Caerus Investment Advisors LLC Acquires New Shares in BorgWarner Inc. $BWA

Caerus Investment Advisors LLC acquired a new position in shares of BorgWarner Inc. (NYSE:BWA) in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 15,495 shares of the auto parts company’s stock, valued at approximately $681,000.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Acadian Asset Management LLC increased 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 worth $257,000 after acquiring an additional 1,723 shares during the period. Sivia Capital Partners LLC acquired a new position in BorgWarner during the 2nd quarter valued at about $339,000. Police & Firemen s Retirement System of New Jersey grew its position in BorgWarner by 2.8% in the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 81,639 shares of the auto parts company’s stock worth $2,733,000 after purchasing an additional 2,249 shares during the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its stake in shares of BorgWarner by 7.8% in the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 56,411 shares of the auto parts company’s stock valued at $1,889,000 after purchasing an additional 4,078 shares during the period. Finally, SG Americas Securities LLC increased its stake in shares of BorgWarner by 486.4% in the second quarter. SG Americas Securities LLC now owns 49,007 shares of the auto parts company’s stock valued at $1,641,000 after purchasing an additional 40,650 shares during the period. 95.67% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Bank of America initiated coverage on BorgWarner in a research report on Wednesday, March 4th. They set a “neutral” rating for the company. UBS Group raised BorgWarner from a “sell” rating to a “neutral” rating and set a $55.00 target price on the stock in a research note on Friday, March 6th. JPMorgan Chase & Co. boosted their price target on BorgWarner from $56.00 to $76.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Robert W. Baird set a $76.00 price target on BorgWarner in a research note on Thursday, February 12th. Finally, Evercore reissued an “outperform” rating and set a $75.00 price target on shares of BorgWarner in a report on Tuesday, February 17th. Seven investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $63.42.

Insider Buying and Selling at BorgWarner

In other news, EVP Tania Wingfield sold 17,867 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the executive vice president owned 45,429 shares in the company, valued at approximately $2,881,561.47. This trade represents a 28.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Paul Arthur Farrell sold 12,012 shares of BorgWarner stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $52.31, for a total transaction of $628,347.72. Following the completion of the transaction, the executive vice president directly owned 38,238 shares in the company, valued at $2,000,229.78. This represents a 23.90% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 78,083 shares of company stock valued at $4,638,585. Corporate insiders own 0.63% of the company’s stock.

BorgWarner Trading Up 1.0%

Shares of NYSE:BWA opened at $52.31 on Wednesday. The company has a 50 day moving average of $52.91 and a 200-day moving average of $47.08. The company has a current ratio of 2.07, a quick ratio of 1.70 and a debt-to-equity ratio of 0.69. The firm has a market cap of $10.83 billion, a P/E ratio of 41.85, a P/E/G ratio of 1.06 and a beta of 1.04. BorgWarner Inc. has a twelve month low of $24.40 and a twelve month high of $70.08.

BorgWarner (NYSE:BWA) last posted 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. BorgWarner had a net margin of 1.93% and a return on equity of 17.89%. The business had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.49 billion. During the same quarter last year, the business earned $1.01 earnings per share. The business’s revenue for the quarter was up 3.9% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, analysts anticipate that BorgWarner Inc. will post 4.28 earnings per share for the current fiscal year.

BorgWarner Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 2nd were issued a $0.17 dividend. The ex-dividend date was Monday, March 2nd. This represents a $0.68 annualized dividend and a dividend yield of 1.3%. BorgWarner’s dividend payout ratio is 54.40%.

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.