Jupiter Asset Management Ltd. Purchases New Position in BorgWarner Inc. $BWA
Jupiter Asset Management Ltd. has acquired a new position in BorgWarner Inc. (NYSE:BWA) during the third quarter, purchasing over 305,000 shares valued at approximately $13.45 million. Other institutional investors have also adjusted their holdings in the auto parts company. Despite a recent 2.4% stock decline, BorgWarner reported strong quarterly earnings, beating analyst estimates and increasing revenue.
UBS Downgrades BorgWarner (BWA) to Sell, Raises Price Target
UBS has downgraded BorgWarner (BWA) from a Neutral to a Sell rating, although it has raised the price target from $49 to $55. This decision contrasts with several other analysts who issued positive ratings and raised price targets for BorgWarner earlier in February 2026. The company, a major automotive components supplier, is transitioning to electric vehicle-centric parts despite its foundational combustion vehicle business still contributing over 80% of revenue.
BorgWarner (BWA) Downgraded by UBS Amid Execution Risks
UBS has downgraded BorgWarner (BWA) to Sell from Neutral due to execution risks associated with its new partnership with TurboCell for data center power generation. The analyst expresses skepticism about the ambitious $1.5 billion sales target by 2030, citing TurboCell being a startup and a lack of detailed product information. While BorgWarner shows strong financial health and is diversifying from its automotive core, its valuation metrics suggest mixed market sentiment and potential overvaluation.
UBS Downgrades BorgWarner (BWA) to Sell, Raises Price Target | BWA Stock News
UBS has downgraded BorgWarner (BWA) from Neutral to Sell, though it simultaneously raised the price target from $49 to $55. This decision contrasts with several other analysts who issued more positive ratings and higher price targets earlier in February 2026. BorgWarner, a key automotive components supplier transitioning to EV-centric parts, sees its stock's average target price from 13 analysts at $64.42, with a current "Outperform" consensus from 16 brokerage firms.
Insider Sell: Tonit Calaway Sells Shares of BorgWarner Inc (BWA)
Tonit Calaway, Executive Vice President at BorgWarner Inc (BWA), sold 9,725 shares on February 18, 2026. This transaction follows a pattern of insider selling, with 27 sells and no buys in the past year. BorgWarner Inc's stock is currently trading at $62.61, significantly above its GF Value of $38.27, indicating it is overvalued.
BorgWarner Wins First 48V Electric Cross Differential Program with Chinese OEM
BorgWarner has secured its first global production program for a 48V electric cross differential (eXD) with a leading Chinese OEM, expanding its torque management portfolio for electric vehicles. This system integrates into the customer’s 48V electrical architecture, leveraging its benefits for energy efficiency and cost optimization. The eXD technology dynamically distributes torque to enhance traction, handling, and vehicle stability in various driving conditions.
BorgWarner to supply VTG turbocharger to European OEM in NA
BorgWarner has secured an agreement to supply its variable turbine geometry (VTG) turbocharger to a major European OEM for one of its first hybrid electric vehicle (HEV) offerings in North America. This technology is designed to optimize engine performance, enhance fuel economy, and lower emissions through precise control and a customer-specific design. The turbocharger features a shot-peened compressor wheel for durability and a silencer for reduced noise.
Borgwarner EVP Calaway sells $608,914 in stock
Tonit M. Calaway, Executive Vice President at BorgWarner Inc (NYSE:BWA), sold 9,725 shares of company stock for a total of $608,914. This transaction happened as the stock trades at a high P/E ratio and technical indicators suggest it might be overbought. BorgWarner recently surpassed Q4 2025 earnings expectations and received a stock rating upgrade from Deutsche Bank due to its strategic entry into the AI data center market.
Insider Selling: BorgWarner (NYSE:BWA) EVP Sells 9,725 Shares of Stock
BorgWarner EVP Tonit Calaway sold 9,725 shares of BWA stock for approximately $608,882 on February 18th, reducing their stake by 4.05%. The company recently reported strong earnings, exceeding analyst expectations, with an EPS of $1.35 and revenue of $3.57 billion. BorgWarner also announced a quarterly dividend and received several updated analyst ratings, reflecting a "Moderate Buy" consensus.
