Market Cap
$12.2B
BWA
BORGWARNER INC
$60.52 ▲ +0.23%
Prev close $60.38Market cap$12.2B
ConsensusBuy
12-mo target$79.93 (+32.1%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (7 insiders)32 New Institutional Positions18 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on BWA right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (71%)
Inst. Holders
50 funds
Inst. Value
$10.5B
Inst. Activity
32 buys / 18 sells
Insider Activity
$500.7K buy / $13.1M sell
Insider Net $
-$12.6M
Social Sentiment
50° Neutral
SEC Reports
16
Price chart 30d -7.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Sep 1, 2026 SEC Short Volume: BWA — 57.6% short (0.5M / 0.9M)
Short: 523,561 | Exempt: 0 | TRF Vol: 908,346 | Short Ratio: 57.6% | Off-exchange volume (dark pool
Two BorgWarner insiders sold shares worth $1.79M, but this represents only 0.014% of market cap — a trivial amount. The
CLUSTER — Impact 2/10
Aug 28, 2026 Insider
Aug 25, 2026 SEC Hanley Michael S sold 5,000 shares
Director @ $65.51 ($327.6K)
BorgWarner insiders executed a mixed cluster over the past week: one director (Kalathur) made a $501K open-market purcha
CLUSTER — Impact 3/10
Aug 24, 2026 Insider
Aug 20, 2026 SEC CALAWAY TONIT M sold 22,000 shares
EVP, CAO, Gen Counsel & Sec @ $66.26 ($1.5M)
BorgWarner insiders showed mixed activity: one director purchased $501K worth of shares, while five other insiders (incl
CLUSTER — Impact 4/10
Aug 19, 2026 Insider
Kalathur Rajesh bought 7,407 shares
Director @ $67.59 ($500.7K)
Jun 30, 2026 Inst.
WILLIAM BLAIR INVESTMENT MANAGEMENT, — ADD
3,784,707 shares ($251.3M)
Analyst ratings buy % +29.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
71% rate it Buy or better · 21 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 1, 2026 | RBC Capital | INITIATE | Outperform | 55% |
| Aug 10, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 10, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 6, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 9, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 10, 2026 | UBS | UPGRADE | Buy | 55% |
| Jun 2, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| May 27, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 14, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 6 | 0 | 0 | 71% | |
| Aug 1, 2026 | 4 | 11 | 6 | 0 | 0 | 71% | |
| Jul 1, 2026 | 4 | 11 | 6 | 0 | 0 | 71% | |
| Jun 1, 2026 | 4 | 10 | 7 | 0 | 0 | 67% | |
| May 1, 2026 | 2 | 10 | 9 | 0 | 0 | 57% | |
| Apr 1, 2026 | 2 | 10 | 9 | 0 | 0 | 57% | |
| Mar 1, 2026 | 2 | 9 | 8 | 1 | 0 | 55% | |
| Feb 1, 2026 | 2 | 8 | 10 | 0 | 0 | 50% |
Price targets
Where 15 covering analysts think BWA trades over the next 12 months.
$79.93 +32.1% upside Strong Buy
Current$60.52 Low$62.00 Median$80.00 High$95.00 15 analysts
$62.00$95.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 1 bullish, 5 bearish, 4 mixed, 6 neutral · avg impact 4.1/10.
NEUTRALCLUSTER2/10
Two BorgWarner insiders sold shares worth $1.79M, but this represents only 0.014% of market cap — a
Sep 1, 2026
NEUTRALCLUSTER3/10
BorgWarner insiders executed a mixed cluster over the past week: one director (Kalathur) made a $501
Aug 25, 2026
MIXEDCLUSTER4/10
BorgWarner insiders showed mixed activity: one director purchased $501K worth of shares, while five
Aug 20, 2026
NEUTRALCLUSTER3/10
Five BorgWarner insiders, including the EVP/CAO/General Counsel and multiple VPs, sold a total of $2
Aug 20, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: BWA — 57.6% short (0.5M / 0.9M)
Short: 523,561 | Exempt: 0 | TRF Vol: 908,346 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: BWA — 58.1% short (0.4M / 0.7M)
Short: 423,223 | Exempt: 18 | TRF Vol: 728,730 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: BWA — 65.3% short (0.9M / 1.3M)
Short: 874,883 | Exempt: 279 | TRF Vol: 1,339,147 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: BWA — 64.8% short (0.7M / 1.0M)
Short: 677,911 | Exempt: 55 | TRF Vol: 1,046,921 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
earnings
Webcast Alert: BorgWarner 2026 Third Quarter Results Conference Call
