United Capital Financial Advisors LLC Buys New Shares in BorgWarner Inc. $BWA

United Capital Financial Advisors LLC bought a new position in BorgWarner Inc. (NYSE:BWA) in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 13,359 shares of the auto parts company’s stock, valued at approximately $887,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in BWA. Clearstead Trust LLC acquired a new position in shares of BorgWarner in the second quarter valued at about $28,000. Prosperity Bancshares Inc acquired a new stake in shares of BorgWarner during the fourth quarter worth about $37,000. Ceredex Value Advisors LLC acquired a new stake in shares of BorgWarner during the second quarter worth about $40,000. Fiduciary Financial Advisors purchased a new stake in BorgWarner in the second quarter valued at approximately $49,000. Finally, Cedar Mountain Advisors LLC purchased a new stake in BorgWarner in the first quarter valued at approximately $55,000. Institutional investors and hedge funds own 95.67% of the company’s stock.

Analyst Ratings Changes

A number of research firms have issued reports on BWA. TD Cowen raised their price target on shares of BorgWarner from $67.00 to $68.00 and gave the stock a “hold” rating in a research report on Thursday, August 6th. Deutsche Bank Aktiengesellschaft set a $80.00 price objective on shares of BorgWarner in a report on Thursday, August 6th. Sanford C. Bernstein upgraded shares of BorgWarner to a “buy” rating in a research note on Wednesday, June 10th. Barclays raised their target price on shares of BorgWarner from $83.00 to $85.00 and gave the stock an “overweight” rating in a report on Monday, August 10th. Finally, JPMorgan Chase & Co. boosted their target price on shares of BorgWarner from $75.00 to $85.00 and gave the company an “overweight” rating in a research report on Monday, August 10th. Nine investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, BorgWarner presently has a consensus rating of “Moderate Buy” and an average price target of $75.93.

Insider Buying and Selling at BorgWarner

In related news, CAO Amy B. Kulikowski sold 2,900 shares of the firm’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $68.60, for a total transaction of $198,940.00. Following the sale, the chief accounting officer owned 9,725 shares in the company, valued at approximately $667,135. This trade represents a 22.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Rajesh Kalathur acquired 7,407 shares of the firm’s stock in a transaction on Wednesday, August 19th. The stock was purchased at an average price of $67.59 per share, with a total value of $500,639.13. Following the transaction, the director owned 7,407 shares of the company’s stock, valued at approximately $500,639.13. This trade represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. 0.76% of the stock is currently owned by company insiders.

Trending Headlines about BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Improved long-term earnings outlook: Zacks lifted its FY2026 EPS forecast to $5.19 from $5.15, FY2027 to $5.82 from $5.68, and FY2028 to $6.35 from $6.00. Estimates for multiple 2027 and 2028 quarters were also increased, signaling improving expectations for BorgWarner’s longer-term growth and profitability. MarketBeat analyst estimate revisions
• Positive Sentiment: Growth-stock positioning: A Zacks article identified BWA as a potentially attractive long-term growth stock based on the firm’s Style Scores, which could support investor interest in the auto-parts supplier. Why BorgWarner is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Recent operating performance provides support: BorgWarner’s latest reported quarter exceeded analyst expectations, with EPS of $1.42 versus a $1.28 consensus and revenue of $3.65 billion versus $3.58 billion. However, year-over-year revenue growth was limited, and the company’s net margin remained relatively low at 2.89%.
• Negative Sentiment: Near-term earnings reductions: Zacks cut its Q3 2026 EPS forecast to $1.22 from $1.27 and its Q4 2026 forecast to $1.31 from $1.39. The downward revisions suggest some near-term pressure despite the improved full-year and longer-term outlook, creating a mixed earnings signal for investors. BorgWarner earnings estimate revisions

BorgWarner Stock Up 0.2%

BorgWarner stock opened at $64.25 on Monday. The business’s 50-day moving average price is $65.59 and its 200 day moving average price is $62.14. The company has a quick ratio of 1.76, a current ratio of 2.13 and a debt-to-equity ratio of 0.67. The firm has a market cap of $13.09 billion, a price-to-earnings ratio of 32.12, a price-to-earnings-growth ratio of 1.15 and a beta of 1.10. BorgWarner Inc. has a 52 week low of $40.50 and a 52 week high of $78.82.

BorgWarner (NYSE:BWA) last announced its quarterly earnings results on Wednesday, August 5th. The auto parts company reported $1.42 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.28 by $0.14. BorgWarner had a return on equity of 19.10% and a net margin of 2.89%.The company had revenue of $3.65 billion during the quarter, compared to the consensus estimate of $3.58 billion. During the same period in the previous year, the company posted $1.21 earnings per share. BorgWarner’s revenue for the quarter was up .3% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. As a group, sell-side analysts anticipate that BorgWarner Inc. will post 5.2 earnings per share for the current year.

BorgWarner Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be issued a dividend of $0.17 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $0.68 dividend on an annualized basis and a yield of 1.1%. BorgWarner’s dividend payout ratio is 34.00%.

BorgWarner announced that its board has approved a share buyback plan on Wednesday, August 5th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the auto parts company to repurchase up to 7.7% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board of directors believes its shares are undervalued.

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.