Bullish on BorgWarner Inc.
BorgWarner Inc. (BWA-N) is showing a bullish outlook after breaking out of a prolonged trading range. The stock's recent ascent above US$48 and subsequent pullback to its 40-week moving average suggest it is poised for further gains. Technical analysis indicates an initial target of US$74, with potential for even higher levels, as long as it maintains support above the US$57–US$58 range.
BorgWarner Inc. stock: Why momentum makes it a long-term watch
BorgWarner Inc. (NYSE: BWA) shows strong momentum and positive earnings revisions, making it a key player for investors interested in the evolving automotive sector, particularly electrification. As a leader in clean powertrain technology for combustion, hybrid, and electric vehicles, BorgWarner maintains a "Moderate Buy" rating from analysts, balancing potential growth in electrification with the risks of the EV transition, offering a steady portfolio addition. Its global presence and focus on efficiency technology positions it well despite industry shifts.
Zacks Value Trader Highlights: BorgWarner, Siemens Energy and Wabtec
This article highlights three "old economy" stocks, BorgWarner (BWA), Siemens Energy (SMERY), and Wabtec (WAB), that are performing well in 2026 despite the struggles of technology stocks. These companies, operating in sectors like automotive, energy, and transportation, offer attractive valuations and strong earnings growth prospects. The piece encourages investors to consider these traditional businesses for their shortlists.
SG Americas Securities LLC Increases Holdings in BorgWarner Inc. $BWA
SG Americas Securities LLC significantly increased its stake in BorgWarner Inc. by 417.4% in the fourth quarter, now owning 89,636 shares valued at approximately $4.04 million. Despite insider selling activity totaling around $4.64 million, BorgWarner exceeded quarterly EPS estimates and provided strong FY2026 guidance. Analysts maintain a "Moderate Buy" consensus rating with an average target price of $63.23.
BorgWarner Inc. stock underperforms Thursday when compared to competitors
BorgWarner Inc. (BWA) stock fell 3.19% on Thursday, closing at $52.83, despite a mixed day for the broader market where the S&P 500 rose and the Dow Jones Industrial Average fell. This decline broke a two-day winning streak for the company's shares. The article notes the stock's underperformance relative to its competitors.
3 Old Economy Stocks Winning in 2026
This article highlights three "old economy" stocks—BorgWarner Inc. (BWA), Siemens Energy AG (SMERY), and Wabtec Corp. (WAB)—that are performing well in 2026 despite technology stocks struggling. These companies operate in sectors like automotive, energy, and transportation, offering attractive valuations and strong earnings growth prospects. The author suggests these established companies, some with surprising new business opportunities like AI data centers, should be considered by value investors.
BorgWarner Inc. Stock: Key Insights into Electrification Leadership and Investor Opportunities in the Auto Sector
BorgWarner Inc. is positioned as a key supplier in the automotive industry's shift towards electrification, providing critical components for electric and hybrid vehicles. The company's strategic focus on innovation, coupled with its strong market position and North American manufacturing presence, presents significant opportunities for investors. While risks like OEM delays and competitive pressures exist, BorgWarner's adaptability and diversified product portfolio suggest a resilient investment in the evolving auto sector.
BorgWarner Inc. Stock: Key Insights into Electrification Leadership and Investor Opportunities in the Auto Sector
BorgWarner Inc. is positioned as a key supplier in the automotive industry's shift towards electrification, providing essential components like electric drive systems and battery management solutions. The company's strategic focus on electrification, its strong market position, and its North American footprint offer significant opportunities for investors. While facing risks such as production delays and competitive pricing, BorgWarner's adaptability and diverse portfolio make it a notable player in the evolving auto sector.
Wells Fargo & Company Cuts BorgWarner (NYSE:BWA) Price Target to $68.00
Wells Fargo & Company has lowered its price target for BorgWarner (NYSE:BWA) from $75.00 to $68.00, while maintaining an "overweight" rating. This new target implies a potential upside of 27.16% from the current stock price. The adjustment comes after BorgWarner exceeded its recent quarterly earnings estimates and provided positive FY2026 guidance.
