BorgWarner Inc. $BWA is Vivaldi Capital Management LP’s 7th Largest Position

Vivaldi Capital Management LP reduced its stake in BorgWarner Inc. (NYSE:BWA) by 6.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 343,010 shares of the auto parts company’s stock after selling 25,403 shares during the period. BorgWarner accounts for 2.6% of Vivaldi Capital Management LP’s holdings, making the stock its 7th biggest holding. Vivaldi Capital Management LP’s holdings in BorgWarner were worth $18,612,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of BWA. Compound Planning Inc. boosted its holdings in shares of BorgWarner by 17.5% in the first quarter. Compound Planning Inc. now owns 10,141 shares of the auto parts company’s stock valued at $550,000 after purchasing an additional 1,514 shares during the period. Modern Wealth Management LLC purchased a new position in BorgWarner during the 1st quarter worth $257,000. Lido Advisors LLC increased its holdings in BorgWarner by 25.2% during the 1st quarter. Lido Advisors LLC now owns 17,366 shares of the auto parts company’s stock worth $942,000 after purchasing an additional 3,496 shares during the period. First Trust Advisors LP raised its position in BorgWarner by 73.8% during the 1st quarter. First Trust Advisors LP now owns 544,485 shares of the auto parts company’s stock valued at $29,544,000 after purchasing an additional 231,242 shares in the last quarter. Finally, PNC Financial Services Group Inc. raised its position in BorgWarner by 1.5% during the 1st quarter. PNC Financial Services Group Inc. now owns 51,419 shares of the auto parts company’s stock valued at $2,790,000 after purchasing an additional 768 shares in the last quarter. 95.67% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, EVP Tania Wingfield sold 5,000 shares of the firm’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $63.24, for a total value of $316,200.00. Following the sale, the executive vice president directly owned 35,365 shares in the company, valued at approximately $2,236,482.60. This trade represents a 12.39% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Isabelle Mckenzie sold 3,500 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $63.35, for a total transaction 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. This represents a 5.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 67,500 shares of company stock worth $4,310,115 over the last ninety days. 0.76% of the stock is currently owned by company insiders.

BorgWarner Stock Up 0.1%

Shares of NYSE BWA opened at $64.41 on Friday. The company has a current ratio of 2.13, a quick ratio of 1.75 and a debt-to-equity ratio of 0.69. The stock has a market capitalization of $13.21 billion, a PE ratio of 38.11, a price-to-earnings-growth ratio of 1.38 and a beta of 1.09. The stock’s fifty day simple moving average is $67.94 and its two-hundred day simple moving average is $58.98. BorgWarner Inc. has a 12-month low of $34.27 and a 12-month high of $78.82.

BorgWarner (NYSE:BWA) last announced its quarterly earnings results on Wednesday, May 6th. The auto parts company reported $1.24 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.16 by $0.08. The business had revenue of $3.53 billion for the quarter, compared to the consensus estimate of $3.50 billion. BorgWarner had a return on equity of 18.36% and a net margin of 2.53%.The business’s revenue was up .5% compared to the same quarter last year. During the same period last year, the business posted $1.11 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, analysts expect that BorgWarner Inc. will post 5.16 EPS for the current fiscal year.

BorgWarner Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Monday, June 1st were paid a $0.17 dividend. This represents a $0.68 annualized dividend and a yield of 1.1%. The ex-dividend date was Monday, June 1st. BorgWarner’s payout ratio is 40.24%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on BWA shares. UBS Group raised BorgWarner from a “neutral” rating to a “buy” rating and increased their price target for the stock from $61.00 to $95.00 in a research report on Wednesday, June 10th. Wolfe Research restated an “outperform” rating and issued a $95.00 price objective on shares of BorgWarner in a report on Wednesday, June 3rd. Morgan Stanley upped their price objective on shares of BorgWarner from $60.00 to $67.00 and gave the stock an “equal weight” rating in a research note on Wednesday, May 27th. The Goldman Sachs Group reiterated a “buy” rating and set a $84.00 target price on shares of BorgWarner in a report on Thursday, June 11th. Finally, Sanford C. Bernstein raised shares of BorgWarner to a “buy” rating in a research report on Wednesday, June 10th. Nine investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $74.57.

BorgWarner 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.