Ford Motor (NYSE:F) Stock Price Target Cut by The Goldman Sachs Group

Key Points

• Goldman Sachs cut Ford’s price target from $14 to $12 while maintaining a “neutral” rating, implying approximately 2.81% downside from the reported $12.35 share price.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and an average price target of $15.24 based on seven Buy, ten Hold, and two Sell ratings.
• Ford beat quarterly earnings expectations with $0.49 in EPS versus $0.41 forecast, but revenue declined 2% year over year to $49.53 billion amid weaker vehicle sales and continued losses in its electric-vehicle business.

Ford Motor (NYSE:F - Get Free Report) had its target price dropped by equities researchers at The Goldman Sachs Group from $14.00 to $12.00 in a note issued to investors on Thursday, Benzinga reports. The brokerage presently has a "neutral" rating on the auto manufacturer's stock. The Goldman Sachs Group's target price points to a potential downside of 2.81% from the company's current price.

Several other brokerages have also weighed in on F. Wall Street Zen lowered Ford Motor from a "buy" rating to a "hold" rating in a research report on Saturday, August 1st. Piper Sandler raised their price objective on shares of Ford Motor from $16.00 to $17.00 and gave the company an "overweight" rating in a research report on Wednesday, July 29th. JPMorgan Chase & Co. reduced their target price on shares of Ford Motor from $17.00 to $16.00 and set an "overweight" rating for the company in a research note on Monday, October 12th. Citigroup raised shares of Ford Motor from a "neutral" rating to a "buy" rating and boosted their target price for the stock from $19.00 to $20.00 in a research report on Wednesday, July 29th. Finally, BNP Paribas Exane increased their price target on shares of Ford Motor from $14.00 to $14.50 and gave the stock a "neutral" rating in a research note on Thursday, July 30th. Seven investment 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. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average price target of $15.24.

Ford Motor Stock Up 3.3%

F stock traded up $0.40 during midday trading on Thursday, reaching $12.35. The company had a trading volume of 34,495,346 shares, compared to its average volume of 55,713,875. The company has a 50 day moving average of $12.98 and a two-hundred day moving average of $13.38. The company has a market capitalization of $49.23 billion, a P/E ratio of -6.60, a PEG ratio of 0.24 and a beta of 1.93. Ford Motor has a 1 year low of $11.11 and a 1 year high of $17.78. The company has a current ratio of 1.09, a quick ratio of 0.93 and a debt-to-equity ratio of 3.07.

Ford Motor (NYSE:F - Get Free Report) last posted its quarterly earnings results on Wednesday, October 28th. The auto manufacturer reported $0.49 EPS for the quarter, beating the consensus estimate of $0.41 by $0.08. Ford Motor had a negative net margin of 3.93% and a positive return on equity of 17.23%. The business had revenue of $49.53 billion for the quarter, compared to analysts' expectations of $49.08 billion. During the same period in the previous year, the company posted $0.45 EPS. Ford Motor's revenue was down 2.0% on a year-over-year basis. On average, equities research analysts expect that Ford Motor will post 1.86 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Ford Motor

A number of large investors have recently added to or reduced their stakes in F. BlackRock Inc. acquired a new stake in Ford Motor during the 2nd quarter worth approximately $4,649,131,000. State Street Corp grew its holdings in Ford Motor by 0.8% in the 2nd quarter. State Street Corp now owns 194,039,770 shares of the auto manufacturer's stock valued at $2,697,153,000 after buying an additional 1,492,186 shares in the last quarter. Bank of America Corp DE increased its position in Ford Motor by 318.0% during the 2nd quarter. Bank of America Corp DE now owns 72,424,686 shares of the auto manufacturer's stock worth $1,006,703,000 after buying an additional 55,100,244 shares during the period. Bank of New York Mellon Corp acquired a new stake in shares of Ford Motor during the second quarter worth $717,218,000. Finally, Dimensional Fund Advisors LP lifted its holdings in shares of 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 buying an additional 1,585,557 shares in the last quarter. Institutional investors own 58.74% of the company's stock.

Key Headlines Impacting Ford Motor

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

• Positive Sentiment: Ford reported adjusted EPS of $0.49, exceeding analyst expectations of approximately $0.39–$0.41 and improving from $0.45 a year earlier. The company also raised the low end of its 2026 adjusted EBIT outlook to $10.5 billion from $10 billion, supporting the bullish reaction. Ford beats third-quarter profit estimates, raises low end of annual outlook
• Positive Sentiment: Ford said executed contracts and late-stage negotiations cover about 80% of its 2028 Ford Energy capacity, suggesting improving visibility for the company’s higher-margin energy and commercial businesses. Ford Q3 Earnings: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Ford declared its regular quarterly dividend of $0.15 per share, or $0.60 annualized, representing an approximately 5% yield at the reference price. The payment is scheduled for December 1 to shareholders of record on November 10. Ford Reports Third-Quarter 2026 Financial Results
• Neutral Sentiment: CEO Jim Farley gave favorable comments on the upcoming sub-$30,000 Fathom electric pickup, including its driver-assistance capabilities. The vehicle remains on track for the fourth quarter of next year, but its financial contribution is still several quarters away. Ford CEO Jim Farley Says $28K Fathom EV Completely Blew Me Away
• Negative Sentiment: Revenue fell 2% year over year to $49.53 billion, reflecting softer vehicle sales across gasoline and hybrid models. Ford’s third-quarter profit also declined to $2.05 billion, while persistent losses in its electric-vehicle unit and rising commodity costs continue to pressure results. The stock remains below its 50-day and 200-day moving averages and is down about 9% for the year. Ford Says Weak Vehicle Sales Drive Down Profit, Revenue

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.

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