JPMorgan Chase & Co. Increases BorgWarner (NYSE:BWA) Price Target to $75.00

BorgWarner (NYSE:BWA) had its price target increased by equities researchers at JPMorgan Chase & Co. from $73.00 to $75.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the auto parts company’s stock. JPMorgan Chase & Co.‘s price objective suggests a potential upside of 18.92% from the company’s previous close.

A number of other equities analysts also recently weighed in on the stock. Wall Street Zen downgraded shares of BorgWarner from a “strong-buy” rating to a “buy” rating in a research note on Saturday, May 9th. Wells Fargo & Company lowered their target price on shares of BorgWarner to $68.00 and set an “overweight” rating for the company in a research note on Tuesday, March 31st. UBS Group lifted their target price on shares of BorgWarner from $56.00 to $61.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. Bank of America began coverage on shares of BorgWarner in a research note on Wednesday, March 4th. They set a “neutral” rating for the company. Finally, Evercore reissued an “outperform” rating and set a $75.00 target price on shares of BorgWarner in a research note on Tuesday, February 17th. Seven investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $67.64.

BorgWarner Price Performance

Shares of NYSE:BWA opened at $63.07 on Thursday. BorgWarner has a 52 week low of $31.83 and a 52 week high of $70.31. The firm’s fifty day moving average is $55.35 and its 200-day moving average is $50.67. The firm has a market cap of $12.94 billion, a PE ratio of 37.32, a price-to-earnings-growth ratio of 1.30 and a beta of 1.00. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.75 and a current ratio of 2.13.

BorgWarner (NYSE:BWA) last announced its earnings results on Wednesday, May 6th. The auto parts company reported $1.24 earnings per share for the quarter, topping analysts’ consensus estimates of $1.16 by $0.08. BorgWarner had a net margin of 2.53% and a return on equity of 18.36%. The business had revenue of $3.53 billion during the quarter, compared to the consensus estimate of $3.50 billion. During the same quarter last year, the firm earned $1.11 earnings per share. BorgWarner’s quarterly revenue was up .5% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Sell-side analysts predict that BorgWarner will post 5.15 earnings per share for the current year.

Insider Buying and Selling at BorgWarner

In related news, CEO Joseph F. Fadool sold 29,000 shares of the business’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $67.31, for a total transaction of $1,951,990.00. Following the transaction, the chief executive officer directly owned 405,964 shares in the company, valued at approximately $27,325,436.84. The trade was a 6.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Tania Wingfield sold 5,000 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $63.24, for a total transaction of $316,200.00. Following the transaction, the executive vice president owned 35,365 shares in the company, valued at approximately $2,236,482.60. This trade represents a 12.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 108,216 shares of company stock valued at $6,552,706 in the last quarter. 0.76% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. SummitTX Capital L.P. bought a new stake in shares of BorgWarner in the 1st quarter worth approximately $2,151,000. Lazard Asset Management LLC raised its holdings in shares of BorgWarner by 172.4% in the 1st quarter. Lazard Asset Management LLC now owns 59,173 shares of the auto parts company’s stock worth $3,211,000 after purchasing an additional 37,454 shares during the period. Family Manage LLC raised its holdings in shares of BorgWarner by 15.6% in the 1st quarter. Family Manage LLC now owns 19,550 shares of the auto parts company’s stock worth $1,061,000 after purchasing an additional 2,633 shares during the period. Waverly Advisors LLC raised its holdings in shares of BorgWarner by 8.3% in the 1st quarter. Waverly Advisors LLC now owns 9,544 shares of the auto parts company’s stock worth $518,000 after purchasing an additional 731 shares during the period. Finally, Compound Planning Inc. raised its holdings in shares of BorgWarner by 17.5% in the 1st quarter. Compound Planning Inc. now owns 10,141 shares of the auto parts company’s stock worth $550,000 after purchasing an additional 1,514 shares during the period. 95.67% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: JPMorgan raised its price target on BorgWarner to $75 and kept an overweight rating, signaling continued upside potential. Article Title
• Positive Sentiment: TD Cowen also increased its target on BWA, reinforcing the bullish analyst tone around the stock’s recent rebound and EV-related growth story. Article Title
• Positive Sentiment: BorgWarner’s latest earnings beat expectations on both EPS and revenue, and the company reaffirmed its full-year outlook, which supports the longer-term investment case.
• Neutral Sentiment: Recent coverage highlighted BorgWarner’s role in the EV supply chain and its rally’s link to broader index performance, which is more sentiment/context than a new catalyst. Article Title
• Negative Sentiment: New insider-sale disclosures from the CEO and multiple vice presidents are weighing on sentiment, especially after several recent transactions. Article Title
• Negative Sentiment: The broader equity selloff is hitting cyclical stocks harder than the market overall, which is pressuring BorgWarner even without fresh company-specific bad news.

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.