AUBURN HILLS, Mich., Sept. 22, 2026 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) announces the following Webcast: What: BorgWarner 2026 Third Quarter R
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.26 | $1.12–$1.33 | 1.3% | -0.3% | 1↑ 12↓ | $3.5B | 13 |
| Next Q | $1.32 | $1.25–$1.46 | -2.1% | -0.2% | 2↑ 11↓ | $3.5B | 13 |
| Current FY | $5.22 | $5.17–$5.29 | 6.3% | -0.0% | 12↑ 1↓ | $14.2B | 14 |
| Next FY | $5.94 | $5.65–$6.48 | 13.8% | -0.0% | 10↑ 2↓ | $14.8B | 14 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.256 | — |
| 7d ago | $1.259 | -0.003 |
| 30d ago | $1.260 | -0.004 |
| 60d ago | $1.294 | -0.039 |
| 90d ago | $1.305 | -0.049 |
Institutional ownership
Which big funds own BWA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.5B total value (159,313,468 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 25,273,906 | $1.7B | 15.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,630,285 | $838.7M | 8.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 11,796,622 | $783.3M | 7.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,276,681 | $616.0M | 5.8% | — |
| STATE STREET CORP | 6,834,391 | $453.8M | 4.3% | — |
| AQR CAPITAL MANAGEMENT LLC | 5,749,595 | $380.0M | 3.6% | — |
| VICTORY CAPITAL MANAGEMENT INC | 4,880,034 | $324.0M | 3.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,756,723 | $315.9M | 3.0% | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3,784,707 | $251.3M | 2.4% | ADD +31.2% |
| BANK OF AMERICA CORP /DE/ | 3,774,361 | $250.6M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 2,884,062 | 3,784,707 | +31.2% | $251.3M |
| NORGES BANK | NEW | — | 2,644,244 | — | $175.6M |
| JPMORGAN CHASE & CO | ADD | 1,549,940 | 2,609,534 | +68.4% | $172.6M |
| GOLDMAN SACHS GROUP INC | TRIM | 5,134,323 | 2,531,719 | -50.7% | $168.1M |
| Point72 Asset Management, L.P. | DOUBLED | 9,000 | 2,152,141 | +23812.7% | $142.9M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 2,893,362 | 1,909,423 | -34.0% | $126.8M |
| MENORA MIVTACHIM HOLDINGS LTD. | NEW | — | 1,440,000 | — | $95.6M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 57,427 | 1,329,973 | +2215.9% | $88.3M |
| Alyeska Investment Group, L.P. | ADD | 704,941 | 1,316,321 | +86.7% | $87.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 500,000 | 1,275,000 | +155.0% | $84.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$12.6M — $500.7K bought, $13.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Hanley Michael S | Director | SELL | 5,000 | $65.51 | $327.6K |
| Aug 24, 2026 | CALAWAY TONIT M | EVP, CAO, Gen Counsel & Sec | SELL | 22,000 | $66.26 | $1.5M |
| Aug 19, 2026 | Kalathur Rajesh | Director | BUY | 7,407 | $67.59 | $500.7K |
| Aug 18, 2026 | Kulikowski Amy B. | VP & Chief Accounting Officer | SELL | 2,900 | $68.60 | $198.9K |
| Aug 17, 2026 | McAlmont Shaun | Director | SELL | 7,000 | $69.36 | $485.5K |
| Aug 17, 2026 | McKenzie Isabelle | Vice President | SELL | 4,500 | $70.39 | $316.8K |
| Aug 17, 2026 | Demmerle Stefan | Vice President | SELL | 1,000 | $70.00 | $70.0K |
| Aug 17, 2026 | CALAWAY TONIT M | EVP, CAO, Gen Counsel & Sec | SELL | 17,376 | $69.97 | $1.2M |
| Aug 17, 2026 | CALAWAY TONIT M | EVP, CAO, Gen Counsel & Sec | SELL | 26,624 | $69.44 | $1.8M |
| Jul 1, 2026 | CALAWAY TONIT M | EVP, CAO, Gen Counsel & Sec | AWARD | 3,593 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BWA.
Shares short
6,393,462
Settlement Sep 15, 2026
Change vs prior
-26.4%
Semi-monthly cycle
Days to cover
3.8
At avg daily volume
Of shares outstanding
≈3.1%
Estimate — not % of float
All BWA filing & press-release reports (16)
- CLUSTER reportSep 1, 2026
- CLUSTER reportAug 25, 2026
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 18, 2026
- 8-K reportAug 10, 2026
- 8-K reportAug 5, 2026
- INST-CLUSTER reportAug 1, 2026
- 8-K reportJul 31, 2026
- INST-CLUSTER reportJun 12, 2026
- CLUSTER reportMay 15, 2026
- CLUSTER reportMay 13, 2026
- CLUSTER reportMay 12, 2026
- 8-K reportMay 6, 2026
- DEFA14A reportMar 19, 2026
- CLUSTER reportMar 13, 2026