The Manufacturers Life Insurance Company Has $36.03 Million Holdings in Ford Motor Company $F

The Manufacturers Life Insurance Company trimmed its position in shares of Ford Motor Company (NYSE:F) by 90.1% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 3,122,082 shares of the auto manufacturer’s stock after selling 28,285,657 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in Ford Motor were worth $36,029,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. boosted its holdings in shares of Ford Motor by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 471,705,454 shares of the auto manufacturer’s stock worth $6,188,776,000 after acquiring an additional 4,087,699 shares in the last quarter. Charles Schwab Investment Management Inc. grew its position in Ford Motor by 2.8% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 152,017,084 shares of the auto manufacturer’s stock worth $1,994,464,000 after acquiring an additional 4,089,779 shares during the last quarter. Geode Capital Management LLC increased its holdings in Ford Motor by 1.2% during the 4th quarter. Geode Capital Management LLC now owns 106,600,353 shares of the auto manufacturer’s stock valued at $1,394,697,000 after purchasing an additional 1,255,349 shares in the last quarter. Norges Bank acquired a new stake in Ford Motor during the 4th quarter valued at $674,437,000. Finally, Dimensional Fund Advisors LP raised its position in Ford Motor by 3.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 47,442,901 shares of the auto manufacturer’s stock valued at $547,379,000 after purchasing an additional 1,585,557 shares during the last quarter. Institutional investors and hedge funds own 58.74% of the company’s stock.

Ford Motor Price Performance

Ford Motor stock opened at $14.92 on Friday. The company has a current ratio of 1.09, a quick ratio of 0.94 and a debt-to-equity ratio of 3.07. The firm has a market capitalization of $59.47 billion, a P/E ratio of -7.98, a PEG ratio of 0.36 and a beta of 1.82. The business has a 50-day moving average of $14.55 and a 200-day moving average of $13.46. Ford Motor Company has a 1 year low of $10.68 and a 1 year high of $17.78.

Ford Motor (NYSE:F) last announced its quarterly earnings results on Tuesday, July 28th. The auto manufacturer reported $0.42 earnings per share for the quarter, beating analysts’ consensus estimates of $0.33 by $0.09. Ford Motor had a negative net margin of 3.93% and a positive return on equity of 17.23%. The business had revenue of $48.30 billion for the quarter, compared to the consensus estimate of $47.24 billion. During the same period last year, the company posted $0.37 EPS. Ford Motor’s revenue for the quarter was down 3.8% on a year-over-year basis. On average, equities analysts anticipate that Ford Motor Company will post 1.66 EPS for the current year.

Ford Motor Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be issued a $0.15 dividend. The ex-dividend date is Tuesday, August 11th. This represents a $0.60 annualized dividend and a yield of 4.0%. Ford Motor’s dividend payout ratio (DPR) is -38.71%.

Ford Motor News Summary

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

• Positive Sentiment: Ford reported second-quarter adjusted earnings of $0.42 per share, ahead of the roughly $0.33 consensus, while revenue reached $48.3 billion. Management also raised its 2026 adjusted EBIT outlook to a midpoint near $10.5 billion, citing stronger pricing, product mix and operating performance. Ford Q2 Earnings Beat on Pricing and Mix
• Positive Sentiment: Citigroup upgraded Ford to “buy” and raised its price target to $20, while JPMorgan and Piper Sandler lifted targets to $17 and maintained bullish ratings. These moves reinforce investor optimism about Ford’s turnaround and valuation. Analyst Ratings
• Positive Sentiment: Ford secured its largest U.S. military contract since the Cold War to develop F-Series-based tactical truck prototypes for the Army, adding potential diversification to its commercial vehicle business. Ford Lands Army Truck Contract
• Positive Sentiment: The company declared a quarterly dividend of $0.15 per share, supporting Ford’s appeal to income-oriented investors.
• Neutral Sentiment: BNP Paribas Exane raised its target to $14.50 but kept a “neutral” rating, implying limited upside at recent levels. Options activity was also unusually high, with call volume above typical levels, signaling increased speculative interest rather than a clear fundamental shift. BNP Paribas Exane Price Target
• Negative Sentiment: Ford posted a GAAP net loss of approximately $1.3 billion, largely because of a $3.6 billion impairment related to the BlueOval SK battery joint venture. The charge highlights concerns about the returns on Ford’s EV investments and balance-sheet strength.
• Negative Sentiment: Ford Model e remains unprofitable and is expected to lose about $4 billion in 2026. Ford Pro EBIT also declined, while aluminum shortages and broader commodity pressures could weigh heavily on second-half margins.
• Negative Sentiment: CEO Jim Farley warned employees that Chinese automakers could potentially enter the U.S. market within five to ten years, raising longer-term competitive concerns despite current trade barriers. Ford CEO Discusses Chinese Competition

Analyst Upgrades and Downgrades

F has been the topic of several research analyst reports. Bank of America increased their target price on Ford Motor from $17.00 to $20.00 and gave the stock a “buy” rating in a report on Friday, May 29th. Piper Sandler lifted their price target on Ford Motor from $16.00 to $17.00 and gave the company an “overweight” rating in a report on Wednesday. Morgan Stanley reiterated an “equal weight” rating and set a $14.00 price target on shares of Ford Motor in a research report on Wednesday, May 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Ford Motor in a report on Wednesday, June 24th. Finally, The Goldman Sachs Group raised their price objective on shares of Ford Motor from $13.00 to $16.00 and gave the company a “neutral” rating in a research report on Thursday, June 11th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $15.65.

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.