Wedge Capital Management L L P NC Sells 39,815 Shares of BorgWarner Inc. $BWA
Wedge Capital Management L L P NC reduced its stake in BorgWarner Inc. (NYSE:BWA) by 13.9% in the fourth quarter, selling 39,815 shares and retaining 246,291 shares valued at approximately $11.10 million. Despite institutional selling, analysts have grown more bullish, with Barclays and Goldman Sachs raising price targets to $70 and $78 respectively, contributing to a "Moderate Buy" consensus rating and an average target of $63.77. BorgWarner also exceeded Q4 expectations with an EPS of $1.35 and revenue of $3.57 billion, and announced a quarterly dividend of $0.17 per share.
Vanguard Realigns Holdings; Vanguard (NYSE: BWA) Reports 0 Shares in Amendment
The Vanguard Group has filed an amendment to its Schedule 13G/A report for BorgWarner Inc. (BWA), indicating that it now beneficially owns 0 shares, representing 0% of the class. This change follows an internal realignment at Vanguard on January 12, 2026, which disaggregates holdings, leading certain subsidiaries and business divisions to report their beneficial ownership separately. As a result, Vanguard itself is no longer deemed to beneficially own securities held by these affiliates.
BorgWarner Inc. stock underperforms Thursday when compared to competitors
BorgWarner Inc. (BWA) stock fell by 2.42% to $54.76 on Thursday, ending a three-day winning streak. This underperformance occurred during a generally poor trading day, with the S&P 500 Index dropping 1.74% and the Dow Jones Industrial Average falling 1.01%.
BorgWarner Inc. Stock: Shareholder Governance Vote and Upcoming Q1 2026 Earnings in Focus for Invest
BorgWarner Inc. (BWA) is at a pivotal moment with an upcoming shareholder vote on written consent rights and the announcement of its Q1 2026 earnings webcast. These events are critical for investors, particularly those in the U.S. and Canada, as they offer insights into the company's governance practices and financial performance amid the ongoing shift towards vehicle electrification. The article also details BorgWarner's business model, competitive landscape, and strategic positioning to address sector drivers and investor relevance.
BorgWarner Inc. stock faces scrutiny as Tudor Investment slashes stake by 73% amid strong earnings a
BorgWarner Inc. is under scrutiny after Tudor Investment Corp significantly cut its stake by 73.4% despite the automotive supplier reporting strong quarterly earnings and upbeat FY2026 guidance. While other institutions have increased their holdings and analysts have upgraded price targets, Tudor's move raises questions about potential hidden risks or future market shifts, yet BorgWarner's strategic pivot to electrification positions it well for the evolving auto industry. The company's solid financial health and focus on hybrid and EV components provide a mixed signal for investors weighing institutional caution against positive fundamentals and long-term electrification trends.
Wolfe Research upgrades BorgWarner (BWA)
Wolfe Research has upgraded its rating for BorgWarner (BWA). This indicates a more positive outlook on the company from the research firm.
BorgWarner Inc. stock outperforms competitors on strong trading day
BorgWarner Inc. (BWA) shares rose 2.02% to $56.12 on a strong trading day for the broader market, marking its third consecutive day of gains. The S&P 500 Index and Dow Jones Industrial Average also saw increases, with the S&P 500 rising 0.54% and the Dow Jones Industrial Average up 0.66%.
Tudor Investment Corp ET AL Trims Stock Position in BorgWarner Inc. $BWA
Tudor Investment Corp ET AL significantly reduced its stake in BorgWarner Inc. (NYSE:BWA) by 73.4% in the third quarter, selling 395,464 shares, though it still holds 143,665 shares valued at approximately $6.32 million. Despite this trimming, BorgWarner exceeded quarterly earnings expectations with $1.35 EPS and $3.57 billion in revenue, and analysts have generally maintained a "Moderate Buy" consensus with an average price target of $63.42. The company also announced a quarterly dividend of $0.17 per share, demonstrating continued financial health.
