Research Analysts Issue Forecasts for Ford Motor Q4 Earnings

Ford Motor (NYSE:F - Free Report) - Research analysts at Zacks Research lowered their Q4 2025 EPS estimates for Ford Motor in a report released on Tuesday, January 7th. Zacks Research analyst R. Singhi now expects that the auto manufacturer will earn $0.38 per share for the quarter, down from their prior forecast of $0.39. The consensus estimate for Ford Motor's current full-year earnings is $1.81 per share. Zacks Research also issued estimates for Ford Motor's Q2 2026 earnings at $0.43 EPS, Q3 2026 earnings at $0.44 EPS, Q4 2026 earnings at $0.45 EPS and FY2026 earnings at $1.77 EPS.

Ford Motor (NYSE:F - Get Free Report) last posted its quarterly earnings data on Monday, October 28th. The auto manufacturer reported $0.49 earnings per share for the quarter, beating analysts' consensus estimates of $0.47 by $0.02. The business had revenue of $46.20 billion for the quarter, compared to analysts' expectations of $45.13 billion. Ford Motor had a net margin of 1.93% and a return on equity of 16.16%. The business's revenue was up 5.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.39 earnings per share.

F has been the topic of a number of other research reports. Jefferies Financial Group cut Ford Motor from a "hold" rating to an "underperform" rating and cut their target price for the company from $12.00 to $9.00 in a research note on Monday, December 16th. The Goldman Sachs Group raised Ford Motor from a "neutral" rating to a "buy" rating and upped their price objective for the company from $12.00 to $13.00 in a research report on Tuesday, October 1st. Deutsche Bank Aktiengesellschaft reduced their target price on Ford Motor from $11.00 to $10.00 and set a "hold" rating on the stock in a research note on Wednesday, October 30th. Barclays lowered their target price on shares of Ford Motor from $14.00 to $13.00 and set an "overweight" rating for the company in a research note on Tuesday, October 29th. Finally, Royal Bank of Canada reaffirmed a "sector perform" rating and issued a $10.00 price target on shares of Ford Motor in a research note on Tuesday, October 29th. Four investment analysts have rated the stock with a sell rating, eight have assigned a hold rating and three have assigned a buy rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus price target of $11.83.

Ford Motor Trading Down 0.3 %

NYSE:F traded down $0.03 during mid-day trading on Thursday, hitting $9.73. 61,508,922 shares of the stock traded hands, compared to its average volume of 66,428,859. The company has a quick ratio of 0.98, a current ratio of 1.15 and a debt-to-equity ratio of 2.34. The stock has a market capitalization of $38.67 billion, a price-to-earnings ratio of 11.06, a PEG ratio of 1.89 and a beta of 1.62. Ford Motor has a 52 week low of $9.49 and a 52 week high of $14.85. The firm's 50 day moving average is $10.48 and its two-hundred day moving average is $11.04.

Hedge Funds Weigh In On Ford Motor

A number of large investors have recently bought and sold shares of the business. Bard Financial Services Inc. purchased a new position in Ford Motor in the fourth quarter valued at about $122,000. Nordea Investment Management AB grew its position in shares of Ford Motor by 8.7% in the 4th quarter. Nordea Investment Management AB now owns 316,177 shares of the auto manufacturer's stock worth $3,146,000 after buying an additional 25,229 shares during the last quarter. Central Pacific Bank Trust Division raised its stake in shares of Ford Motor by 523.1% during the 4th quarter. Central Pacific Bank Trust Division now owns 21,471 shares of the auto manufacturer's stock worth $213,000 after acquiring an additional 18,025 shares in the last quarter. Everence Capital Management Inc. lifted its position in Ford Motor by 47.0% during the fourth quarter. Everence Capital Management Inc. now owns 161,643 shares of the auto manufacturer's stock valued at $1,600,000 after acquiring an additional 51,700 shares during the last quarter. Finally, Modus Advisors LLC acquired a new stake in Ford Motor in the fourth quarter valued at approximately $34,000. Institutional investors own 58.74% of the company's stock.

Ford Motor Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 2nd. Stockholders of record on Thursday, November 7th were paid a dividend of $0.15 per share. The ex-dividend date of this dividend was Thursday, November 7th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 6.17%. Ford Motor's dividend payout ratio is presently 68.18%.

Ford Motor Company Profile

Ford Motor Company develops, delivers, and services a range of Ford trucks, commercial cars and vans, sport utility vehicles, and Lincoln luxury vehicles worldwide. It operates through Ford Blue, Ford Model e, and Ford Pro; Ford Next; and Ford Credit segments. The company sells Ford and Lincoln vehicles, service parts, and accessories through distributors and dealers, as well as through dealerships to commercial fleet customers, daily rental car companies, and governments.