UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Lowers Stock Holdings in BorgWarner Inc. $BWA

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reduced its stake in BorgWarner Inc. (NYSE:BWA) by 3.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 596,334 shares of the auto parts company’s stock after selling 20,228 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned 0.29% of BorgWarner worth $39,597,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. BlackRock Inc. bought a new position in BorgWarner in the second quarter worth approximately $1,678,187,000. Dimensional Fund Advisors LP raised its position in BorgWarner by 1.5% during the 4th quarter. Dimensional Fund Advisors LP now owns 11,961,482 shares of the auto parts company’s stock valued at $538,996,000 after purchasing an additional 178,853 shares in the last quarter. AQR Capital Management LLC lifted its holdings in shares of BorgWarner by 22.7% in the 4th quarter. AQR Capital Management LLC now owns 9,222,352 shares of the auto parts company’s stock worth $415,559,000 after buying an additional 1,703,576 shares during the period. State Street Corp grew its position in shares of BorgWarner by 5.3% during the 2nd quarter. State Street Corp now owns 7,633,760 shares of the auto parts company’s stock worth $255,578,000 after buying an additional 380,942 shares in the last quarter. Finally, LSV Asset Management increased its stake in shares of BorgWarner by 6.7% during the fourth quarter. LSV Asset Management now owns 6,446,541 shares of the auto parts company’s stock valued at $290,481,000 after buying an additional 402,887 shares during the period. Institutional investors own 95.67% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on BWA. JPMorgan Chase & Co. upped their price target on shares of BorgWarner from $75.00 to $85.00 and gave the stock an “overweight” rating in a research report on Monday, August 10th. Wolfe Research restated an “outperform” rating and set a $95.00 price target on shares of BorgWarner in a research note on Wednesday, June 3rd. The Goldman Sachs Group reissued a “buy” rating and set a $84.00 price objective on shares of BorgWarner in a report on Thursday, June 11th. Wells Fargo & Company upped their target price on BorgWarner from $68.00 to $83.00 and gave the company an “overweight” rating in a research report on Tuesday, June 2nd. Finally, TD Cowen increased their price target on BorgWarner from $67.00 to $68.00 and gave the stock a “hold” rating in a research report on Thursday, August 6th. Nine investment analysts have rated the stock with a Buy rating and six have issued 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 $76.67.

BorgWarner Price Performance

Shares of NYSE BWA opened at $65.75 on Friday. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.76 and a current ratio of 2.13. The firm has a fifty day moving average of $65.16 and a 200 day moving average of $62.20. The firm has a market cap of $13.39 billion, a PE ratio of 32.88, a PEG ratio of 1.17 and a beta of 1.12. BorgWarner Inc. has a one year low of $40.50 and a one year high of $78.82.

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

BorgWarner Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be issued a $0.17 dividend. This represents a $0.68 annualized dividend and a yield of 1.0%. The ex-dividend date is Tuesday, September 1st. BorgWarner’s payout ratio is presently 34.00%.

BorgWarner announced that its board has initiated a share buyback program on Wednesday, August 5th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows 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 leadership believes its shares are undervalued.

Insiders Place Their Bets

In other BorgWarner news, Director Michael Hanley sold 5,000 shares of the stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $65.51, for a total transaction of $327,550.00. Following the completion of the transaction, the director owned 34,313 shares of the company’s stock, valued at $2,247,844.63. This represents a 12.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Amy Kulikowski sold 2,900 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $68.60, for a total value of $198,940.00. Following the completion of the transaction, the chief accounting officer owned 9,725 shares in the company, valued at approximately $667,135. This trade represents a 22.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.76% of the stock is owned by company insiders.

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.