Ford Motor (NYSE:F) Shares Up 2% After Strong Earnings

Key Points

• Ford shares rose 2% after the company reported quarterly EPS of $0.49, beating the $0.41 consensus estimate, while revenue of $49.53 billion also exceeded expectations.
• Demand remains mixed: Maverick Hybrid sales surged nearly 60% in the third quarter, but Ford’s total U.S. vehicle sales fell 6.6%, signaling broader volume pressure.
• Analyst sentiment is mixed, with a consensus “Hold” rating and an average price target of $15.36 versus the stock’s recent price near $11.95.

Ford Motor Company (NYSE:F - Get Free Report)'s share price shot up 2% on Wednesday following a stronger than expected earnings report. The company traded as high as $11.98 and last traded at $11.9450. Approximately 52,419,958 shares changed hands during mid-day trading, a decline of 6% from the average session volume of 55,768,797 shares. The stock had previously closed at $11.71.

The auto manufacturer reported $0.49 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.41 by $0.08. Ford Motor had a positive return on equity of 17.23% and a negative net margin of 3.93%. The company had revenue of $49.53 billion during the quarter, compared to analyst estimates of $49.08 billion.

Ford Motor News Roundup

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

• Positive Sentiment: Ford’s Maverick Hybrid sales jumped nearly 60% in the third quarter, highlighting strong demand for affordable, fuel-efficient trucks. The Maverick’s performance provides an important bright spot as Ford works to improve its product mix. Ford's Maverick Hybrid Sales Just Surged 60%
• Positive Sentiment: Ford announced charging equipment that will allow its forthcoming Fathom electric pickup to provide backup power to homes or the grid. The feature could help differentiate Ford’s EV lineup, though the vehicle is not yet generating sales. Ford Fathom EV Charger Announcement
• Positive Sentiment: Stellantis’ reaffirmed outlook and accelerating cost savings are lifting sentiment across Detroit automakers, offering a potentially favorable industry read-through for Ford ahead of its results. Stellantis Guidance and Cost Savings
• Neutral Sentiment: Wall Street expects Ford to report adjusted third-quarter earnings of approximately $0.40 per share on $46.24 billion in revenue. The report and management’s outlook for the remainder of 2026 are likely to determine the next major move in the stock. Ford Q3 Earnings Expectations
• Neutral Sentiment: Ford’s 2027 updates—including a law-enforcement Mustang Mach-E, new Ranger options and a high-performance Mustang convertible—support product visibility but are unlikely to materially affect near-term results. Ford 2027 Lineup Changes
• Negative Sentiment: Ford’s total U.S. vehicle sales declined 6.6% in the third quarter, indicating that strong Maverick demand is not yet offsetting broader volume pressure. Investors will be watching closely for evidence of margin and demand deterioration in the earnings release. Ford U.S. Sales and Maverick Hybrid Results

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Dbs Bank upgraded Ford Motor from a "hold" rating to a "moderate buy" rating in a report on Tuesday, August 11th. Piper Sandler raised their price target on Ford Motor from $16.00 to $17.00 and gave the stock an "overweight" rating in a research report on Wednesday, July 29th. UBS Group cut their price objective on Ford Motor from $17.00 to $15.00 and set a "buy" rating on the stock in a report on Wednesday, October 7th. Wall Street Zen lowered Ford Motor from a "buy" rating to a "hold" rating in a research report on Saturday, August 1st. Finally, DZ Bank upgraded Ford Motor from a "sell" rating to a "hold" rating and set a $16.00 price target on the stock in a report on Friday, July 31st. 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 stock. According to data from MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $15.36.

Institutional Trading of Ford Motor

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Wealthfront Advisers LLC bought a new stake in shares of Ford Motor in the 2nd quarter worth about $11,492,000. Public Employees Retirement System of Ohio raised its holdings in Ford Motor by 22.4% during the first quarter. Public Employees Retirement System of Ohio now owns 2,001,319 shares of the auto manufacturer's stock worth $23,095,000 after purchasing an additional 366,218 shares in the last quarter. KBC Group NV lifted its stake in Ford Motor by 223.5% during the first quarter. KBC Group NV now owns 2,229,629 shares of the auto manufacturer's stock valued at $25,729,000 after purchasing an additional 1,540,403 shares during the last quarter. Texas Capital Bank Wealth Management Services Inc acquired a new stake in Ford Motor during the 2nd quarter worth about $1,730,000. Finally, Blue Capital Inc. acquired a new stake in shares of Ford Motor in the second quarter worth $2,425,000. 58.74% of the stock is owned by hedge funds and other institutional investors.

Ford Motor Trading Up 2.0%

The company's 50 day simple moving average is $13.02 and its two-hundred day simple moving average is $13.40. The company has a debt-to-equity ratio of 3.07, a quick ratio of 0.93 and a current ratio of 1.09. The stock has a market cap of $47.63 billion, a price-to-earnings ratio of -6.39, a price-to-earnings-growth ratio of 0.24 and a beta of 1.93.

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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