Q4 Earnings Forecast for Ford Motor Issued By Zacks Research

Key Points

• Zacks Research has revised Ford Motor Company’s Q4 2025 earnings per share (EPS) estimate down to $0.26, slightly lower than the previous forecast of $0.27.
• Ford's recent quarterly earnings report revealed an EPS of $0.37, surpassing analyst expectations, and the company achieved revenues of $50.18 billion, exceeding the consensus estimate of $42.91 billion.
• The firm declared a quarterly dividend of $0.15 per share, with a dividend yield of 5.2%, indicating a strong return for shareholders.

Ford Motor Company (NYSE:F - Free Report) - Stock analysts at Zacks Research lowered their Q4 2025 earnings per share estimates for Ford Motor in a research note issued to investors on Tuesday, August 19th. Zacks Research analyst Team now forecasts that the auto manufacturer will post earnings of $0.26 per share for the quarter, down from their previous forecast of $0.27. The consensus estimate for Ford Motor's current full-year earnings is $1.47 per share. Zacks Research also issued estimates for Ford Motor's Q1 2026 earnings at $0.28 EPS and Q2 2026 earnings at $0.27 EPS.

Several other research firms also recently commented on F. Wolfe Research raised Ford Motor from an "underperform" rating to a "peer perform" rating in a report on Wednesday, April 30th. Barclays boosted their target price on Ford Motor from $9.00 to $11.00 and gave the stock an "equal weight" rating in a report on Wednesday, July 16th. Wall Street Zen raised Ford Motor from a "sell" rating to a "hold" rating in a report on Sunday, July 20th. Citigroup boosted their target price on Ford Motor from $10.00 to $11.00 and gave the stock a "neutral" rating in a report on Wednesday, May 7th. Finally, Piper Sandler boosted their target price on Ford Motor from $9.00 to $9.50 and gave the stock a "neutral" rating in a report on Thursday, July 31st. Two investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of "Reduce" and an average price target of $10.53.

Ford Motor Stock Up 3.5%

Shares of NYSE F traded up $0.3930 during mid-day trading on Thursday, hitting $11.7230. 58,490,999 shares of the stock traded hands, compared to its average volume of 60,942,456. The company has a debt-to-equity ratio of 2.24, a quick ratio of 0.95 and a current ratio of 1.10. Ford Motor has a 52 week low of $8.44 and a 52 week high of $11.97. The company has a market cap of $46.66 billion, a price-to-earnings ratio of 15.03, a PEG ratio of 3.36 and a beta of 1.48. The stock has a fifty day moving average price of $11.22 and a 200-day moving average price of $10.35.

Ford Motor (NYSE:F - Get Free Report) last released its quarterly earnings results on Wednesday, July 30th. The auto manufacturer reported $0.37 earnings per share for the quarter, beating the consensus estimate of $0.33 by $0.04. Ford Motor had a return on equity of 12.46% and a net margin of 1.70%.The company had revenue of $50.18 billion for the quarter, compared to analyst estimates of $42.91 billion. During the same period in the previous year, the company posted $0.47 earnings per share. The firm's revenue was up 5.0% on a year-over-year basis.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Advisors Capital Management LLC lifted its holdings in shares of Ford Motor by 7.1% during the second quarter. Advisors Capital Management LLC now owns 13,428 shares of the auto manufacturer's stock valued at $146,000 after purchasing an additional 885 shares in the last quarter. Parcion Private Wealth LLC increased its position in Ford Motor by 7.9% during the second quarter. Parcion Private Wealth LLC now owns 12,557 shares of the auto manufacturer's stock valued at $136,000 after acquiring an additional 919 shares during the last quarter. StoneX Group Inc. increased its position in Ford Motor by 3.0% during the second quarter. StoneX Group Inc. now owns 32,198 shares of the auto manufacturer's stock valued at $349,000 after acquiring an additional 927 shares during the last quarter. Wedmont Private Capital increased its position in Ford Motor by 3.0% during the second quarter. Wedmont Private Capital now owns 31,593 shares of the auto manufacturer's stock valued at $374,000 after acquiring an additional 934 shares during the last quarter. Finally, Convergence Investment Partners LLC increased its position in Ford Motor by 7.4% during the second quarter. Convergence Investment Partners LLC now owns 13,707 shares of the auto manufacturer's stock valued at $149,000 after acquiring an additional 941 shares during the last quarter. 58.74% of the stock is owned by institutional investors.

Insider Activity

In other news, insider Andrew Frick sold 30,000 shares of the company's stock in a transaction on Tuesday, July 1st. The stock was sold at an average price of $11.00, for a total transaction of $330,000.00. Following the transaction, the insider directly owned 113,939 shares of the company's stock, valued at $1,253,329. This represents a 20.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.48% of the stock is currently owned by insiders.

Ford Motor Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 2nd. Stockholders of record on Monday, August 11th will be issued a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a dividend yield of 5.1%. The ex-dividend date of this dividend is Monday, August 11th. Ford Motor's dividend payout ratio is presently 76.92%.

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.