Insider Trading February 17, 2026

BorgWarner Executive Sells $1.04M in Stock as Company Posts Solid Q4 Results

Tonit M. Calaway disposed of 16,000 shares; BorgWarner posts Q4 2025 beat and receives Deutsche Bank upgrade amid strategic pivot to AI data centers

By Caleb Monroe BWA
BorgWarner Executive Sells $1.04M in Stock as Company Posts Solid Q4 Results
BWA

Tonit M. Calaway, BorgWarner's Executive Vice President, CAO, General Counsel & Secretary, sold 16,000 shares on February 13, 2026, generating about $1.04 million. The shares traded at a weighted average price of $65.0844, within a range of $64.87 to $65.25. After the sale Calaway holds 240,251 shares. BorgWarner shares are trading at $61.96, near a 52-week high of $70.08 and carrying a P/E of 48.39. The company reported fourth-quarter 2025 earnings and revenue above Street estimates and received a Deutsche Bank upgrade following its strategic move into the AI data center market.

Key Points

  • Tonit M. Calaway sold 16,000 BorgWarner shares on February 13, 2026, for about $1.04 million at a weighted average price of $65.0844; Calaway now directly owns 240,251 shares.
  • BorgWarner reported Q4 2025 EPS of $1.35 versus a $1.18 forecast and revenue of $3.57 billion versus $3.51 billion expected, beating Wall Street estimates on both measures.
  • Deutsche Bank upgraded BorgWarner from Hold to Buy and raised its price target to $82.00 from $46.00, citing the company’s strategic expansion into the AI data center market.

Tonit M. Calaway, who serves as Executive Vice President, Chief Administrative Officer, General Counsel and Secretary at BorgWarner Inc (NASDAQ:BWA), completed an insider sale on February 13, 2026, disposing of 16,000 common shares for approximately $1.04 million.

The shares were sold at a weighted average price of $65.0844, with the individual trade prices spanning from $64.8700 to $65.2500. Following the transaction, Calaway's direct ownership in BorgWarner stands at 240,251 shares.

At the time of these disclosures, BorgWarner's stock was trading at $61.96, a level noted in proximity to the shares' 52-week high of $70.08. The company carries a reported price-to-earnings ratio of 48.39.

Market intelligence from InvestingPro characterizes the stock as slightly overvalued and flags technical indicators that point to overbought conditions. InvestingPro also offers Research Reports covering BorgWarner among more than 1,400 other stocks for investors seeking additional context beyond headline metrics.


Separately, BorgWarner reported fourth-quarter 2025 results that exceeded Wall Street expectations. The company posted earnings per share of $1.35, topping the forecast of $1.18. Revenue for the quarter came in at $3.57 billion versus an anticipated $3.51 billion.

In another notable development, Deutsche Bank upgraded its rating on BorgWarner from Hold to Buy and raised its price target to $82.00 from $46.00. The bank's revised outlook followed BorgWarner's announced strategic shift into the AI data center market, signaling a move beyond its historical role as a Tier-1 powertrain supplier.

These items together - the insider sale, the quarterly beat on both EPS and revenue, and the analyst upgrade tied to a strategic market shift - present a mix of datapoints for market participants tracking the company. The disclosures and financial metrics reported here are limited to the figures and commentary provided in the company filings and analyst statements referenced above.


This report presents the transactions, financial results and analyst action as disclosed; motivations for the insider sale were not provided in the filings.

Risks

  • Market valuation metrics indicate the stock is slightly overvalued and technical indicators suggest overbought conditions, presenting potential downside risk for equity investors - impacts the equities market and investor sentiment in the automotive supplier sector.
  • The article notes a strategic shift into the AI data center market but does not provide details on execution or outcomes, leaving uncertainty around the success of that transition - impacts the company’s prospects in both automotive supply and data center/technology markets.
  • Tonit Calaway’s sale of shares was disclosed without explanation; the absence of stated motive means stakeholders must consider the sale as a factual reduction in insider-held shares without further context - relevant to corporate governance and investor perception in the auto supplier sector.

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