Man Group plc Invests $11.17 Million in BorgWarner Inc. $BWA

Man Group plc purchased a new position in BorgWarner Inc. (NYSE:BWA) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 168,166 shares of the auto parts company’s stock, valued at approximately $11,166,000.

Other institutional investors also recently added to or reduced their stakes in the company. Jupiter Topco LLC bought a new stake in BorgWarner in the second quarter worth about $5,937,000. Hsbc Holdings PLC purchased a new stake in shares of BorgWarner during the 2nd quarter worth approximately $35,785,000. EFG International AG purchased a new stake in shares of BorgWarner during the 2nd quarter worth approximately $2,075,000. Canada Pension Plan Investment Board bought a new stake in shares of BorgWarner in the 2nd quarter worth approximately $15,611,000. Finally, Castleark Management LLC purchased a new position in BorgWarner in the second quarter valued at approximately $10,539,000. Institutional investors own 95.67% of the company’s stock.

Key Stories Impacting BorgWarner

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

Insider Transactions at BorgWarner

In other news, Director Rajesh Kalathur purchased 7,407 shares of the stock in a transaction dated Wednesday, August 19th. The shares were purchased at an average cost of $67.59 per share, with a total value of $500,639.13. Following the completion of the acquisition, the director owned 7,407 shares in the company, valued at $500,639.13. This represents a ∞ increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CAO Amy B. 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 transaction of $198,940.00. Following the completion of the transaction, the chief accounting officer owned 9,725 shares of the company’s stock, valued at $667,135. This trade represents a 22.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.76% of the company’s stock.

BorgWarner Trading Down 0.8%

Shares of BWA stock opened at $64.25 on Friday. The stock has a market capitalization of $13.09 billion, a price-to-earnings ratio of 32.12, a PEG ratio of 1.16 and a beta of 1.10. The company’s fifty day simple moving average is $65.59 and its two-hundred day simple moving average is $62.07. 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 current ratio of 2.13 and a quick ratio of 1.76.

BorgWarner (NYSE:BWA) last announced its quarterly earnings results 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 company had revenue of $3.65 billion during the quarter, compared to analysts’ expectations of $3.58 billion. During the same period in the previous year, the business earned $1.21 earnings per share. The firm’s quarterly revenue was up .3% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. As a group, analysts anticipate that BorgWarner Inc. will post 5.2 earnings per share for the current year.

BorgWarner announced that its board has authorized a stock buyback plan 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 buy up to 7.7% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s board believes its stock is undervalued.

BorgWarner Dividend Announcement

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

Wall Street Analyst Weigh In

A number of research firms have issued reports on BWA. Weiss Ratings raised BorgWarner from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday, June 29th. Morgan Stanley increased their price target on BorgWarner from $67.00 to $71.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 6th. UBS Group raised BorgWarner from a “neutral” rating to a “buy” rating and lifted their price objective for the stock from $61.00 to $95.00 in a report on Wednesday, June 10th. TD Cowen boosted 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. Finally, Barclays upped their price objective on shares of BorgWarner from $83.00 to $85.00 and gave the company an “overweight” rating in a report on Monday, August 10th. Nine analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $75.93.

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.