Ford Motor (NYSE:F) Shares Up 1.8% – Still a Buy?

Shares of Ford Motor Company (NYSE:F) rose 1.8% during mid-day trading on Thursday . The stock traded as high as $14.47 and last traded at $14.40. 39,986,150 shares changed hands during mid-day trading, a decline of 32% from the average session volume of 58,441,578 shares. The stock had previously closed at $14.14.

More Ford Motor News

Here are the key news stories impacting Ford Motor this week:

• Positive Sentiment: Ford is increasing production of its F-Series pickups after supplier-related fires disrupted output. Restocking dealer inventories could support future deliveries, although August U.S. sales fell 10.3%. Ford continues ramping up pickup truck production as sales fall 10.3%
• Positive Sentiment: Ford reportedly expects its new approximately $30,000 Fathom electric truck to sell more than 100,000 units in its first year. If achieved, the target would give Ford’s affordable-EV strategy meaningful scale and improve utilization of its EV investments. Ford’s $30,000 EV Truck Sets Ambitious Goal: 100,000 Sales in Year One
• Positive Sentiment: Ford is pursuing potential NATO military contracts for Ranger pickup trucks, including specialized and possibly armored versions. Defense sales could diversify revenue and create a new fleet channel, though the opportunity remains dependent on winning contracts. Ford Motor Eyes NATO Ranger Military Sales
• Neutral Sentiment: An automaker trade group is urging Congress to ban Chinese vehicles from the U.S. market before year-end. Restrictions could reduce competitive pressure on Ford, but the timing and final legislation are uncertain. Automakers urge Congress to quickly pass law banning Chinese cars
• Negative Sentiment: Ford is recalling approximately 148,663 Mustang vehicles from the 2024–2026 model years because wiring-ground connections may fracture, potentially causing loss of drive power and disabling safety-related functions. The recall adds cost and renewed concerns about vehicle quality. What’s Behind Ford’s Recall of Nearly 149K Mustang Vehicles?
• Negative Sentiment: Analysts note that weak U.S. demand, declining EV demand and rising costs could offset the benefit of recovering F-Series production. Commentary also questions whether the Fathom can meet its ambitious sales goal, raising execution risk for Ford’s EV strategy. Is Ford Stock Worth Buying Now As F-Series Production Rebounds?
• Negative Sentiment: New Canadian tariffs on vehicles made there could increase Ford’s costs and pressure margins, adding to the company’s existing exposure to elevated production and labor expenses. Ford and GM Will Have to Pay Tariffs on Cars Made in Canada

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on F shares. BNP Paribas Exane boosted their target price on shares of Ford Motor from $14.00 to $14.50 and gave the company a “neutral” rating in a research note on Thursday, July 30th. Morgan Stanley restated an “equal weight” rating and set a $14.00 price target on shares of Ford Motor in a research report on Wednesday, May 13th. Wall Street Zen downgraded shares of Ford Motor from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Zacks Research lowered shares of Ford Motor from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 4th. Finally, JPMorgan Chase & Co. raised their target price on Ford Motor from $16.00 to $17.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Eight analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $15.68.

Ford Motor Stock Performance

The firm has a market capitalization of $57.42 billion, a price-to-earnings ratio of -7.70, a PEG ratio of 0.29 and a beta of 1.83. The company has a debt-to-equity ratio of 3.07, a current ratio of 1.09 and a quick ratio of 0.93. The firm has a 50 day moving average price of $14.09 and a 200-day moving average price of $13.52.

Ford Motor (NYSE:F) last posted its quarterly earnings results on Tuesday, July 28th. The auto manufacturer reported $0.42 earnings per share for the quarter, beating analysts’ consensus estimates of $0.33 by $0.09. Ford Motor had a positive return on equity of 17.23% and a negative net margin of 3.93%.The company had revenue of $48.30 billion for the quarter, compared to analysts’ expectations of $47.24 billion. During the same period last year, the firm earned $0.37 earnings per share. Ford Motor’s quarterly revenue was down 3.8% on a year-over-year basis. As a group, sell-side analysts expect that Ford Motor Company will post 1.86 earnings per share for the current fiscal year.

Ford Motor Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were paid a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.2%. The ex-dividend date of this dividend was Tuesday, August 11th. Ford Motor’s dividend payout ratio is -32.09%.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. BlackRock Inc. purchased a new stake in shares of Ford Motor in the second quarter worth approximately $4,649,131,000. California State Teachers Retirement System boosted its holdings in Ford Motor by 1,439.1% during the 2nd quarter. California State Teachers Retirement System now owns 83,893,103 shares of the auto manufacturer’s stock valued at $1,166,114,000 after acquiring an additional 78,442,394 shares during the period. Bank of America Corp DE grew its position in Ford Motor by 318.0% in the 2nd quarter. Bank of America Corp DE now owns 72,424,686 shares of the auto manufacturer’s stock valued at $1,006,703,000 after acquiring an additional 55,100,244 shares during the last quarter. Bank of New York Mellon Corp bought a new position in Ford Motor in the 2nd quarter valued at $717,218,000. Finally, Norges Bank bought a new position in Ford Motor in the 4th quarter valued at $674,437,000. Institutional investors and hedge funds own 58.74% of the company’s stock.

Ford Motor Company Profile

Ford Motor Company (NYSE: F) is an American multinational automaker headquartered in Dearborn, Michigan. Founded by Henry Ford in 1903, the company became an early pioneer of mass-production techniques with the Model T and the adoption of the moving assembly line. Today, Ford designs, manufactures, markets and services a broad range of vehicles and mobility solutions under the Ford and Lincoln brands, spanning passenger cars, SUVs, pickup trucks and commercial vehicles.

Ford’s business activities extend beyond vehicle production to include parts and aftermarket services, fleet and commercial sales, and automotive financing through Ford Motor Credit Company.