Why this tiny Indy 500 trophy means so much to Alex Palou
BorgWarner presented the "Baby Borg" trophy to Alex Palou, the 2025 Indianapolis 500 winner, and the Championship Team Owner's Trophy to Chip Ganassi for his seventh Indy 500 victory. The ceremony took place at the Unser IndyCar Open Test at Phoenix Raceway. Palou expressed his excitement about receiving the 20-inch miniature of the iconic Borg-Warner Trophy, and Ganassi reflected on his historical success as an IndyCar team owner.
BorgWarner secures first 48V electric cross differential programme with Chinese OEM
BorgWarner has secured its first 48V electric cross differential (eXD) program globally with a leading Chinese OEM, expanding its torque management portfolio for electric vehicles. This integration into the customer's 48V electrical and electronic architecture highlights a growing industry trend towards higher-efficiency, integrated vehicle systems. The eXD technology is designed to dynamically adjust slip control based on real-time vehicle data, enhancing handling, traction, and overall system efficiency for EV users.
BorgWarner Inc. (NYSE:BWA) Given Average Rating of "Moderate Buy" by Brokerages
BorgWarner Inc. (NYSE:BWA) has received a consensus "Moderate Buy" rating from fifteen analysts, with an average 12-month price target of $57.14. The company recently surpassed Q4 earnings and revenue estimates and provided positive FY2026 guidance. Institutional ownership remains high at 95.7%, and BorgWarner also declared a quarterly dividend of $0.17.
BorgWarner (NYSE:BWA) EVP Sells $1,041,280.00 in Stock
BorgWarner (NYSE:BWA) EVP Tonit Calaway sold 16,000 shares of the company's stock on February 13th for a total of $1,041,280.00, reducing their position by 6.24%. This insider sale follows BorgWarner's strong earnings beat, reporting $1.35 EPS against a $1.16 consensus, and a revenue of $3.57 billion against a $3.49 billion estimate. The company also declared a quarterly dividend and provided a positive FY 2026 EPS guidance.
Calaway, BorgWarner Inc EVP, sells $1.04 million in stock
Tonit M. Calaway, EVP at BorgWarner Inc, sold 16,000 shares of company stock for approximately $1.04 million on February 13, 2026. This transaction leaves Calaway with 240,251 directly owned shares. The sale follows BorgWarner's strong Q4 2025 earnings and a recent upgrade from Deutsche Bank, signaling a strategic shift into the AI data center market.
BorgWarner Inc. $BWA Stock Holdings Increased by Skandinaviska Enskilda Banken AB publ
Skandinaviska Enskilda Banken AB publ significantly increased its stake in BorgWarner Inc. (NYSE:BWA) by 168.3% in Q3, now holding 966,701 shares valued at approximately $42.5 million. This coincides with BorgWarner reporting strong quarterly earnings, surpassing expectations with $1.35 EPS and $3.57 billion in revenue, and issuing positive FY2026 guidance. The company also declared a quarterly dividend and received a "Moderate Buy" consensus rating from analysts, with several price target upgrades.
BorgWarner Wins Contract to Provide Advanced Turbochargers for European Hybrid Vehicle Program
BorgWarner has secured a contract to supply its variable turbine geometry (VTG) turbochargers for a leading European vehicle manufacturer's hybrid electric vehicle platform. This agreement strengthens an existing partnership and marks BorgWarner's entry into the automaker's North American hybrid supply network. The VTG turbochargers are designed for improved efficiency, performance, fuel economy, and reduced emissions, featuring custom packaging and enhanced durability.
BorgWarner (BWA) Is Up 20.2% After Pivot Into AI Data Center Power Deals Has The Bull Case Changed?
