Ford Motor (NYSE:F) Stock Price Up 3.5% After Analyst Upgrade

Ford Motor Company (NYSE:F)’s stock price rose 3.5% during mid-day trading on Wednesday after JPMorgan Chase & Co. raised their price target on the stock from $14.00 to $15.00. JPMorgan Chase & Co. currently has an overweight rating on the stock. Ford Motor traded as high as $13.77 and last traded at $13.75. Approximately 58,041,502 shares changed hands during mid-day trading, a decline of 12% from the average daily volume of 66,309,250 shares. The stock had previously closed at $13.28.

Several other research analysts also recently commented on F. Wall Street Zen upgraded Ford Motor from a “hold” rating to a “buy” rating in a research note on Saturday, December 27th. HSBC upped their price objective on shares of Ford Motor from $9.80 to $12.80 and gave the company a “hold” rating in a report on Tuesday, January 13th. Wells Fargo & Company raised their target price on shares of Ford Motor from $10.00 to $11.00 and gave the stock an “underweight” rating in a research note on Friday, October 24th. Morgan Stanley upped their price target on shares of Ford Motor from $11.00 to $14.00 and gave the company an “equal weight” rating in a research note on Monday, December 8th. Finally, TD Cowen boosted their price objective on Ford Motor from $13.00 to $15.00 and gave the stock a “hold” rating in a report on Tuesday, January 13th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $13.12.

Key Ford Motor News

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

• Positive Sentiment: JPMorgan raised its price target on Ford from $14 to $15 and kept an “overweight” rating, signaling analyst confidence and providing a near-term catalyst for buying interest. Read More.
• Positive Sentiment: Strong recent operating data — including outperformance in monthly sales and a better-than-expected revenue/earnings run in late 2025 — supports the bullish case that Ford’s core ICE and truck businesses remain profitable and could underpin further upside. Read More.
• Neutral Sentiment: Increased investor attention and media coverage (e.g., Zacks highlighting F as widely watched) can amplify moves in either direction but doesn’t change fundamentals by itself. Read More.
• Negative Sentiment: Ford announced a recall of ~119,000 U.S. vehicles for a defective engine block heater that can crack, leak coolant and create a fire risk when plugged in — a near-term cost and reputation headwind that could pressure margins or result in additional recall-related expenses. Read More. Read More.
• Negative Sentiment: Growing competition from low-cost Chinese EV makers — highlighted in recent coverage — represents a longer-term margin and market-share risk for incumbents like Ford, particularly in price-sensitive segments and global markets. Read More.
• Negative Sentiment: Political risks such as tariff threats have recently pressured U.S. automaker stocks (investors fear input-cost shocks or disrupted supply chains), adding volatility to Ford’s share price outlook. Read More.

Institutional Investors Weigh In On Ford Motor

Several hedge funds and other institutional investors have recently modified their holdings of F. Swiss National Bank raised its position in Ford Motor by 7.4% in the 2nd quarter. Swiss National Bank now owns 11,822,986 shares of the auto manufacturer’s stock worth $128,279,000 after purchasing an additional 813,800 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in Ford Motor by 7.3% in the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 7,476,340 shares of the auto manufacturer’s stock worth $81,118,000 after buying an additional 510,473 shares during the period. Sumitomo Mitsui Trust Group Inc. increased its stake in shares of Ford Motor by 3.2% during the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 9,055,356 shares of the auto manufacturer’s stock valued at $98,251,000 after buying an additional 279,470 shares during the period. Aviva PLC raised its holdings in shares of Ford Motor by 1,280.3% during the second quarter. Aviva PLC now owns 2,919,334 shares of the auto manufacturer’s stock valued at $31,675,000 after acquiring an additional 2,707,834 shares in the last quarter. Finally, Mainstay Capital Management LLC ADV lifted its stake in Ford Motor by 111.0% in the second quarter. Mainstay Capital Management LLC ADV now owns 124,788 shares of the auto manufacturer’s stock worth $1,354,000 after acquiring an additional 65,638 shares during the period. 58.74% of the stock is currently owned by institutional investors.

Ford Motor Price Performance

The company has a debt-to-equity ratio of 2.20, a current ratio of 1.12 and a quick ratio of 0.98. The company has a market cap of $54.79 billion, a PE ratio of 11.85 and a beta of 1.62. The business has a 50 day moving average of $13.36 and a 200 day moving average of $12.38.

Ford Motor (NYSE:F) last announced its quarterly earnings results on Thursday, October 23rd. The auto manufacturer reported $0.45 earnings per share (EPS) for the quarter, beating 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 company had revenue of $50.53 billion for the quarter, compared to analysts’ expectations of $43.08 billion. During the same quarter in the previous year, the company earned $0.49 earnings per share. Ford Motor’s quarterly revenue was up 9.4% on a year-over-year basis. As a group, research analysts predict that Ford Motor Company will post 1.47 EPS for the current year.

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 paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.4%. The ex-dividend date was Friday, November 7th. Ford Motor’s dividend payout ratio (DPR) is presently 51.72%.

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.