Insider sale details
Tania Wingfield, who serves as Executive Vice President and Chief Human Resources Officer at BorgWarner Inc., executed a sale of 17,867 shares of the company's common stock on February 13, 2026, generating gross proceeds of $1.13 million. The transaction carried an average weighted sale price of $63.4299 per share, with execution prices ranging between $63.3500 and $63.5500. After the disposition, Wingfield holds 45,429 shares of BorgWarner directly.
Context on stock performance and valuation
The sale comes against a backdrop of notable share-price appreciation. According to InvestingPro data, BorgWarner's shares have risen 110.9% over the past year and 52.8% over the most recent six months. InvestingPro also reports a price-to-earnings ratio of 48.4 for the company, a figure that its analysis suggests may indicate the stock is trading above its Fair Value. At the same time, InvestingPro assigns BorgWarner a "GOOD" overall financial health score and notes the company has paid dividends for 14 consecutive years. InvestingPro provides 15 additional insights on BWA, including further financial metrics and Pro Research Reports.
Recent operational and market developments
BorgWarner's fourth-quarter 2025 financial results exceeded consensus estimates. The company reported earnings per share of $1.35, ahead of the forecasted $1.18, and revenue of $3.57 billion, topping the expected $3.51 billion. These outcomes were highlighted as indicators of a strong quarter for the company.
In addition to the earnings beat, BorgWarner received an upgrade from Deutsche Bank, which moved its rating from Hold to Buy. The bank nearly doubled its price target to $82.00 from $46.00. Deutsche Bank analyst Edison Yu described the company's strategic shift into the AI data center market as a substantive transition from a traditional Tier-1 powertrain supplier toward a broader, diversified multi-industrial profile.
Observations and limits of available information
The recorded insider sale is a matter of public disclosure and is reported alongside the firm's recent operational and market developments. The information presented here is limited to the transaction details, recent performance metrics, valuation signals from InvestingPro, the company's dividend history, the fourth-quarter 2025 results, and Deutsche Bank's rating change and commentary. No additional motives, intentions, or undisclosed factors related to the insider transaction are provided in the available disclosures.
Key points
- Executive sale: Tania Wingfield sold 17,867 shares on February 13, 2026, for $1.13 million.
- Stock momentum and valuation: BWA has risen 110.9% year-over-year and 52.8% over six months; InvestingPro reports a P/E of 48.4 and a "GOOD" financial health score.
- Earnings beat and upgrade: Q4 2025 EPS of $1.35 and revenue of $3.57 billion exceeded expectations; Deutsche Bank upgraded the stock to Buy and raised the price target to $82.00 from $46.00 following strategic moves into the AI data center market.
Risks and uncertainties
- Valuation risk: A reported P/E ratio of 48.4 may signal that the stock is trading above its Fair Value according to InvestingPro, presenting valuation risk for investors - impacts equity markets and investor sentiment.
- Concentration of available information: Public disclosures do not provide motives behind the insider sale or other undisclosed factors that might have influenced the transaction - impacts corporate governance and market transparency considerations.
- Execution and strategy risk: While Deutsche Bank highlighted a strategic shift into AI data centers, such transitions carry execution risk and could affect industrial and technology market exposure - impacts industrial suppliers and data center equipment markets.