BorgWarner (BWA) has seen a 20.2% increase following its new deals in advanced electrified propulsion systems and a pivotal master supply agreement with TurboCell for AI data center power generation. This move signifies BorgWarner's strategic shift to diversify beyond traditional automotive powertrains into higher-value electrification and data center power applications. The company's investment narrative now focuses on converting these new ventures into more robust earnings while managing existing pressures in its legacy segments.
Caprock Group LLC Makes New $1.24 Million Investment in BorgWarner Inc. $BWA
Caprock Group LLC has initiated a new investment in BorgWarner Inc. (NYSE:BWA) by acquiring 29,085 shares valued at approximately $1.24 million during Q3. BorgWarner, an auto parts company, has seen significant institutional interest with 95.67% ownership by such investors, and recently reported a strong Q4 EPS beat and positive FY 2026 guidance. Despite a high valuation with a P/E ratio of around 50, analysts maintain a "Moderate Buy" consensus, supported by recent price target increases and new growth avenues, including a push into data center power generation.
BorgWarner (BWA) climbs to all-time high as firm clinches multiple deals
BorgWarner (BWA) stock reached an all-time high after the company announced several new business wins. These deals include supplying battery electric vehicle (BEV) components to Chinese brands and ePropulsion systems for a European manufacturer. The positive news reflects BorgWarner's strong position in the growing electric vehicle market.
BorgWarner Plans to Sell Fuel Systems, HVAC Units
BorgWarner Inc. announced its intention to sell its Fuel Systems and Kysor-Westran HVAC units, which were acquired as part of Kuhlman Corporation. These units, generating about $165 million in annual revenue in 1999, are considered non-core as BorgWarner focuses on powertrain technology. The company will only proceed with the sale if suitable buyers are found for these businesses.
Public Sector Pension Investment Board Purchases 182,656 Shares of BorgWarner Inc. $BWA
The Public Sector Pension Investment Board significantly increased its stake in BorgWarner Inc. by 24.4%, acquiring an additional 182,656 shares and bringing its total holding to 931,694 shares, valued at approximately $41.0 million. This increase follows BorgWarner's strong Q4 performance, which surpassed analyst expectations in both EPS and revenue, and the company's commitment to returning capital to shareholders through buybacks and dividends. Despite a "modestly soft" FY2026 guidance, several analysts have raised their price targets for the auto parts manufacturer.
ING Groep NV Decreases Stake in BorgWarner Inc. $BWA
ING Groep NV reduced its stake in BorgWarner Inc. (NYSE:BWA) by 27.4% during the third quarter, selling 31,200 shares to bring its total holdings to 82,700 shares valued at $3.635 million. Despite this reduction, several other institutional investors increased their positions in BorgWarner. The company recently reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, and announced a quarterly dividend.
BorgWarner Inc. (NYSE:BWA) Q4 2025 Earnings Call Transcript
BorgWarner (NYSE:BWA) reported its Q4 2025 and full-year 2025 financial results, with net sales reaching $14.3 billion for the year and a significant increase in light vehicle e-product sales. The company also announced a new master supply agreement with TurboCell for a turbine generator system for the data center market, projected to generate over $300 million in sales during its first year of production in 2027. Despite expected market declines and lower battery sales in 2026, BorgWarner anticipates continued adjusted operating margin expansion and EPS growth, while maintaining a balanced capital allocation strategy including share repurchases and dividends.
Demystifying BorgWarner: Insights From 6 Analyst Reviews
This article analyzes recent analyst ratings for BorgWarner (NYSE: BWA), revealing a mix of bullish, somewhat bullish, and indifferent sentiments from 6 analysts over the last quarter. The average 12-month price target is $56.0, an increase from the previous average. The report also delves into BorgWarner's financial performance, highlighting its strong market capitalization, revenue growth, net margin, ROE, ROA, and debt management.
BorgWarner (BWA) Climbs to All-Time High as Firm Clinches Multiple Deals
BorgWarner (BWA) reached a new all-time high after securing several new deals, including a major master supply agreement with TurboCell for turbine generator systems projected to generate $300 million in its first year. The company also announced five other supply deals with various OEMs for components like turbochargers, integrated drive modules, battery management systems, and electric cross differentials. Despite an 18% decline in net income last year, net sales increased by 1.4%, and the fourth quarter saw a significant narrowing of net loss and a 5% jump in net sales.
