Ford Motor (NYSE:F) Stock Price Up 2.9% After Earnings Beat

Key Points

• Ford shares rose 2.9% after the company reported adjusted earnings of $0.49 per share, beating the $0.41 consensus, while revenue of $49.53 billion also exceeded expectations. However, revenue declined 2% year over year.
• Ford declared a quarterly dividend of $0.15 per share, equivalent to $0.60 annually and an indicated yield of about 4.9%.
• The outlook remains mixed: cost controls and stronger Ford Credit results support profitability, but persistent EV losses, commodity costs and margin pressure remain concerns. Analysts maintain an overall “Hold” consensus with an average price target of $15.02.

Shares of Ford Motor Company (NYSE:F - Get Free Report) shot up 2.9% on Thursday following a stronger than expected earnings report. The company traded as high as $12.45 and last traded at $12.2980. Approximately 69,029,428 shares traded hands during mid-day trading, an increase of 23% from the average daily volume of 55,894,813 shares. The stock had previously closed at $11.95.

The auto manufacturer reported $0.49 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.41 by $0.08. The company had revenue of $49.53 billion for the quarter, compared to the consensus estimate of $49.08 billion. Ford Motor had a negative net margin of 3.93% and a positive return on equity of 17.23%. The company's revenue for the quarter was down 2.0% on a year-over-year basis. During the same period last year, the firm posted $0.45 EPS.

Ford Motor Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Tuesday, November 10th will be given a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.9%. The ex-dividend date is Tuesday, November 10th. Ford Motor's payout ratio is -32.09%.

Ford Motor News Roundup

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

• Positive Sentiment: Ford reported third-quarter adjusted earnings of $0.49 per share, above the $0.41 analyst consensus, while revenue of $49.53 billion also exceeded expectations. Stronger Ford Credit results, cost reductions and a favorable product mix supported profitability. Ford Q3 Earnings Beat on Ford Credit Strength & 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 cost controls and higher-margin businesses. Ford also said contracts and negotiations cover approximately 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 a roughly 5% indicated yield. The company is also advancing a lower-priced Fathom EV pickup and subscription-based digital services that could provide longer-term growth opportunities. Ford Reports Third-Quarter 2026 Financial Results
• Neutral Sentiment: Morgan Stanley and BNP Paribas Exane both lowered their price targets to $13 and retained neutral or equal-weight ratings, implying only modest upside from recent levels. Morgan Stanley Ford rating
• Negative Sentiment: Revenue declined 2% year over year as vehicle sales weakened, while persistent EV losses, rising commodity costs and margin pressure remain concerns. Goldman Sachs cut its target to $12 and maintained a neutral rating. Ford's third-quarter core profit ticks higher despite rising commodity costs

Wall Street Analysts Forecast Growth

F has been the subject of a number of recent analyst reports. Piper Sandler raised their price objective on shares of Ford Motor from $16.00 to $17.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 29th. Jefferies Financial Group raised shares of Ford Motor from a "hold" rating to a "buy" rating and upped their price objective for the stock from $14.50 to $17.50 in a report on Monday, July 27th. Citigroup upgraded shares of Ford Motor from a "neutral" rating to a "buy" rating and raised their target price for the company from $19.00 to $20.00 in a research note on Wednesday, July 29th. DZ Bank raised Ford Motor from a "sell" rating to a "hold" rating and set a $16.00 target price on the stock in a research report on Friday, July 31st. Finally, The Goldman Sachs Group cut their price target on shares of Ford Motor from $14.00 to $12.00 and set a "neutral" rating for the company in a research note on Thursday. 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 company. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus target price of $15.02.

Institutional Trading of Ford Motor

Several institutional investors and hedge funds have recently added to or reduced their stakes in F. BlackRock Inc. acquired a new position in shares of Ford Motor during the second quarter worth $4,649,131,000. Bank of America Corp DE lifted its stake 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 worth $1,006,703,000 after acquiring an additional 55,100,244 shares during the period. Bank of New York Mellon Corp acquired a new stake in Ford Motor during the 2nd quarter valued at approximately $717,218,000. Deutsche Bank AG acquired a new position in shares of Ford Motor in the 2nd quarter worth approximately $267,563,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Ford Motor during the 2nd quarter worth about $132,567,000. 58.74% of the stock is owned by institutional investors.

Ford Motor Stock Performance

The company has a 50-day moving average price of $12.98 and a two-hundred day moving average price of $13.38. The stock has a market capitalization of $49.04 billion, a P/E ratio of -6.58, a price-to-earnings-growth ratio of 0.24 and a beta of 1.93. The company has a current ratio of 1.09, a quick ratio of 0.93 and a debt-to-equity ratio of 3.07.

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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