BorgWarner Ownership

BWA Stock  USD 33.76  0.45  1.35%   
The majority of BorgWarner outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in BorgWarner to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in BorgWarner. Please pay attention to any change in the institutional holdings of BorgWarner as this could imply that something significant has changed or is about to change at the company.
 
Shares in Circulation  
First Issued
1992-03-31
Previous Quarter
227.2 M
Current Value
224.5 M
Avarage Shares Outstanding
218.7 M
Quarterly Volatility
20.8 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as BorgWarner in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of BorgWarner, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
As of November 22, 2024, Dividends Paid is expected to decline to about 67.5 M. In addition to that, Dividend Yield is expected to decline to 0.02. The current year's Common Stock Shares Outstanding is expected to grow to about 240 M. The current year's Net Income Applicable To Common Shares is expected to grow to about 1.1 B.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BorgWarner. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing.
For information on how to trade BorgWarner Stock refer to our How to Trade BorgWarner Stock guide.

BorgWarner Stock Ownership Analysis

About 99.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.18. Some equities with similar Price to Book (P/B) outperform the market in the long run. BorgWarner has Price/Earnings To Growth (PEG) ratio of 1.32. The entity last dividend was issued on the 2nd of December 2024. The firm had 1136:1000 split on the 5th of July 2023. BorgWarner Inc. provides solutions for combustion, hybrid, and electric vehicles worldwide. BorgWarner Inc. was incorporated in 1987 and is headquartered in Auburn Hills, Michigan. Borgwarner operates under Auto Parts classification in the United States and is traded on New York Stock Exchange. It employs 49300 people. For more info on BorgWarner please contact the company at 248 754 9200 or go to https://www.borgwarner.com.
Besides selling stocks to institutional investors, BorgWarner also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different BorgWarner's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align BorgWarner's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

BorgWarner Quarterly Liabilities And Stockholders Equity

15.14 Billion

BorgWarner Insider Trades History

Less than 1% of BorgWarner are currently held by insiders. Unlike BorgWarner's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against BorgWarner's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of BorgWarner's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

BorgWarner Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as BorgWarner is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading BorgWarner backward and forwards among themselves. BorgWarner's institutional investor refers to the entity that pools money to purchase BorgWarner's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Balyasny Asset Management Llc2024-06-30
4.8 M
Citadel Advisors Llc2024-06-30
4.2 M
Earnest Partners Llc2024-06-30
M
Millennium Management Llc2024-06-30
3.9 M
Turtle Creek Asset Management Inc.2024-09-30
3.8 M
Lsv Asset Management2024-09-30
3.5 M
Nuveen Asset Management, Llc2024-06-30
3.1 M
American Century Companies Inc2024-09-30
M
Point72 Asset Management, L.p.2024-06-30
2.5 M
Vanguard Group Inc2024-09-30
26.3 M
Blackrock Inc2024-06-30
15.4 M
Note, although BorgWarner's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

BorgWarner Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific BorgWarner insiders, such as employees or executives, is commonly permitted as long as it does not rely on BorgWarner's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases BorgWarner insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

BorgWarner Outstanding Bonds

BorgWarner issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. BorgWarner uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most BorgWarner bonds can be classified according to their maturity, which is the date when BorgWarner has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

BorgWarner Corporate Filings

F4
18th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
13A
14th of November 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
ViewVerify
8K
7th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
9th of August 2024
Other Reports
ViewVerify

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When determining whether BorgWarner offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of BorgWarner's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Borgwarner Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Borgwarner Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BorgWarner. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing.
For information on how to trade BorgWarner Stock refer to our How to Trade BorgWarner Stock guide.
You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Is Automotive Parts & Equipment space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of BorgWarner. If investors know BorgWarner will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about BorgWarner listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
3.909
Dividend Share
0.44
Earnings Share
4.04
Revenue Per Share
62.37
Quarterly Revenue Growth
(0.05)
The market value of BorgWarner is measured differently than its book value, which is the value of BorgWarner that is recorded on the company's balance sheet. Investors also form their own opinion of BorgWarner's value that differs from its market value or its book value, called intrinsic value, which is BorgWarner's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BorgWarner's market value can be influenced by many factors that don't directly affect BorgWarner's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between BorgWarner's value and its price as these two are different measures arrived at by different means. Investors typically determine if BorgWarner is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BorgWarner's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.