BorgWarner (NYSE:BWA) Sets New 1-Year High – Here’s What Happened

BorgWarner Inc. (NYSE:BWA)’s stock price reached a new 52-week high on Wednesday . The stock traded as high as $70.36 and last traded at $70.2980, with a volume of 198234 shares trading hands. The stock had previously closed at $68.26.

Key Stories Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: BorgWarner named Stefan Demmerle to a key technology role, appointing him Vice President of technology leadership. Investors may view this as a sign the company is strengthening its innovation strategy and product development focus. BorgWarner Names Stefan Demmerle to Key Technology Role
• Positive Sentiment: Zacks Research raised BorgWarner’s FY2026 EPS estimate to $5.15 from $5.03, slightly below the current consensus of $5.16 but still moving higher. Higher near-term earnings expectations can support the stock.
• Positive Sentiment: Analysts also lifted FY2027 EPS to $5.68 from $5.55 and FY2028 EPS to $6.00 from $5.93, signaling confidence in BorgWarner’s longer-term earnings growth.
• Positive Sentiment: Multiple quarterly estimates were increased as well, including Q3 2026, Q4 2026, Q1 2027, Q2 2027, Q3 2027, Q4 2027, and Q1 2028, reinforcing the view that earnings momentum is improving.

Analyst Ratings Changes

Several research firms have recently weighed in on BWA. Weiss Ratings reiterated a “hold (c)” rating on shares of BorgWarner in a report on Monday, April 20th. Evercore reissued an “outperform” rating and issued a $75.00 target price on shares of BorgWarner in a research report on Tuesday, February 17th. Morgan Stanley lifted their target price on BorgWarner from $60.00 to $67.00 and gave the company an “equal weight” rating in a research report on Wednesday. UBS Group lifted their target price on BorgWarner from $56.00 to $61.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. Finally, Wells Fargo & Company lowered their price objective on shares of BorgWarner to $68.00 and set an “overweight” rating on the stock in a report on Tuesday, March 31st. Seven analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, BorgWarner presently has an average rating of “Moderate Buy” and an average price target of $68.14.

BorgWarner Stock Performance

The stock has a market capitalization of $14.63 billion, a price-to-earnings ratio of 42.19, a P/E/G ratio of 1.36 and a beta of 1.00. The company’s fifty day simple moving average is $57.76 and its 200 day simple moving average is $52.10. The company has a quick ratio of 1.75, a current ratio of 2.13 and a debt-to-equity ratio of 0.69.

BorgWarner (NYSE:BWA) last released its quarterly earnings data on Wednesday, May 6th. The auto parts company reported $1.24 EPS for the quarter, beating the consensus estimate of $1.16 by $0.08. BorgWarner had a net margin of 2.53% and a return on equity of 18.36%. The firm had revenue of $3.53 billion for the quarter, compared to the consensus estimate of $3.50 billion. During the same period in the previous year, the company earned $1.11 earnings per share. The company’s quarterly revenue was up .5% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, equities research analysts expect that BorgWarner Inc. will post 5.18 earnings per share for the current year.

BorgWarner Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Monday, June 1st will be given a dividend of $0.17 per share. This represents a $0.68 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Monday, June 1st. BorgWarner’s dividend payout ratio is presently 40.24%.

Insider Activity

In related news, EVP Paul Arthur Farrell sold 12,012 shares of the company’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $52.31, for a total transaction of $628,347.72. Following the completion of the sale, the executive vice president directly owned 38,238 shares in the company, valued at $2,000,229.78. This represents a 23.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Tania Wingfield sold 5,000 shares of the company’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $63.24, for a total value of $316,200.00. Following the sale, the executive vice president owned 35,365 shares of the company’s stock, valued at approximately $2,236,482.60. This represents a 12.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 96,033 shares of company stock worth $5,792,558. 0.76% of the stock is owned by insiders.

Hedge Funds Weigh In On BorgWarner

A number of hedge funds have recently made changes to their positions in the stock. Inspire Investing LLC boosted its position in shares of BorgWarner by 2.8% during the 4th quarter. Inspire Investing LLC now owns 7,223 shares of the auto parts company’s stock valued at $325,000 after acquiring an additional 195 shares during the last quarter. Lazard Asset Management LLC boosted its position in shares of BorgWarner by 1.0% during the 4th quarter. Lazard Asset Management LLC now owns 21,719 shares of the auto parts company’s stock valued at $979,000 after acquiring an additional 206 shares during the last quarter. Arjuna Capital boosted its position in shares of BorgWarner by 0.6% during the 4th quarter. Arjuna Capital now owns 34,932 shares of the auto parts company’s stock valued at $1,574,000 after acquiring an additional 215 shares during the last quarter. Fifth Third Wealth Advisors LLC lifted its position in BorgWarner by 3.2% in the 1st quarter. Fifth Third Wealth Advisors LLC now owns 7,064 shares of the auto parts company’s stock worth $383,000 after buying an additional 216 shares during the last quarter. Finally, Ariadne Wealth Management LP lifted its position in BorgWarner by 3.8% in the 1st quarter. Ariadne Wealth Management LP now owns 5,958 shares of the auto parts company’s stock worth $323,000 after buying an additional 218 shares during the last quarter. 95.67% of the stock is currently owned by institutional investors.

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.