BorgWarner Unveils Plans for Next-Generation Drive Modules
BorgWarner has secured a contract with a major North American automaker to supply 800-volt secondary integrated drive modules (iDM) and generator modules for range-extended electric pickup trucks and SUVs, with production starting in 2029. The advanced iDM features an integrated induction e-machine and gearbox, while the generator module uses a permanent magnet electric machine and a dual inverter, delivering EV performance with ICE availability. This achievement highlights BorgWarner's innovative design, manufacturing capabilities, and the introduction of their next-generation Viper power module technology.
BorgWarner Expands Series-Production Battery Management System Program with a Global OEM
BorgWarner has announced the expansion of its series-production battery management system (BMS) program with a global OEM, building on an existing partnership since 2023. The expanded award will support additional B-segment and C-segment passenger cars and light commercial vehicles for both battery-electric and plug-in hybrid electric applications starting in 2029. BorgWarner's modular BMS is designed for scalability, flexibility, and high safety standards, supporting vehicle electrification efforts.
BorgWarner Wins 800V Drive Module Contract
BorgWarner has secured a contract to supply an 800V Integrated Drive Module (iDM) to a premium European OEM for a range extended electric vehicle, with production slated for 2029. The iDM integrates generator and drive functions into a single electric machine, featuring advanced Viper power switches and dual-side cooled power module technology for high performance. This solution, developed by BorgWarner's China-based team with global collaboration, aims to balance performance, efficiency, and packaging for next-generation REEVs.
31,678 Shares in BorgWarner Inc. $BWA Purchased by Caisse Des Depots ET Consignations
Caisse Des Depots ET Consignations recently acquired 31,678 shares of BorgWarner Inc. (BWA) for approximately $1.39 million. This purchase coincides with BorgWarner's strong Q4 performance, exceeding earnings and revenue estimates, and returning substantial capital to shareholders. Despite some "soft" FY-2026 guidance, the company has seen its stock rise by 23.5% recently, with institutional investors holding a significant majority of its shares.
BorgWarner to Supply Premium European OEM with Integrated Drive Module for Hybrid Range Extended Vehicle
BorgWarner has been awarded a program by a premium European OEM to supply an 800V Integrated Drive Module (iDM) for a Range Extended Electric Vehicle (REEV), with mass production set for 2029. The iDM features a single electric machine for both generator and propulsion functions, integrated with an inverter, two clutches, and a dual-mass flywheel. This highly integrated solution emphasizes performance, efficiency, and advanced thermal management for high-voltage applications.
BorgWarner Set to Deliver Power-Packed Integrated Drive Module and Generator Module with Dual Inverter to Major North American OEM
BorgWarner has secured a contract with a major North American OEM to supply an 800-volt secondary integrated drive module (iDM) and a generator module with a dual inverter. These solutions will be integrated into the automaker's range extended electric vehicle (REEV) trucks and large-frame SUVs, with production beginning in 2029. The deal highlights BorgWarner's advanced propulsion capabilities, providing a compact, high-performance solution that integrates an electric machine and gearbox for efficient operation.
Micron Tech, Borgwarner among market cap stock movers on Wednesday
Wednesday's market saw significant movement in various stocks. Micron Tech (MU) and Borgwarner (BWA) were among the biggest gainers, while IBM (IBM) and Unity Software (U) faced declines. The article categorizes these movers by market capitalization, highlighting both the rallies and drops influenced by company-specific news and broader market factors.
BORGWARNER INC SEC 10-K Report
BorgWarner Inc. (BWA) has released its 2025 10-K report, detailing financial performance, business operations, and strategic initiatives. The company reported $14,316 million in net sales, an increase of 2%, and is focusing on expanding its electric and hybrid vehicle product portfolio. BorgWarner is addressing challenges in a rapidly evolving market by consolidating its North American battery systems business and exiting its charging business to improve profitability.
