Ford Motor (NYSE:F) Shares Up 1.8% - Here's What Happened

Key Points

• Ford shares rose 1.8% to $14.40 as the company ramped up F-Series pickup production following supplier-related fires, though August U.S. sales fell 10.3%.
• Ford’s growth plans include a roughly $30,000 Fathom electric truck targeting more than 100,000 first-year sales and potential NATO contracts for Ranger military pickups, but analysts remain concerned about EV demand and execution risk.
• Key risks include a recall of about 148,663 Mustangs, Canadian vehicle tariffs and weak demand. Analysts’ consensus remains “Hold,” with an average price target of $15.68, while Ford maintains a 4.2% dividend yield.

Ford Motor Company (NYSE:F - Get Free Report)'s stock price shot up 1.8% on Thursday . The stock traded as high as $14.47 and last traded at $14.40. 39,986,150 shares traded hands during trading, a decline of 32% from the average session volume of 58,441,578 shares. The stock had previously closed at $14.14.

Ford Motor News Roundup

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

• Positive Sentiment: Ford is increasing production of its F-Series pickups after supplier-related fires disrupted output. Restocking dealer inventories could support future deliveries, although August U.S. sales fell 10.3%. Ford continues ramping up pickup truck production as sales fall 10.3%
• Positive Sentiment: Ford reportedly expects its new approximately $30,000 Fathom electric truck to sell more than 100,000 units in its first year. If achieved, the target would give Ford’s affordable-EV strategy meaningful scale and improve utilization of its EV investments. Ford's $30,000 EV Truck Sets Ambitious Goal: 100,000 Sales in Year One
• Positive Sentiment: Ford is pursuing potential NATO military contracts for Ranger pickup trucks, including specialized and possibly armored versions. Defense sales could diversify revenue and create a new fleet channel, though the opportunity remains dependent on winning contracts. Ford Motor Eyes NATO Ranger Military Sales
• Neutral Sentiment: An automaker trade group is urging Congress to ban Chinese vehicles from the U.S. market before year-end. Restrictions could reduce competitive pressure on Ford, but the timing and final legislation are uncertain. Automakers urge Congress to quickly pass law banning Chinese cars
• Negative Sentiment: Ford is recalling approximately 148,663 Mustang vehicles from the 2024–2026 model years because wiring-ground connections may fracture, potentially causing loss of drive power and disabling safety-related functions. The recall adds cost and renewed concerns about vehicle quality. What's Behind Ford's Recall of Nearly 149K Mustang Vehicles?
• Negative Sentiment: Analysts note that weak U.S. demand, declining EV demand and rising costs could offset the benefit of recovering F-Series production. Commentary also questions whether the Fathom can meet its ambitious sales goal, raising execution risk for Ford’s EV strategy. Is Ford Stock Worth Buying Now As F-Series Production Rebounds?
• Negative Sentiment: New Canadian tariffs on vehicles made there could increase Ford’s costs and pressure margins, adding to the company’s existing exposure to elevated production and labor expenses. Ford and GM Will Have to Pay Tariffs on Cars Made in Canada

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the company. Jefferies Financial Group upgraded Ford Motor from a "hold" rating to a "buy" rating and boosted their target price for the company from $14.50 to $17.50 in a research report on Monday, July 27th. Dbs Bank raised Ford Motor from a "hold" rating to a "moderate buy" rating in a research note on Tuesday, August 11th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Ford Motor in a research report on Wednesday, June 24th. Wall Street Zen downgraded Ford Motor from a "buy" rating to a "hold" rating in a research report on Saturday, August 1st. Finally, Royal Bank Of Canada upped their price target on shares of Ford Motor from $13.00 to $15.00 and gave the stock a "sector perform" rating in a report on Wednesday, July 29th. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Hold" and an average target price of $15.68.

Ford Motor Stock Performance

The business has a 50-day moving average of $14.09 and a two-hundred day moving average of $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 company has a market cap of $57.42 billion, a P/E ratio of -7.70, a P/E/G ratio of 0.29 and a beta of 1.83.

Ford Motor (NYSE:F - Get Free Report) last announced its earnings results on Tuesday, July 28th. The auto manufacturer reported $0.42 EPS for the quarter, topping analysts' consensus estimates of $0.33 by $0.09. The business had revenue of $48.30 billion during the quarter, compared to the consensus estimate of $47.24 billion. Ford Motor had a negative net margin of 3.93% and a positive return on equity of 17.23%. The firm's revenue was down 3.8% on a year-over-year basis. During the same period in the previous year, the company posted $0.37 earnings per share. On average, sell-side analysts predict that Ford Motor Company will post 1.86 EPS for the current fiscal year.

Ford Motor Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 4.2%. The ex-dividend date was Tuesday, August 11th. Ford Motor's payout ratio is -32.09%.

Institutional Investors Weigh In On Ford Motor

Several institutional investors have recently bought and sold shares of the company. MV Capital Management Inc. purchased a new stake in Ford Motor during the 4th quarter valued at about $25,000. McMillan Office Inc. purchased a new position in shares of Ford Motor in the fourth quarter worth about $26,000. Manning & Napier Advisors LLC acquired a new stake in shares of Ford Motor during the second quarter worth about $31,000. Johnson Financial Group Inc. lifted its holdings in shares of 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 during the period. Finally, Legacy Wealth Managment LLC ID boosted its position in Ford Motor by 108.4% in the first quarter. Legacy Wealth Managment LLC ID now owns 2,365 shares of the auto manufacturer's stock valued at $27,000 after buying an additional 1,230 shares during the last quarter. 58.74% of the stock is currently owned by institutional investors and hedge funds.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source