North Dakota State Investment Board increased its holdings in Ford Motor Company (NYSE:F – Free Report) by 26.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 223,041 shares of the auto manufacturer’s stock after acquiring an additional 46,059 shares during the quarter. North Dakota State Investment Board’s holdings in Ford Motor were worth $2,690,000 as of its most recent filing with the SEC.
Other institutional investors have also modified their holdings of the company. BlackRock Inc. acquired a new stake in Ford Motor during the 2nd quarter valued at approximately $4,649,131,000. Bank of America Corp DE increased its holdings in Ford Motor by 318.0% during the 2nd quarter. Bank of America Corp DE now owns 72,424,686 shares of the auto manufacturer’s stock worth $1,006,703,000 after purchasing an additional 55,100,244 shares during the last quarter. Bank of New York Mellon Corp purchased a new stake in Ford Motor during the 2nd quarter worth approximately $717,218,000. Deutsche Bank AG acquired a new position in shares of Ford Motor in the 2nd quarter valued at approximately $267,563,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in shares of Ford Motor in the 2nd quarter valued at approximately $132,567,000. Institutional investors and hedge funds own 58.74% of the company’s stock.
Key Headlines Impacting Ford Motor
Here are the key news stories impacting Ford Motor this week:
- Positive Sentiment: Ford reported third-quarter adjusted earnings of $0.49 per share, ahead of analysts’ estimates of $0.41, while revenue of $49.53 billion also exceeded expectations. Cost reductions, a favorable vehicle mix and stronger Ford Credit results supported the earnings beat. Ford Q3 Earnings Beat on Ford Credit Strength and 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 ongoing cost controls and higher-margin businesses. Ford also said contracts and late-stage negotiations cover 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 an approximate 5% yield. The payout may provide support for income-focused investors. Ford Reports Third-Quarter 2026 Financial Results
- Neutral Sentiment: Ford is advancing its EV strategy, including the planned sub-$30,000 Fathom electric pickup, battery storage and software-enabled services. CEO Jim Farley said the vehicle remains on track for the fourth quarter of next year, but these initiatives remain execution-dependent. Ford CEO Jim Farley Discusses Fathom EV
- Negative Sentiment: Revenue declined 2% year over year as vehicle sales weakened, while persistent EV losses, rising commodity costs and margin pressure remain concerns for investors. A comparison with Tesla also highlighted Ford’s higher costs and EV losses. Ford Says Weak Vehicle Sales Drive Down Profit and Revenue
- Negative Sentiment: Royal Bank of Canada, BNP Paribas Exane, Morgan Stanley and Goldman Sachs each lowered Ford’s price target, maintaining sector perform, neutral or equal-weight ratings. The revisions indicate limited near-term conviction despite the earnings beat.
Ford Motor Price Performance
Shares of NYSE F opened at $12.30 on Friday. Ford Motor Company has a twelve month low of $11.11 and a twelve month high of $17.78. 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 company has a market capitalization of $49.04 billion, a price-to-earnings ratio of -6.24, a price-to-earnings-growth ratio of 0.25 and a beta of 1.93. The business has a 50 day simple moving average of $12.93 and a 200-day simple moving average of $13.37.
Ford Motor (NYSE:F – Get Free Report) last posted its quarterly earnings results on Wednesday, October 28th. The auto manufacturer reported $0.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.41 by $0.08. Ford Motor had a positive return on equity of 18.96% and a negative net margin of 4.17%. The business had revenue of $49.53 billion for the quarter, compared to analyst estimates of $49.08 billion. During the same period in the prior year, the company posted $0.45 EPS. The business’s revenue was down 2.0% compared to the same quarter last year. As a group, equities research analysts expect that Ford Motor Company will post 1.86 earnings per share for the current year.
Ford Motor Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Tuesday, November 10th will be paid a dividend of $0.15 per share. The ex-dividend date is Tuesday, November 10th. This represents a $0.60 annualized dividend and a yield of 4.9%. Ford Motor’s payout ratio is presently -32.09%.
Analyst Ratings Changes
Several research firms have recently commented on F. 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 note on Friday, July 31st. Dbs Bank upgraded shares of Ford Motor from a “hold” rating to a “moderate buy” rating in a research note on Tuesday, August 11th. Piper Sandler upped their price target on shares of Ford Motor from $16.00 to $17.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Zacks Research cut shares of Ford Motor from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Finally, Weiss Ratings downgraded shares of Ford Motor from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, October 23rd. Seven research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $15.02.
View Our Latest Stock Report on F
About Ford Motor
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.
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