JP Morgan Raises BorgWarner Price Target to $45, Maintains "Overweight" Rating

JP Morgan analyst Ryan Brinkman has raised the price target for BorgWarner (BWA) to $45.00 from $43.00, maintaining an "Overweight" rating. This follows recent adjustments by other analysts, including Wells Fargo, Piper Sandler, Barclays, UBS, and Baird. BorgWarner is a tier one supplier of automotive technologies, with a diversified revenue base and a growing focus on electric vehicles. Analysts' one-year price targets for BWA range from $32.00 to $46.00, with an average of $40.82 and a consensus recommendation of "Outperform."

In a recent development, JP Morgan analyst Ryan Brinkman has raised the price target for BorgWarner (BWA) to $45.00 from $43.00, maintaining an "Overweight" rating. This adjustment follows similar moves by other analysts, including Wells Fargo, Piper Sandler, Barclays, UBS, and Baird [1]. BorgWarner, a tier-one supplier of automotive technologies, has been gaining attention due to its diversified revenue base and growing focus on electric vehicles.

Analysts' one-year price targets for BWA range from $32.00 to $46.00, with an average of $40.82 and a consensus recommendation of "Outperform." Wells Fargo has increased its target to $46.00, indicating a potential upside of 25.48% from its current price [1]. Piper Sandler lifted their target to $44.00, while Barclays and UBS have also made upward adjustments. These positive forecasts suggest a bullish outlook on BorgWarner's stock performance.

In addition to the analyst upgrades, BorgWarner recently authorized a $1.00 billion share repurchase plan, allowing it to buy back up to 13.2% of its shares. This move underscores the company's confidence in its stock valuation and is often seen as a positive signal to investors [1]. The company also increased its quarterly dividend from $0.11 to $0.17, further bolstering its financial health.

BorgWarner's stock has been performing well, trading up $0.70 to hit $38.22 on Friday. The company's financials have shown strong earnings, with a quarterly EPS of $1.21, beating the consensus estimate of $1.06. Revenue for the quarter was $3.64 billion, up 1.0% compared to the same period last year [1]. The company's focus on electric vehicle technologies and its robust financial position are key drivers for the positive analyst sentiment.

Institutional investors have also shown interest in BorgWarner, with several large investors adding to their stakes. Allianz Asset Management GmbH, for instance, reduced its holdings by 75.3% but still owns 8,015 shares worth approximately $230,000 [2]. Meanwhile, Global X Japan Co. Ltd. increased its position by 133.4%, now owning 915 shares valued at $26,000 [2]. These moves indicate continued investor confidence in BorgWarner's growth prospects.

References:
[1] https://www.marketbeat.com/instant-alerts/wells-fargo-company-issues-positive-forecast-for-borgwarner-nysebwa-stock-price-2025-08-01/
[2] https://www.marketbeat.com/instant-alerts/filing-allianz-asset-management-gmbh-sells-24484-shares-of-borgwarner-inc-nysebwa-2025-08-04/