PFA Pension Forsikringsaktieselskab Acquires New Holdings in Ford Motor Company $F

PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Ford Motor Company (NYSE:F - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 1,907,458 shares of the auto manufacturer's stock, valued at approximately $25,236,000.

A number of other hedge funds have also recently bought and sold shares of F. DLD Asset Management LP acquired a new position in Ford Motor during the third quarter worth about $299,000,000. Marshall Wace LLP grew its holdings in Ford Motor by 81.1% during the third quarter. Marshall Wace LLP now owns 35,438,722 shares of the auto manufacturer's stock worth $423,847,000 after acquiring an additional 15,866,285 shares during the period. Jacobs Levy Equity Management Inc. grew its holdings in Ford Motor by 190.7% during the third quarter. Jacobs Levy Equity Management Inc. now owns 11,006,776 shares of the auto manufacturer's stock worth $131,641,000 after acquiring an additional 7,220,686 shares during the period. Vanguard Group Inc. grew its holdings in Ford Motor by 1.2% during the third quarter. Vanguard Group Inc. now owns 467,617,755 shares of the auto manufacturer's stock worth $5,592,708,000 after acquiring an additional 5,371,758 shares during the period. Finally, Franklin Resources Inc. grew its holdings in Ford Motor by 235.5% during the third quarter. Franklin Resources Inc. now owns 4,654,684 shares of the auto manufacturer's stock worth $55,670,000 after acquiring an additional 3,267,209 shares during the period. 58.74% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

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

Analysts Set New Price Targets

A number of research firms recently issued reports on F. The Goldman Sachs Group lowered their target price on Ford Motor from $15.00 to $13.00 and set a "neutral" rating on the stock in a report on Tuesday, April 14th. Piper Sandler raised Ford Motor from a "neutral" rating to an "overweight" rating and lifted their target price for the stock from $11.00 to $16.00 in a report on Thursday, January 8th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Ford Motor in a report on Friday, March 27th. Barclays lifted their target price on Ford Motor from $12.00 to $13.00 and gave the stock an "equal weight" rating in a report on Friday, January 23rd. Finally, Wells Fargo & Company lowered their target price on Ford Motor from $11.00 to $10.00 and set an "underweight" rating on the stock in a report on Tuesday, March 31st. Five investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Hold" and an average price target of $13.59.

Ford Motor Trading Up 0.1%

Shares of F opened at $11.90 on Monday. The business's 50-day moving average price is $12.35 and its 200 day moving average price is $13.00. The stock has a market capitalization of $47.45 billion, a P/E ratio of -7.67, a P/E/G ratio of 0.27 and a beta of 1.66. Ford Motor Company has a 1-year low of $9.88 and a 1-year high of $14.80. The company has a current ratio of 1.09, a quick ratio of 0.94 and a debt-to-equity ratio of 2.84.

Ford Motor (NYSE:F - Get Free Report) last issued its quarterly 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 for the quarter, compared to analysts' expectations of $42.66 billion. Ford Motor had a positive return on equity of 15.77% and a negative net margin of 3.22%.Ford Motor's revenue was up 6.4% on a year-over-year basis. During the same quarter last year, the business posted $0.14 EPS. Analysts expect that Ford Motor Company will post 1.53 earnings per share for the current year.

Ford Motor Announces Dividend

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

Ford Motor News Summary

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

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.

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