Ford Motor (NYSE:F) Stock Gets Price Target Reduction from Morgan Stanley

Posted by Brian Himes on Nov 1st, 2026

Ford Motor (NYSE:F – Free Report) had its price target decreased by Morgan Stanley from $14.00 to $13.00 in a research report report published on Thursday morning,Benzinga reports. Morgan Stanley currently has an equal weight rating on the auto manufacturer’s stock.

F has been the subject of a number of other research reports. Weiss Ratings lowered shares of Ford Motor from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, October 23rd. Dbs Bank raised Ford Motor from a “hold” rating to a “moderate buy” rating in a research note on Tuesday, August 11th. UBS Group cut their price target on Ford Motor from $17.00 to $15.00 and set a “buy” rating on the stock in a research note on Wednesday, October 7th. BNP Paribas Exane reduced their price target on Ford Motor from $13.50 to $13.00 and set a “neutral” rating on the stock in a research report on Thursday. Finally, TD Cowen lifted their price objective on Ford Motor from $13.00 to $15.00 and gave the stock a “hold” rating in a research note on Wednesday, July 29th. Seven equities research 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.com, the company currently has an average rating of “Hold” and an average target price of $15.02.

Read Our Latest Report on F

Ford Motor Stock Down 1.1%

Shares of NYSE:F opened at $12.22 on Thursday. Ford Motor has a one year low of $11.11 and a one year high of $17.78. The company has a 50 day moving average of $12.90 and a 200-day moving average of $13.37. The company has a debt-to-equity ratio of 3.84, a current ratio of 1.08 and a quick ratio of 0.93. The stock has a market cap of $48.73 billion, a price-to-earnings ratio of -6.20, a P/E/G ratio of 0.25 and a beta of 1.93.

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 for the quarter, topping analysts’ consensus estimates of $0.41 by $0.08. Ford Motor had a negative net margin of 4.17% and a positive return on equity of 18.89%. The business had revenue of $49.53 billion during the quarter, compared to the consensus estimate of $49.08 billion. During the same period in the previous year, the firm posted $0.45 earnings per share. Ford Motor’s revenue for the quarter was down 2.0% compared to the same quarter last year. On average, sell-side analysts forecast that Ford Motor will post 1.90 earnings per share for the current year.

Ford Motor Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Tuesday, November 10th will be given a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.9%. The ex-dividend date is Tuesday, November 10th. Ford Motor’s dividend payout ratio (DPR) is currently -30.46%.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. BlackRock Inc. bought a new position in shares of Ford Motor during the second quarter worth $4,649,131,000. State Street Corp grew its holdings in shares of Ford Motor by 0.8% in the 2nd quarter. State Street Corp now owns 194,039,770 shares of the auto manufacturer’s stock valued at $2,697,153,000 after buying an additional 1,492,186 shares during the period. Bank of America Corp DE increased its position in shares of Ford Motor by 318.0% in the 2nd quarter. Bank of America Corp DE now owns 72,424,686 shares of the auto manufacturer’s stock valued at $1,006,703,000 after buying an additional 55,100,244 shares in the last quarter. Bank of New York Mellon Corp bought a new stake in shares of Ford Motor in the 2nd quarter valued at $717,218,000. Finally, Dimensional Fund Advisors LP increased its position in shares of 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 buying an additional 1,585,557 shares in the last quarter. Institutional investors and hedge funds own 58.74% of the company’s stock.

Ford Motor News Roundup

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

Positive Sentiment: Q3 earnings beat expectations: Ford reported adjusted earnings of $0.49 per share, ahead of consensus estimates, helped by cost reductions, favorable vehicle mix and stronger results at Ford Credit. The company also raised the low end of its 2026 adjusted EBIT outlook to $10.5 billion from $10 billion. Ford beats third-quarter profit estimates, raises low end of annual outlook
Positive Sentiment: Affordable EV and energy strategy: CEO Jim Farley highlighted the sub-$30,000 Fathom electric pickup, expected in late 2027 based on the company’s stated timeline, as a potential way to reach cost-conscious truck buyers. Ford is also targeting 20 gigawatt-hours of annual grid-scale energy-storage capacity, while executed contracts and late-stage negotiations cover about 80% of its 2028 Ford Energy capacity. Is Ford Motor poised to open a new EV and battery growth lane?
Positive Sentiment: Shareholder return remains attractive: Ford maintained a quarterly dividend of $0.15 per share, equivalent to a $0.60 annualized payout and an approximately 4.9% yield at the referenced price.
Neutral Sentiment: Long-term growth targets: Farley is targeting a 20% sales increase by 2032 and plans to move away from less differentiated vehicle models, with greater emphasis on trucks, digital services and subscription opportunities. Execution risk remains significant. Ford CEO aims for a 20% sales jump by 2032
Negative Sentiment: Revenue and vehicle sales weakened: Third-quarter revenue declined 2% year over year to $49.53 billion and missed Wall Street expectations. Analysts also point to rising costs, margin pressure and continued losses in Ford’s EV operations. Ford misses Q3 2026 sales expectations
Negative Sentiment: Analysts became more cautious: RBC, BNP Paribas Exane, Morgan Stanley and Goldman Sachs all lowered their Ford price targets, with ratings ranging from neutral to sector perform. A separate comparison argued Tesla currently has stronger demand, margin and autonomous-driving momentum. Tesla vs. Ford after Q3 earnings

Ford Motor Company Profile

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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.