BWA

BORGWARNER INC

NYSE · Motor Vehicle Parts & Accessories · Inc. DE · CIK 0000908255
$72.60 -1.25% $14.9B
Insider Selling Cluster (2 insiders)30 New Institutional Positions20 Institutional Exits
Vol
Market Cap$14.9B
Cap SizeLarge Cap
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$7.4B
Inst. Activity30 buys / 20 sells
Insider Activity0B / 16S
Insider Net $-$9.6M
Reddit Sentiment50° Neutral
SEC Reports7
Exchange NYSE·Sector Motor Vehicle Parts & Accessories·Inc. DE·CIK 0000908255·Prev Close $73.52

Recent Activity

Jun 15, 2026 short_volume
Short Volume: BWA — 62.1% short (0.8M / 1.2M)
Short: 761,064 | Exempt: 1,398 | TRF Vol: 1,225,789 | Short Ratio: 62.1% | Off-exchange volume (dark
Jun 12, 2026 SEC
A mixed institutional cluster has formed in BorgWarner (BWA) during Q3 2024, with 20 buyers accumulating ~$50M in new po
INST-CLUSTER — Impact 5/10
Jun 5, 2026 Insider
Shankar Sailaja sold 5,000 shares
Director @ $73.08 ($365.4K)
May 28, 2026 Insider
Weng Volker sold 5,000 shares
Vice President @ $72.35 ($361.8K)
May 15, 2026 SEC
Five BorgWarner insiders, including CEO Joseph Fadool, sold a total of $3.15M in open-market sales within a week of the
CLUSTER — Impact 5/10
May 14, 2026 Insider
Weng Volker sold 5,000 shares
Vice President @ $67.71 ($338.5K)
May 13, 2026 SEC
Four BorgWarner insiders (all VPs or EVP/CHRO) sold a total of $1.19M in open-market sales over a 5-day window immediate
CLUSTER — Impact 5/10
Inst.
VICTORY CAPITAL MANAGEMENT INC — TRIM
4,651,889 shares ($252.4M)

Price Targets

$76.33 +5.1% upside Buy
Current $72.60 Low $48.00 Median $75.00 High $95.00 15 analysts
$48.00 $95.00

Analyst Ratings

Buy67% buy · 21 analysts
4Strong Buy
10Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 10, 2026 UBS UPGRADE Neutral → Buy
Jun 2, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 27, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 14, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 7, 2026 UBS MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.27 $1.19 — $1.32 5% YoY 14
Next Q $1.30 $1.25 — $1.37 5% YoY 14
Current FY $5.20 $5.15 — $5.29 6% YoY 14
Next FY $5.86 $5.65 — $6.11 13% YoY 14

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.5B
VANGUARD PORTFOLIO MANAGEMENT LLC$733.5M
DIMENSIONAL FUND ADVISORS LP$647.1M
VANGUARD CAPITAL MANAGEMENT LLC$503.9M
STATE STREET CORP$378.5M

