Ford Motor Company $F Stake Raised by National Pension Service

National Pension Service boosted its holdings in shares of Ford Motor Company (NYSE:F) by 2.7% in the second quarter, HoldingsChannel reports. The fund owned 9,949,526 shares of the auto manufacturer’s stock after buying an additional 266,044 shares during the quarter. National Pension Service’s holdings in Ford Motor were worth $138,298,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Pinnacle Wealth Management Advisory Group LLC purchased a new stake in shares of Ford Motor during the 2nd quarter worth about $183,000. Integrated Wealth Concepts LLC raised its position in Ford Motor by 4.6% during the second quarter. Integrated Wealth Concepts LLC now owns 264,743 shares of the auto manufacturer’s stock valued at $3,680,000 after acquiring an additional 11,605 shares in the last quarter. RFG Advisory LLC raised its position in Ford Motor by 38.2% during the second quarter. RFG Advisory LLC now owns 22,795 shares of the auto manufacturer’s stock valued at $317,000 after acquiring an additional 6,303 shares in the last quarter. NewEdge Advisors LLC lifted its stake in Ford Motor by 54.8% in the second quarter. NewEdge Advisors LLC now owns 558,726 shares of the auto manufacturer’s stock valued at $7,766,000 after acquiring an additional 197,902 shares during the last quarter. Finally, IFP Advisors Inc lifted its stake in Ford Motor by 7.7% in the second quarter. IFP Advisors Inc now owns 73,563 shares of the auto manufacturer’s stock valued at $1,023,000 after acquiring an additional 5,281 shares during the last quarter. Hedge funds and other institutional investors own 58.74% of the company’s stock.

Ford Motor News Roundup

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

• Positive Sentiment: Ford announced a $1 billion investment at its Kentucky Truck Plant, including construction of a new paint shop. The project supports domestic manufacturing and could help address criticism of the company’s reliance on Chinese technology and suppliers. Ford announces $1 billion investment at Kentucky plant following DOT criticism
• Positive Sentiment: Ford reportedly raised its 2026 EBIT outlook despite tariff and commodity-cost pressures. A potential recovery in aluminum-related costs through Novelis, combined with stronger premium vehicle mix and Super Duty capacity, could support second-half earnings. Can Ford Overcome Tariff and Commodity Cost Headwinds in 2026?
• Positive Sentiment: Ford’s pivot away from an expensive push into China’s domestic electric-vehicle market toward exporting vehicles and pursuing defense, energy-storage and other businesses is being viewed as a path to reduce losses and diversify revenue. How Ford Wants Nothing, and Everything, to Do With China — and It’s Working
• Neutral Sentiment: CEO Jim Farley said Transportation Secretary Sean Duffy’s concerns about Ford’s China relationships reflected “basic misunderstandings” and could have been resolved through a brief discussion. The comments may calm investors but also underscore the issue’s political sensitivity. Ford CEO says Duffy’s letter reflected basic misunderstandings
• Negative Sentiment: Republican lawmakers and the Trump administration have intensified criticism of Ford’s ties to Chinese companies, particularly technology licensed from battery maker CATL. Further scrutiny could create regulatory, reputational or operating risks. Ford caught in escalating Washington clash over China deals
• Negative Sentiment: Critics argue Ford’s retreat from its earlier $30 billion EV strategy reflects execution challenges and could leave the company behind faster-moving Chinese EV competitors, limiting long-term growth potential. Ford CEO Farley Does More To Wreck The Company

Ford Motor Stock Performance

Shares of NYSE F opened at $13.88 on Friday. The firm has a market capitalization of $55.36 billion, a price-to-earnings ratio of -7.42, a PEG ratio of 0.28 and a beta of 1.83. Ford Motor Company has a one year low of $11.11 and a one year high of $17.78. The business has a fifty day simple moving average of $14.12 and a 200 day simple moving average of $13.53. The company has a current ratio of 1.09, a quick ratio of 0.93 and a debt-to-equity ratio of 3.07.

Ford Motor (NYSE:F) last released its quarterly earnings data 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. The company had revenue of $48.30 billion for the quarter, compared to the consensus estimate of $47.24 billion. Ford Motor had a positive return on equity of 17.23% and a negative net margin of 3.93%.The company’s quarterly revenue was down 3.8% on a year-over-year basis. During the same period in the previous year, the business earned $0.37 earnings per share. Sell-side analysts expect that Ford Motor Company will post 1.86 EPS for the current year.

Ford Motor Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th were given a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 4.3%. The ex-dividend date was Tuesday, August 11th. Ford Motor’s dividend payout ratio (DPR) is presently -32.09%.

Wall Street Analyst Weigh In

Several equities analysts have commented on F shares. Dbs Bank raised shares of Ford Motor from a “hold” rating to a “moderate buy” rating in a research report on Tuesday, August 11th. Barclays boosted their price target on Ford Motor from $13.00 to $14.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 9th. Bank of America increased their price objective on Ford Motor from $17.00 to $20.00 and gave the company a “buy” rating in a report on Friday, May 29th. BNP Paribas Exane raised their price objective on Ford Motor from $14.00 to $14.50 and gave the company a “neutral” rating in a research note on Thursday, July 30th. Finally, Piper Sandler boosted their target price on Ford Motor from $16.00 to $17.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Eight equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Ford Motor currently has an average rating of “Hold” and a consensus price target of $15.68.

About Ford Motor

Ford Motor Co is a global automotive company that designs, manufactures, markets and services cars, trucks, sport utility vehicles and commercial vehicles. Its portfolio includes the Ford and Lincoln brands, as well as a range of gasoline-powered, hybrid and electric vehicles. Ford also provides vehicle maintenance, repair and related services through its dealer network.

The company organizes its automotive operations into Ford Blue, which focuses on traditional and hybrid vehicles; Ford Model e, which develops electric vehicles and connected technologies; and Ford Pro, which serves commercial and government customers with vehicles, software and fleet-management services.