BorgWarner Inc. $BWA Shares Bought by Royal London Asset Management Ltd.

Royal London Asset Management Ltd. grew its holdings in BorgWarner Inc. (NYSE:BWA) by 17.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,487,868 shares of the auto parts company’s stock after buying an additional 221,908 shares during the quarter. Royal London Asset Management Ltd. owned about 0.73% of BorgWarner worth $98,794,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Van ECK Associates Corp lifted its holdings in BorgWarner by 3.5% in the second quarter. Van ECK Associates Corp now owns 164,799 shares of the auto parts company’s stock valued at $10,943,000 after acquiring an additional 5,512 shares during the period. Nissay Asset Management Corp Japan acquired a new stake in shares of BorgWarner in the second quarter valued at about $21,587,000. Beacon Pointe Advisors LLC acquired a new position in BorgWarner during the second quarter worth about $581,000. Empowered Funds LLC purchased a new position in BorgWarner in the second quarter valued at about $18,574,000. Finally, United Capital Financial Advisors LLC acquired a new stake in shares of BorgWarner during the 2nd quarter valued at approximately $887,000. Institutional investors and hedge funds own 95.67% of the company’s stock.

Insider Transactions at BorgWarner

In related news, 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 value of $198,940.00. Following the sale, the chief accounting officer directly owned 9,725 shares of the company’s stock, valued at approximately $667,135. This trade represents a 22.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Rajesh Kalathur bought 7,407 shares of the stock in a transaction that occurred on Wednesday, August 19th. The stock was bought at an average price 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 of the company’s stock, valued at $500,639.13. This trade represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.76% of the company’s stock.

BorgWarner News Roundup

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

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on BWA shares. The Goldman Sachs Group restated a “buy” rating and issued a $84.00 price target on shares of BorgWarner in a report on Thursday, June 11th. UBS Group raised shares of BorgWarner from a “neutral” rating to a “buy” rating and upped their price target for the company from $61.00 to $95.00 in a report on Wednesday, June 10th. Wall Street Zen upgraded BorgWarner from a “hold” rating to a “buy” rating in a research report on Saturday, June 27th. Wolfe Research reiterated an “outperform” rating and set a $95.00 target price on shares of BorgWarner in a report on Wednesday, June 3rd. Finally, TD Cowen boosted their price target on BorgWarner from $67.00 to $68.00 and gave the stock a “hold” rating in a report on Thursday, August 6th. Nine equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $75.93.

BorgWarner Trading Down 0.8%

Shares of BorgWarner stock opened at $64.25 on Friday. BorgWarner Inc. has a fifty-two week low of $40.50 and a fifty-two week high of $78.82. The business’s fifty day moving average is $65.59 and its two-hundred day moving average is $62.07. The company has a quick ratio of 1.76, a current ratio of 2.13 and a debt-to-equity ratio of 0.67. The firm has a market cap of $13.09 billion, a PE ratio of 32.12, a P/E/G 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 EPS for the quarter, beating analysts’ consensus estimates of $1.28 by $0.14. The business had revenue of $3.65 billion during the quarter, compared to the consensus estimate of $3.58 billion. BorgWarner had a return on equity of 19.10% and a net margin of 2.89%.The business’s revenue for the quarter was up .3% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.21 earnings per share. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. Analysts anticipate that BorgWarner Inc. will post 5.2 earnings per share for the current year.

BorgWarner announced that its Board of Directors has initiated a stock buyback plan on Wednesday, August 5th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the auto parts company to purchase up to 7.7% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s leadership believes its shares are undervalued.

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. The ex-dividend date is Tuesday, September 1st. This represents a $0.68 annualized dividend and a yield of 1.1%. BorgWarner’s payout ratio is 34.00%.

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.