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Shankar SailajaSELL$365.4K
May 28, 2026Weng VolkerSELL$361.8K
May 14, 2026Weng VolkerSELL$338.5K
May 13, 2026Fadool JosephSELL$2.0M
May 13, 2026Demmerle StefanSELL$325.0K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish
50 institutional holders with $7.4B total value (137,013,102 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 30 institutions added/increased vs 20 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.27,024,218$1.5B19.8%
2VANGUARD PORTFOLIO MANAGEMENT LLC13,518,484$733.5M9.9%
3DIMENSIONAL FUND ADVISORS LP11,926,322$647.1M8.7%
4VANGUARD CAPITAL MANAGEMENT LLC9,287,383$503.9M6.8%
5STATE STREET CORP6,975,144$378.5M5.1%
6GOLDMAN SACHS GROUP INC5,134,323$278.6M3.8%
7VICTORY CAPITAL MANAGEMENT INC4,651,889$252.4M3.4%TRIM -31.7%
8FULLER & THALER ASSET MANAGEMENT, INC.4,122,005$223.7M3.0%ADD +25.9%
9EARNEST PARTNERS LLC3,778,669$205.0M2.8%
10BANK OF AMERICA CORP /DE/3,774,056$204.8M2.8%
11ALLIANCEBERNSTEIN L.P.3,563,101$160.6M2.2%
12Swedbank AB2,933,151$159.2M2.2%
13WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2,884,062$156.5M2.1%NEW
14SEI INVESTMENTS CO2,687,263$145.8M2.0%
15SILVERCREST ASSET MANAGEMENT GROUP LLC2,380,293$129.2M1.7%
16MORGAN STANLEY2,293,168$124.4M1.7%
17Invesco Ltd.2,178,501$118.2M1.6%DOUBLED +170.9%
18HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC2,103,232$114.1M1.5%
19FMR LLC1,967,322$106.7M1.4%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,754,820$95.2M1.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VICTORY CAPITAL MANAGEMENT INCTRIM6,812,4874,651,889-31.7%$252.4M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.ADD3,274,4424,122,005+25.9%$223.7M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCNEW2,884,062$156.5M2026-Q1
Invesco Ltd.DOUBLED804,2592,178,501+170.9%$118.2M2026-Q1
PANAGORA ASSET MANAGEMENT INCTRIM2,245,8801,681,386-25.1%$91.2M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEW1,061,787$57.6M2026-Q1
Freestone Grove Partners LPNEW882,867$47.9M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.DOUBLED336,800750,434+122.8%$40.7M2026-Q1
HSBC HOLDINGS PLCTRIM1,403,488754,432-46.2%$40.6M2026-Q1
Alyeska Investment Group, L.P.NEW704,941$38.3M2026-Q1
GREAT LAKES ADVISORS, LLCTRIM1,021,800672,634-34.2%$36.5M2026-Q1
DANSKE BANK A/SADD492,199652,985+32.7%$35.4M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPADD315,254591,607+87.7%$31.1M2026-Q1
FIRST TRUST ADVISORS LPADD313,243544,485+73.8%$29.5M2026-Q1
DEUTSCHE BANK AG\DOUBLED63,421501,566+690.9%$27.2M2026-Q1
MACQUARIE GROUP LTDNEW417,195$22.6M2026-Q1
FRANKLIN RESOURCES INCDOUBLED199,274411,708+106.6%$22.3M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM692,995387,268-44.1%$21.0M2026-Q1
Mitsubishi UFJ Trust & Banking CorpTRIM545,372360,943-33.8%$19.6M2026-Q1
AmundiTRIM501,817322,961-35.6%$17.5M2026-Q1
PRUDENTIAL FINANCIAL INCADD191,391318,909+66.6%$17.3M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM504,567311,352-38.3%$16.9M2026-Q1
JUPITER ASSET MANAGEMENT LTDTRIM394,432282,052-28.5%$15.3M2026-Q1
Russell Investments Group, Ltd.TRIM395,591272,344-31.2%$14.8M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDDOUBLED108,550224,286+106.6%$12.2M2026-Q1
17 unique insiders with 50 transactions. Net insider value: -$9.6M ($0.00 bought, $9.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Shankar SailajaDirectorSELL5,000$73.08$365.4K
May 28, 2026Weng VolkerVice PresidentSELL5,000$72.35$361.8K
May 14, 2026Weng VolkerVice PresidentSELL5,000$67.71$338.5K
May 13, 2026Fadool Joseph F.President and CEOSELL29,000$67.31$2.0M
May 13, 2026Demmerle StefanVice PresidentSELL5,000$65.00$325.0K
May 12, 2026McKenzie IsabelleVice PresidentSELL3,500$63.35$221.7K
May 11, 2026Weng VolkerVice PresidentSELL5,606$61.65$345.6K
May 11, 2026Demmerle StefanVice PresidentSELL5,000$62.00$310.0K
May 11, 2026Wingfield TaniaEVP & CHROSELL5,000$63.24$316.2K
May 8, 2026Demmerle StefanVice PresidentSELL20,000$59.26$1.2M
Apr 29, 2026MICHAS ALEXIS PDirectorAWARD3,228
Apr 29, 2026Shankar SailajaDirectorAWARD3,228
Apr 29, 2026MCWHINNEY DEBORAH DDirectorAWARD3,228
Apr 29, 2026Hanley Michael SDirectorAWARD3,228
Apr 29, 2026McAlmont ShaunDirectorAWARD3,228
Apr 29, 2026Thai-Tang Hau NDirectorAWARD3,228
Apr 29, 2026Greenstein Sara A.DirectorAWARD3,228
Mar 12, 2026Farrell Paul ArthurEVP & Chief Strategy OfficerSELL12,012$52.31$628.3K
Mar 10, 2026Demmerle StefanVice PresidentSELL2,500$53.03$132.6K
Mar 9, 2026CALAWAY TONIT MEVP, CAO, Gen Counsel & SecSELL14,021$51.46$721.5K
Mar 1, 2026Kulikowski Amy B.VP & Chief Accounting OfficerAWARD121
Feb 28, 2026Demmerle StefanVice PresidentAWARD953
Feb 28, 2026Kulikowski Amy B.VP & Chief Accounting OfficerAWARD26
Feb 28, 2026Farrell Paul ArthurEVP & Chief Strategy OfficerAWARD286
Feb 28, 2026Fadool Joseph F.President and CEOAWARD1,018
Feb 28, 2026Wingfield TaniaEVP & CHROAWARD414
Feb 28, 2026Weng VolkerVice PresidentAWARD710
Feb 28, 2026Vanthournout HenkVice PresidentAWARD194
Feb 28, 2026McKenzie IsabelleVice PresidentAWARD394
Feb 28, 2026CALAWAY TONIT MEVP, CAO, Gen Counsel & SecAWARD846
Feb 28, 2026Aaron CraigEVP & CFOAWARD351
Feb 13, 2026CALAWAY TONIT MEVP, CAO, Gen Counsel & SecSELL16,000$65.08$1.0M
Feb 13, 2026McKenzie IsabelleVice PresidentSELL3,500$63.26$221.4K
Feb 13, 2026Wingfield TaniaEVP & CHROSELL17,867$63.43$1.1M
Feb 4, 2026Aaron CraigEVP & CFOAWARD25,014
Feb 4, 2026Aaron CraigEVP & CFOTAX W/H11,036$48.57$536.0K
Feb 4, 2026Demmerle StefanVice PresidentAWARD55,689
Feb 4, 2026Demmerle StefanVice PresidentTAX W/H24,401$48.57$1.2M
Feb 4, 2026Weng VolkerVice PresidentAWARD41,209
Feb 4, 2026Weng VolkerVice PresidentTAX W/H18,092$48.57$878.7K
Feb 4, 2026Farrell Paul ArthurEVP & Chief Strategy OfficerAWARD16,627
Feb 4, 2026Farrell Paul ArthurEVP & Chief Strategy OfficerTAX W/H7,395$48.57$359.2K
Feb 4, 2026Wingfield TaniaEVP & CHROAWARD24,203
Feb 4, 2026Wingfield TaniaEVP & CHROTAX W/H10,394$48.57$504.8K
Feb 4, 2026Vanthournout HenkVice PresidentAWARD7,840
Feb 4, 2026Vanthournout HenkVice PresidentTAX W/H3,765$48.57$182.9K
Feb 4, 2026Fadool Joseph F.President and CEOAWARD59,408
Feb 4, 2026Fadool Joseph F.President and CEOTAX W/H25,984$48.57$1.3M
Feb 4, 2026CALAWAY TONIT MEVP, CAO, Gen Counsel & SecAWARD48,783
Feb 4, 2026CALAWAY TONIT MEVP, CAO, Gen Counsel & SecTAX W/H23,058$48.57$1.1M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (67% buy). Based on 21 analysts: 4 strong buy, 10 buy, 7 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$76.33 mean target +5.1% upside Buy (1.93)
$48.00 Low $95.00 High
MetricValue
Current Price$72.60
Target Low$48.00
Target Mean$76.33
Target Median$75.00
Target High$95.00
# Analysts15
RecommendationBuy (1.93)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.27 $1.19 $1.32 4.8% -0.2% 4↑ 9↓ $3.6B -2.0% 14
Next Q
2026-09-30
$1.30 $1.25 $1.37 5.1% -0.4% 4↑ 8↓ $3.6B -0.7% 14
Current FY
2026-12-31
$5.20 $5.15 $5.29 5.8% +0.0% 9↑ 4↓ $14.2B -0.7% 14
Next FY
2027-12-31
$5.86 $5.65 $6.11 12.8% +0.1% 8↑ 3↓ $14.9B 4.9% 14