Wolfe upgrades BorgWarner stock rating on Power Gen opportunity
Wolfe Research upgraded BorgWarner shares from Peerperform to Outperform with a $68 price target, citing the company's Power Gen opportunity. This segment is projected to generate $2 billion in revenue at scale, potentially adding $23 to BorgWarner's share price. The upgrade comes despite recent stock pullback, also noting the stock appears undervalued and core automotive business anticipated to reaccelerate by 2027.
BorgWarner Inc. stock faces pressure amid EV transition slowdown and automotive supply chain shifts
BorgWarner Inc. is navigating a complex automotive landscape as demand for EV components slows while traditional internal combustion engine parts remain steady. The company's diversified portfolio, strong financial health with manageable net debt, and strategic positioning in hybrid technologies are highlighted as strengths. However, risks like geopolitical tensions, raw material volatility, and competition from EV pure-plays necessitate careful monitoring for investors.
BorgWarner Inc. stock outperforms competitors on strong trading day
BorgWarner Inc. (BWA) shares rose 1.66% to $55.01 on a challenging trading day, outperforming the broader market. This marks the stock's second consecutive day of gains, contrasting with declines in the S&P 500 and Dow Jones Industrial Average.
Global ClutchBrake Market Size, Growth, Trends & Forecast
The global ClutchBrake market is experiencing growth driven by increased demand in automotive, commercial vehicle, and industrial machinery sectors, alongside technological advancements. A new report provides an in-depth analysis of market size, trends, key companies, and forecasts from 2024 to 2032, highlighting growth prospects despite challenges like fluctuating raw material prices. The study covers market segmentation by type and end-user, competitive landscape, and regional dynamics to offer comprehensive insights for stakeholders.
BorgWarner Inc (BWA) Stock Price Up 3.47% on Mar 23
BorgWarner Inc (BWA) stock saw a 3.47% increase on March 23, closing at $54.04. While Wall Street analysts have an average target price of $65.04, indicating an "Outperform" status, GuruFocus estimates a fair value of $39.02, suggesting a potential downside. The article details intraday highs, 52-week performance, and analyst consensus, noting the information was generated using automated technology and GuruFocus financial data.
BorgWarner Inc. stock underperforms Monday when compared to competitors despite daily gains
BorgWarner Inc. (BWA) shares rose 3.60% on Monday, closing at $54.11, despite underperforming its competitors. The stock remains 22.79% below its 52-week high of $70.08. This occurred during a generally strong day for the broader market, with the S&P 500 and Dow Jones Industrial Average also seeing gains.
BorgWarner Inc. $BWA Shares Sold by JPMorgan Chase & Co.
JPMorgan Chase & Co. reduced its stake in BorgWarner Inc. by 43.0% during the third quarter, selling 498,302 shares. Despite this reduction, other institutional investors like AQR Capital Management and Norges Bank significantly increased their positions, showing strong overall institutional interest in the company. BorgWarner also reported strong quarterly earnings, beating analyst estimates, and provided positive FY2026 guidance, contributing to a "Moderate Buy" consensus rating from analysts with an average price target of $63.42.
Hudson Bay Capital Management LP Lowers Position in BorgWarner Inc. $BWA
Hudson Bay Capital Management LP significantly reduced its stake in BorgWarner Inc. by 59.4% in the third quarter, selling over 72,000 shares. Despite this, BorgWarner surpassed quarterly earnings and revenue estimates and provided strong FY2026 guidance. Institutional investors retain a substantial 95.67% ownership of the company.
CWA Asset Management Group LLC Has $3.84 Million Stake in BorgWarner Inc. $BWA
CWA Asset Management Group LLC significantly boosted its stake in BorgWarner Inc. (NYSE:BWA) by 62.3% in Q4, bringing its total holdings to 85,131 shares valued at $3.84 million. This increased institutional interest comes as BorgWarner exceeded Q4 earnings estimates, reporting an EPS of $1.35 and revenue of $3.57 billion, and provided a positive FY2026 EPS guidance of $5.00-$5.20. The company maintains a consensus "Moderate Buy" rating with an average price target of $63.42, and also declared a quarterly dividend of $0.17 per share.
