UBS Cuts BorgWarner (BWA) Price Target to $91

UBS reaffirmed its Buy rating on BorgWarner Inc. (NYSE: BWA) on October 7, 2026, while adjusting its price target down to $91.00 from $95.00. The note from the firm arrived as the auto parts maker's shares closed at $62.36 on the day of the announcement.

BWA BorgWarner Inc.

$58.13 ▲ +25.63% year to date

1M 3M YTD

Daily close · Oct 16, 2026

UBS's Call on BorgWarner

UBS maintained its positive stance on the stock with a Buy rating, choosing to trim its target price from $95.00 to $91.00. The adjustment places the target below previous higher expectations while keeping a bullish outlook on the company's long-term prospects in the vehicle technology sector.

Other Institutional Activity in BorgWarner

Large financial institutions have been actively adjusting their positions in BorgWarner shares during recent quarters. LSV Asset Management grew its holdings by 124,522 shares, ending with 6,576,464 shares worth about $382.3 million. AQR Capital Management, LLC reduced its stake by 1,475,330 shares, a 20.4% decrease that left it with 5,749,595 shares valued at about $334.2 million. Victory Capital Management Inc. added 227,952 shares for a 4.9% increase, bringing its total to 4,880,034 shares worth about $283.7 million. William Blair Investment Management, LLC grew its holdings significantly by 900,681 shares, a 31.2% rise that left it holding 3,784,707 shares valued at about $220.0 million.

BorgWarner Inc. Stock Down 0.5%

BorgWarner shares recently traded around $58.21, sitting below the $62.36 close recorded when UBS issued its updated rating. The stock's recent price puts it below its 50-day moving average of $63.97 and under its 52-week high of $78.82, while staying above its 52-week low of $40.73.

Recent Earnings

BorgWarner reported trailing twelve-month revenue of $14.34 billion with net income resulting in a net margin of 2.9%. The company generated earnings of $2.00 per share over the same period, alongside an 8.1% return on equity. The next earnings report is scheduled for October 29, 2026.

Dividend

The company pays an annualized dividend yielding 1.16%, supported by a dividend payout ratio of 34.0% of earnings.

Insider Buying and Selling at BorgWarner Inc.

Company insiders executed several transactions prior to the rating update. Antony B. Kulikowski sold 2,900 shares on August 18, 2026, at an average price of $68.60 for a total value of $198,940. Director Rajesh Kalathur bought 7,407 shares on August 19, 2026, at $67.59 per share, totaling $500,664. General Counsel Tonit Monique Calaway sold 22,000 shares on August 24, 2026, at $66.26 for about $1.46 million. Director Michael S. Hanley sold 5,000 shares on August 28, 2026, at $65.51 per share, worth $327,550.

Analysts Set New Price Targets

Wall Street firms have kept a generally positive view on the stock ahead of the autumn earnings calendar. JP Morgan maintained an Overweight rating with an $85.00 price target on August 10, 2026. Barclays also maintained an Overweight rating with an $85.00 target on August 10, 2026. RBC Capital initiated coverage with an Outperform rating and an $87.00 price target on September 1, 2026. Morgan Stanley upgraded the stock to Overweight and raised its target to $95.00 on October 6, 2026.

About BorgWarner

BorgWarner Inc. designs and manufactures engineered components and systems for conventional, hybrid, and electric vehicle powertrains. Headquartered in Auburn Hills, Michigan, the company operates global facilities supplying automakers with advanced turbochargers, thermal management systems, and electric drive modules.

Bottom Line

Investors will look to BorgWarner's upcoming earnings release on October 29, 2026, for fresh details on profit margins and demand trends across its combustion and electric vehicle segments. Market participants continue to monitor how shares perform relative to analyst price targets and moving averages.