Ford Motor Company $F Shares Sold by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp reduced its holdings in Ford Motor Company (NYSE:F) by 43.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,226,424 shares of the auto manufacturer’s stock after selling 1,742,804 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Ford Motor were worth $29,219,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. DLD Asset Management LP purchased a new position in Ford Motor in the 3rd quarter valued at approximately $299,000,000. Marshall Wace LLP increased its stake in Ford Motor by 81.1% in the 3rd quarter. Marshall Wace LLP now owns 35,438,722 shares of the auto manufacturer’s stock valued at $423,847,000 after purchasing an additional 15,866,285 shares in the last quarter. Jacobs Levy Equity Management Inc. increased its stake in Ford Motor by 190.7% in the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 11,006,776 shares of the auto manufacturer’s stock valued at $131,641,000 after purchasing an additional 7,220,686 shares in the last quarter. Vanguard Group Inc. increased its stake in Ford Motor by 1.2% in the 3rd quarter. Vanguard Group Inc. now owns 467,617,755 shares of the auto manufacturer’s stock valued at $5,592,708,000 after purchasing an additional 5,371,758 shares in the last quarter. Finally, Franklin Resources Inc. increased its stake in Ford Motor by 235.5% in the 3rd quarter. Franklin Resources Inc. now owns 4,654,684 shares of the auto manufacturer’s stock valued at $55,670,000 after purchasing an additional 3,267,209 shares in the last quarter. 58.74% of the stock is owned by institutional investors and hedge funds.

Key Ford Motor News

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

• Positive Sentiment: Q1 beat — Ford reported adjusted EPS of $0.66 vs. consensus ~ $0.22 and revenue roughly $43.3B (up ~6.4-6.5% y/y), signaling solid operational performance. Ford (NYSE:F) Delivers Impressive Q1 CY2026
• Positive Sentiment: $1.3B tariff refund lifted reported profits this quarter — a sizeable, immediate boost to results and cash flow. (This is a one‑time benefit; watch for how analysts adjust underlying earnings models.) Ford books $1.3 billion tariff refund, lifting profits despite falling volumes
• Positive Sentiment: Management raised 2026 profit guidance by about $500M after the quarter, reflecting the tariff benefit and beat — a near‑term tailwind for estimates. Ford raises profit outlook for 2026 despite nagging aluminum supply costs
• Positive Sentiment: Board declared a Q2 regular dividend of $0.15/share (ex-div May 12), supporting income investors and yield profile. Ford Motor Company Board Declares Dividend for Second-Quarter 2026
• Neutral Sentiment: Investor materials and conference call were posted (slides, press release) — listen for management color on margin drivers and EV/ICE mix. Ford Q1 2026 Press Release / Slide Deck
• Neutral Sentiment: Stock showed heavy trading/attention (featured in “most active” lists) — higher volume can amplify intraday moves. 5 Most Active US Stocks to Buy Right Now
• Negative Sentiment: Rising materials costs, notably aluminum supply issues for F‑150 production, remain a headwind to margins and could limit sustained profit improvement. Ford raises profit outlook for 2026 despite nagging aluminum supply costs
• Negative Sentiment: Much of the quarterly improvement is driven by a one‑time tariff refund and narrowly beating EPS; revenue was roughly flat to consensus (slight miss vs one estimate), so investors are cautious about repeatability. Ford Motor Q1 Earnings Summary (MarketBeat)
• Negative Sentiment: Structural metrics — negative net margin in reported results and relatively high leverage — keep longer‑term valuation questions top of mind for some investors.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on F shares. TD Cowen dropped their price objective on Ford Motor from $15.00 to $14.00 and set a “hold” rating for the company in a research note on Wednesday, April 15th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ford Motor in a research note on Friday, March 27th. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $12.00 price objective on shares of Ford Motor in a research note on Wednesday, February 11th. JPMorgan Chase & Co. raised their price objective on Ford Motor from $14.00 to $15.00 and gave the company an “overweight” rating in a research note on Wednesday, January 21st. Finally, Piper Sandler raised Ford Motor from a “neutral” rating to an “overweight” rating and raised their price objective for the company from $11.00 to $16.00 in a research note on Thursday, January 8th. Five research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Ford Motor has an average rating of “Hold” and an average target price of $13.66.

Insiders Place Their Bets

In other news, insider William Clay Ford, Jr. bought 140,000 shares of Ford Motor stock in a transaction that occurred on Thursday, February 19th. The shares were purchased at an average price of $13.82 per share, for a total transaction of $1,934,800.00. Following the completion of the acquisition, the insider owned 3,912,600 shares of the company’s stock, valued at $54,072,132. The trade was a 3.71% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 0.63% of the company’s stock.

Ford Motor Price Performance

Shares of Ford Motor stock opened at $12.23 on Thursday. Ford Motor Company has a twelve month low of $9.86 and a twelve month high of $14.80. The stock has a market capitalization of $48.77 billion, a P/E ratio of -5.93, a PEG ratio of 0.29 and a beta of 1.70. The company has a current ratio of 1.07, a quick ratio of 0.94 and a debt-to-equity ratio of 2.95. The business’s fifty day moving average price is $12.38 and its 200 day moving average price is $12.98.

Ford Motor (NYSE:F) last issued its earnings results on Wednesday, April 29th. The auto manufacturer reported $0.66 earnings per share for the quarter, beating analysts’ consensus estimates of $0.22 by $0.44. Ford Motor had a positive return on equity of 10.16% and a negative net margin of 4.37%.The firm had revenue of $43.25 billion for the quarter, compared to analysts’ expectations of $43.36 billion. During the same quarter last year, the firm earned $0.14 earnings per share. The firm’s revenue for the quarter was up 6.4% compared to the same quarter last year. As a group, research analysts anticipate that Ford Motor Company will post 1.49 earnings per share for the current year.

Ford Motor Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be issued a $0.15 dividend. The ex-dividend date is Tuesday, May 12th. This represents a $0.60 dividend on an annualized basis and a yield of 4.9%. Ford Motor’s dividend payout ratio (DPR) is presently -29.13%.

Ford Motor 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.