Ford Motor (NYSE:F) Trading 2.2% Higher – What’s Next?

Ford Motor Company (NYSE:F)’s share price traded up 2.2% during trading on Wednesday . The stock traded as high as $14.24 and last traded at $14.15. 56,188,763 shares changed hands during mid-day trading, a decline of 4% from the average session volume of 58,539,645 shares. The stock had previously closed at $13.84.

Key Headlines Impacting Ford Motor

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

• Positive Sentiment: Ford is targeting more than 100,000 first-year sales for the approximately $30,000 Fathom electric truck. The ambitious goal could improve the economics of Ford’s EV strategy if the company can attract cost-conscious buyers. Ford’s $30,000 EV Truck Sets Ambitious Goal: 100,000 Sales in Year One
• Positive Sentiment: Ford is pursuing defense growth by partnering with General Dynamics Land Systems and Ricardo on the U.K. Ministry of Defence’s potential £2 billion Light Mobility Vehicle program. It is also seeking NATO military sales for adapted Ranger pickups, creating possible fleet revenue beyond consumer vehicles. Ford Motor (F)’s Defence Bid Could Add a New Growth Avenue
• Positive Sentiment: Ford continues rebuilding F-Series production after supplier fires disrupted aluminum availability. Restocking dealerships could support future pickup deliveries, although the benefit may take time because August U.S. sales declined 10.3%. Ford continues ramping up pickup truck production as sales fall 10.3% in August
• Neutral Sentiment: Automakers are urging Congress to prohibit Chinese vehicles from the U.S. market. Ford could benefit from reduced Chinese competition, but the legislation’s timing and final terms remain uncertain. Automakers urge Congress to quickly pass law banning Chinese cars
• Negative Sentiment: Ford recalled 148,663 Mustang vehicles from the 2024–2026 model years because wiring-harness ground connections could fracture, potentially causing loss of drive power and disabling safety-related functions. The recall adds to quality and warranty concerns. What’s Behind Ford’s Recall of Nearly 149K Mustang Vehicles?
• Negative Sentiment: Analysts describe Ford’s outlook as balanced: F-Series production is improving, but weak U.S. sales, falling EV demand and rising costs could limit earnings momentum.
• Negative Sentiment: New tariffs on vehicles made in Canada are expected to increase costs for Ford and General Motors, potentially pressuring margins or vehicle prices. Ford and GM Will Have to Pay Tariffs on Cars Made in Canada

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. Barclays upped their target price on Ford Motor from $13.00 to $14.00 and gave the company an “equal weight” rating in a report on Thursday, July 9th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ford Motor in a research report on Wednesday, June 24th. Zacks Research lowered shares of Ford Motor from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 4th. TD Cowen increased their target price on shares of Ford Motor from $13.00 to $15.00 and gave the stock a “hold” rating in a research report on Wednesday, July 29th. Finally, BNP Paribas Exane lifted their target price on shares of Ford Motor from $14.00 to $14.50 and gave the company a “neutral” rating in a research note on Thursday, July 30th. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $15.68.

Ford Motor Price Performance

The stock’s fifty day moving average is $14.09 and its 200-day moving average is $13.52. The company has a debt-to-equity ratio of 3.07, a current ratio of 1.09 and a quick ratio of 0.93. The stock has a market capitalization of $57.42 billion, a P/E ratio of -7.70, a PEG ratio of 0.29 and a beta of 1.83.

Ford Motor (NYSE:F) last released 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 positive return on equity of 17.23% and a negative net margin of 3.93%.The company had revenue of $48.30 billion during the quarter, compared to the consensus estimate of $47.24 billion. During the same quarter in the prior year, the company posted $0.37 EPS. The firm’s revenue was down 3.8% on a year-over-year basis. On average, equities analysts anticipate that Ford Motor Company will post 1.86 earnings per share for the current year.

Ford Motor Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were given a $0.15 dividend. The ex-dividend date of this dividend was Tuesday, August 11th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.2%. Ford Motor’s dividend payout ratio (DPR) is currently -32.09%.

Institutional Trading of Ford Motor

A number of hedge funds have recently bought and sold shares of F. MV Capital Management Inc. bought a new stake in shares of Ford Motor in the fourth quarter valued at about $25,000. McMillan Office Inc. acquired a new position in Ford Motor in the 4th quarter valued at approximately $26,000. Legacy Wealth Managment LLC ID lifted its position in shares of Ford Motor by 108.4% in the 1st quarter. Legacy Wealth Managment LLC ID now owns 2,365 shares of the auto manufacturer’s stock worth $27,000 after acquiring an additional 1,230 shares during the period. Johnson Financial Group Inc. lifted its position in shares of Ford Motor by 55.4% in the 3rd quarter. Johnson Financial Group Inc. now owns 2,348 shares of the auto manufacturer’s stock worth $28,000 after acquiring an additional 837 shares during the period. Finally, Caldwell Trust Co grew its holdings in shares of Ford Motor by 605.8% during the 1st quarter. Caldwell Trust Co now owns 2,534 shares of the auto manufacturer’s stock worth $29,000 after purchasing an additional 2,175 shares in the last quarter. 58.74% of the stock is owned by institutional investors.

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.