Significant changes are taking place in BorgWarner Inc. (BWA), as seen in the recent activities involving the company's stock. Some of the highlights include Oak Thistle LLC reducing its BorgWarner stock holdings, whereas Hudson Bay Capital Management LLP and Castleark Management LLC surprisingly increasing theirs. The same trend was seen with other big institutions like Qube Research & Technologies Ltd, Sei Investments Co., and Amundi that purchased significant amounts of BWA shares. However, insiders such as VP McKenzie and Weng Volker sold their shares.
In terms of performance, BorgWarner has been doing notably well, with a 42% year-to-date share price surge. The valuation of the company has been a subject of debate with its price seeming to be out of tune with revenues. Favorable returns of 42% over the past year have been observed and the company represents a top momentum pick for the long term. Despite a $808 million one-off loss, BorgWarner outpaced other auto-tier-trucks stocks in the same period and its positive performance is seemingly attracting more investors to its stock.
BWA's Q3 2025 earnings had a strong margin growth despite market challenges and the company continues its robust growth with a focus on China and Europe. BorgWarner also secured new EV and autonomous vehicle supply deals and anticipates beating earnings estimates again. It also declared a 55% increase in its quarterly dividend attracting more investor interest.
Borgwarner BWA News Analytics from Thu, 06 Feb 2025 08:00:00 GMT to Sat, 20 Dec 2025 10:35:05 GMT - Rating 7 - Innovation 6 - Information 8 - Rumor 3
