TD Cowen Has Lowered Expectations for Ford Motor (NYSE:F) Stock Price

Ford Motor (NYSE:F) had its target price lowered by TD Cowen from $14.00 to $13.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has a “hold” rating on the auto manufacturer’s stock. TD Cowen’s price objective indicates a potential upside of 9.47% from the stock’s previous close.

F has been the topic of a number of other research reports. Wall Street Zen lowered shares of Ford Motor from a “hold” rating to a “sell” rating in a report on Sunday, April 5th. Piper Sandler upgraded Ford Motor from a “neutral” rating to an “overweight” rating and raised their price target for the company from $11.00 to $16.00 in a report on Thursday, January 8th. JPMorgan Chase & Co. raised their price target on Ford Motor from $14.00 to $15.00 and gave the company an “overweight” rating in a report on Wednesday, January 21st. HSBC raised their price target on Ford Motor from $9.80 to $12.80 and gave the company a “hold” rating in a report on Tuesday, January 13th. Finally, Barclays raised their target price on shares of Ford Motor from $12.00 to $13.00 and gave the company an “equal weight” rating in a research note on Friday, January 23rd. Five equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Ford Motor presently has an average rating of “Hold” and an average price target of $13.59.

Ford Motor Price Performance

Shares of Ford Motor stock traded down $0.21 during mid-day trading on Friday, reaching $11.88. 36,638,970 shares of the stock were exchanged, compared to its average volume of 58,554,945. Ford Motor has a fifty-two week low of $9.88 and a fifty-two week high of $14.80. The firm has a 50-day simple moving average of $12.35 and a 200 day simple moving average of $12.98. The company has a current ratio of 1.07, a quick ratio of 0.94 and a debt-to-equity ratio of 2.95. The company has a market cap of $47.38 billion, a price-to-earnings ratio of -7.66, a price-to-earnings-growth ratio of 0.28 and a beta of 1.70.

Ford Motor (NYSE:F) last issued its quarterly earnings data on Wednesday, April 29th. The auto manufacturer reported $0.66 EPS for the quarter, topping analysts’ consensus estimates of $0.18 by $0.48. Ford Motor had a negative net margin of 3.22% and a positive return on equity of 15.28%. The firm had revenue of $43.25 billion for the quarter, compared to analyst estimates of $42.66 billion. During the same quarter in the prior year, the firm earned $0.14 EPS. The company’s revenue was up 6.4% on a year-over-year basis. On average, sell-side analysts predict that Ford Motor will post 1.49 EPS for the current fiscal year.

Insider Activity

In other Ford Motor news, insider William Clay Ford, Jr. bought 140,000 shares of Ford Motor stock in a transaction dated Thursday, February 19th. The shares were bought at an average price of $13.82 per share, with a total value of $1,934,800.00. Following the purchase, the insider owned 3,912,600 shares of the company’s stock, valued at $54,072,132. This trade represents a 3.71% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Company insiders own 0.63% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the company. Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of Ford Motor by 2.4% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 4,345,131 shares of the auto manufacturer’s stock valued at $57,008,000 after purchasing an additional 103,423 shares during the last quarter. Caprock Group LLC bought a new stake in Ford Motor in the 3rd quarter valued at $893,000. Versor Investments LP bought a new stake in Ford Motor in the 3rd quarter valued at $2,187,000. Quantbot Technologies LP boosted its stake in Ford Motor by 91.6% in the 3rd quarter. Quantbot Technologies LP now owns 179,619 shares of the auto manufacturer’s stock valued at $2,148,000 after purchasing an additional 85,848 shares during the period. Finally, National Pension Service boosted its stake in Ford Motor by 6.7% in the 3rd quarter. National Pension Service now owns 8,099,060 shares of the auto manufacturer’s stock valued at $96,865,000 after purchasing an additional 510,426 shares during the period. Institutional investors and hedge funds own 58.74% of the company’s stock.

Trending Headlines about Ford Motor

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

• Positive Sentiment: Q1 results beat consensus and management raised 2026 guidance, showing stronger-than-expected revenue and EPS that underpin near‑term profitability. Ford Reports First-Quarter 2026 Financial Results
• Positive Sentiment: Ford booked a $1.3B tariff refund that materially lifted Q1 profit and helped management raise annual outlook — a near-term cash/earnings tailwind. Ford’s Tariff Refund Lifts Guidance But Raises Questions For Future Earnings
• Positive Sentiment: Dividend outlook and payout stability are being highlighted by income-focused analysts, which supports demand from yield‑oriented investors. Income Investors Can Rely on Ford’s Dividend: Here’s Why the Payout Is Secure
• Neutral Sentiment: Analyst price targets and ratings moved (RBC raised its target; UBS trimmed its target but kept a buy rating) — mixed signals that can mute momentum. Benzinga coverage of analyst target changes
• Neutral Sentiment: Leadership hire: Ford named a new Chief Investor Relations Officer, which may improve communication with investors but is not an immediate earnings driver. Ford Appoints Maria Ricciardone Chief Investor Relations Officer
• Negative Sentiment: Investors punished the stock because the tariff benefit is largely one‑time and attention shifted to persistent losses in Ford’s EV unit (Model e), which weighs on long‑term margins and cash flow. Ford shares fall as EV losses overshadow Q1 beat and raise
• Negative Sentiment: Ford recalled ~179,700 U.S. vehicles over a loose bolt in front seat frames — a safety/recall cost and reputational headwind that can pressure short-term sentiment. Ford recalls about 180,000 vehicles over loose bolt in front seat frame, NHTSA says
• Negative Sentiment: Rising materials costs — especially aluminum — remain a margin risk for high‑margin truck volumes, tempering enthusiasm about the sustainability of raised guidance. Ford raises profit outlook for 2026 despite nagging aluminum supply costs

About Ford Motor

Ford Motor Company (NYSE: F) is an American multinational automaker headquartered in Dearborn, Michigan. Founded by Henry Ford in 1903, the company became an early pioneer of mass-production techniques with the Model T and the adoption of the moving assembly line. Today, Ford designs, manufactures, markets and services a broad range of vehicles and mobility solutions under the Ford and Lincoln brands, spanning passenger cars, SUVs, pickup trucks and commercial vehicles.

Ford’s business activities extend beyond vehicle production to include parts and aftermarket services, fleet and commercial sales, and automotive financing through Ford Motor Credit Company.