Legal & General Group Plc Acquires New Shares in BorgWarner Inc. $BWA

Legal & General Group Plc acquired a new position in shares of BorgWarner Inc. (NYSE:BWA) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 313,690 shares of the auto parts company’s stock, valued at approximately $20,829,000. Legal & General Group Plc owned about 0.15% of BorgWarner as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of BWA. Sivia Capital Partners LLC acquired a new position in BorgWarner during the second quarter worth approximately $339,000. Louisiana State Employees Retirement System acquired a new position in shares of BorgWarner in the 1st quarter valued at $3,256,000. Securian Asset Management Inc. purchased a new stake in shares of BorgWarner during the 4th quarter valued at $702,000. Northwestern Mutual Investment Management Company LLC purchased a new stake in shares of BorgWarner during the 4th quarter valued at $2,157,000. Finally, Bessemer Group Inc. increased its holdings in shares of BorgWarner by 5,773.0% during the 4th quarter. Bessemer Group Inc. now owns 201,386 shares of the auto parts company’s stock worth $9,074,000 after buying an additional 197,957 shares during the last quarter. Institutional investors and hedge funds own 95.67% of the company’s stock.

BorgWarner Stock Performance

BorgWarner stock opened at $64.25 on Friday. BorgWarner Inc. has a 12-month low of $40.50 and a 12-month high of $78.82. The company has a market capitalization of $13.09 billion, a price-to-earnings ratio of 32.12, a price-to-earnings-growth ratio of 1.15 and a beta of 1.10. The company has a debt-to-equity ratio of 0.67, a current ratio of 2.13 and a quick ratio of 1.76. The firm’s fifty day moving average price is $65.59 and its 200 day moving average price is $62.07.

BorgWarner (NYSE:BWA) last issued its quarterly earnings data on Wednesday, August 5th. The auto parts company reported $1.42 EPS for the quarter, topping analysts’ consensus estimates of $1.28 by $0.14. BorgWarner had a net margin of 2.89% and a return on equity of 19.10%. The firm had revenue of $3.65 billion for the quarter, compared to analyst estimates of $3.58 billion. During the same quarter in the previous year, the business posted $1.21 EPS. The firm’s revenue was up .3% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. On average, research analysts forecast that BorgWarner Inc. will post 5.2 EPS for the current fiscal year.

BorgWarner declared that its Board of Directors has approved a stock repurchase program on Wednesday, August 5th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the auto parts company to reacquire up to 7.7% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its stock is undervalued.

BorgWarner Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be issued a dividend of $0.17 per share. The ex-dividend date is Tuesday, September 1st. This represents a $0.68 annualized dividend and a yield of 1.1%. BorgWarner’s payout ratio is currently 34.00%.

Insider Buying and Selling

In other BorgWarner news, Director Rajesh Kalathur bought 7,407 shares of BorgWarner stock in a transaction dated Wednesday, August 19th. The stock was bought at an average cost of $67.59 per share, for a total transaction of $500,639.13. Following the purchase, the director owned 7,407 shares in the company, valued at $500,639.13. This represents a ? increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CAO Amy B. Kulikowski sold 2,900 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $68.60, for a total transaction of $198,940.00. Following the sale, the chief accounting officer directly owned 9,725 shares of the company’s stock, valued at $667,135. The trade was a 22.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.76% of the company’s stock.

BorgWarner News Summary

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Improved long-term earnings outlook: Zacks lifted its FY2026 EPS forecast to $5.19 from $5.15, FY2027 to $5.82 from $5.68, and FY2028 to $6.35 from $6.00. Estimates for multiple 2027 and 2028 quarters were also increased, signaling improving expectations for BorgWarner’s longer-term growth and profitability. MarketBeat analyst estimate revisions
• Positive Sentiment: Growth-stock positioning: A Zacks article identified BWA as a potentially attractive long-term growth stock based on the firm’s Style Scores, which could support investor interest in the auto-parts supplier. Why BorgWarner is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Recent operating performance provides support: BorgWarner’s latest reported quarter exceeded analyst expectations, with EPS of $1.42 versus a $1.28 consensus and revenue of $3.65 billion versus $3.58 billion. However, year-over-year revenue growth was limited, and the company’s net margin remained relatively low at 2.89%.
• Negative Sentiment: Near-term earnings reductions: Zacks cut its Q3 2026 EPS forecast to $1.22 from $1.27 and its Q4 2026 forecast to $1.31 from $1.39. The downward revisions suggest some near-term pressure despite the improved full-year and longer-term outlook, creating a mixed earnings signal for investors. BorgWarner earnings estimate revisions

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Deutsche Bank Aktiengesellschaft set a $80.00 target price on BorgWarner in a report on Thursday, August 6th. TD Cowen lifted their price objective on BorgWarner from $67.00 to $68.00 and gave the company a “hold” rating in a research note on Thursday, August 6th. Wall Street Zen upgraded shares of BorgWarner from a “hold” rating to a “buy” rating in a report on Saturday, June 27th. Sanford C. Bernstein raised shares of BorgWarner to a “buy” rating in a research report on Wednesday, June 10th. Finally, Barclays increased their price objective on shares of BorgWarner from $83.00 to $85.00 and gave the stock an “overweight” rating in a research report on Monday, August 10th. Nine research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, BorgWarner presently has a consensus rating of “Moderate Buy” and a consensus target price of $75.93.

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.