Cookson Peirce & Co. Inc. Acquires New Shares in BorgWarner Inc. $BWA

Cookson Peirce & Co. Inc. bought a new position in BorgWarner Inc. (NYSE:BWA) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 179,845 shares of the auto parts company’s stock, valued at approximately $7,906,000. Cookson Peirce & Co. Inc. owned about 0.08% of BorgWarner at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in BWA. Caitong International Asset Management Co. Ltd grew its stake in shares of BorgWarner by 1,133.3% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 777 shares of the auto parts company’s stock valued at $26,000 after buying an additional 714 shares in the last quarter. Assetmark Inc. grew its position in BorgWarner by 81.8% in the second quarter. Assetmark Inc. now owns 809 shares of the auto parts company’s stock worth $27,000 after acquiring an additional 364 shares in the last quarter. Addison Advisors LLC increased its stake in shares of BorgWarner by 1,647.8% during the 2nd quarter. Addison Advisors LLC now owns 804 shares of the auto parts company’s stock worth $27,000 after purchasing an additional 758 shares during the last quarter. Root Financial Partners LLC bought a new position in shares of BorgWarner during the 3rd quarter valued at $27,000. Finally, Twin Peaks Wealth Advisors LLC bought a new position in shares of BorgWarner during the 2nd quarter valued at $32,000. 95.67% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the stock. Wells Fargo & Company upped their price objective on shares of BorgWarner from $52.00 to $75.00 and gave the stock an “overweight” rating in a report on Thursday. Barclays upped their price target on BorgWarner from $55.00 to $70.00 and gave the stock an “overweight” rating in a research note on Thursday. Weiss Ratings restated a “hold (c)” rating on shares of BorgWarner in a report on Wednesday, January 21st. Morgan Stanley set a $60.00 price target on BorgWarner in a report on Thursday. Finally, TD Cowen restated a “hold” rating on shares of BorgWarner in a research note on Thursday. Eight equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $57.14.

Trending Headlines about BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: JPMorgan raised its price target on BWA from $56 to $76 and moved the stock to “overweight,” implying meaningful upside and likely supporting further buying interest. JPMorgan Price Target Raise
• Positive Sentiment: Q4 results beat expectations — EPS $1.35 vs $1.16 est., revenue $3.57B vs $3.49B — and management highlighted margin gains and program wins during the earnings call, reinforcing momentum from the quarter. Reuters: Quarterly Profit Rises
• Positive Sentiment: Multiple OEM awards announced (800V integrated drive modules, expanded BMS production, first 48V eXD program, VTG turbocharger, and a major North American iDM/generator program) signal sustained revenue runway from both electrified and hybrid platforms. PR Newswire: 2025 Results & Awards
• Positive Sentiment: BorgWarner entered the data‑center market via a Master Supply Agreement to supply modular turbine generator systems — a new end market that analysts highlight as a material incremental growth opportunity. PR Newswire: Data Center Award
• Positive Sentiment: The company returned about $630M to shareholders in 2025, underscoring cash generation and capital allocation that can support buybacks/dividend support for the stock. PR Newswire: Return of Capital
• Neutral Sentiment: Analyst and commentary pieces (Zacks, TipRanks, Seeking Alpha) highlight BWA as a momentum/turnaround story with structural EV and powertrain exposure — useful context but largely reiterative of the company’s stated strategy. Zacks: Momentum Stock
• Neutral Sentiment: Detailed earnings call materials and transcripts were published (slides, call transcript); these provide line‑item detail for investors but do not change the headline beat. Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: Management issued FY‑2026 guidance that was modestly soft vs. consensus: EPS guidance of $5.00–$5.20 (vs ~5.11 consensus) and revenue guidance of $14.0–$14.3B (below ~$14.4B consensus). Analysts flagged the softer revenue outlook as a possible constraint on multiple expansion. Seeking Alpha: Soft FY26 Guidance

BorgWarner Stock Up 0.4%

BWA opened at $66.40 on Friday. The business has a 50 day moving average of $47.73 and a 200-day moving average of $44.39. The stock has a market capitalization of $14.20 billion, a price-to-earnings ratio of 53.12, a P/E/G ratio of 1.31 and a beta of 1.09. The company has a current ratio of 2.07, a quick ratio of 1.69 and a debt-to-equity ratio of 0.69. BorgWarner Inc. has a 1-year low of $24.40 and a 1-year high of $70.08.

BorgWarner (NYSE:BWA) last announced its earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.16 by $0.19. BorgWarner had a net margin of 1.93% and a return on equity of 17.89%. The business had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.49 billion. During the same quarter in the previous year, the firm posted $1.01 earnings per share. BorgWarner’s revenue was up 3.9% compared to the same quarter last year. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. As a group, sell-side analysts anticipate that BorgWarner Inc. will post 4.28 earnings per share for the current year.

BorgWarner Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be given a dividend of $0.17 per share. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $0.68 dividend on an annualized basis and a yield of 1.0%. BorgWarner’s dividend payout ratio (DPR) is 107.94%.

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.