Mirae Asset Global Investments Co. Ltd. bought a new position in Ford Motor Company (NYSE:F – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor bought 4,859,439 shares of the auto manufacturer’s stock, valued at approximately $58,605,000.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in F. Ninety One UK Ltd acquired a new stake in shares of Ford Motor during the 3rd quarter valued at about $25,000. Manning & Napier Advisors LLC bought a new position in shares of Ford Motor in the second quarter valued at approximately $31,000. Legacy Wealth Managment LLC ID boosted its stake in Ford Motor by 108.4% during the 1st quarter. Legacy Wealth Managment LLC ID now owns 2,365 shares of the auto manufacturer’s stock valued at $27,000 after purchasing an additional 1,230 shares during the period. Cedar Mountain Advisors LLC grew its position in Ford Motor by 58.1% in the 1st quarter. Cedar Mountain Advisors LLC now owns 2,940 shares of the auto manufacturer’s stock worth $34,000 after purchasing an additional 1,080 shares during the last quarter. Finally, Laurel Wealth Advisors LLC bought a new stake in Ford Motor in the 3rd quarter valued at $36,000. 58.74% of the stock is owned by hedge funds and other institutional investors.
Key Ford Motor News
Here are the key news stories impacting Ford Motor this week:
- Positive Sentiment: Q3 earnings beat expectations: Ford reported adjusted earnings of $0.49 per share, ahead of consensus estimates, helped by cost reductions, favorable vehicle mix and stronger results at Ford Credit. The company also raised the low end of its 2026 adjusted EBIT outlook to $10.5 billion from $10 billion. Ford beats third-quarter profit estimates, raises low end of annual outlook
- Positive Sentiment: Affordable EV and energy strategy: CEO Jim Farley highlighted the sub-$30,000 Fathom electric pickup, expected in late 2027 based on the company’s stated timeline, as a potential way to reach cost-conscious truck buyers. Ford is also targeting 20 gigawatt-hours of annual grid-scale energy-storage capacity, while executed contracts and late-stage negotiations cover about 80% of its 2028 Ford Energy capacity. Is Ford Motor poised to open a new EV and battery growth lane?
- Positive Sentiment: Shareholder return remains attractive: Ford maintained a quarterly dividend of $0.15 per share, equivalent to a $0.60 annualized payout and an approximately 4.9% yield at the referenced price.
- Neutral Sentiment: Long-term growth targets: Farley is targeting a 20% sales increase by 2032 and plans to move away from less differentiated vehicle models, with greater emphasis on trucks, digital services and subscription opportunities. Execution risk remains significant. Ford CEO aims for a 20% sales jump by 2032
- Negative Sentiment: Revenue and vehicle sales weakened: Third-quarter revenue declined 2% year over year to $49.53 billion and missed Wall Street expectations. Analysts also point to rising costs, margin pressure and continued losses in Ford’s EV operations. Ford misses Q3 2026 sales expectations
- Negative Sentiment: Analysts became more cautious: RBC, BNP Paribas Exane, Morgan Stanley and Goldman Sachs all lowered their Ford price targets, with ratings ranging from neutral to sector perform. A separate comparison argued Tesla currently has stronger demand, margin and autonomous-driving momentum. Tesla vs. Ford after Q3 earnings
Ford Motor Price Performance
F stock opened at $12.22 on Monday. The company has a current ratio of 1.08, a quick ratio of 0.94 and a debt-to-equity ratio of 2.97. Ford Motor Company has a 1 year low of $11.11 and a 1 year high of $17.78. The stock has a 50-day moving average price of $12.90 and a two-hundred day moving average price of $13.37. The stock has a market cap of $48.73 billion, a PE ratio of -6.20, a price-to-earnings-growth ratio of 0.23 and a beta of 1.88.
Ford Motor (NYSE:F – Get Free Report) last released its quarterly earnings data on Wednesday, October 28th. The auto manufacturer reported $0.49 earnings per share for the quarter, topping the consensus estimate of $0.41 by $0.08. The company had revenue of $49.53 billion for the quarter, compared to analyst estimates of $49.08 billion. Ford Motor had a negative net margin of 4.17% and a positive return on equity of 18.89%. Ford Motor’s revenue for the quarter was down 2.0% compared to the same quarter last year. During the same period in the previous year, the business earned $0.45 EPS. Equities analysts forecast that Ford Motor Company will post 1.90 EPS for the current fiscal year.
Ford Motor Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be paid a $0.15 dividend. This represents a $0.60 annualized dividend and a dividend yield of 4.9%. The ex-dividend date is Tuesday, November 10th. Ford Motor’s payout ratio is -30.46%.
Analyst Ratings Changes
F has been the topic of a number of recent analyst reports. Zacks Research lowered shares of Ford Motor from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 4th. JPMorgan Chase & Co. dropped their price objective on shares of Ford Motor from $17.00 to $16.00 and set an “overweight” rating for the company in a report on Monday, October 12th. Weiss Ratings cut shares of Ford Motor from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, October 23rd. Royal Bank Of Canada reduced their target price on Ford Motor from $15.00 to $14.00 and set a “sector perform” rating on the stock in a report on Thursday. Finally, Barclays raised their price target on Ford Motor from $13.00 to $14.00 and gave the company an “equal weight” rating in a report on Thursday, July 9th. Seven equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Ford Motor currently has an average rating of “Hold” and a consensus price target of $15.02.
Check Out Our Latest Analysis on Ford Motor
Ford Motor Company Profile
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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