Ford Motor Company $F Stock Position Raised by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. boosted its stake in Ford Motor Company (NYSE:F) by 9.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 702,822 shares of the auto manufacturer’s stock after purchasing an additional 62,396 shares during the period. Rakuten Investment Management Inc.’s holdings in Ford Motor were worth $8,645,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. BlackRock Inc. bought a new stake in shares of Ford Motor in the second quarter worth $4,649,131,000. State Street Corp increased its position in Ford Motor by 0.8% during 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 acquiring an additional 1,492,186 shares during the last quarter. Bank of America Corp DE increased its position in Ford Motor by 318.0% during 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 acquiring an additional 55,100,244 shares during the last quarter. Bank of New York Mellon Corp bought a new position in Ford Motor in the second quarter valued at about $717,218,000. Finally, Dimensional Fund Advisors LP lifted its holdings in Ford Motor by 3.5% in the first quarter. Dimensional Fund Advisors LP now owns 47,442,901 shares of the auto manufacturer’s stock valued at $547,379,000 after acquiring an additional 1,585,557 shares during the period. Institutional investors own 58.74% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on F shares. DZ Bank upgraded Ford Motor from a “sell” rating to a “hold” rating and set a $16.00 price target for the company in a research note on Friday, July 31st. Piper Sandler raised their price objective on shares of Ford Motor from $16.00 to $17.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. UBS Group cut their target price on shares of Ford Motor from $17.00 to $15.00 and set a “buy” rating for the company in a research report on Wednesday, October 7th. Wall Street Zen lowered shares of Ford Motor from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Finally, Royal Bank Of Canada reduced their target price on shares of Ford Motor from $15.00 to $14.00 and set a “sector perform” rating for the company in a report on Thursday, October 29th. 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’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $15.02.

Ford Motor News Roundup

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

• Positive Sentiment: Ford’s Tremor and Platinum trims—higher-margin models—recorded a combined sales increase of nearly 60% through September, helping offset a 6.6% drop in Q3 vehicle sales. Ford’s Q3 Sales Slipped. Here’s the Silver Lining
• Positive Sentiment: Active subscriptions rose 40% year over year and software and services revenue reached a quarterly record, pointing to growth beyond vehicle sales. Ford’s Next Growth Engine Could Already Be in Your Driveway
• Positive Sentiment: Ford’s Model e losses narrowed, supported by cost reductions and more disciplined production. Ford Blue’s strong nine-month EBIT and cost savings also underpin its 2026 profit target. Will Ford’s Gen-1 Cost Reductions Drive Further Model e Improvements? Can Ford Blue Achieve Its $5.5 Billion EBIT Target in 2026?
• Neutral Sentiment: A Zacks article described Ford as a strong momentum stock, but the item provided offers no specific new operating or financial catalyst. Here’s Why Ford Motor Company (F) is a Strong Momentum Stock
• Negative Sentiment: Ford Pro’s Q3 profitability declined, creating doubt about its ability to meet its full-year EBIT goal, although production recovery and cost cuts could help. Will Ford Pro Regain Its Profitability Momentum After Q3’s Decline?
• Negative Sentiment: Although Model e losses narrowed, margins deteriorated further. Ford also reportedly sold no F-150 Lightning vehicles in October, a concerning signal for its EV business; the brief does not explain the reason for the zero sales. Ford’s EV Losses Narrowed. Is the Turnaround Fool’s Gold? F-150 Lightning Sales Drop To Zero
• Negative Sentiment: Ford and GM both beat Q3 estimates, but the comparison cited stronger growth, digital revenue, and outlook at one automaker—making Ford’s relative outlook a potential concern. Ford vs. General Motors: Which Stock Looks Stronger After Q3?

Ford Motor Stock Performance

NYSE:F opened at $12.52 on Friday. The stock has a 50-day simple moving average of $12.77 and a two-hundred day simple moving average of $13.34. Ford Motor Company has a 52-week low of $11.11 and a 52-week high of $17.78. The company has a debt-to-equity ratio of 2.97, a quick ratio of 0.94 and a current ratio of 1.08. The firm has a market capitalization of $49.94 billion, a PE ratio of 7.45, a P/E/G ratio of 0.24 and a beta of 1.88.

Ford Motor (NYSE:F) last issued its quarterly earnings results on Wednesday, October 28th. The auto manufacturer reported $0.49 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.08. Ford Motor had a positive return on equity of 18.89% and a negative net margin of 4.17%. The business had revenue of $49.53 billion during the quarter, compared to analysts’ expectations of $49.08 billion. During the same quarter in the prior year, the business posted $0.45 earnings per share. The business’s quarterly revenue was down 2.0% on a year-over-year basis. Analysts forecast that Ford Motor Company will post 1.90 EPS for the current year.

Ford Motor Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be paid a dividend of $0.15 per share. The ex-dividend date is Tuesday, November 10th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.8%. Ford Motor’s payout ratio is -30.46%.

Ford Motor Company Profile

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.