BorgWarner Inc. stock steady on NYSE amid strong 2025 results and upbeat 2026 proxy statement
BorgWarner Inc. released its 2026 proxy statement, showcasing strong 2025 financial results with $14.3 billion in sales, a 10.80% adjusted operating margin, and a 55% dividend increase. The company's focus on hybrid technology positions it well for Europe's EV transition, drawing attention from DACH investors. Despite some analyst caution and insider sales, the stock held steady on the NYSE, supported by a positive 2026 EPS guidance and strong institutional interest.
BorgWarner secures its first 48V electric cross differential order in China
BorgWarner has secured its first 48V electric cross differential (eXD) program with a Chinese OEM, marking a significant expansion of its torque management capabilities for electric vehicles. This eXD solution is integrated into the customer’s 48V electrical and electronic architecture, offering improved energy efficiency and optimized costs. The technology aims to enhance vehicle handling and traction by dynamically controlling torque distribution, ensuring stability across various driving conditions.
BorgWarner secures its first 48V electric cross differential order in China
BorgWarner has secured its first 48V electric cross differential (eXD) program order from a Chinese OEM, marking a significant expansion of its torque management capabilities for electric vehicles globally. The eXD solution is designed to enhance vehicle handling and traction by dynamically controlling torque distribution, leveraging the advantages of a 48V electrical architecture for improved energy efficiency and reliability. This development underscores BorgWarner's strategy to adapt proven technologies to new electrical architectures in the evolving EV market.
Kopion Asset Management LLC Trims Position in BorgWarner Inc. $BWA
Kopion Asset Management LLC reduced its stake in BorgWarner Inc. (NYSE:BWA) by 19.6% in the fourth quarter, selling 48,384 shares and retaining 198,327 shares valued at approximately $8.94 million. BorgWarner constitutes 6.4% of Kopion's portfolio, making it their seventh largest holding. The company recently reported better-than-expected quarterly earnings and revenue, and Wall Street analysts have a "Moderate Buy" consensus rating on the stock with an average target price of $63.42.
BorgWarner Inc Aktie: Strong 2025 Results and 2026 Proxy Drive Investor Focus on Resilient Auto Supp
BorgWarner Inc reported strong 2025 financial results with $14.3 billion in sales and a 55% dividend increase, highlighting its resilience despite volatility in the automotive sector. The company's diversified portfolio, spanning combustion, hybrid, and electric technologies, positions it well for Europe's evolving automotive market. These positive results and a transparent 2026 proxy statement are drawing investor attention, particularly from German-speaking markets.
BorgWarner Senior Area Manager Honored with Women in Manufacturing STEP Ahead Award
Regina Dunagan, Aircraft Business Manager at BorgWarner, has been recognized with a 2026 STEP Ahead Award by The Manufacturing Institute. The award celebrates manufacturing leaders who excel in leadership development and talent recognition. Dunagan is being honored for her 40-year career at BorgWarner, her leadership during challenging times like the COVID-19 pandemic, and her dedication to community engagement.
BorgWarner Named to Corporate Knights' 2026 Global 100, USA 25 Most Sustainable Corporations
BorgWarner has been recognized on Corporate Knights' Global 100 index and the inaugural USA 25 Most Sustainable Corporations list for its commitment to sustainability. This marks the second consecutive year BorgWarner has been included in the Global 100, ranking first in the auto components industry and third among U.S. automotive companies. The company attributes these recognitions to its innovative and sustainable mobility solutions, which align with its vision for a clean, energy-efficient world.
