Tonit M. Calaway, who serves as Executive Vice President, CAO, General Counsel and Secretary at BorgWarner Inc (NYSE:BWA), completed a sale of company stock on February 18, 2026, the company disclosed in a Form 4 filing with the Securities and Exchange Commission.
The filing shows Calaway sold 9,725 shares of common stock at a weighted average price of $62.6133. Trade prices recorded in the filing ranged from $62.52 to $62.68, producing a total transaction value of $608,914. After this sale, Calaway directly holds 230,526 shares of BorgWarner.
Valuation and technical data referenced in the filing note that the stock carries a price-to-earnings ratio of 47.29, a level described as high in the data cited. Technical indicators included in the same dataset suggest the stock may be trading in overbought territory. The current market price sits slightly above the referenced calculated Fair Value, and the report mentioned a Pro Research Report that provides deeper analysis on BWA and other U.S. equities.
Recent company performance and analyst action
In related corporate results, BorgWarner reported fourth-quarter 2025 earnings that exceeded Wall Street expectations. The company posted earnings per share of $1.35 versus a consensus forecast of $1.18, and quarterly revenue of $3.57 billion compared with an anticipated $3.51 billion. These results illustrated a stronger-than-expected quarter and have drawn investor attention.
Following the earnings release, Deutsche Bank upgraded BorgWarner's rating from Hold to Buy and raised its price target to $82.00 from $46.00. The upgrade was tied to BorgWarner's strategic move into the AI data center market, a shift characterized by Deutsche Bank analyst Edison Yu as pivotal. The bank's change in rating and target reflects its view of the company as it pursues diversification of its operations.
These disclosures - the insider sale, the company's reported quarterly outperformance and the analyst upgrade - present a mix of developments for shareholders and market observers as they assess valuation metrics and strategic direction.