Insider Selling: BorgWarner (NYSE:BWA) VP Sells $325,000.00 in Stock

BorgWarner Inc. (NYSE:BWA) VP Stefan Demmerle sold 5,000 shares of the stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $65.00, for a total transaction of $325,000.00. Following the completion of the sale, the vice president directly owned 203,746 shares of the company’s stock, valued at approximately $13,243,490. This trade represents a 2.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Stefan Demmerle also recently made the following trade(s):

• On Monday, May 11th, Stefan Demmerle sold 5,000 shares of BorgWarner stock. The stock was sold at an average price of $62.00, for a total transaction of $310,000.00.
• On Friday, May 8th, Stefan Demmerle sold 20,000 shares of BorgWarner stock. The shares were sold at an average price of $59.26, for a total value of $1,185,200.00.
• On Tuesday, March 10th, Stefan Demmerle sold 2,500 shares of BorgWarner stock. The stock was sold at an average price of $53.03, for a total value of $132,575.00.

BorgWarner Stock Down 6.5%

Shares of BWA opened at $63.07 on Friday. The business’s 50 day moving average is $55.35 and its 200 day moving average is $50.67. The company has a current ratio of 2.13, a quick ratio of 1.75 and a debt-to-equity ratio of 0.69. BorgWarner Inc. has a 12-month low of $31.83 and a 12-month high of $70.31. The company has a market capitalization of $12.94 billion, a PE ratio of 37.32, a price-to-earnings-growth ratio of 1.22 and a beta of 1.00.

BorgWarner (NYSE:BWA) last announced its quarterly earnings data on Wednesday, May 6th. The auto parts company reported $1.24 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.16 by $0.08. The business had revenue of $3.53 billion during 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 revenue was up .5% on a year-over-year basis. During the same period last year, the firm posted $1.11 EPS. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS. Research analysts expect that BorgWarner Inc. will post 5.16 earnings per share for the current fiscal year.

BorgWarner Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 1st will be paid a dividend of $0.17 per share. This represents a $0.68 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Monday, June 1st. BorgWarner’s dividend payout ratio (DPR) is presently 40.24%.

Analyst Upgrades and Downgrades

Several analysts have commented on BWA shares. Evercore reiterated an “outperform” rating and issued a $75.00 price target on shares of BorgWarner in a research note on Tuesday, February 17th. The Goldman Sachs Group lifted their target price on BorgWarner from $54.00 to $78.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. JPMorgan Chase & Co. boosted their target price on BorgWarner from $73.00 to $75.00 and gave the stock an “overweight” rating in a research report on Thursday. Weiss Ratings reissued a “hold (c)” rating on shares of BorgWarner in a research note on Monday, April 20th. Finally, Wolfe Research upgraded BorgWarner from a “peer perform” rating to an “outperform” rating and set a $68.00 price target for the company in a report on Wednesday, March 25th. Seven analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, BorgWarner presently has an average rating of “Moderate Buy” and a consensus target price of $67.64.

Key Headlines Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: JPMorgan raised its price target on BorgWarner to $75 and kept an overweight rating, signaling continued upside potential. Article Title
• Positive Sentiment: TD Cowen also increased its target on BWA, reinforcing the bullish analyst tone around the stock’s recent rebound and EV-related growth story. Article Title
• Positive Sentiment: BorgWarner’s latest earnings beat expectations on both EPS and revenue, and the company reaffirmed its full-year outlook, which supports the longer-term investment case.
• Neutral Sentiment: Recent coverage highlighted BorgWarner’s role in the EV supply chain and its rally’s link to broader index performance, which is more sentiment/context than a new catalyst. Article Title
• Negative Sentiment: New insider-sale disclosures from the CEO and multiple vice presidents are weighing on sentiment, especially after several recent transactions. Article Title
• Negative Sentiment: The broader equity selloff is hitting cyclical stocks harder than the market overall, which is pressuring BorgWarner even without fresh company-specific bad news.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Inspire Investing LLC increased its stake in BorgWarner by 2.8% during the fourth quarter. Inspire Investing LLC now owns 7,223 shares of the auto parts company’s stock worth $325,000 after acquiring an additional 195 shares during the last quarter. Lazard Asset Management LLC boosted its holdings in shares of BorgWarner by 1.0% in the 4th quarter. Lazard Asset Management LLC now owns 21,719 shares of the auto parts company’s stock worth $979,000 after purchasing an additional 206 shares during the period. Arjuna Capital increased 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 purchasing an additional 215 shares during the last quarter. Fifth Third Wealth Advisors LLC raised its holdings in BorgWarner by 3.2% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 7,064 shares of the auto parts company’s stock valued at $383,000 after buying an additional 216 shares during the period. Finally, Quadrant Capital Group LLC lifted its position in BorgWarner by 0.7% in the fourth quarter. Quadrant Capital Group LLC now owns 34,538 shares of the auto parts company’s stock worth $1,556,000 after buying an additional 246 shares during the last quarter. Institutional investors own 95.67% of the company’s stock.

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.