Ford Motor (NYSE:F) Reaches New 12-Month High Following Analyst Upgrade

Shares of Ford Motor Company (NYSE:F) hit a new 52-week high on Thursday after Piper Sandler upgraded the stock from a neutral rating to an overweight rating. Piper Sandler now has a $16.00 price target on the stock, up from their previous price target of $11.00. Ford Motor traded as high as $14.40 and last traded at $14.2290, with a volume of 30437603 shares trading hands. The stock had previously closed at $13.74.

F has been the topic of a number of other research reports. Wells Fargo & Company increased their price target on Ford Motor from $10.00 to $11.00 and gave the stock an “underweight” rating in a research report on Friday, October 24th. Citigroup increased their target price on Ford Motor from $11.00 to $13.50 and gave the company a “neutral” rating in a research report on Monday, October 27th. Jefferies Financial Group raised shares of Ford Motor from an “underperform” rating to a “hold” rating and lifted their price target for the company from $9.00 to $12.00 in a research note on Monday, October 6th. The Goldman Sachs Group upped their price objective on shares of Ford Motor from $11.00 to $12.00 and gave the stock a “neutral” rating in a research report on Monday, September 29th. Finally, JPMorgan Chase & Co. increased their price objective on shares of Ford Motor from $13.00 to $14.00 and gave the company an “overweight” rating in a report on Monday, October 20th. Four equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $12.54.

Ford Motor News Summary

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

• Positive Sentiment: Ford’s push to bring Level‑3 “eyes‑off” highway autonomy to market by 2028 and a plan for a $30,000 UEV platform could expand addressable market and margin power if executed. This is being framed as a key growth driver and puts Ford competitively alongside Tesla, GM and Rivian. Ford Bets Big on Level 3 Autonomy Reuters: Ford to offer eyes-off system
• Positive Sentiment: Piper Sandler upgraded Ford to overweight and raised its price target to $16, signaling stronger analyst confidence in the turnaround and providing potential upside support. Benzinga
• Positive Sentiment: Sales momentum: Ford reported its best U.S. sales and Q4 performance since 2019, driven by trucks, SUVs and record hybrid volumes — a near‑term fundamentals boost for revenue and margin outlook. Ford’s Best Sales Since 2019
• Positive Sentiment: Market bullishness visible in flow: unusually large call option buying (≈154k calls, ~59% above average) suggests some traders are betting on near‑term upside or a catalyst. No link
• Positive Sentiment: Relative wins vs. peers: commentary arguing Ford is the auto stock to buy as GM takes a roughly $6B EV charge may prompt investor rotation toward Ford on perceived execution and cost advantages. As EV Dream Fades, Ford — Not GM — Is the Auto Stock to Buy
• Neutral Sentiment: Ford announced an in‑house AI driving companion and reiterated plans to build more autonomy tech internally (cited as ~30% cheaper than licensing). These initiatives support product differentiation but carry execution and software‑development risk. Business Insider: AI companion Business Insider: autonomy in-house
• Neutral Sentiment: Non-core partnership: Henry Ford Health/BAMF Health announced a medical center partnership — strategic for regional community impact but not material to auto fundamentals. BAMF Health partner release
• Negative Sentiment: Despite the positive headlines, shares fell today — likely reflecting short‑term profit‑taking, valuation compression after recent gains, or investor caution about execution/costs and timing for autonomy rollouts. No specific negative company news was reported in these items. No link

Institutional Investors Weigh In On Ford Motor

Several hedge funds and other institutional investors have recently bought and sold shares of F. Caxton Associates LLP bought a new stake in Ford Motor during the first quarter valued at $304,000. Empowered Funds LLC boosted its holdings in shares of Ford Motor by 41.6% in the 1st quarter. Empowered Funds LLC now owns 147,760 shares of the auto manufacturer’s stock valued at $1,482,000 after buying an additional 43,385 shares during the period. Bayforest Capital Ltd grew its position in shares of Ford Motor by 16.7% during the 1st quarter. Bayforest Capital Ltd now owns 19,459 shares of the auto manufacturer’s stock valued at $195,000 after buying an additional 2,779 shares during the last quarter. Integrity Alliance LLC. acquired a new stake in Ford Motor during the first quarter worth about $682,000. Finally, Acadian Asset Management LLC lifted its holdings in Ford Motor by 22.4% in the first quarter. Acadian Asset Management LLC now owns 176,177 shares of the auto manufacturer’s stock worth $1,766,000 after acquiring an additional 32,290 shares during the last quarter. 58.74% of the stock is currently owned by hedge funds and other institutional investors.

Ford Motor Stock Down 1.3%

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 stock’s fifty day simple moving average is $13.27 and its 200-day simple moving average is $12.24. The stock has a market cap of $56.64 billion, a P/E ratio of 12.25 and a beta of 1.62.

Ford Motor (NYSE:F) last released its quarterly earnings data on Thursday, October 23rd. The auto manufacturer reported $0.45 earnings per share for the quarter, topping analysts’ consensus estimates of $0.38 by $0.07. The business had revenue of $50.53 billion for the quarter, compared to analysts’ expectations of $43.08 billion. Ford Motor had a net margin of 2.48% and a return on equity of 11.94%. The company’s revenue for the quarter was up 9.4% compared to the same quarter last year. During the same quarter last year, the company earned $0.49 EPS. On average, research analysts anticipate that Ford Motor Company will post 1.47 earnings per share for the current year.

Ford Motor Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Friday, November 7th were paid a dividend of $0.15 per share. The ex-dividend date of this dividend was Friday, November 7th. This represents a $0.60 annualized dividend and a yield of 4.2%. Ford Motor’s dividend payout ratio is currently 51.72%.

About Ford Motor

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.