300,016 Ford Motor Company $F Shares Acquired by Asset Management One Co. Ltd.

Key Points

• Asset Management One increased its Ford stake by 16.5% in the third quarter, acquiring 300,016 shares for a total holding of 2.12 million shares valued at approximately $25.6 million. Institutional investors and hedge funds own 58.74% of Ford.
• Ford exceeded quarterly expectations with $0.49 in adjusted EPS and $49.53 billion in revenue, although revenue declined 2% year over year amid weaker vehicle sales, EV losses and margin pressures.
• Analyst sentiment remains mixed, with Ford carrying an overall “Hold” rating and an average price target of $15.02. The company also declared a quarterly dividend of $0.15 per share, representing an annualized yield of about 4.9%.

Asset Management One Co. Ltd. increased its stake in Ford Motor Company (NYSE:F - Free Report) by 16.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 2,122,363 shares of the auto manufacturer's stock after purchasing an additional 300,016 shares during the quarter. Asset Management One Co. Ltd. owned approximately 0.05% of Ford Motor worth $25,596,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. BlackRock Inc. bought a new position in Ford Motor in the 2nd quarter worth $4,649,131,000. Bank of America Corp DE grew its position in shares of 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 acquired a new stake in shares of Ford Motor in the second quarter valued at about $717,218,000. Deutsche Bank AG bought a new position in shares of Ford Motor in the second quarter worth about $267,563,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Ford Motor in the second quarter worth about $132,567,000. 58.74% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on F. Weiss Ratings cut Ford Motor from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Friday, October 23rd. TD Cowen lifted their price target on Ford Motor from $13.00 to $15.00 and gave the stock a "hold" rating in a research report on Wednesday, July 29th. Wall Street Zen lowered Ford Motor from a "buy" rating to a "hold" rating in a report on Saturday, August 1st. Morgan Stanley reduced their price objective on Ford Motor from $14.00 to $13.00 and set an "equal weight" rating for the company in a research report on Thursday. Finally, Jefferies Financial Group upgraded shares of Ford Motor from a "hold" rating to a "buy" rating and raised their price objective for the stock from $14.50 to $17.50 in a research note on Monday, July 27th. Seven analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of "Hold" and an average price target of $15.02.

Ford Motor Price Performance

Shares of F stock opened at $12.30 on Friday. Ford Motor Company has a 12 month low of $11.11 and a 12 month high of $17.78. The company has a market capitalization of $49.04 billion, a P/E ratio of 7.03, a P/E/G ratio of 0.25 and a beta of 1.93. The stock has a 50 day moving average of $12.93 and a two-hundred day moving average of $13.37. 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 released its quarterly earnings data on Wednesday, October 28th. The auto manufacturer reported $0.49 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.41 by $0.08. The business had revenue of $49.53 billion for the quarter, compared to analysts' expectations of $49.08 billion. Ford Motor had a positive return on equity of 18.96% and a negative net margin of 4.17%. Ford Motor's quarterly revenue was down 2.0% on a year-over-year basis. During the same period in the previous year, the business posted $0.45 earnings per share. As a group, equities analysts expect that Ford Motor Company will post 1.86 EPS for the current year.

Ford Motor Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders 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 yield of 4.9%. Ford Motor's payout ratio is currently -32.09%.

More Ford Motor News

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

• Positive Sentiment: Ford reported third-quarter adjusted earnings of $0.49 per share, ahead of analysts’ estimates of $0.41, while revenue of $49.53 billion also exceeded expectations. Cost reductions, a favorable vehicle mix and stronger Ford Credit results supported the earnings beat. Ford Q3 Earnings Beat on Ford Credit Strength and Favorable Mix
• Positive Sentiment: Management raised the low end of its 2026 adjusted EBIT outlook to $10.5 billion from $10 billion, signaling confidence in ongoing cost controls and higher-margin businesses. Ford also said contracts and late-stage negotiations cover 80% of its 2028 Ford Energy capacity. Ford Q3 Earnings: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Ford declared a quarterly dividend of $0.15 per share, payable December 1, equivalent to $0.60 annually and an approximate 5% yield. The payout may provide support for income-focused investors. Ford Reports Third-Quarter 2026 Financial Results
• Neutral Sentiment: Ford is advancing its EV strategy, including the planned sub-$30,000 Fathom electric pickup, battery storage and software-enabled services. CEO Jim Farley said the vehicle remains on track for the fourth quarter of next year, but these initiatives remain execution-dependent. Ford CEO Jim Farley Discusses Fathom EV
• Negative Sentiment: Revenue declined 2% year over year as vehicle sales weakened, while persistent EV losses, rising commodity costs and margin pressure remain concerns for investors. A comparison with Tesla also highlighted Ford’s higher costs and EV losses. Ford Says Weak Vehicle Sales Drive Down Profit and Revenue
• Negative Sentiment: Royal Bank of Canada, BNP Paribas Exane, Morgan Stanley and Goldman Sachs each lowered Ford’s price target, maintaining sector perform, neutral or equal-weight ratings. The revisions indicate limited near-term conviction despite the earnings beat.

Ford Motor 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.

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