Q1 EPS Estimates for Ford Motor Decreased by Zacks Research

Ford Motor Company (NYSE:F) – Analysts at Zacks Research dropped their Q1 2026 earnings per share estimates for shares of Ford Motor in a research note issued to investors on Tuesday, January 13th. Zacks Research analyst Team now forecasts that the auto manufacturer will post earnings per share of $0.26 for the quarter, down from their prior estimate of $0.27. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Ford Motor’s current full-year earnings is $1.47 per share. Zacks Research also issued estimates for Ford Motor’s Q2 2026 earnings at $0.34 EPS, Q3 2026 earnings at $0.41 EPS, Q4 2026 earnings at $0.40 EPS, FY2026 earnings at $1.42 EPS, Q1 2027 earnings at $0.41 EPS, Q2 2027 earnings at $0.41 EPS and Q3 2027 earnings at $0.42 EPS.

A number of other equities research analysts also recently issued reports on F. UBS Group boosted their target price on shares of Ford Motor from $11.00 to $12.50 and gave the company a “neutral” rating in a report on Monday, October 6th. HSBC boosted their price objective on shares of Ford Motor from $9.80 to $12.80 and gave the company a “hold” rating in a research note on Tuesday. Royal Bank Of Canada lifted their target price on Ford Motor from $11.00 to $12.00 and gave the company a “sector perform” rating in a report on Friday, October 24th. Evercore ISI upped their price target on Ford Motor from $12.00 to $14.00 and gave the stock an “in-line” rating in a research note on Monday, December 22nd. Finally, Wells Fargo & Company lifted their price objective on Ford Motor from $10.00 to $11.00 and gave the company an “underweight” rating in a research note on Friday, October 24th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Ford Motor presently has an average rating of “Hold” and a consensus price target of $12.89.

Ford Motor Stock Down 0.3%

Shares of NYSE:F opened at $13.99 on Wednesday. Ford Motor has a 12-month low of $8.44 and a 12-month high of $14.50. The stock’s 50-day moving average price is $13.32 and its two-hundred day moving average price is $12.31. The company has a current ratio of 1.12, a quick ratio of 0.98 and a debt-to-equity ratio of 2.20. The firm has a market cap of $55.72 billion, a price-to-earnings ratio of 12.06 and a beta of 1.62.

Ford Motor (NYSE:F) last released its earnings results on Thursday, October 23rd. The auto manufacturer reported $0.45 EPS for the quarter, topping the consensus estimate of $0.38 by $0.07. Ford Motor had a net margin of 2.48% and a return on equity of 11.94%. The firm had revenue of $50.53 billion during the quarter, compared to analysts’ expectations of $43.08 billion. During the same period in the previous year, the company earned $0.49 EPS. Ford Motor’s revenue for the quarter was up 9.4% on a year-over-year basis.

Ford Motor Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Friday, November 7th were given a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.3%. The ex-dividend date of this dividend was Friday, November 7th. Ford Motor’s payout ratio is presently 51.72%.

Institutional Investors Weigh In On Ford Motor

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. KMG Fiduciary Partners LLC boosted its position in Ford Motor by 82.6% in the 4th quarter. KMG Fiduciary Partners LLC now owns 131,062 shares of the auto manufacturer’s stock valued at $1,720,000 after buying an additional 59,290 shares during the last quarter. Accurate Wealth Management LLC boosted its holdings in Ford Motor by 9.6% in the fourth quarter. Accurate Wealth Management LLC now owns 24,661 shares of the auto manufacturer’s stock valued at $350,000 after purchasing an additional 2,151 shares during the last quarter. Capital Investment Advisors LLC grew its stake in Ford Motor by 5.0% during the 4th quarter. Capital Investment Advisors LLC now owns 67,318 shares of the auto manufacturer’s stock valued at $883,000 after purchasing an additional 3,206 shares in the last quarter. Dakota Wealth Management purchased a new stake in Ford Motor during the 4th quarter worth approximately $146,000. Finally, CoreCap Advisors LLC raised its position in shares of Ford Motor by 1.8% in the 4th quarter. CoreCap Advisors LLC now owns 119,658 shares of the auto manufacturer’s stock valued at $1,570,000 after purchasing an additional 2,083 shares in the last quarter. Hedge funds and other institutional investors own 58.74% of the company’s stock.

More Ford Motor News

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

• Positive Sentiment: TD Cowen raised its price target on Ford from $13.00 to $15.00 (hold), signaling modest upside and reinforcing near-term investor confidence. TD Cowen raises Ford price target to $15.00
• Positive Sentiment: Multiple outlets and analysts (Zacks lists F in momentum/value screens and Zacks/other pieces highlight its earnings-beat history) are casting Ford as a value/momentum and income candidate, which can attract retail and income-focused flows. Why Fast-paced Mover Ford Motor (F) Is a Great Choice for Value Investors
• Positive Sentiment: Power Ford (a dealership) reported record 2025 deliveries, underscoring healthy retail demand in at least some regions — a supportive datapoint for revenue and inventory-turn narratives. Power Ford Earns #1 Sales Ranking in New Mexico and Top 10 Phoenix Region Honors for 2025
• Neutral Sentiment: Jim Cramer praised CEO Jim Farley’s execution, which can bolster investor sentiment but is qualitative rather than a direct financial catalyst. Ford Motor (F) CEO Jim Farley has done a great job, says Jim Cramer
• Neutral Sentiment: Coverage pieces (The Motley Fool, Zacks, GM vs Ford comparisons) are fueling debate on valuation and long-term upside vs peers; useful for positioning but not immediate catalysts. Should You Buy Ford Stock While It’s Under $15?
• Negative Sentiment: HSBC raised its target to $12.80 but that remains below the current share price, implying potential downside from that shop’s view and adding mixed guidance to the analyst picture. HSBC raises Ford price target to $12.80 (still below market)
• Negative Sentiment: Policy uncertainty: CEO Jim Farley urged a North American trade deal with Mexico and Canada as “critical” for the industry, while former President Trump dismissed it as “irrelevant” — leaving trade-policy risk and potential supply-chain/tariff implications unresolved. Ford CEO says trade deal with Mexico and Canada is ‘critical’ for industry

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.