Q4 Earnings Estimate for BorgWarner Issued By Zacks Research

BorgWarner Inc. (NYSE:BWA) – Zacks Research boosted their Q4 2026 earnings per share (EPS) estimates for BorgWarner in a report released on Wednesday, March 4th. Zacks Research analyst Team now anticipates that the auto parts company will earn $1.36 per share for the quarter, up from their previous forecast of $1.12. The consensus estimate for BorgWarner’s current full-year earnings is $4.28 per share. Zacks Research also issued estimates for BorgWarner’s FY2027 earnings at $5.55 EPS.

BorgWarner (NYSE:BWA) last released its quarterly earnings data 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. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The business had revenue of $3.57 billion for the quarter, compared to analysts’ expectations of $3.49 billion. During the same quarter in the previous year, the business posted $1.01 EPS. BorgWarner’s revenue for the quarter was up 3.9% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS.

Other equities research analysts have also issued reports about the stock. Morgan Stanley set a $60.00 price objective on shares of BorgWarner in a report on Thursday, February 12th. Piper Sandler restated a “neutral” rating and issued a $51.00 price target (down from $52.00) on shares of BorgWarner in a report on Thursday, January 8th. TD Cowen reiterated a “hold” rating on shares of BorgWarner in a report on Thursday, February 12th. The Goldman Sachs Group boosted their target price on BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Finally, Wells Fargo & Company raised their price target on shares of BorgWarner from $52.00 to $75.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Eight research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, BorgWarner presently has an average rating of “Moderate Buy” and an average price target of $61.31.

BorgWarner Stock Performance

Shares of BWA stock opened at $53.25 on Monday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.70 and a current ratio of 2.07. BorgWarner has a 52 week low of $24.40 and a 52 week high of $70.08. The company’s 50 day moving average price is $52.21 and its two-hundred day moving average price is $46.70. The company has a market capitalization of $11.03 billion, a P/E ratio of 42.60, a price-to-earnings-growth ratio of 1.05 and a beta of 1.04.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in BWA. Hsbc Holdings PLC boosted its position in shares of BorgWarner by 39.6% in the fourth quarter. Hsbc Holdings PLC now owns 1,403,488 shares of the auto parts company’s stock valued at $63,563,000 after acquiring an additional 397,926 shares during the period. Dean Capital Management boosted its holdings in BorgWarner by 3.2% in the 4th quarter. Dean Capital Management now owns 61,846 shares of the auto parts company’s stock valued at $2,787,000 after purchasing an additional 1,915 shares during the period. Compound Planning Inc. grew its position in shares of BorgWarner by 12.2% during the 4th quarter. Compound Planning Inc. now owns 8,627 shares of the auto parts company’s stock worth $389,000 after purchasing an additional 937 shares in the last quarter. Corient Private Wealth LLC increased its holdings in shares of BorgWarner by 10.7% during the fourth quarter. Corient Private Wealth LLC now owns 22,128 shares of the auto parts company’s stock worth $997,000 after purchasing an additional 2,143 shares during the period. Finally, Mercer Global Advisors Inc. ADV raised its position in shares of BorgWarner by 0.6% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 117,587 shares of the auto parts company’s stock valued at $5,298,000 after buying an additional 693 shares in the last quarter. 95.67% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, VP Isabelle Mckenzie sold 3,500 shares of the firm’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $63.26, for a total transaction of $221,410.00. Following the completion of the sale, the vice president owned 68,809 shares in the company, valued at approximately $4,352,857.34. This trade represents a 4.84% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Tania Wingfield sold 17,867 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $63.43, for a total transaction of $1,133,303.81. Following the completion of the transaction, the executive vice president owned 45,429 shares in the company, valued at approximately $2,881,561.47. This trade represents a 28.23% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 49,550 shares of company stock valued at $3,156,141 over the last ninety days. 0.63% of the stock is currently owned by company insiders.

BorgWarner Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 2nd will be given a dividend of $0.17 per share. This represents a $0.68 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend is Monday, March 2nd. BorgWarner’s payout ratio is 54.40%.

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.