Ford Motor Company $F Shares Sold by M&T Bank Corp

Key Points

• 88.4% stake reduction: M&T Bank Corp sold 290,166 Ford shares in Q4, cutting its holding to 38,225 shares worth about $502,000.
• Insider buying: William Clay Ford Jr. acquired 140,000 shares at an average $13.82 on Feb. 19, increasing his ownership to 3,912,600 shares and signaling insider confidence.
• Q1 beat but sustainability questions remain: Ford reported EPS of $0.66 and $43.25B revenue—beating estimates after a $1.3B one‑time tariff refund and raised guidance, yet investors are wary due to ongoing EV losses, a recent recall, and mixed analyst views; the company also announced a $0.15 quarterly dividend (~5.0% yield).

M&T Bank Corp reduced its stake in Ford Motor Company (NYSE:F - Free Report) by 88.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 38,225 shares of the auto manufacturer's stock after selling 290,166 shares during the period. M&T Bank Corp's holdings in Ford Motor were worth $502,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in F. Grove Bank & Trust boosted its position in shares of Ford Motor by 110.7% during the fourth quarter. Grove Bank & Trust now owns 1,903 shares of the auto manufacturer's stock worth $25,000 after buying an additional 1,000 shares during the period. Olistico Wealth LLC bought a new stake in Ford Motor during the fourth quarter worth approximately $26,000. Johnson Financial Group Inc. raised its holdings in Ford Motor by 55.4% during the third quarter. Johnson Financial Group Inc. now owns 2,348 shares of the auto manufacturer's stock worth $28,000 after purchasing an additional 837 shares in the last quarter. Murphy Middleton Hinkle & Parker Inc. bought a new stake in Ford Motor during the fourth quarter worth approximately $29,000. Finally, Salomon & Ludwin LLC increased its holdings in shares of Ford Motor by 86.6% in the third quarter. Salomon & Ludwin LLC now owns 2,333 shares of the auto manufacturer's stock valued at $30,000 after buying an additional 1,083 shares in the last quarter. 58.74% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Ford Motor

In related news, insider William Clay Ford, Jr. acquired 140,000 shares of the business's stock in a transaction dated Thursday, February 19th. The stock was acquired at an average price of $13.82 per share, with a total value of $1,934,800.00. Following the completion of the transaction, the insider owned 3,912,600 shares of the company's stock, valued at approximately $54,072,132. This represents a 3.71% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.63% of the company's stock.

Ford Motor Stock Down 1.5%

Ford Motor stock opened at $11.90 on Friday. The firm has a market cap of $47.45 billion, a price-to-earnings ratio of -7.67, a P/E/G ratio of 0.27 and a beta of 1.66. The company has a debt-to-equity ratio of 2.84, a current ratio of 1.09 and a quick ratio of 0.94. Ford Motor Company has a fifty-two week low of $9.88 and a fifty-two week high of $14.80. The firm has a fifty day moving average price of $12.35 and a two-hundred day moving average price of $12.99.

Ford Motor (NYSE:F - Get Free Report) last released its earnings results on Wednesday, April 29th. The auto manufacturer reported $0.66 earnings per share for the quarter, topping analysts' consensus estimates of $0.18 by $0.48. The firm had revenue of $43.25 billion during the quarter, compared to analyst estimates of $42.66 billion. Ford Motor had a negative net margin of 3.22% and a positive return on equity of 15.77%. The business's revenue was up 6.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.14 EPS. As a group, analysts forecast that Ford Motor Company will post 1.53 earnings per share for the current year.

Ford Motor Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th will be given a dividend of $0.15 per share. The ex-dividend date of this dividend is Tuesday, May 12th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 5.0%. Ford Motor's dividend payout ratio is currently -38.71%.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on F shares. The Goldman Sachs Group dropped their price target on Ford Motor from $15.00 to $13.00 and set a "neutral" rating on the stock in a report on Tuesday, April 14th. Barclays upped their price target on Ford Motor from $12.00 to $13.00 and gave the company an "equal weight" rating in a report on Friday, January 23rd. TD Cowen lowered their price objective on shares of Ford Motor from $14.00 to $13.00 and set a "hold" rating on the stock in a research report on Friday. Wells Fargo & Company lowered their price target on shares of Ford Motor from $11.00 to $10.00 and set an "underweight" rating on the stock in a report on Tuesday, March 31st. Finally, Bank of America started coverage on shares of Ford Motor in a report on Wednesday, March 4th. They set a "buy" rating and a $17.00 price target on the stock. Five equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Hold" and an average target price of $13.59.

More Ford Motor News

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

• Positive Sentiment: Q1 beat and upgraded outlook: Ford reported stronger-than-expected Q1 revenue and earnings and raised 2026 guidance after recognizing a one‑time $1.3B tariff refund, which materially improved near‑term profitability. Ford tops Q1 profit forecasts and boosts outlook
• Positive Sentiment: Tariff refund lifted results: The one‑time $1.3B benefit was a key driver of the beat and the guidance lift — a clear near‑term cash/profitability positive but not a recurring earnings driver. Ford books $1.3 billion tariff refund
• Positive Sentiment: Support for income investors: Coverage highlighting Ford’s secure dividend and strong cash generation from Ford Pro/Ford Blue may bolster demand from yield‑focused holders. Income Investors Can Rely on Ford's Dividend
• Neutral Sentiment: Analyst changes are mixed: UBS and TD Cowen trimmed price targets (UBS still at "buy"; TD Cowen moved to "hold"), while RBC raised its target — the net effect is mixed guidance from sell‑side models. Analyst coverage notes
• Neutral Sentiment: Leadership/PR moves: Ford named a new Chief Investor Relations Officer and launched a U.S. marketing campaign offering employee pricing — these support investor outreach and demand generation but are not immediate financial catalysts. Ford appoints Chief IR Officer
• Negative Sentiment: EV losses and one‑time items worried investors: Several reports note that investors are discounting the Q1 beat because a portion came from the one‑time tariff benefit while ongoing losses at the Model e/EV unit persist, reducing conviction in sustainably higher margins. Ford shares fall as EV losses overshadow Q1 beat
• Negative Sentiment: Recall announced: Ford is recalling about 179,698 U.S. vehicles over a loose bolt in a front‑seat frame, creating potential warranty/repair costs and short‑term operational distraction. Ford recalls about 180,000 vehicles
• Negative Sentiment: Investor focus on sustainability of earnings: Because some of the earnings beat was driven by non‑recurring items, traders are trading the stock on near‑term fundamentals (EV losses, recalls, and downgrade risk) rather than the headline beat, which likely pressured the share price today. Tariff refund lifts guidance but raises questions

About Ford Motor

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.

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