Dimensional Fund Advisors LP Increases Holdings in BorgWarner Inc. $BWA

Dimensional Fund Advisors LP grew its stake in BorgWarner Inc. (NYSE:BWA) by 1.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 11,782,629 shares of the auto parts company’s stock after acquiring an additional 155,871 shares during the quarter. Dimensional Fund Advisors LP owned 5.51% of BorgWarner worth $517,960,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of BWA. Acadian Asset Management LLC boosted its stake in BorgWarner by 23.7% in the 1st quarter. Acadian Asset Management LLC now owns 8,979 shares of the auto parts company’s stock worth $257,000 after purchasing an additional 1,723 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of BorgWarner during the second quarter valued at approximately $339,000. Envestnet Asset Management Inc. increased its position in shares of BorgWarner by 0.7% during the second quarter. Envestnet Asset Management Inc. now owns 276,199 shares of the auto parts company’s stock valued at $9,247,000 after acquiring an additional 2,054 shares in the last quarter. Hantz Financial Services Inc. raised its holdings in BorgWarner by 111.9% in the 2nd quarter. Hantz Financial Services Inc. now owns 1,108 shares of the auto parts company’s stock worth $37,000 after acquiring an additional 585 shares during the last quarter. Finally, Assetmark Inc. lifted its position in BorgWarner by 81.8% in the 2nd quarter. Assetmark Inc. now owns 809 shares of the auto parts company’s stock valued at $27,000 after acquiring an additional 364 shares in the last quarter. 95.67% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently commented on BWA shares. Piper Sandler reaffirmed a “neutral” rating and set a $51.00 price objective (down from $52.00) on shares of BorgWarner in a research report on Thursday, January 8th. JPMorgan Chase & Co. increased their price objective on shares of BorgWarner from $56.00 to $76.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Bank of America initiated coverage on BorgWarner in a research report on Wednesday. They set a “neutral” rating on the stock. TD Cowen reiterated a “hold” rating on shares of BorgWarner in a research report on Thursday, February 12th. Finally, Morgan Stanley set a $60.00 target price on BorgWarner in a research report on Thursday, February 12th. Eight investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, BorgWarner currently has an average rating of “Hold” and an average target price of $59.14.

BorgWarner Stock Down 2.4%

BorgWarner stock opened at $52.80 on Thursday. BorgWarner Inc. has a 1-year low of $24.40 and a 1-year high of $70.08. The stock has a market capitalization of $10.93 billion, a price-to-earnings ratio of 42.24, a PEG ratio of 1.09 and a beta of 1.04. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.07 and a quick ratio of 1.70. The business has a fifty day moving average price of $51.80 and a 200-day moving average price of $46.45.

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

BorgWarner Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 2nd will be issued a $0.17 dividend. 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 1.3%. BorgWarner’s payout ratio is presently 54.40%.

Insiders Place Their Bets

In related news, EVP Tonit M. Calaway sold 9,725 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $62.61, for a total value of $608,882.25. Following the completion of the transaction, the executive vice president directly owned 230,526 shares in the company, valued at $14,433,232.86. The trade was a 4.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Isabelle Mckenzie sold 2,458 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $61.54, for a total transaction of $151,265.32. Following the sale, the vice president directly owned 66,351 shares in the company, valued at $4,083,240.54. This trade represents a 3.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 49,550 shares of company stock worth $3,156,141. Corporate insiders own 0.45% of the company’s stock.

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.