Ford Motor (NYSE:F) Shares Up 1.9% on Better-Than-Expected Earnings

Ford Motor Company (NYSE:F) shares were up 1.9% during mid-day trading on Wednesday following a better than expected earnings announcement. The stock traded as high as $16.29 and last traded at $15.2390. 97,796,410 shares traded hands during mid-day trading, an increase of 60% from the average session volume of 61,248,762 shares. The stock had previously closed at $14.96.

The auto manufacturer reported $0.42 EPS for the quarter, beating analysts’ consensus estimates of $0.33 by $0.09. Ford Motor had a negative net margin of 3.22% and a positive return on equity of 15.77%. The business had revenue of $48.30 billion during the quarter, compared to analysts’ expectations of $47.24 billion. During the same period in the prior year, the company earned $0.37 earnings per share. The business’s revenue was down 3.8% compared to the same quarter last year.

Ford Motor Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th will be given a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 3.9%. The ex-dividend date is Tuesday, August 11th. Ford Motor’s payout ratio is -38.71%.

Trending Headlines about Ford Motor

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

• Positive Sentiment: Ford reported second-quarter adjusted earnings of $0.42 per share, beating the roughly $0.33 Wall Street consensus and rising from $0.37 a year earlier. Adjusted EBIT increased by approximately $400 million to $2.5 billion, supported by stronger pricing, product mix and higher-margin off-road vehicles. Ford Q2 Earnings Beat on Pricing and Mix
• Positive Sentiment: Management raised its 2026 adjusted EBIT forecast to $10 billion-$11 billion and increased its free-cash-flow outlook, citing resilient consumers, pricing discipline and improved performance in trucks, services, electric vehicles and energy. This was the second guidance increase of the year. Ford lifts annual guidance
• Positive Sentiment: Citigroup upgraded Ford from “neutral” to “buy” and raised its price target to $20 from $19. JPMorgan and Piper Sandler also raised their targets to $17 and retained “overweight” ratings. Jefferies separately upgraded the stock to “buy” with a $17.50 target.
• Positive Sentiment: Call-option activity was elevated, with traders purchasing 174,386 calls—about 14% above average—signaling increased near-term bullish positioning. Ford also declared its regular $0.15 quarterly dividend, payable September 1 to eligible shareholders.
• Neutral Sentiment: TD Cowen and RBC raised their price targets to $15 but maintained “hold” and “sector perform” ratings, respectively, implying limited upside at recent trading levels.
• Negative Sentiment: Ford posted a reported second-quarter net loss of approximately $1.3 billion. Revenue fell 3.8% year over year to $48.3 billion, and some coverage highlighted weaker automotive revenue, underscoring continuing pressure on overall sales.

Analysts Set New Price Targets

A number of analysts have weighed in on the company. The Goldman Sachs Group increased their price objective on Ford Motor from $13.00 to $16.00 and gave the stock a “neutral” rating in a research report on Thursday, June 11th. Morgan Stanley reissued an “equal weight” rating and issued a $14.00 target price on shares of Ford Motor in a report on Wednesday, May 13th. BNP Paribas Exane upped their price target on Ford Motor from $13.00 to $14.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 14th. Piper Sandler increased their price target on Ford Motor from $16.00 to $17.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, UBS Group lifted their price objective on shares of Ford Motor from $14.00 to $17.00 and gave the company a “buy” rating in a research report on Monday, June 8th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Ford Motor presently has an average rating of “Hold” and a consensus price target of $15.62.

Institutional Investors Weigh In On Ford Motor

A number of hedge funds have recently added to or reduced their stakes in F. Bank & Trust Co boosted its holdings in Ford Motor by 2.6% in the 2nd quarter. Bank & Trust Co now owns 31,665 shares of the auto manufacturer’s stock valued at $440,000 after purchasing an additional 794 shares in the last quarter. Accel Wealth Management raised its stake in shares of Ford Motor by 7.5% during the 2nd quarter. Accel Wealth Management now owns 20,993 shares of the auto manufacturer’s stock worth $292,000 after buying an additional 1,473 shares in the last quarter. Taylor & Morgan Wealth Management LLC purchased a new position in shares of Ford Motor during the 2nd quarter worth approximately $168,000. Tema ETFs LLC lifted its holdings in shares of Ford Motor by 10.7% in the 2nd quarter. Tema ETFs LLC now owns 61,455 shares of the auto manufacturer’s stock valued at $854,000 after buying an additional 5,945 shares during the period. Finally, William Mack & Associates Inc. lifted its holdings in shares of Ford Motor by 20.6% in the 2nd quarter. William Mack & Associates Inc. now owns 33,874 shares of the auto manufacturer’s stock valued at $471,000 after buying an additional 5,775 shares during the period. Institutional investors and hedge funds own 58.74% of the company’s stock.

Ford Motor Stock Performance

The company has a debt-to-equity ratio of 2.84, a current ratio of 1.09 and a quick ratio of 0.94. The stock has a market capitalization of $60.72 billion, a PE ratio of -9.83, a P/E/G ratio of 0.35 and a beta of 1.82. The stock has a 50 day moving average of $14.49 and a two-hundred day moving average of $13.45.

Ford Motor Company Profile

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.