540,280 Shares in BorgWarner Inc. $BWA Purchased by Hsbc Holdings PLC

Hsbc Holdings PLC bought a new position in BorgWarner Inc. (NYSE:BWA) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 540,280 shares of the auto parts company’s stock, valued at approximately $35,785,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of BWA. Inspire Investing LLC grew its stake in BorgWarner by 2.8% during the 4th quarter. Inspire Investing LLC now owns 7,223 shares of the auto parts company’s stock worth $325,000 after buying an additional 195 shares during the last quarter. Lazard Asset Management LLC lifted its position in BorgWarner by 1.0% in the 4th quarter. Lazard Asset Management LLC now owns 21,719 shares of the auto parts company’s stock valued at $979,000 after purchasing an additional 206 shares during the last quarter. Arjuna Capital boosted its stake in BorgWarner by 0.6% during the 4th quarter. Arjuna Capital now owns 34,932 shares of the auto parts company’s stock valued at $1,574,000 after purchasing an additional 215 shares during the period. Fifth Third Wealth Advisors LLC boosted its stake in BorgWarner by 3.2% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 7,064 shares of the auto parts company’s stock valued at $383,000 after purchasing an additional 216 shares during the period. Finally, Ariadne Wealth Management LP grew its position in BorgWarner by 3.8% in the 1st quarter. Ariadne Wealth Management LP now owns 5,958 shares of the auto parts company’s stock worth $323,000 after purchasing an additional 218 shares during the last quarter. 95.67% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on BWA shares. Wall Street Zen raised BorgWarner from a “hold” rating to a “buy” rating in a report on Saturday, June 27th. Deutsche Bank Aktiengesellschaft set a $80.00 price objective on shares of BorgWarner in a research note on Thursday, August 6th. Wolfe Research reiterated an “outperform” rating and issued a $95.00 target price on shares of BorgWarner in a research report on Wednesday, June 3rd. Barclays raised their target price on shares of BorgWarner from $83.00 to $85.00 and gave the company an “overweight” rating in a research note on Monday, August 10th. Finally, JPMorgan Chase & Co. boosted 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. Nine investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $75.93.

Insider Transactions at BorgWarner

In other news, CAO Amy B. Kulikowski sold 2,900 shares of BorgWarner 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 transaction, the chief accounting officer owned 9,725 shares of the company’s stock, valued at $667,135. The trade was a 22.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Rajesh Kalathur bought 7,407 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The stock was acquired at an average price of $67.59 per share, for a total transaction of $500,639.13. Following the completion of the acquisition, the director directly owned 7,407 shares in the company, valued at approximately $500,639.13. This represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.76% of the stock is currently owned by corporate insiders.

BorgWarner News Roundup

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Zacks raised several forward earnings forecasts. Estimates increased for FY2026 EPS to $5.19 from $5.15, FY2027 EPS to $5.82 from $5.68, and FY2028 EPS to $6.35 from $6.00. Quarterly increases included Q1 2027, Q2 2027, Q3 2027, Q4 2027, Q1 2028 and Q2 2028, signaling improved expectations for BorgWarner’s longer-term growth and profitability. Zacks Research earnings estimate updates
• Positive Sentiment: Long-term growth positioning may support investor interest. A Zacks analysis identified BorgWarner as a potentially attractive long-term growth stock based on its Style Scores, which are designed to highlight companies matching specific investment approaches. Why BorgWarner is a Top Growth Stock for the Long-Term
• Neutral Sentiment: The revisions were mixed for late 2026. Zacks lowered its Q3 2026 EPS forecast to $1.22 from $1.27 and its Q4 2026 forecast to $1.31 from $1.39. However, the full-year 2026 estimate was raised to $5.19, matching consensus, suggesting the near-term cuts were offset by stronger expectations elsewhere.
• Positive Sentiment: Recent operating performance provides support for the outlook. BorgWarner’s latest reported quarter exceeded expectations, with EPS of $1.42 versus the $1.28 consensus forecast and revenue of $3.65 billion versus the $3.58 billion estimate. Revenue also edged higher year over year, while full-year 2026 guidance remains $5.05–$5.30 in EPS.

BorgWarner Stock Up 0.2%

Shares of BWA stock opened at $64.82 on Friday. BorgWarner Inc. has a 1 year low of $40.50 and a 1 year high of $78.82. 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 business’s fifty day moving average is $65.75 and its 200-day moving average is $62.06. The stock has a market cap of $13.20 billion, a PE ratio of 32.41, a price-to-earnings-growth ratio of 1.16 and a beta of 1.10.

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

BorgWarner Dividend Announcement

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

BorgWarner declared that its board has initiated a stock buyback program on Wednesday, August 5th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the auto parts company to reacquire up to 7.7% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

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.