Ford Motor Company (NYSE:F) Receives Consensus Recommendation of “Hold” from Analysts

Shares of Ford Motor Company (NYSE:F) have received an average recommendation of “Hold” from the seventeen ratings firms that are presently covering the company, Marketbeat Ratings reports. Two equities research analysts have rated the stock with a sell rating, eleven have assigned a hold rating and four have given a buy rating to the company. The average twelve-month price objective among brokerages that have updated their coverage on the stock in the last year is $12.5357.

A number of research analysts recently issued reports on the stock. Jefferies Financial Group upgraded shares of Ford Motor from an “underperform” rating to a “hold” rating and boosted their target price for the company from $9.00 to $12.00 in a research report on Monday, October 6th. JPMorgan Chase & Co. boosted their price objective on Ford Motor from $13.00 to $14.00 and gave the company an “overweight” rating in a report on Monday, October 20th. Evercore ISI upped their target price on Ford Motor from $12.00 to $14.00 and gave the stock an “in-line” rating in a research note on Monday, December 22nd. Morgan Stanley lifted their price target on Ford Motor from $11.00 to $14.00 and gave the company an “equal weight” rating in a research report on Monday, December 8th. Finally, Barclays boosted their price target on Ford Motor from $11.00 to $12.00 and gave the company an “equal weight” rating in a report on Monday, October 27th.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in shares of Ford Motor by 1.2% during the 3rd quarter. Vanguard Group Inc. now owns 467,617,755 shares of the auto manufacturer’s stock worth $5,592,708,000 after acquiring an additional 5,371,758 shares in the last quarter. Charles Schwab Investment Management Inc. raised its holdings in Ford Motor by 3.7% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 145,172,134 shares of the auto manufacturer’s stock worth $1,575,118,000 after purchasing an additional 5,118,228 shares during the period. Geode Capital Management LLC boosted its position in Ford Motor by 17.9% during the second quarter. Geode Capital Management LLC now owns 103,784,031 shares of the auto manufacturer’s stock worth $1,122,434,000 after purchasing an additional 15,748,694 shares in the last quarter. Norges Bank acquired a new stake in Ford Motor in the second quarter valued at approximately $405,328,000. Finally, Marshall Wace LLP increased its position in shares of Ford Motor by 81.1% in the third quarter. Marshall Wace LLP now owns 35,438,722 shares of the auto manufacturer’s stock valued at $423,847,000 after buying an additional 15,866,285 shares in the last quarter. Hedge funds and other institutional investors own 58.74% of the company’s stock.

Ford Motor Price Performance

Shares of NYSE F opened at $14.22 on Monday. Ford Motor has a 52 week low of $8.44 and a 52 week high of $14.50. The company has a quick ratio of 0.98, a current ratio of 1.12 and a debt-to-equity ratio of 2.20. The firm has a market cap of $56.64 billion, a P/E ratio of 12.25 and a beta of 1.62. The business’s 50 day moving average price is $13.27 and its 200 day moving average price is $12.26.

Ford Motor (NYSE:F) last announced its quarterly earnings data on Thursday, October 23rd. The auto manufacturer reported $0.45 EPS for the quarter, beating the consensus estimate of $0.38 by $0.07. The business had revenue of $50.53 billion during 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 business’s quarterly revenue was up 9.4% compared to the same quarter last year. During the same period in the previous year, the business posted $0.49 EPS. On average, sell-side analysts expect that Ford Motor will post 1.47 earnings per share for the current year.

Ford Motor Announces Dividend

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

Key Headlines Impacting Ford Motor

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

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.