PFA Pension Forsikringsaktieselskab Makes New $25.24 Million Investment in Ford Motor Company $F

PFA Pension Forsikringsaktieselskab acquired a new position in shares of Ford Motor Company (NYSE:F) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 1,907,458 shares of the auto manufacturer’s stock, valued at approximately $25,236,000.

A number of other institutional investors have also recently bought and sold shares of the business. Robertson Stephens Wealth Management LLC boosted its position in Ford Motor by 1.8% during the 4th quarter. Robertson Stephens Wealth Management LLC now owns 42,683 shares of the auto manufacturer’s stock worth $560,000 after acquiring an additional 761 shares during the period. CRA Financial Services LLC boosted its position in Ford Motor by 4.4% during the 4th quarter. CRA Financial Services LLC now owns 18,327 shares of the auto manufacturer’s stock worth $240,000 after acquiring an additional 775 shares during the period. Cary Street Partners Investment Advisory LLC boosted its position in Ford Motor by 16.5% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 5,470 shares of the auto manufacturer’s stock worth $65,000 after acquiring an additional 776 shares during the period. Cyndeo Wealth Partners LLC boosted its position in Ford Motor by 7.2% during the 4th quarter. Cyndeo Wealth Partners LLC now owns 11,697 shares of the auto manufacturer’s stock worth $153,000 after acquiring an additional 784 shares during the period. Finally, Activest Wealth Management boosted its position in Ford Motor by 35.3% during the 4th quarter. Activest Wealth Management now owns 3,041 shares of the auto manufacturer’s stock worth $40,000 after acquiring an additional 794 shares during the period. 58.74% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Ford Motor

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

• Positive Sentiment: Q1 beat and upgraded outlook: Ford reported stronger-than-expected Q1 revenue and earnings and raised 2026 guidance after recognizing a one‑time $1.3B tariff refund, which materially improved near‑term profitability. Ford tops Q1 profit forecasts and boosts outlook
• Positive Sentiment: Tariff refund lifted results: The one‑time $1.3B benefit was a key driver of the beat and the guidance lift — a clear near‑term cash/profitability positive but not a recurring earnings driver. Ford books $1.3 billion tariff refund
• Positive Sentiment: Support for income investors: Coverage highlighting Ford’s secure dividend and strong cash generation from Ford Pro/Ford Blue may bolster demand from yield‑focused holders. Income Investors Can Rely on Ford’s Dividend
• Neutral Sentiment: Analyst changes are mixed: UBS and TD Cowen trimmed price targets (UBS still at “buy”; TD Cowen moved to “hold”), while RBC raised its target — the net effect is mixed guidance from sell‑side models. Analyst coverage notes
• Neutral Sentiment: Leadership/PR moves: Ford named a new Chief Investor Relations Officer and launched a U.S. marketing campaign offering employee pricing — these support investor outreach and demand generation but are not immediate financial catalysts. Ford appoints Chief IR Officer
• Negative Sentiment: EV losses and one‑time items worried investors: Several reports note that investors are discounting the Q1 beat because a portion came from the one‑time tariff benefit while ongoing losses at the Model e/EV unit persist, reducing conviction in sustainably higher margins. Ford shares fall as EV losses overshadow Q1 beat
• Negative Sentiment: Recall announced: Ford is recalling about 179,698 U.S. vehicles over a loose bolt in a front‑seat frame, creating potential warranty/repair costs and short‑term operational distraction. Ford recalls about 180,000 vehicles
• Negative Sentiment: Investor focus on sustainability of earnings: Because some of the earnings beat was driven by non‑recurring items, traders are trading the stock on near‑term fundamentals (EV losses, recalls, and downgrade risk) rather than the headline beat, which likely pressured the share price today. Tariff refund lifts guidance but raises questions

Insiders Place Their Bets

In related news, insider William Clay Ford, Jr. bought 140,000 shares of Ford Motor stock in a transaction that occurred on Thursday, February 19th. The stock was purchased at an average cost of $13.82 per share, for a total transaction of $1,934,800.00. Following the acquisition, the insider owned 3,912,600 shares in the company, valued at $54,072,132. This trade represents a 3.71% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.63% of the company’s stock.

Ford Motor Stock Up 0.1%

Shares of Ford Motor stock opened at $11.90 on Monday. The firm has a market cap of $47.45 billion, a price-to-earnings ratio of -7.67, a P/E/G ratio of 0.27 and a beta of 1.66. The company has a debt-to-equity ratio of 2.84, a current ratio of 1.09 and a quick ratio of 0.94. Ford Motor Company has a 52-week low of $9.88 and a 52-week high of $14.80. The stock has a 50-day simple moving average of $12.35 and a 200-day simple moving average of $13.00.

Ford Motor (NYSE:F) last announced its quarterly earnings results on Wednesday, April 29th. The auto manufacturer reported $0.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.18 by $0.48. The business had revenue of $43.25 billion during the quarter, compared to analyst estimates of $42.66 billion. Ford Motor had a positive return on equity of 15.77% and a negative net margin of 3.22%.The firm’s revenue was up 6.4% on a year-over-year basis. During the same period in the previous year, the company earned $0.14 EPS. On average, equities research analysts expect that Ford Motor Company will post 1.53 earnings per share for the current fiscal year.

Ford Motor Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be issued a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 5.0%. The ex-dividend date is Tuesday, May 12th. Ford Motor’s payout ratio is -38.71%.

Wall Street Analysts Forecast Growth

F has been the subject of a number of research reports. TD Cowen decreased their price objective on Ford Motor from $14.00 to $13.00 and set a “hold” rating for the company in a research report on Friday. HSBC lifted their price target on Ford Motor from $9.80 to $12.80 and gave the company a “hold” rating in a report on Tuesday, January 13th. Wells Fargo & Company reduced their price target on Ford Motor from $11.00 to $10.00 and set an “underweight” rating for the company in a report on Tuesday, March 31st. The Goldman Sachs Group reduced their price target on Ford Motor from $15.00 to $13.00 and set a “neutral” rating for the company in a report on Tuesday, April 14th. Finally, Bank of America assumed coverage on Ford Motor in a report on Wednesday, March 4th. They set a “buy” rating and a $17.00 price target for the company. Five research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Ford Motor presently has an average rating of “Hold” and an average target price of $13.59.

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.