BorgWarner (NYSE:BWA) Updates FY 2026 Earnings Guidance

BorgWarner (NYSE:BWA) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 5.000-5.200 for the period, compared to the consensus earnings per share estimate of 5.150. The company issued revenue guidance of $14.0 billion-$14.3 billion, compared to the consensus revenue estimate of $14.2 billion.

Analyst Upgrades and Downgrades

BWA has been the topic of several research reports. Piper Sandler restated a “neutral” rating and issued a $51.00 price target (down from $52.00) on shares of BorgWarner in a research report on Thursday, January 8th. Robert W. Baird set a $76.00 target price on shares of BorgWarner in a research report on Thursday, February 12th. Weiss Ratings restated a “hold (c)” rating on shares of BorgWarner in a research report on Monday, April 20th. Deutsche Bank Aktiengesellschaft set a $81.00 price objective on BorgWarner in a research note on Tuesday, April 21st. Finally, The Goldman Sachs Group raised their price objective on BorgWarner from $54.00 to $78.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Seven analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, BorgWarner has an average rating of “Moderate Buy” and an average price target of $67.50.

BorgWarner Trading Up 3.3%

BorgWarner stock traded up $1.92 during midday trading on Friday, reaching $60.10. The stock had a trading volume of 738,935 shares, compared to its average volume of 2,708,698. The company has a quick ratio of 1.70, a current ratio of 2.13 and a debt-to-equity ratio of 0.69. BorgWarner has a 52-week low of $31.35 and a 52-week high of $70.08. The firm has a market cap of $12.38 billion, a price-to-earnings ratio of 35.52, a price-to-earnings-growth ratio of 1.24 and a beta of 1.00. The company has a fifty day moving average of $54.39 and a 200 day moving average of $49.85.

BorgWarner (NYSE:BWA) last issued its earnings results on Wednesday, May 6th. The auto parts company reported $1.24 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.08. The business had revenue of $3.53 billion for the quarter, compared to analyst estimates of $3.50 billion. BorgWarner had a net margin of 2.53% and a return on equity of 18.36%. The company’s quarterly revenue was up .5% compared to the same quarter last year. During the same period last year, the company posted $1.11 earnings per share. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. On average, analysts anticipate that BorgWarner will post 5.14 earnings per share for the current fiscal year.

BorgWarner Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Monday, June 1st will be given a dividend of $0.17 per share. The ex-dividend date of this dividend is Monday, June 1st. This represents a $0.68 dividend on an annualized basis and a yield of 1.1%. BorgWarner’s dividend payout ratio (DPR) is 54.40%.

Insider Buying and Selling at BorgWarner

In other news, VP Isabelle Mckenzie sold 3,500 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $63.26, for a total transaction of $221,410.00. Following the sale, the vice president directly owned 68,809 shares of the company’s stock, valued at $4,352,857.34. The trade was a 4.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Tonit M. Calaway sold 16,000 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $65.08, for a total transaction of $1,041,280.00. Following the sale, the executive vice president directly owned 240,251 shares in the company, valued at $15,635,535.08. This trade represents a 6.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 78,083 shares of company stock worth $4,638,585. 0.76% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Sivia Capital Partners LLC acquired a new stake in shares of BorgWarner during the 2nd quarter worth approximately $339,000. VARCOV Co. acquired a new position in shares of BorgWarner in the fourth quarter worth about $259,000. Acadian Asset Management LLC raised its position in shares of BorgWarner by 23.7% in the first quarter. Acadian Asset Management LLC now owns 8,979 shares of the auto parts company’s stock worth $257,000 after acquiring an additional 1,723 shares during the period. Rothschild Wealth LLC acquired a new position in shares of BorgWarner during the 4th quarter worth approximately $253,000. Finally, Prelude Capital Management LLC acquired a new position in shares of BorgWarner during the 3rd quarter worth approximately $249,000. 95.67% of the stock is currently owned by institutional investors and hedge funds.

BorgWarner Company 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.