Silvercrest Asset Management Group 13F: Cuts BWA Stake by $3M

Silvercrest Trims BorgWarner Holdings

Silvercrest Asset Management Group dialed back its investment in BorgWarner Inc. NYSE: BWA during the period, cutting its stake by 1.8%. According to a Form 13F filing with the Securities and Exchange Commission, the firm unloaded 45,420 shares to leave its holding at 2,380,293 shares. This backward-looking filing reflects holdings as of the reporting period and may not represent the investor's current position today. Based on the valuation at the time, the remaining stake was worth about $158.05 million.

BorgWarner Stock Trades Above Key Averages

The auto parts manufacturer trades near $66.40, resting comfortably above its 52-week low of $40.73 and closer to its 52-week high of $78.82. The equity sits above both its 50-day moving average of $63.97 and its 200-day moving average of $60.15. With a market capitalization of roughly $11.95 billion and a trailing P/E ratio of 29.34 alongside a forward P/E of 9.92, the company continues to navigate shifting demands across the vehicle parts sector.

Wall Street Analysts Adjust Targets

Analyst sentiment has evolved following a flurry of rating updates from major financial institutions. On October 15, 2026, B of A Securities upgraded the stock to a Buy rating and lifted its price target to $85.00. UBS maintained a Buy rating on October 7, 2026, setting a $91.00 price target. Morgan Stanley shifted its view on October 6, 2026, upgrading the stock to an Overweight rating and raising its target to $95.00 from $71.00. Earlier, RBC Capital initiated coverage on September 1, 2026, with an Outperform rating and an $87.00 price target. JP Morgan maintained an Overweight rating on August 10, 2026, adjusting its target to $85.00, while Barclays also kept an Overweight rating on August 10, 2026, with an $85.00 target. TD Cowen maintained a Hold rating on August 6, 2026, with a $68.00 target, and Morgan Stanley maintained an Equal-Weight rating at $71.00 on the same day.

About BorgWarner

Headquartered in Auburn Hills, Michigan, BorgWarner designs and manufactures technology solutions for combustion, hybrid, and electric vehicles around the globe. The enterprise operates across multiple segments, delivering turbochargers, eBoosters, thermal systems, battery management equipment, and charging infrastructure to major automakers. Founded in 1928, the company employs thousands of workers worldwide to support the transition toward cleaner vehicle propulsion.

What to Watch at BorgWarner Inc.

Investors tracking institutional managers should look to subsequent regulatory filings to see how major funds adjust their positions in the auto sector. The company's next earnings report is scheduled for October 29, 2026, providing a fresh look at revenue growth and profit margins. Institutional filings are historical snapshots and do not constitute investment advice or a recommendation to buy or sell shares.