Ford Motor (NYSE:F) Trading Up 3.2% - Time to Buy?

Key Points

• Ford shares rose 3.2% to about $13.88, while the company reported quarterly earnings and revenue above analyst expectations. Ford also maintains a quarterly dividend of $0.15 per share, equivalent to a 4.3% annualized yield.
• Ford is emphasizing domestic manufacturing and a more disciplined strategy focused on commercial vehicles, exports, defense and battery storage; it announced a $1 billion Kentucky plant investment and raised its 2026 EBIT guidance.
• Risks include tariffs, commodity costs, political scrutiny of Chinese technology partnerships and doubts about the company’s retreat from aggressive EV spending. Analysts remain cautious overall, with a consensus “Hold” rating and an average price target of $15.68.

Ford Motor Company (NYSE:F - Get Free Report) shot up 3.2% during trading on Thursday . The company traded as high as $13.95 and last traded at $13.8830. Approximately 47,713,903 shares traded hands during mid-day trading, a decline of 18% from the average daily volume of 58,264,441 shares. The stock had previously closed at $13.45.

Trending Headlines about Ford Motor

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

• Positive Sentiment: Ford announced a $1 billion investment in a new paint shop at its Kentucky Truck Plant, reinforcing its U.S. manufacturing footprint and potentially supporting production efficiency. The announcement followed criticism from Transportation Secretary Sean Duffy, making it a helpful demonstration of domestic investment. Ford announces $1 billion investment at Kentucky plant following DOT criticism
• Positive Sentiment: Analysts highlighted that Ford raised its 2026 EBIT guidance despite tariff and commodity-cost pressure. A recovery in aluminum availability from Novelis could provide a significant second-half earnings benefit, while stronger premium vehicle mix and Super Duty truck capacity offer additional upside. Can Ford Overcome Tariff and Commodity Cost Headwinds in 2026?
• Positive Sentiment: Ford’s shift away from an all-out electric-vehicle spending race toward exports, commercial vehicles, defense contracts and battery-energy-storage systems is being viewed by some investors as a more disciplined strategy. The company also aims to refresh about 80% of its North American lineup by 2029.
• Neutral Sentiment: Ford’s China strategy remains politically sensitive. The company has argued that critics misunderstand its arrangements with Chinese firms, while its use of technology licensed from battery maker CATL has drawn attention from the administration and Republican lawmakers. Ford caught in escalating Washington clash over China deals
• Negative Sentiment: Tariffs, elevated commodity costs and the possibility of regulatory or political action related to Chinese technology create risks for margins, supply chains and Ford’s U.S. policy relationships.
• Negative Sentiment: Some commentary remains skeptical of Ford’s EV retreat and broader turnaround strategy, arguing that abandoning its original $30 billion EV ambitions could leave the company behind as Chinese automakers advance globally.

Analyst Ratings Changes

A number of equities research analysts have issued reports on F shares. Wall Street Zen lowered Ford Motor from a "buy" rating to a "hold" rating in a research report on Saturday, August 1st. JPMorgan Chase & Co. increased their price objective on Ford Motor from $16.00 to $17.00 and gave the company an "overweight" rating in a research report on Wednesday, July 29th. Weiss Ratings reiterated a "buy (b)" rating on shares of Ford Motor in a research note on Wednesday, June 24th. Piper Sandler upped their target price on Ford Motor from $16.00 to $17.00 and gave the stock an "overweight" rating in a report on Wednesday, July 29th. Finally, Barclays lifted their target price on Ford Motor from $13.00 to $14.00 and gave the company an "equal weight" rating in a research report on Thursday, July 9th. Eight research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and an average price target of $15.68.

Ford Motor Stock Up 3.2%

The stock has a fifty day moving average price of $14.11 and a 200 day moving average price of $13.53. The stock has a market capitalization of $55.36 billion, a P/E ratio of -7.42, a price-to-earnings-growth ratio of 0.29 and a beta of 1.83. The company has a debt-to-equity ratio of 3.07, a current ratio of 1.09 and a quick ratio of 0.93.

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

Ford Motor Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th were paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a yield of 4.3%. The ex-dividend date was Tuesday, August 11th. Ford Motor's dividend payout ratio is currently -32.09%.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the stock. BlackRock Inc. purchased a new position in shares of Ford Motor in the 2nd quarter worth $4,649,131,000. California State Teachers Retirement System raised its holdings in Ford Motor by 1,439.1% during the 2nd quarter. California State Teachers Retirement System now owns 83,893,103 shares of the auto manufacturer's stock worth $1,166,114,000 after buying an additional 78,442,394 shares during the period. Bank of America Corp DE lifted its position in shares of Ford Motor by 318.0% during the 2nd quarter. Bank of America Corp DE now owns 72,424,686 shares of the auto manufacturer's stock worth $1,006,703,000 after buying an additional 55,100,244 shares during the period. Bank of New York Mellon Corp bought a new stake in Ford Motor during the 2nd quarter worth about $717,218,000. Finally, Norges Bank bought a new position in shares of Ford Motor during the fourth quarter worth approximately $674,437,000. Institutional investors and hedge funds own 58.74% of the company's stock.

About Ford Motor

Ford Motor Co is a global automotive company that designs, manufactures, markets and services cars, trucks, sport utility vehicles and commercial vehicles. Its portfolio includes the Ford and Lincoln brands, as well as a range of gasoline-powered, hybrid and electric vehicles. Ford also provides vehicle maintenance, repair and related services through its dealer network.

The company organizes its automotive operations into Ford Blue, which focuses on traditional and hybrid vehicles; Ford Model e, which develops electric vehicles and connected technologies; and Ford Pro, which serves commercial and government customers with vehicles, software and fleet-management services.

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