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.268
7d ago$1.268+0.000
30d ago$1.271-0.003
60d ago$1.290-0.022
90d ago$1.299-0.031
11 analyst firms have rated this stock: 4 upgrades, 2 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 10, 2026 UBS UPGRADE Neutral Buy
Jun 2, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 27, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 14, 2026 JP Morgan MAINTAIN Overweight Overweight
May 7, 2026 UBS MAINTAIN Neutral Neutral
May 7, 2026 TD Cowen MAINTAIN Hold Hold
May 7, 2026 Barclays MAINTAIN Overweight Overweight
Apr 23, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 14, 2026 UBS MAINTAIN Neutral Neutral
Mar 31, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 25, 2026 Wolfe Research UPGRADE Peer Perform Outperform
Mar 6, 2026 UBS UPGRADE Sell Neutral
Feb 20, 2026 UBS DOWNGRADE Neutral Sell
Feb 17, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 12, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 12, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 12, 2026 Barclays MAINTAIN Overweight Overweight
Feb 12, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 12, 2026 Deutsche Bank UPGRADE Hold Buy
Jan 14, 2026 UBS MAINTAIN Neutral Neutral
Jan 8, 2026 Piper Sandler DOWNGRADE Overweight Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202641070067%
May 1, 202621090057%
Apr 1, 202621090057%
Mar 1, 20262981055%
Feb 1, 202628100050%
Jan 1, 20262990055%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 17, 2026150° Neutral001