BorgWarner Inc (BWA) Stock Price Up 17.45% on Feb 11
BorgWarner Inc (BWA) shares surged 17.45% on February 11, trading at $63.40, close to its 52-week high. Wall Street analysts have an average target price of $48.73, suggesting a potential downside of 23.14% from the current price. GuruFocus estimates a fair value (GF Value) of $39.26, indicating a larger potential downside of 38.08%.
BorgWarner secures record number of awards, beats Q4 expectations, sets soft FY26 guidance (BWA:NYSE)
BorgWarner secured a record number of contracts with North American and European OEMs, including its first 48V electric cross differential program award, leading to an initial rise in share value despite soft FY26 guidance. The company beat Q4 expectations for profit and sales, driven by operating income and share repurchases, and growth in light vehicle eProducts. These new contracts are expected to accelerate future profitable growth, offsetting anticipated EV sales downturns.
BorgWarner: Q4 Earnings Snapshot
BorgWarner Inc. reported a significant loss of $262 million in its fourth quarter, translating to a loss of $1.23 per share. Despite this, adjusted earnings of $1.35 per share and revenue of $3.57 billion both surpassed Wall Street expectations. The company provided a full-year earnings forecast between $5 and $5.20 per share, with revenue projected to be between $14 billion and $14.3 billion.
BorgWarner (NYSE: BWA) lifts 2025 margins and cash flow, unveils 2026 guidance and AI data center deal
BorgWarner reported strong adjusted profitability and cash flow for 2025, with adjusted operating margin increasing to 10.7% and free cash flow rising by 66%. The company provided 2026 guidance forecasting continued margin expansion despite a slight dip in organic sales, driven by weakness in Battery & Charging Systems. A new strategic master supply agreement to provide turbine generator systems for AI-driven data centers, with production beginning in early 2027 and estimated first-year sales of over $300 million, signals a significant new growth avenue.
BorgWarner Reports 2025 Results and Provides 2026 Guidance; Returned Approximately $630 Million to Shareholders in 2025; Strategically Enters Data Center Market with Turbine Generator System Award
BorgWarner Inc. announced its full-year 2025 results, highlighting approximately $630 million returned to shareholders and significant growth in light vehicle eProducts. The company also provided 2026 guidance and strategically entered the data center market with a turbine generator system award. Financial performance for 2025 included an adjusted operating margin of 10.7% and free cash flow of $1,208 million, while 2026 guidance projects net sales between $14.0 billion and $14.3 billion despite expected declines in weighted light vehicle markets and the Battery & Charging Systems segment.
BorgWarner Strategically Enters Data Center Market with Power Generation Solution Award
BorgWarner Inc. has announced a Master Supply Agreement with TurboCell, a subsidiary of Endeavour, to provide a highly modular turbine generator system. This solution aims to transform power generation for AI-driven data centers and microgrid applications, addressing the growing demand for high-power alternatives with adaptable, fuel-flexible, and low-emission technology. Production is slated to begin in Hendersonville, North Carolina, in 2027, with an initial capacity of 2 GW.
Federated Hermes Inc. Sells 113,362 Shares of BorgWarner Inc. $BWA
Federated Hermes Inc. significantly reduced its stake in BorgWarner Inc. by 99.3% in the third quarter, selling 113,362 shares and retaining only 839 shares valued at approximately $37,000. Despite this sell-off, BorgWarner holds a "Moderate Buy" consensus from Wall Street analysts, with active trading and various other institutional investors either increasing or acquiring new stakes in the company. The article also provides BorgWarner's recent financial performance data, dividend announcement, and company profile.
Curious about BorgWarner (BWA) Q4 Performance? Explore Wall Street Estimates for Key Metrics
BorgWarner (BWA) is projected to report Q4 earnings of $1.16 per share, a 14.9% increase year-over-year, with revenues estimated at $3.51 billion, up 2.1%. Analysts have revised the consensus EPS estimate 1% higher over the last 30 days. The article details specific analyst forecasts for key metrics like net sales across various segments and adjusted operating income.