Cambria Investment Management L.P. Sells 20,197 Shares of BorgWarner Inc. $BWA
Cambria Investment Management L.P. decreased its stake in BorgWarner Inc. (NYSE:BWA) by 6.6%, selling 20,197 shares and retaining 285,092 shares valued at $12.53 million. BorgWarner recently exceeded quarterly earnings expectations with $1.35 EPS and $3.57 billion in revenue, also setting a FY2026 EPS guidance of $5.00-$5.20. Despite a consensus price target of $63.42, company insiders have been net sellers, disposing of 78,083 shares in the last 90 days.
BorgWarner ranks among just 3 U.S. auto peers on new USA 25 list
BorgWarner (NYSE:BWA) has been recognized on Corporate Knights' 2026 Global 100 and the inaugural USA 25 Most Sustainable Corporations lists, marking its second consecutive Global 100 inclusion. The company ranked first in the auto components industry and eighth in the cars and trucks manufacturing peer group on the Global 100, while securing the 21st overall position and third in automotive on the USA 25 list. These achievements highlight BorgWarner's strong commitment to sustainability, measured by sustainable revenue, investment, and revenue momentum.
BorgWarner, Inc. Experiences Revision in Stock Evaluation Amid Strong Market Performance
BorgWarner, Inc. has seen a significant revision in its stock evaluation, with its stock price notably increasing and achieving an 80.52% annual return, outperforming the S&P 500. While technical indicators show a mixed outlook with both bullish and bearish signals, the company has demonstrated resilience with a 14.98% year-to-date return against the S&P 500's -2.13%. This strong performance highlights BorgWarner's ability to navigate market challenges effectively within the automobile industry.
BorgWarner Inc. $BWA Shares Sold by CSM Advisors LLC
CSM Advisors LLC significantly reduced its stake in BorgWarner Inc. (NYSE:BWA) by 49.7% in the third quarter, selling 30,190 shares. This comes amidst other institutional investors either increasing or decreasing their holdings, and various BorgWarner insiders also selling shares. The article also provides a financial overview of BorgWarner, including its stock performance, recent earnings, dividend announcement, and current analyst ratings.
BorgWarner Inc. $BWA Shares Sold by Alliancebernstein L.P.
Alliancebernstein L.P. decreased its stake in BorgWarner Inc. (NYSE:BWA) by 11.1% in the third quarter, selling 473,491 shares and holding 3,787,186 shares valued at $166.49 million. Other institutional investors also adjusted their positions, with several new stakes acquired. BorgWarner recently reported strong earnings, topping analyst estimates, and announced a quarterly dividend, while analysts have set new price targets ranging from $51.00 to $78.00.
Brevan Howard Capital Management LP Has $4.35 Million Stake in BorgWarner Inc. $BWA
Brevan Howard Capital Management LP significantly reduced its stake in BorgWarner Inc. by 69.6% in the third quarter, now holding shares worth $4.35 million. Despite this, institutional ownership remains high, with other major funds increasing their positions. Several analysts have raised their price targets and ratings for BorgWarner, which recently beat earnings estimates and issued positive FY2026 guidance.
Assessing BorgWarner (BWA) Valuation After A Mixed Stretch Of Share Price Returns
BorgWarner (BWA) has experienced mixed share price returns recently, with a monthly decline contrasting with longer-term gains. The article examines its valuation, noting two contrasting analyses: one suggesting it's 29.1% overvalued at $39.17 per share based on a specific narrative, and another from Simply Wall St's DCF model indicating it's 42.2% undervalued with a fair value of $87.47. Investors are encouraged to review both perspectives to determine BorgWarner's true value and potential future performance.
Algert Global LLC Acquires 139,184 Shares of BorgWarner Inc. $BWA
Algert Global LLC increased its stake in BorgWarner Inc. by 43.2% in the third quarter, purchasing an additional 139,184 shares, bringing its total ownership to 461,342 shares valued at $20.28 million. BorgWarner recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $0.17 per share. Despite some insider selling, analysts maintain a "Moderate Buy" rating for the company with a consensus target price of $61.31.
