Ford Motor Company (NYSE:F) Receives Average Recommendation of “Hold” from Brokerages

Shares of Ford Motor Company (NYSE:F) have been given an average recommendation of “Hold” by the seventeen ratings firms that are currently covering the firm, MarketBeat reports. Two analysts have rated the stock with a sell rating, eleven have given a hold rating, three have given a buy rating and one has assigned a strong buy rating to the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $13.0214.

F has been the subject of a number of research analyst reports. Barclays lifted their price target on shares of Ford Motor from $12.00 to $13.00 and gave the stock an “equal weight” rating in a research note on Friday, January 23rd. Morgan Stanley boosted their target price on shares of Ford Motor from $11.00 to $14.00 and gave the stock an “equal weight” rating in a research report on Monday, December 8th. Citigroup increased their price target on shares of Ford Motor from $11.00 to $13.50 and gave the stock a “neutral” rating in a research report on Monday, October 27th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Ford Motor in a research note on Monday, December 22nd. Finally, Piper Sandler upgraded Ford Motor from a “neutral” rating to an “overweight” rating and upped their price objective for the company from $11.00 to $16.00 in a research note on Thursday, January 8th.

Key Headlines Impacting Ford Motor

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

• Positive Sentiment: Management and analysts expect a stronger 2026 operating profit after Ford guided for a rebound and cited cost cuts and model rationalization as drivers; this outlook is supporting optimism about the medium-term earnings trajectory. Reuters: Ford’s quarterly earnings miss forecasts, CEO sees stronger year in 2026
• Positive Sentiment: Top line outperformed consensus — reported revenue of $45.89B exceeded many estimates, a sign demand for core vehicles (notably trucks) stayed healthy and helped offset some pressures. MarketBeat: Ford Q4 results and press release
• Positive Sentiment: Short interest declined materially in January (down ~12.9%), lowering one potential source of downward pressure and reducing the risk of a short-triggered selloff.
• Neutral Sentiment: Investor materials and conference call are available (press release, slide deck); management is using these to explain charges and the 2026 plan — useful for digging into detail but not a catalyst by itself. BusinessWire: Ford Reports Fourth-Quarter, Full-Year 2025 Results
• Negative Sentiment: Ford took very large EV-related charges (Model e lost ~$1.2B in Q4), and management warned EV losses will persist for several years as the division is scaled back — this is a major near-term profit drag and investor concern. NYT: Ford Says Electric Vehicle Losses Will Continue for Three More Years
• Negative Sentiment: Unexpected tariff and supplier-related charges (~$900M) and costs from an aluminum supplier fire materially reduced core profit and produced the largest quarterly miss in four years, raising near-term execution risk. CNBC: Ford reports worst quarterly earnings miss in four years
• Negative Sentiment: Some outlets report the quarter missed certain consensus measures (different data providers use different consensus numbers), which adds to headline volatility and analyst churn in the near term. Zacks: Ford Lags Q4 Earnings Estimates

Institutional Trading of Ford Motor

Institutional investors have recently added to or reduced their stakes in the business. Swiss National Bank boosted its stake in Ford Motor by 7.4% during the 2nd quarter. Swiss National Bank now owns 11,822,986 shares of the auto manufacturer’s stock valued at $128,279,000 after purchasing an additional 813,800 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of Ford Motor by 7.3% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 7,476,340 shares of the auto manufacturer’s stock valued at $81,118,000 after buying an additional 510,473 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its position in shares of Ford Motor by 3.2% during the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 9,055,356 shares of the auto manufacturer’s stock worth $98,251,000 after buying an additional 279,470 shares during the period. Aviva PLC grew its holdings in Ford Motor by 1,280.3% in the 2nd quarter. Aviva PLC now owns 2,919,334 shares of the auto manufacturer’s stock worth $31,675,000 after buying an additional 2,707,834 shares in the last quarter. Finally, Mainstay Capital Management LLC ADV increased its position in Ford Motor by 111.0% in the 2nd quarter. Mainstay Capital Management LLC ADV now owns 124,788 shares of the auto manufacturer’s stock valued at $1,354,000 after acquiring an additional 65,638 shares during the period. Institutional investors own 58.74% of the company’s stock.

Ford Motor Stock Performance

Ford Motor stock opened at $13.59 on Friday. The company has a debt-to-equity ratio of 2.20, a current ratio of 1.12 and a quick ratio of 0.98. The firm’s fifty day moving average price is $13.57 and its 200 day moving average price is $12.62. The company has a market capitalization of $54.15 billion, a price-to-earnings ratio of 11.72, a price-to-earnings-growth ratio of 5.75 and a beta of 1.66. Ford Motor has a 12-month low of $8.44 and a 12-month high of $14.50.

Ford Motor (NYSE:F) last announced its earnings results on Tuesday, February 10th. The auto manufacturer reported $0.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.06 by $0.07. The business had revenue of $45.89 billion for the quarter, compared to analyst estimates of $41.78 billion. Ford Motor had a return on equity of 11.94% and a net margin of 2.48%.The company’s revenue for the quarter was down 4.8% compared to the same quarter last year. During the same period in the previous year, the company earned $0.39 earnings per share. On average, research analysts forecast that Ford Motor will post 1.47 EPS for the current fiscal year.

Ford Motor Announces Dividend

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

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.