Nissay Asset Management Corp Japan Buys Shares of 325,109 BorgWarner Inc. $BWA

Nissay Asset Management Corp Japan purchased a new stake in shares of BorgWarner Inc. (NYSE:BWA) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 325,109 shares of the auto parts company’s stock, valued at approximately $21,587,000.

A number of other large investors have also recently made changes to their positions in BWA. BlackRock Inc. bought a new position in BorgWarner during the second quarter valued at approximately $1,678,187,000. AQR Capital Management LLC grew its position in BorgWarner by 119.7% in the 3rd quarter. AQR Capital Management LLC now owns 7,518,776 shares of the auto parts company’s stock worth $330,525,000 after purchasing an additional 4,095,902 shares during the period. William Blair Investment Management LLC bought a new stake in BorgWarner in the 2nd quarter worth approximately $251,305,000. Bank of America Corp DE purchased a new stake in BorgWarner during the 2nd quarter valued at $250,618,000. Finally, Norges Bank purchased a new stake in BorgWarner during the 4th quarter valued at $156,794,000. 95.67% of the stock is currently owned by institutional investors.

BorgWarner Price Performance

NYSE BWA opened at $64.25 on Friday. The business’s fifty day moving average is $65.59 and its 200 day moving average is $62.07. BorgWarner Inc. has a fifty-two week low of $40.50 and a fifty-two week high of $78.82. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.76 and a current ratio of 2.13. The company has a market capitalization of $13.09 billion, a PE ratio of 32.12, a price-to-earnings-growth ratio of 1.16 and a beta of 1.10.

BorgWarner (NYSE:BWA) last issued its quarterly earnings results on Wednesday, August 5th. The auto parts company reported $1.42 EPS for the quarter, topping 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 business had revenue of $3.65 billion during the quarter, compared to analysts’ expectations of $3.58 billion. During the same quarter in the prior year, the business posted $1.21 earnings per share. The business’s quarterly revenue was up .3% on a year-over-year basis. BorgWarner has set its FY 2026 guidance at 5.050-5.300 EPS. Sell-side analysts predict that BorgWarner Inc. will post 5.2 earnings per share for the current year.

BorgWarner Dividend Announcement

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

BorgWarner announced that its Board of Directors has initiated a share buyback program on Wednesday, August 5th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the auto parts company to buy up to 7.7% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board believes its stock is undervalued.

Key Headlines Impacting 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

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on BWA shares. UBS Group upgraded BorgWarner from a “neutral” rating to a “buy” rating and raised their price target for the stock from $61.00 to $95.00 in a research note on Wednesday, June 10th. TD Cowen increased their target price on BorgWarner from $67.00 to $68.00 and gave the company a “hold” rating in a report on Thursday, August 6th. Robert W. Baird set a $79.00 target price on BorgWarner in a research report on Thursday, August 6th. Wells Fargo & Company raised their target price on BorgWarner from $68.00 to $83.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 2nd. Finally, Sanford C. Bernstein upgraded BorgWarner to a “buy” rating in a research note on Wednesday, June 10th. Nine analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $75.93.

Insider Buying and Selling

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

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.