Recent Reddit Threads

Jun 15, 2026
short_volume
Short Volume: BWA — 62.1% short (0.8M / 1.2M)
Short: 761,064 | Exempt: 1,398 | TRF Vol: 1,225,789 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Jun 12, 2026
short_volume
Short Volume: BWA — 60.0% short (0.4M / 0.7M)
Short: 424,912 | Exempt: 5 | TRF Vol: 708,122 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: BWA — 58.0% short (0.6M / 1.1M)
Short: 642,764 | Exempt: 0 | TRF Vol: 1,107,622 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: BWA — 67.5% short (0.9M / 1.3M)
Short: 897,508 | Exempt: 517 | TRF Vol: 1,328,828 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: BWA — 61.6% short (1.3M / 2.1M)
Short: 1,278,601 | Exempt: 1,613 | TRF Vol: 2,075,957 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: BWA — 63.3% short (1.2M / 1.9M)
Short: 1,214,416 | Exempt: 12 | TRF Vol: 1,919,715 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: BWA — 69.9% short (1.2M / 1.7M)
Short: 1,194,547 | Exempt: 25 | TRF Vol: 1,708,760 | Short Ratio: 69.9% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: BWA — 70.1% short (1.1M / 1.5M)
Short: 1,069,389 | Exempt: 0 | TRF Vol: 1,524,665 | Short Ratio: 70.1% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: BWA — 72.9% short (1.7M / 2.3M)
Short: 1,659,102 | Exempt: 3,895 | TRF Vol: 2,274,401 | Short Ratio: 72.9% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: BWA — 65.3% short (0.7M / 1.0M)
Short: 682,352 | Exempt: 99 | TRF Vol: 1,045,114 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: BWA — 4.8M shares, 79,315 trades
Week starting 2026-05-25. Total ATS volume: 4,777,228 shares across 79,315 trades.
May 22, 2026
short_volume
Short Volume: BWA — 68.0% short (1.2M / 1.7M)
Short: 1,168,945 | Exempt: 677 | TRF Vol: 1,720,159 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: BWA — 55.5% short (0.4M / 0.7M)
Short: 381,124 | Exempt: 17 | TRF Vol: 686,673 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BWA — 60.1% short (0.7M / 1.2M)
Short: 696,241 | Exempt: 2,092 | TRF Vol: 1,158,772 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: BWA — 56.4% short (0.6M / 1.1M)
Short: 621,304 | Exempt: 8,449 | TRF Vol: 1,101,287 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)