Savant Capital LLC Has $3.18 Million Stock Holdings in BorgWarner Inc. $BWA
Savant Capital LLC significantly increased its stake in BorgWarner Inc. (NYSE:BWA) by 130.4% in the third quarter, now holding 72,427 shares valued at approximately $3.18 million. Concurrently, a company vice president sold 5,000 shares, reducing his ownership to 204,040 shares. BorgWarner also announced a quarterly dividend of $0.17 per share, while analysts have issued mixed ratings on the stock.
BorgWarner Inc. stock outperforms competitors on strong trading day
BorgWarner Inc. (BWA) shares rose 3.71% to $52.23 on a strong trading day, outpacing both the S&P 500 Index and the Dow Jones Industrial Average. The company's stock reached a new 52-week high, exceeding its previous peak from the prior day. The article highlights BorgWarner's significant performance relative to the broader market.
BorgWarner Dividend Reaffirmed As Valuation And Momentum Draw Attention
BorgWarner Inc. (NYSE:BWA) has reaffirmed its quarterly cash dividend, signaling a commitment to returning capital to shareholders. The stock is currently trading approximately 33.2% below its estimated fair value and shows positive short-term price momentum with a 5.2% return over 30 days. Investors are advised to consider the company's P/E ratio relative to the industry and its dividend track record.
BorgWarner Inc. Announces Quarterly Dividend of $0.17 (NYSE:BWA)
BorgWarner Inc. (NYSE:BWA) declared a quarterly dividend of $0.17 per share, payable on March 16th to stockholders of record on March 2nd. This represents an annualized dividend of $0.68, yielding approximately 1.4%, and is comfortably covered by earnings with a payout ratio of 14.7%. The company's stock is currently trading near $50.32, and analysts have a consensus "Moderate Buy" rating, with some price targets raised to $53-$55.
Borgwarner stock hits 52-week high at $50.76
BorgWarner Inc. (BWA) stock recently reached a 52-week high of $50.76, marking a 67.82% increase over the past year and a 34.35% gain in the last six months. The company has a market capitalization of $10.86 billion, a "GOOD" financial health rating from InvestingPro, and has consistently paid dividends for 13 years. This performance reflects investor confidence, though Piper Sandler recently downgraded the stock from Overweight to Neutral due to valuation concerns.
Borgwarner stock hits 52-week high at $50.76 By Investing.com
BorgWarner Inc. (BWA) stock recently reached a 52-week high of $50.76, demonstrating a significant 67.82% increase over the past year. The automotive supplier has a market capitalization of $10.86 billion and a "GOOD" financial health rating from InvestingPro, consistently paying dividends for 13 years. Despite a recent downgrade from Piper Sandler due to valuation concerns, analysts anticipate net income growth for the company this year.
BorgWarner Inc Declares Quarterly Dividend
BorgWarner Inc. (BWA) announced a quarterly cash dividend of $0.17 per share on February 5, 2026. This dividend is payable on March 16, 2026, to shareholders of record as of March 2, 2026. This move reinforces BorgWarner's dedication to shareholder value and continues its long tradition of innovation.
BorgWarner Declares Quarterly Dividend, Signals Ongoing Shareholder Returns
BorgWarner (BWA) announced a quarterly cash dividend of $0.17 per share, payable on March 16, 2026, to stockholders of record as of March 2, 2026. This dividend reinforces the company's commitment to shareholder returns and reflects confidence in its financial health. TipRanks' AI Analyst, Spark, rates BWA as Neutral, citing a stable financial position but also noting a high P/E ratio and potential bearish momentum.
BorgWarner dividend: $0.17 per share arrives March 16, 2026
BorgWarner (NYSE: BWA) has declared a quarterly cash dividend of $0.17 per share, payable on March 16, 2026, to shareholders of record as of March 2, 2026. This action signifies BorgWarner's continued commitment to shareholder returns through regular cash distributions. The company, a global leader in mobility innovation for over 130 years, emphasizes its focus on sustainability while maintaining its dividend policy.
