Ford Motor (NYSE:F) Upgraded at Jefferies Financial Group

Jefferies Financial Group upgraded shares of Ford Motor (NYSE:F) from a hold rating to a buy rating in a research report sent to investors on Monday, MarketBeat Ratings reports. The brokerage currently has $17.50 price target on the auto manufacturer’s stock, up from their previous price target of $14.50.

Several other analysts also recently weighed in on F. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $13.00 target price on shares of Ford Motor in a report on Friday, May 15th. JPMorgan Chase & Co. upped their price target on Ford Motor from $15.00 to $16.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Wells Fargo & Company raised their price target on Ford Motor from $10.00 to $11.00 and gave the stock an “underweight” rating in a research report on Thursday, June 25th. Zacks Research raised Ford Motor from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 6th. Finally, Morgan Stanley reiterated an “equal weight” rating and issued a $14.00 price objective on shares of Ford Motor in a report on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $15.62.

Ford Motor Trading Up 1.9%

Shares of F stock opened at $15.24 on Monday. Ford Motor has a 1-year low of $10.68 and a 1-year high of $17.78. The firm has a market cap of $60.72 billion, a PE ratio of -8.15, a price-to-earnings-growth ratio of 0.36 and a beta of 1.82. The company has a 50-day moving average of $14.53 and a two-hundred day moving average of $13.46. The company has a debt-to-equity ratio of 2.84, a current ratio of 1.09 and a quick ratio of 0.94.

Ford Motor (NYSE:F) last released its quarterly earnings results on Tuesday, July 28th. The auto manufacturer reported $0.42 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.33 by $0.09. Ford Motor had a negative net margin of 3.93% and a positive return on equity of 16.74%. The business had revenue of $48.30 billion for the quarter, compared to the consensus estimate of $47.24 billion. During the same period in the previous year, the firm earned $0.37 EPS. The business’s revenue was down 3.8% on a year-over-year basis. On average, analysts predict that Ford Motor will post 1.62 EPS for the current year.

Ford Motor Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be issued a dividend of $0.15 per share. The ex-dividend date is Tuesday, August 11th. This represents a $0.60 dividend on an annualized basis and a yield of 3.9%. Ford Motor’s dividend payout ratio is -38.71%.

Hedge Funds Weigh In On Ford Motor

Several institutional investors have recently modified their holdings of the business. Maripau Wealth Management LLC increased its position in shares of Ford Motor by 1.6% during the first quarter. Maripau Wealth Management LLC now owns 46,606 shares of the auto manufacturer’s stock worth $538,000 after acquiring an additional 749 shares during the period. Parkside Financial Bank & Trust boosted its holdings in Ford Motor by 7.4% in the fourth quarter. Parkside Financial Bank & Trust now owns 10,999 shares of the auto manufacturer’s stock valued at $144,000 after purchasing an additional 756 shares during the period. Robertson Stephens Wealth Management LLC grew its stake in Ford Motor by 1.8% during the 4th quarter. Robertson Stephens Wealth Management LLC now owns 42,683 shares of the auto manufacturer’s stock worth $560,000 after purchasing an additional 761 shares in the last quarter. CRA Financial Services LLC grew its stake in Ford Motor by 4.4% during the 4th quarter. CRA Financial Services LLC now owns 18,327 shares of the auto manufacturer’s stock worth $240,000 after purchasing an additional 775 shares in the last quarter. Finally, Southern Financial Group LLC increased its holdings in Ford Motor by 2.3% during the 1st quarter. Southern Financial Group LLC now owns 34,714 shares of the auto manufacturer’s stock worth $401,000 after purchasing an additional 776 shares during the period. Institutional investors and hedge funds own 58.74% of the company’s stock.

Key Stories Impacting Ford Motor

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

• Positive Sentiment: Adjusted earnings beat expectations: Ford reported second-quarter adjusted EPS of $0.42, above the roughly $0.33–$0.36 consensus and ahead of $0.37 a year earlier. Adjusted EBIT rose approximately $400 million year over year to $2.5 billion, supported by pricing, product mix and demand for higher-margin trucks and off-road vehicles. Ford Q2 Earnings Beat on Pricing and Mix
• Positive Sentiment: 2026 guidance was raised: Management increased its full-year adjusted EBIT forecast to $10 billion–$11 billion, citing stronger pricing, a resilient consumer and improved core-business profitability. The higher outlook was the primary catalyst behind the stock’s rally. Ford lifts annual guidance
• Positive Sentiment: Analyst sentiment improved: Citigroup upgraded Ford to Buy and raised its target to $20 from $19. JPMorgan and Piper Sandler lifted their targets to $17 and maintained Overweight ratings. Jefferies also recently upgraded the stock to Buy with a $17.50 target.
• Positive Sentiment: Income and options interest provided support: Ford declared a quarterly dividend of $0.15 per share, payable September 1, while call-option activity ran about 14% above normal, indicating increased bullish speculative interest.
• Neutral Sentiment: Revenue trends were mixed: Quarterly revenue was $48.3 billion, though it declined 3.8% year over year. Investors appeared more focused on margins and guidance than on the softer top line. Ford Reports Second-Quarter 2026 Financial Results
• Negative Sentiment: GAAP results highlighted underlying risks: Ford posted an approximately $1.3 billion net loss, largely due to a $3.6 billion impairment related to the BlueOval SK battery joint venture. Ford Model e remains unprofitable and is expected to lose about $4 billion in 2026.
• Negative Sentiment: Execution and cost pressures remain: Ford Pro EBIT fell 26% year over year amid an aluminum-supply disruption, while management expects significant commodity headwinds during the second half. The company’s high leverage and reliance on premium truck pricing could make future profits vulnerable if demand or pricing weakens.

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.