Ford Motor (NYSE:F) Posts Earnings Results, Beats Estimates By $0.07 EPS

Ford Motor (NYSE:F) issued its earnings results on Tuesday. The auto manufacturer reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.06 by $0.07, FiscalAI reports. Ford Motor had a net margin of 2.48% and a return on equity of 11.94%. The business had revenue of $45.89 billion for the quarter, compared to analyst estimates of $41.78 billion.

Ford Motor Price Performance

Ford Motor stock remained flat at $13.59 during mid-day trading on Tuesday. The company had a trading volume of 76,399,572 shares, compared to its average volume of 65,100,883. The business has a 50 day simple moving average of $13.56 and a two-hundred day simple moving average of $12.60. The company has a debt-to-equity ratio of 2.20, a current ratio of 1.12 and a quick ratio of 0.98. Ford Motor has a 1-year low of $8.44 and a 1-year high of $14.50. The company has a market capitalization of $54.15 billion, a price-to-earnings ratio of 11.72, a PEG ratio of 5.83 and a beta of 1.66.

Ford Motor Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Friday, February 13th will be given a dividend of $0.15 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $0.60 annualized dividend and a dividend yield of 4.4%. Ford Motor’s dividend payout ratio (DPR) is currently 51.72%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on F shares. Zacks Research upgraded Ford Motor from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 12th. JPMorgan Chase & Co. lifted their price target on shares of Ford Motor from $14.00 to $15.00 and gave the company an “overweight” rating in a research note on Wednesday, January 21st. Piper Sandler raised shares of Ford Motor from a “neutral” rating to an “overweight” rating and upped their price target for the stock from $11.00 to $16.00 in a research report on Thursday, January 8th. Wells Fargo & Company raised their target price on shares of Ford Motor from $10.00 to $11.00 and gave the stock an “underweight” rating in a research note on Friday, October 24th. Finally, Evercore boosted their price target on Ford Motor from $12.00 to $14.00 and gave the company an “in-line” rating in a research note on Monday, December 22nd. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $13.02.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the business. Marshall Wace LLP boosted its holdings in Ford Motor by 81.1% during the 3rd quarter. Marshall Wace LLP now owns 35,438,722 shares of the auto manufacturer’s stock valued at $423,847,000 after acquiring an additional 15,866,285 shares during the period. Invesco Ltd. boosted its holdings in shares of Ford Motor by 4.7% during the 3rd quarter. Invesco Ltd. now owns 35,390,868 shares of the auto manufacturer’s stock valued at $423,275,000 after buying an additional 1,597,841 shares in the last quarter. Jacobs Levy Equity Management Inc. boosted its position in shares of Ford Motor by 190.7% in the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 11,006,776 shares of the auto manufacturer’s stock worth $131,641,000 after purchasing an additional 7,220,686 shares in the last quarter. Ameriprise Financial Inc. raised its position in shares of Ford Motor by 10.0% in the 3rd quarter. Ameriprise Financial Inc. now owns 7,537,311 shares of the auto manufacturer’s stock worth $90,157,000 after purchasing an additional 682,526 shares during the last quarter. Finally, Canada Pension Plan Investment Board lifted its stake in shares of Ford Motor by 9.4% in the second quarter. Canada Pension Plan Investment Board now owns 7,235,883 shares of the auto manufacturer’s stock worth $78,509,000 after buying an additional 619,447 shares in the last quarter. 58.74% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Ford Motor

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

• Positive Sentiment: Strength in Ford’s core truck business — the F‑150 remains a major profit and volume driver, which underpins near-term cash flow and earnings resilience. The F-150 Saved Ford
• Positive Sentiment: Bullish research and model upgrades point to improving outlook — Barron’s cites rising operating profit expectations for 2026 (around $9B) and Zacks lists Ford as a top auto pick, both supporting investor confidence. Ford Earnings Are Coming Top Auto Stocks to Buy
• Positive Sentiment: Rising estimates and Ford Pro momentum — analysts note improving estimates, hybrid demand and commercial-software (Ford Pro) strength, which could drive an earnings beat or positive guidance. Ford Q4 Earnings Ahead
• Neutral Sentiment: Market focus on Q4 results — consensus Street estimates ahead of tonight’s report call for $0.19 adj. EPS and ~$$41.8B revenue; the print will likely dictate near‑term moves. Ford Motor is set to report results
• Neutral Sentiment: High trading interest and options strategies ahead of earnings are keeping volume and volatility elevated — some retail and income investors are using option-based income plays around the print. How To Earn $500 A Month From Ford Stock
• Neutral Sentiment: Broader market tone is supportive — U.S. futures were up this morning and Ford is in focus with other major names, which can buoy price ahead of the report. Stock Market Today
• Neutral Sentiment: Minor reputational/political noise after reports a Ford worker who heckled President Trump was not disciplined; unlikely to move fundamentals but can draw short-term attention. Ford worker who heckled Trump
• Negative Sentiment: Legal/ trade risk: BYD sued the U.S. over the 100% tariff that blocks Chinese EVs — a successful challenge could open the U.S. to lower‑priced Chinese EVs and intensify competition for Ford’s EV lineup. This is a macro/industry risk investors are watching closely. BYD Vs. Trump: Why Tesla, Ford And GM Are Watching This Lawsuit Closely

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.