Ford Motor (NYSE:F) Shares Up 2.9% After Earnings Beat

Ford Motor Company (NYSE:F) shares rose 2.9% during mid-day trading on Thursday following a better than expected earnings announcement. The company traded as high as $12.45 and last traded at $12.2980. Approximately 69,029,428 shares traded hands during trading, an increase of 23% from the average session volume of 55,894,813 shares. The stock had previously closed at $11.95.

The auto manufacturer reported $0.49 earnings per share for the quarter, beating the consensus estimate of $0.41 by $0.08. Ford Motor had a negative net margin of 3.93% and a positive return on equity of 17.23%. The business had revenue of $49.53 billion for the quarter, compared to analysts’ expectations of $49.08 billion. During the same quarter last year, the firm earned $0.45 EPS. The firm’s revenue for the quarter was down 2.0% compared to the same quarter last year.

Ford Motor Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Tuesday, November 10th will be given a $0.15 dividend. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $0.60 annualized dividend and a yield of 4.9%. Ford Motor’s payout ratio is currently -32.09%.

Ford Motor News Summary

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

• Positive Sentiment: Ford reported third-quarter adjusted earnings of $0.49 per share, above the $0.41 analyst consensus, while revenue of $49.53 billion also exceeded expectations. Stronger Ford Credit results, cost reductions and a favorable product mix supported profitability. Ford Q3 Earnings Beat on Ford Credit Strength & Favorable Mix
• Positive Sentiment: Management raised the low end of its 2026 adjusted EBIT outlook to $10.5 billion from $10 billion, signaling confidence in cost controls and higher-margin businesses. Ford also said contracts and negotiations cover approximately 80% of its 2028 Ford Energy capacity. Ford Q3 Earnings: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Ford declared a quarterly dividend of $0.15 per share, payable December 1, equivalent to $0.60 annually and a roughly 5% indicated yield. The company is also advancing a lower-priced Fathom EV pickup and subscription-based digital services that could provide longer-term growth opportunities. Ford Reports Third-Quarter 2026 Financial Results
• Neutral Sentiment: Morgan Stanley and BNP Paribas Exane both lowered their price targets to $13 and retained neutral or equal-weight ratings, implying only modest upside from recent levels. Morgan Stanley Ford rating
• Negative Sentiment: Revenue declined 2% year over year as vehicle sales weakened, while persistent EV losses, rising commodity costs and margin pressure remain concerns. Goldman Sachs cut its target to $12 and maintained a neutral rating. Ford’s third-quarter core profit ticks higher despite rising commodity costs

Analyst Ratings Changes

F has been the subject of a number of analyst reports. The Goldman Sachs Group cut their price target on Ford Motor from $14.00 to $12.00 and set a “neutral” rating for the company in a report on Thursday. Dbs Bank upgraded shares of Ford Motor from a “hold” rating to a “moderate buy” rating in a research report on Tuesday, August 11th. Jefferies Financial Group upgraded shares of Ford Motor from a “hold” rating to a “buy” rating and upped their target price for the stock from $14.50 to $17.50 in a research report on Monday, July 27th. Weiss Ratings downgraded Ford Motor from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, October 23rd. Finally, DZ Bank upgraded Ford Motor from a “sell” rating to a “hold” rating and set a $16.00 target price for the company in a research report on Friday, July 31st. Seven investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $15.02.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in F. Traynor Capital Management Inc. acquired a new position in shares of Ford Motor in the 3rd quarter worth approximately $130,000. Virtue Capital Management LLC acquired a new stake in Ford Motor during the third quarter worth about $431,000. Mirae Asset Global Investments Co. Ltd. bought a new position in Ford Motor in the third quarter worth about $58,605,000. Vise Technologies Inc. boosted its stake in Ford Motor by 4.6% in the third quarter. Vise Technologies Inc. now owns 239,180 shares of the auto manufacturer’s stock valued at $2,885,000 after acquiring an additional 10,600 shares during the period. Finally, Cidel Asset Management Inc. grew its holdings in shares of Ford Motor by 0.9% during the third quarter. Cidel Asset Management Inc. now owns 121,708 shares of the auto manufacturer’s stock valued at $1,468,000 after purchasing an additional 1,102 shares during the last quarter. 58.74% of the stock is owned by hedge funds and other institutional investors.

Ford Motor Price Performance

The firm has a market capitalization of $49.04 billion, a price-to-earnings ratio of -6.58, a PEG ratio of 0.24 and a beta of 1.93. The company has a current ratio of 1.09, a quick ratio of 0.93 and a debt-to-equity ratio of 3.07. The business has a 50-day moving average price of $12.98 and a two-hundred day moving average price of $13.38.

Ford Motor Company Profile

Ford Motor Co is an American automobile manufacturer founded in 1903 by Henry Ford and headquartered in Dearborn, Michigan. The company helped popularize mass automobile production and is known for brands including Ford and Lincoln.

Ford develops, manufactures and sells cars, trucks, sport utility vehicles, commercial vehicles and electric vehicles. Its product portfolio includes the F-Series pickup trucks, Transit commercial vans, Mustang sports cars and a range of utility vehicles. The company also provides vehicle software, connected services, fleet solutions, maintenance and other support services.

Ford operates through Ford Blue, which focuses on gasoline- and hybrid-powered vehicles; Model e, which develops electric vehicles and related technologies; and Ford Pro, which serves commercial and fleet customers.