Ford Motor (NYSE:F) Stock Price Down 1.1% Following Analyst Downgrade

Shares of Ford Motor Company (NYSE:F) were down 1.1% during trading on Friday after Royal Bank Of Canada lowered their price target on the stock from $15.00 to $14.00. Royal Bank Of Canada currently has a sector perform rating on the stock. Ford Motor traded as low as $12.12 and last traded at $12.22. 44,347,003 shares changed hands during trading, a decline of 21% from the average session volume of 55,846,434 shares. The stock had previously closed at $12.36.

A number of other equities research analysts have also recently commented on F. BNP Paribas Exane dropped their target price on Ford Motor from $13.50 to $13.00 and set a “neutral” rating on the stock in a research report on Thursday. Morgan Stanley dropped their price objective on Ford Motor from $14.00 to $13.00 and set an “equal weight” rating on the stock in a report on Thursday. The Goldman Sachs Group cut their price objective on Ford Motor from $14.00 to $12.00 and set a “neutral” rating for the company in a research report on Thursday. Weiss Ratings downgraded Ford Motor from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, October 23rd. Finally, DZ Bank upgraded Ford Motor from a “sell” rating to a “hold” rating and set a $16.00 target price on the stock in a research report on Friday, July 31st. Seven analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $15.02.

Ford Motor News Summary

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

• Positive Sentiment: Ford reported third-quarter adjusted earnings of $0.49 per share, exceeding estimates of $0.41, while revenue of $49.53 billion also topped expectations. Cost reductions, a favorable vehicle mix and stronger Ford Credit results supported the beat. Ford Reports Third-Quarter 2026 Financial Results
• Positive Sentiment: Management raised the low end of its 2026 adjusted EBIT outlook to $10.5 billion from $10 billion, signaling confidence in cost controls and higher-margin businesses despite rising commodity and operating costs. Ford beats third-quarter profit estimates, raises low end of annual outlook
• Positive Sentiment: Ford reiterated plans for the affordable, sub-$30,000 Fathom electric pickup and is targeting 20 gigawatt-hours of annual grid-scale energy-storage capacity. These initiatives could expand Ford’s addressable market beyond traditional vehicle sales, although execution remains important. Is Ford Motor Poised To Open A New EV And Battery Growth Lane?
• Positive Sentiment: The company declared a regular quarterly dividend of $0.15 per share, maintaining an annualized payout of $0.60 and supporting Ford’s income-investment appeal.

Institutional Trading of Ford Motor

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. BlackRock Inc. acquired a new stake in shares of Ford Motor during the 2nd quarter worth about $4,649,131,000. State Street Corp boosted its holdings in Ford Motor by 0.8% in the second quarter. State Street Corp now owns 194,039,770 shares of the auto manufacturer’s stock valued at $2,697,153,000 after purchasing an additional 1,492,186 shares in the last quarter. Bank of America Corp DE increased its stake in Ford Motor by 318.0% in the second quarter. Bank of America Corp DE now owns 72,424,686 shares of the auto manufacturer’s stock valued at $1,006,703,000 after purchasing an additional 55,100,244 shares during the last quarter. Bank of New York Mellon Corp purchased a new position in Ford Motor in the second quarter valued at approximately $717,218,000. Finally, Dimensional Fund Advisors LP raised its holdings in Ford Motor by 3.5% during the first quarter. Dimensional Fund Advisors LP now owns 47,442,901 shares of the auto manufacturer’s stock worth $547,379,000 after purchasing an additional 1,585,557 shares in the last quarter. 58.74% of the stock is currently owned by institutional investors and hedge funds.

Ford Motor Trading Down 1.1%

The company has a quick ratio of 0.93, a current ratio of 1.09 and a debt-to-equity ratio of 3.07. The business’s fifty day simple moving average is $12.93 and its two-hundred day simple moving average is $13.37. The company has a market cap of $48.73 billion, a price-to-earnings ratio of -6.20, a PEG ratio of 0.25 and a beta of 1.93.

Ford Motor (NYSE:F) last issued its earnings results on Wednesday, October 28th. The auto manufacturer reported $0.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.41 by $0.08. The business had revenue of $49.53 billion during the quarter, compared to analysts’ expectations of $49.08 billion. Ford Motor had a negative net margin of 4.17% and a positive return on equity of 18.96%. The company’s revenue for the quarter was down 2.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.45 EPS. On average, equities analysts predict that Ford Motor Company will post 1.86 EPS for the current year.

Ford Motor Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be given a $0.15 dividend. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $0.60 dividend on an annualized basis and a yield of 4.9%. Ford Motor’s payout ratio is -32.09%.

About Ford Motor

Ford Motor Co is an American automobile manufacturer founded in 1903 by Henry Ford and headquartered in Dearborn, Michigan. The company helped popularize mass automobile production and is known for brands including Ford and Lincoln.

Ford develops, manufactures and sells cars, trucks, sport utility vehicles, commercial vehicles and electric vehicles. Its product portfolio includes the F-Series pickup trucks, Transit commercial vans, Mustang sports cars and a range of utility vehicles. The company also provides vehicle software, connected services, fleet solutions, maintenance and other support services.

Ford operates through Ford Blue, which focuses on gasoline- and hybrid-powered vehicles; Model e, which develops electric vehicles and related technologies; and Ford Pro, which serves commercial and fleet customers.