Zacks Research Expects Stronger Earnings for Ford Motor

Ford Motor Company (NYSE:F) – Equities researchers at Zacks Research upped their FY2027 earnings per share (EPS) estimates for Ford Motor in a note issued to investors on Tuesday, January 13th. Zacks Research analyst Team now forecasts that the auto manufacturer will post earnings of $1.67 per share for the year, up from their previous estimate of $1.34. 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 Q4 2027 earnings at $0.42 EPS.

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

Several other analysts have also recently commented on F. Jefferies Financial Group upgraded shares of Ford Motor from an “underperform” rating to a “hold” rating and boosted their price target for the stock from $9.00 to $12.00 in a research note on Monday, October 6th. Wall Street Zen raised shares of Ford Motor from a “hold” rating to a “buy” rating in a report on Saturday, December 27th. Barclays upped their price target on shares of Ford Motor from $11.00 to $12.00 and gave the company an “equal weight” rating in a research note on Monday, October 27th. JPMorgan Chase & Co. increased their price target on shares of Ford Motor from $13.00 to $14.00 and gave the company an “overweight” rating in a report on Monday, October 20th. Finally, Morgan Stanley boosted their price objective on Ford Motor from $11.00 to $14.00 and gave the stock an “equal weight” rating in a research note on Monday, December 8th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $13.05.

Ford Motor Trading Up 0.3%

F stock opened at $13.88 on Thursday. The company has a market capitalization of $55.28 billion, a price-to-earnings ratio of 12.00 and a beta of 1.62. The company has a debt-to-equity ratio of 2.20, a current ratio of 1.12 and a quick ratio of 0.98. Ford Motor has a 1-year low of $8.44 and a 1-year high of $14.50. The business has a 50 day simple moving average of $13.33 and a two-hundred day simple moving average of $12.32.

Ford Motor Announces Dividend

The business 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. The ex-dividend date of this dividend was Friday, November 7th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.3%. Ford Motor’s dividend payout ratio (DPR) is 51.72%.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of F. Cary Street Partners Investment Advisory LLC raised its stake in shares of Ford Motor by 16.5% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 5,470 shares of the auto manufacturer’s stock worth $65,000 after acquiring an additional 776 shares in the last quarter. Cyndeo Wealth Partners LLC lifted its holdings in shares of Ford Motor by 7.2% during the 4th quarter. Cyndeo Wealth Partners LLC now owns 11,697 shares of the auto manufacturer’s stock valued at $153,000 after purchasing an additional 784 shares during the last quarter. Capital Investment Advisors LLC grew its stake in Ford Motor by 1.3% during the 3rd quarter. Capital Investment Advisors LLC now owns 64,112 shares of the auto manufacturer’s stock worth $767,000 after buying an additional 824 shares during the last quarter. Silverlake Wealth Management LLC increased its position in Ford Motor by 1.7% during the 3rd quarter. Silverlake Wealth Management LLC now owns 48,085 shares of the auto manufacturer’s stock valued at $575,000 after buying an additional 827 shares in the last quarter. Finally, L2 Asset Management LLC raised its stake in Ford Motor by 4.7% in the third quarter. L2 Asset Management LLC now owns 18,317 shares of the auto manufacturer’s stock valued at $219,000 after buying an additional 827 shares during the last quarter. 58.74% of the stock is currently owned by hedge funds and other institutional investors.

Ford Motor News Roundup

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

• Positive Sentiment: Zacks Research sharply raised multiple near‑term and FY2027 EPS estimates and upgraded Ford to a “Strong‑Buy” — analysts lifted quarterly and full‑year forecasts across 2026–2027, which should support earnings expectations and sentiment. Zacks coverage
• Positive Sentiment: TD Cowen and UBS raised Ford’s price targets (TD Cowen to $15.00; UBS to $15.00), signaling incremental upside from some sell‑side desks and backing the view that shares still have room to run. TD Cowen PT raise
• Positive Sentiment: Ford plans to introduce autonomous‑vehicle tech into lower‑priced EVs (targeted $30k models by 2028), a strategic move that could expand addressable market and long‑term margins if executed well. AV plan
• Neutral Sentiment: Ford is converting an EV battery plant to energy‑storage products and plans an additional ~$2 billion investment on top of nearly $6 billion already spent — a strategic pivot that could open new revenue streams but increases near‑term capex and signals weakness in EV battery demand. Factory conversion
• Neutral Sentiment: CEO Jim Farley emphasized that a North American trade deal with Mexico and Canada is “critical” for the auto industry — a policy comment that highlights geopolitical/trade risk exposure but doesn’t change fundamentals immediately. CEO trade comments
• Neutral Sentiment: Local dealer results and bullish retail commentary (coverage noting Ford as undervalued/strong momentum) reinforce demand anecdotes but are unlikely to move the stock materially on their own. Dealer results
• Negative Sentiment: HSBC raised its target from $9.80 to $12.80, which remains below Ford’s current level — that lower relative target and any cautious language from large banks can act as a headwind for upside momentum. HSBC price target

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.