Ethos Capital Management Inc. Invests $1.43 Million in BorgWarner Inc. $BWA

Ethos Capital Management Inc. acquired a new position in shares of BorgWarner Inc. (NYSE:BWA) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 31,806 shares of the auto parts company’s stock, valued at approximately $1,433,000.

Several other hedge funds and other institutional investors have also made changes to their positions in BWA. Newbridge Financial Services Group Inc. raised its holdings in BorgWarner by 64.5% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 10,384 shares of the auto parts company’s stock worth $468,000 after purchasing an additional 4,073 shares in the last quarter. Sound Income Strategies LLC raised its holdings in BorgWarner by 9,888.9% during the fourth quarter. Sound Income Strategies LLC now owns 899 shares of the auto parts company’s stock worth $42,000 after purchasing an additional 890 shares in the last quarter. Signaturefd LLC raised its holdings in BorgWarner by 11.6% during the fourth quarter. Signaturefd LLC now owns 2,821 shares of the auto parts company’s stock worth $127,000 after purchasing an additional 294 shares in the last quarter. Kendall Capital Management raised its holdings in BorgWarner by 6.4% during the fourth quarter. Kendall Capital Management now owns 49,045 shares of the auto parts company’s stock worth $2,210,000 after purchasing an additional 2,970 shares in the last quarter. Finally, RHS Financial LLC raised its holdings in BorgWarner by 44.5% during the fourth quarter. RHS Financial LLC now owns 8,894 shares of the auto parts company’s stock worth $401,000 after purchasing an additional 2,739 shares in the last quarter. 95.67% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

BWA has been the topic of several recent analyst reports. Bank of America initiated coverage on BorgWarner in a report on Wednesday, March 4th. They set a “neutral” rating on the stock. Morgan Stanley set a $60.00 target price on BorgWarner in a report on Thursday, February 12th. New Street Research set a $66.00 target price on BorgWarner in a report on Thursday, February 12th. Evercore reissued an “outperform” rating and set a $75.00 target price on shares of BorgWarner in a report on Tuesday, February 17th. Finally, JPMorgan Chase & Co. boosted their target price on BorgWarner from $56.00 to $76.00 and gave the stock an “overweight” rating in a report on Thursday, February 12th. Eight analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $63.23.

Insider Buying and Selling

In other BorgWarner news, EVP Tania Wingfield sold 17,867 shares of the company’s stock in a transaction 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 transaction, the executive vice president owned 45,429 shares of the company’s stock, valued at approximately $2,881,561.47. This represents a 28.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Paul Arthur Farrell sold 12,012 shares of the company’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $52.31, for a total value 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 78,083 shares of company stock valued at $4,638,585 in the last three months. Insiders own 0.45% of the company’s stock.

BorgWarner Price Performance

NYSE BWA opened at $52.40 on Wednesday. The stock has a market capitalization of $10.80 billion, a P/E ratio of 41.92, a P/E/G ratio of 1.08 and a beta of 1.04. BorgWarner Inc. has a 1 year low of $24.40 and a 1 year high of $70.08. The business’s fifty day moving average is $54.64 and its two-hundred day moving average is $48.12. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.70 and a current ratio of 2.07.

BorgWarner (NYSE:BWA) last posted its quarterly earnings results 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 company 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 revenue was up 3.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.01 earnings per share. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, research analysts forecast that BorgWarner Inc. will post 4.28 earnings per share for the current fiscal year.

BorgWarner Dividend Announcement

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

BorgWarner 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.