BorgWarner (BWA) EVP Paul Farrell sells 12,012 common shares
BorgWarner's EVP & Chief Strategy Officer, Paul Arthur Farrell, sold 12,012 common shares on March 12, 2026, at a weighted average price of $52.31 per share. The transaction was an open-market sale, and following this, Farrell directly owns 38,238 shares of BorgWarner common stock. This insider activity was disclosed in a Form 4 SEC filing.
BorgWarner Inc. (NYSE:BWA) Receives Consensus Recommendation of "Moderate Buy" from Analysts
BorgWarner Inc. (NYSE:BWA) has received a "Moderate Buy" consensus recommendation from 15 analysts, with an average 12-month price target of $61.31. The company recently surpassed quarterly earnings and revenue estimates and provided positive FY2026 guidance. Despite insider sales, institutional investors have increased their stakes in BorgWarner.
BorgWarner Inc. stock underperforms Friday when compared to competitors
BorgWarner Inc. (BWA) shares fell 3.68% on Friday, closing at $50.56, amid a broad market decline. The S&P 500 Index dropped 0.61% and the Dow Jones Industrial Average fell 0.26%. This marks the second consecutive day of losses for BorgWarner's stock.
BorgWarner (NYSE:BWA) EVP Sells $628,347.72 in Stock
BorgWarner EVP Paul Arthur Farrell sold 12,012 shares of the company's stock for $628,347.72 on March 12, reducing his ownership by 23.90%. The sale follows BorgWarner's strong quarterly financial results, which beat analyst estimates, and raised FY2026 guidance. Analysts have maintained a "Moderate Buy" consensus rating with an average target price of $61.31, with several firms raising their targets after the earnings report.
Insider Sell: Paul Farrell Sells Shares of BorgWarner Inc (BWA)
BorgWarner Inc Executive Vice President & Chief Strategy Officer, Paul Farrell, sold 12,012 shares of the company on March 12, 2026, reducing his holding to 38,238 shares. This sale contributes to a pattern of 26 insider sells and no buys for BorgWarner over the past year. The stock is currently trading at $52.31, making it significantly overvalued compared to its GF Value of $38.19.
Borgwarner EVP Farrell sells $628k in shares
Paul Arthur Farrell, EVP and Chief Strategy Officer at BorgWarner, sold 12,012 shares of common stock for a total of $628,320. This transaction occurred after BorgWarner's stock delivered a 92% return over the past year, and the company recently surpassed Q4 2025 earnings and revenue expectations. Analysts at UBS and Deutsche Bank have upgraded BorgWarner's stock, noting its strategic shift into the AI data center market.
Insider Decision: Paul Arthur Farrell Offloads $628K Worth Of BorgWarner Stock
Paul Arthur Farrell, EVP & Chief Strategy Officer at BorgWarner, sold 12,012 shares of the company stock valued at $628,320. This insider transaction occurred on March 13, and the stock was trading down 2.97% at $52.5 on Friday morning. The article also provides a financial overview of BorgWarner, highlighting its revenue growth, low gross margin, below-average EPS, and higher-than-average debt-to-equity ratio.
Jefferies Financial Group Inc. Invests $884,000 in BorgWarner Inc. $BWA
Jefferies Financial Group Inc. has invested $884,000 in BorgWarner Inc. by purchasing 20,100 shares in the third quarter. Institutional investors now own approximately 95.67% of the auto parts company. BorgWarner exceeded quarterly expectations for EPS and revenue, setting FY2026 guidance, while analysts maintain a "Moderate Buy" rating with a target price of $61.31 despite recent insider stock sales.
BorgWarner (NYSE: BWA) proposes sale of 12,012 compensation shares via Form 144
BorgWarner Inc. (NYSE: BWA) has filed a Form 144, proposing the sale of 12,012 compensation shares. This includes 7,000 shares from a Performance Stock Lapse dated February 4, 2026, and 5,012 shares from a Restricted Stock Lapse dated February 28, 2026. The filing indicates these are equity compensation shares, with the aggregate market value of the proposed sale being $628,321.00.
