selling

In other BorgWarner news, VP Isabelle Mckenzie sold 3,500 shares of the stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $63.26, for a total transaction of $221,410.00. Following the sale, the vice president directly owned 68,809 shares of the company’s stock, valued at approximately $4,352,857.34. This trade represents a 4.84% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Tonit M. Calaway sold 16,000 shares of BorgWarner stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $65.08, for a total value of $1,041,280.00. Following the transaction, the executive vice president owned 240,251 shares of the company’s stock, valued at $15,635,535.08. The trade was a 6.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 49,550 shares of company stock valued at $3,156,141 over the last 90 days. Insiders own 0.45% of the company’s stock.

Key Stories Impacting BorgWarner

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 Trading Down 1.9%

BorgWarner stock opened at $51.72 on Friday. The stock has a 50-day moving average price of $52.06 and a 200 day moving average price of $46.56. The company has a market capitalization of $10.71 billion, a price-to-earnings ratio of 41.38, a price-to-earnings-growth ratio of 1.07 and a beta of 1.04. BorgWarner Inc. has a 52 week low of $24.40 and a 52 week high of $70.08. 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 issued 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. BorgWarner had a net margin of 1.93% and a return on equity of 17.89%. The company had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.49 billion. During the same quarter in the prior year, the company earned $1.01 EPS. BorgWarner’s quarterly revenue was up 3.9% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Sell-side analysts anticipate that BorgWarner Inc. will post 4.28 EPS for the current year.

BorgWarner Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be issued a dividend of $0.17 per share. This represents a $0.68 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, March 2nd. BorgWarner’s dividend payout ratio (DPR) is 54.40%.

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.