Opal Capital LLC Has $1.54 Million Position in Ford Motor Company $F

Opal Capital LLC boosted its stake in shares of Ford Motor Company (NYSE:F) by 974.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 133,326 shares of the auto manufacturer’s stock after acquiring an additional 120,916 shares during the period. Opal Capital LLC’s holdings in Ford Motor were worth $1,539,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of Ford Motor in the fourth quarter worth $674,437,000. Marshall Wace LLP lifted its position in Ford Motor by 81.1% during the third quarter. Marshall Wace LLP now owns 35,438,722 shares of the auto manufacturer’s stock worth $423,847,000 after purchasing an additional 15,866,285 shares during the period. AQR Capital Management LLC grew its stake in Ford Motor by 610.1% during the fourth quarter. AQR Capital Management LLC now owns 11,177,304 shares of the auto manufacturer’s stock worth $146,646,000 after buying an additional 9,603,267 shares in the last quarter. Bank of New York Mellon Corp grew its stake in Ford Motor by 26.9% during the fourth quarter. Bank of New York Mellon Corp now owns 38,153,383 shares of the auto manufacturer’s stock worth $500,572,000 after buying an additional 8,086,564 shares in the last quarter. Finally, SG Americas Securities LLC increased its holdings in Ford Motor by 458.7% in the 1st quarter. SG Americas Securities LLC now owns 9,002,765 shares of the auto manufacturer’s stock valued at $103,892,000 after buying an additional 7,391,361 shares during the period. 58.74% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on F. Wall Street Zen upgraded shares of Ford Motor from a “hold” rating to a “buy” rating in a research report on Saturday, June 13th. JPMorgan Chase & Co. boosted their price objective on shares of Ford Motor from $15.00 to $16.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Weiss Ratings restated a “buy (b)” rating on shares of Ford Motor in a research note on Wednesday, June 24th. Jefferies Financial Group upgraded Ford Motor from a “hold” rating to a “buy” rating and upped their target price for the stock from $14.50 to $17.50 in a research note on Monday. Finally, Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $13.00 target price on shares of Ford Motor in a report on Friday, May 15th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $15.15.

Ford Motor Stock Performance

Shares of Ford Motor stock opened at $14.96 on Wednesday. Ford Motor Company has a fifty-two week low of $10.68 and a fifty-two week high of $17.78. The company has a debt-to-equity ratio of 2.84, a current ratio of 1.09 and a quick ratio of 0.94. The firm has a market capitalization of $59.61 billion, a P/E ratio of -9.65, a P/E/G ratio of 0.35 and a beta of 1.82. The company’s 50 day moving average price is $14.49 and its two-hundred day moving average price is $13.45.

Ford Motor (NYSE:F) last announced its quarterly earnings results on Tuesday, July 28th. The auto manufacturer reported $0.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.33 by $0.09. Ford Motor had a negative net margin of 3.22% and a positive return on equity of 15.77%. The company had revenue of $48.30 billion during the quarter, compared to the consensus estimate of $47.24 billion. During the same period in the prior year, the business earned $0.37 earnings per share. The company’s revenue for the quarter was down 3.8% compared to the same quarter last year. On average, equities analysts forecast that Ford Motor Company will post 1.62 earnings per share for the current fiscal year.

Ford Motor Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be issued a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date of this dividend is Tuesday, August 11th. Ford Motor’s dividend payout ratio is presently -38.71%.

Key Stories Impacting Ford Motor

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

• Positive Sentiment: Ford reported second-quarter adjusted earnings of $0.42 per share, exceeding analyst estimates of approximately $0.33-$0.35 and improving from $0.37 a year earlier. Ford Motor Company Beats Q2 Earnings Estimates
• Positive Sentiment: The automaker raised its 2026 adjusted EBIT forecast for the second time this year to $10 billion-$11 billion, citing stronger vehicle pricing, a resilient consumer and improvement in its core operations. Ford Lifts Annual Guidance
• Positive Sentiment: Sales of high-margin off-road models helped support quarterly profitability, offsetting some pressure from lower overall volumes. Ford also declared its regular $0.15 per-share dividend, payable September 1. Ford Sales and Revenue Are Down
• Positive Sentiment: Jefferies upgraded Ford from Hold to Buy and raised its price target to $17.50 from $14.50, pointing to improving earnings prospects, stronger cash generation and better capital allocation. Ford and GM Upgraded by Jefferies
• Neutral Sentiment: Ford’s reported quarterly revenue was $48.3 billion. While that exceeded some aggregate estimates, automotive revenue reportedly missed expectations and declined 3.8% year over year, making the earnings beat dependent more on mix, pricing and margins than on sales growth. Ford Misses Q2 Revenue Estimates
• Negative Sentiment: Investors still face risks from softer vehicle volumes, tariffs, pricing pressure and recall-related costs. These factors could limit margin expansion if pricing or demand weakens. Ford Recalls and Shareholder Costs

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.