Ford Motor (NYSE:F) Stock Gets Price Target Reduction from BNP Paribas Exane

Ford Motor (NYSE:F) had its target price lowered by BNP Paribas Exane from $13.50 to $13.00 in a report released on Thursday,Benzinga reports. The firm currently has a neutral rating on the auto manufacturer’s stock.

Several other analysts have also recently commented on the stock. JPMorgan Chase & Co. reduced their price objective on shares of Ford Motor from $17.00 to $16.00 and set an “overweight” rating for the company in a research note on Monday, October 12th. Royal Bank Of Canada upped their target price on shares of Ford Motor from $13.00 to $15.00 and gave the stock a “sector perform” rating in a research report on Wednesday, July 29th. Zacks Research cut shares of Ford Motor from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Piper Sandler increased their target price on shares of Ford Motor from $16.00 to $17.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Finally, Jefferies Financial Group upgraded shares of Ford Motor from a “hold” rating to a “buy” rating and lifted their price target for the company from $14.50 to $17.50 in a research report on Monday, July 27th. Seven investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $15.02.

Ford Motor Price Performance

Ford Motor stock opened at $12.22 on Thursday. Ford Motor has a one year low of $11.11 and a one year high of $17.78. The company has a debt-to-equity ratio of 3.84, a quick ratio of 0.93 and a current ratio of 1.08. The business has a fifty day moving average of $12.90 and a two-hundred day moving average of $13.37. The company has a market cap of $48.73 billion, a P/E ratio of -6.20, a price-to-earnings-growth ratio of 0.25 and a beta of 1.93.

Ford Motor (NYSE:F) last issued its earnings results on Wednesday, October 28th. The auto manufacturer reported $0.49 EPS for the quarter, topping the consensus estimate of $0.41 by $0.08. Ford Motor had a negative net margin of 4.17% and a positive return on equity of 18.89%. The company had revenue of $49.53 billion for the quarter, compared to analyst estimates of $49.08 billion. During the same period in the previous year, the firm earned $0.45 EPS. The business’s revenue was down 2.0% on a year-over-year basis. As a group, analysts predict that Ford Motor will post 1.90 earnings per share for the current fiscal year.

Ford Motor Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Tuesday, November 10th will be paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 4.9%. The ex-dividend date of this dividend is Tuesday, November 10th. Ford Motor’s payout ratio is -30.46%.

Institutional Investors Weigh In On Ford Motor

Several institutional investors and hedge funds have recently made changes to their positions in F. Ninety One UK Ltd acquired a new position in shares of Ford Motor during the third quarter worth about $25,000. Legacy Wealth Managment LLC ID grew its stake in shares of Ford Motor by 108.4% in the first quarter. Legacy Wealth Managment LLC ID now owns 2,365 shares of the auto manufacturer’s stock valued at $27,000 after buying an additional 1,230 shares in the last quarter. SJS Investment Consulting Inc. grew its stake in shares of Ford Motor by 343.3% in the first quarter. SJS Investment Consulting Inc. now owns 2,633 shares of the auto manufacturer’s stock valued at $30,000 after buying an additional 2,039 shares in the last quarter. Manning & Napier Advisors LLC acquired a new stake in shares of Ford Motor in the second quarter valued at about $31,000. Finally, Cedar Mountain Advisors LLC raised its holdings in shares of Ford Motor by 58.1% during the 1st quarter. Cedar Mountain Advisors LLC now owns 2,940 shares of the auto manufacturer’s stock valued at $34,000 after buying an additional 1,080 shares during the period. 58.74% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Ford Motor

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 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.