Strs Ohio Acquires 353,466 Shares of Ford Motor Company $F

Strs Ohio grew its holdings in Ford Motor Company (NYSE:F) by 37.1% during the 4th quarter, Holdings Channel reports. The fund owned 1,305,815 shares of the auto manufacturer’s stock after buying an additional 353,466 shares during the period. Strs Ohio’s holdings in Ford Motor were worth $17,132,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the business. Grove Bank & Trust increased its stake in shares of Ford Motor by 110.7% in the fourth quarter. Grove Bank & Trust now owns 1,903 shares of the auto manufacturer’s stock worth $25,000 after purchasing an additional 1,000 shares in the last quarter. Olistico Wealth LLC purchased a new stake in shares of Ford Motor in the fourth quarter worth $26,000. Murphy Middleton Hinkle & Parker Inc. purchased a new stake in shares of Ford Motor in the fourth quarter worth $29,000. Salomon & Ludwin LLC increased its stake in shares of Ford Motor by 86.6% in the third quarter. Salomon & Ludwin LLC now owns 2,333 shares of the auto manufacturer’s stock worth $30,000 after purchasing an additional 1,083 shares in the last quarter. Finally, Johnson Financial Group Inc. increased its stake in shares of Ford Motor by 55.4% in the third quarter. Johnson Financial Group Inc. now owns 2,348 shares of the auto manufacturer’s stock worth $28,000 after purchasing an additional 837 shares in the last quarter. 58.74% of the stock is currently owned by institutional investors.

Insider Activity

In other news, insider William Clay Ford, Jr. bought 140,000 shares of the stock in a transaction dated Thursday, February 19th. The stock was purchased at an average price of $13.82 per share, for a total transaction of $1,934,800.00. Following 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 transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Company insiders own 0.63% of the company’s stock.

Key Ford Motor News

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

• Positive Sentiment: Q1 beat and upgraded outlook: Ford reported stronger-than-expected Q1 revenue and earnings and raised 2026 guidance after recognizing a one‑time $1.3B tariff refund, which materially improved near‑term profitability. Ford tops Q1 profit forecasts and boosts outlook
• Positive Sentiment: Tariff refund lifted results: The one‑time $1.3B benefit was a key driver of the beat and the guidance lift — a clear near‑term cash/profitability positive but not a recurring earnings driver. Ford books $1.3 billion tariff refund
• Positive Sentiment: Support for income investors: Coverage highlighting Ford’s secure dividend and strong cash generation from Ford Pro/Ford Blue may bolster demand from yield‑focused holders. Income Investors Can Rely on Ford’s Dividend
• Neutral Sentiment: Analyst changes are mixed: UBS and TD Cowen trimmed price targets (UBS still at “buy”; TD Cowen moved to “hold”), while RBC raised its target — the net effect is mixed guidance from sell‑side models. Analyst coverage notes
• Neutral Sentiment: Leadership/PR moves: Ford named a new Chief Investor Relations Officer and launched a U.S. marketing campaign offering employee pricing — these support investor outreach and demand generation but are not immediate financial catalysts. Ford appoints Chief IR Officer
• Negative Sentiment: EV losses and one‑time items worried investors: Several reports note that investors are discounting the Q1 beat because a portion came from the one‑time tariff benefit while ongoing losses at the Model e/EV unit persist, reducing conviction in sustainably higher margins. Ford shares fall as EV losses overshadow Q1 beat
• Negative Sentiment: Recall announced: Ford is recalling about 179,698 U.S. vehicles over a loose bolt in a front‑seat frame, creating potential warranty/repair costs and short‑term operational distraction. Ford recalls about 180,000 vehicles
• Negative Sentiment: Investor focus on sustainability of earnings: Because some of the earnings beat was driven by non‑recurring items, traders are trading the stock on near‑term fundamentals (EV losses, recalls, and downgrade risk) rather than the headline beat, which likely pressured the share price today. Tariff refund lifts guidance but raises questions

Analyst Ratings Changes

A number of brokerages have recently issued reports on F. Wells Fargo & Company reduced their price objective on shares of Ford Motor from $11.00 to $10.00 and set an “underweight” rating for the company in a research note on Tuesday, March 31st. HSBC increased their price objective on shares of Ford Motor from $9.80 to $12.80 and gave the stock a “hold” rating in a research note on Tuesday, January 13th. JPMorgan Chase & Co. increased their price objective on shares of Ford Motor from $14.00 to $15.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 21st. TD Cowen cut their target price on shares of Ford Motor from $14.00 to $13.00 and set a “hold” rating for the company in a research note on Friday. Finally, Piper Sandler raised shares of Ford Motor from a “neutral” rating to an “overweight” rating and raised their target price for the company from $11.00 to $16.00 in a research note on Thursday, January 8th. Five equities 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. According to MarketBeat, Ford Motor currently has an average rating of “Hold” and a consensus target price of $13.59.

Ford Motor Stock Performance

F opened at $11.90 on Monday. The stock has a market capitalization of $47.45 billion, a price-to-earnings ratio of -7.67, a PEG ratio of 0.27 and a beta of 1.66. The company has a fifty day moving average of $12.35 and a 200 day moving average of $13.00. Ford Motor Company has a fifty-two week low of $9.88 and a fifty-two week high of $14.80. The company has a debt-to-equity ratio of 2.84, a quick ratio of 0.94 and a current ratio of 1.09.

Ford Motor (NYSE:F) last issued its quarterly earnings data on Wednesday, April 29th. The auto manufacturer reported $0.66 EPS for the quarter, topping analysts’ consensus estimates of $0.18 by $0.48. Ford Motor had a negative net margin of 3.22% and a positive return on equity of 15.77%. The business had revenue of $43.25 billion during the quarter, compared to analysts’ expectations of $42.66 billion. During the same period last year, the company posted $0.14 EPS. The business’s revenue was up 6.4% on a year-over-year basis. As a group, sell-side analysts forecast that Ford Motor Company will post 1.53 earnings per share for the current fiscal year.

Ford Motor Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Tuesday, May 12th will be issued a $0.15 dividend. This represents a $0.60 annualized dividend and a dividend yield of 5.0%. The ex-dividend date is Tuesday, May 12th. Ford Motor’s dividend payout ratio (DPR) is -38.71%.

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.