Impact Partnership Wealth LLC Makes New Investment in BorgWarner Inc. $BWA

Impact Partnership Wealth LLC bought a new position in shares of BorgWarner Inc. (NYSE:BWA) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 11,362 shares of the auto parts company’s stock, valued at approximately $512,000.

Several other institutional investors and hedge funds also recently made changes to their positions in BWA. Sound Income Strategies LLC increased its stake in shares of BorgWarner by 9,888.9% in the fourth quarter. Sound Income Strategies LLC now owns 899 shares of the auto parts company’s stock valued at $42,000 after buying an additional 890 shares during the period. Torren Management LLC acquired a new position in shares of BorgWarner in the fourth quarter valued at approximately $48,000. Olistico Wealth LLC acquired a new position in shares of BorgWarner in the fourth quarter valued at approximately $50,000. Hantz Financial Services Inc. increased its stake in shares of BorgWarner by 32.7% in the third quarter. Hantz Financial Services Inc. now owns 1,470 shares of the auto parts company’s stock valued at $65,000 after buying an additional 362 shares during the period. Finally, Atlantic Union Bankshares Corp acquired a new position in shares of BorgWarner in the third quarter valued at approximately $70,000. Institutional investors and hedge funds own 95.67% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently issued reports on BWA. TD Cowen upped their price objective on BorgWarner from $66.00 to $67.00 and gave the company a “hold” rating in a research note on Thursday, May 7th. UBS Group upped their price objective on BorgWarner from $56.00 to $61.00 and gave the company a “neutral” rating in a research note on Thursday, May 7th. Barclays upped their price objective on BorgWarner from $70.00 to $75.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. Morgan Stanley upped their price objective on BorgWarner from $60.00 to $67.00 and gave the company an “equal weight” rating in a research note on Wednesday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of BorgWarner in a research note on Monday, April 20th. Seven equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $68.14.

Insiders Place Their Bets

In related news, EVP Paul Arthur Farrell sold 12,012 shares of the company’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $52.31, for a total value of $628,347.72. Following the sale, 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, VP Isabelle Mckenzie sold 3,500 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $63.35, for a total value of $221,725.00. Following the completion of the sale, the vice president owned 57,828 shares in the company, valued at $3,663,403.80. The trade was a 5.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 96,033 shares of company stock valued at $5,792,558 over the last three months. Insiders own 0.76% of the company’s stock.

Key Stories Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Zacks Research raised BorgWarner’s earnings estimates across several periods, including FY2026, FY2027, and FY2028, signaling confidence in the company’s profit outlook and supporting the stock’s recent strength.
• Positive Sentiment: The most notable estimate increases were for FY2026 EPS to $5.15, FY2027 EPS to $5.68, and FY2028 EPS to $6.00, with quarterly forecasts for 2026 and 2027 also nudged higher, which can boost investor sentiment on future growth. BorgWarner estimate updates
• Positive Sentiment: BorgWarner also announced Stefan Demmerle as Vice President in a key technology role, a move that may reinforce execution in product development and long-term innovation. BorgWarner names Stefan Demmerle

BorgWarner Stock Performance

Shares of BWA stock opened at $71.93 on Friday. The business’s 50 day simple moving average is $58.16 and its 200 day simple moving average is $52.24. BorgWarner Inc. has a one year low of $31.83 and a one year high of $73.88. The stock has a market capitalization of $14.75 billion, a PE ratio of 42.56, a PEG ratio of 1.38 and a beta of 1.00. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.13 and a quick ratio of 1.75.

BorgWarner (NYSE:BWA) last announced its earnings results on Wednesday, May 6th. The auto parts company reported $1.24 EPS for the quarter, beating the consensus estimate of $1.16 by $0.08. BorgWarner had a return on equity of 18.36% and a net margin of 2.53%.The business had revenue of $3.53 billion for the quarter, compared to analysts’ expectations of $3.50 billion. During the same period in the prior year, the business posted $1.11 earnings per share. The firm’s revenue was up .5% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, research analysts forecast that BorgWarner Inc. will post 5.18 earnings per share for the current year.

BorgWarner Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 1st will be issued a $0.17 dividend. The ex-dividend date is Monday, June 1st. This represents a $0.68 annualized dividend and a yield of 0.9%. BorgWarner’s dividend payout ratio is presently 40.24%.

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.