Ford Motor (NYSE:F) Stock Price Down 2.5% – What’s Next?

Posted by Brenda Bartman on Nov 5th, 2026

Ford Motor logo Shares of Ford Motor Company (NYSE:F – Get Free Report) dropped 2.5% during trading on Tuesday. The stock traded as low as $12.19 and last traded at $12.2810. 40,359,726 shares were traded during trading, a decline of 28% from the average daily volume of 55,733,980 shares. The stock had previously closed at $12.60.

Ford Motor News Roundup

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

Positive Sentiment: Ford’s Tremor and Platinum trims—higher-margin models—recorded a combined sales increase of nearly 60% through September, helping offset a 6.6% drop in Q3 vehicle sales. Ford’s Q3 Sales Slipped. Here’s the Silver Lining
Positive Sentiment: Active subscriptions rose 40% year over year and software and services revenue reached a quarterly record, pointing to growth beyond vehicle sales. Ford’s Next Growth Engine Could Already Be in Your Driveway
Positive Sentiment: Ford’s Model e losses narrowed, supported by cost reductions and more disciplined production. Ford Blue’s strong nine-month EBIT and cost savings also underpin its 2026 profit target. Will Ford’s Gen-1 Cost Reductions Drive Further Model e Improvements? Can Ford Blue Achieve Its $5.5 Billion EBIT Target in 2026?
Neutral Sentiment: A Zacks article described Ford as a strong momentum stock, but the item provided offers no specific new operating or financial catalyst. Here’s Why Ford Motor Company (F) is a Strong Momentum Stock
Negative Sentiment: Ford Pro’s Q3 profitability declined, creating doubt about its ability to meet its full-year EBIT goal, although production recovery and cost cuts could help. Will Ford Pro Regain Its Profitability Momentum After Q3’s Decline?
Negative Sentiment: Although Model e losses narrowed, margins deteriorated further. Ford also reportedly sold no F-150 Lightning vehicles in October, a concerning signal for its EV business; the brief does not explain the reason for the zero sales. Ford’s EV Losses Narrowed. Is the Turnaround Fool’s Gold? F-150 Lightning Sales Drop To Zero
Negative Sentiment: Ford and GM both beat Q3 estimates, but the comparison cited stronger growth, digital revenue, and outlook at one automaker—making Ford’s relative outlook a potential concern. Ford vs. General Motors: Which Stock Looks Stronger After Q3?

Analyst Ratings Changes

A number of research analysts have recently issued reports on F shares. Wall Street Zen downgraded shares of Ford Motor from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Morgan Stanley decreased their target price on shares of Ford Motor from $14.00 to $13.00 and set an “equal weight” rating for the company in a research report on Thursday, October 29th. TD Cowen raised their target price on shares of Ford Motor from $13.00 to $15.00 and gave the company a “hold” rating in a research note on Wednesday, July 29th. Barclays lifted their price target on shares of Ford Motor from $13.00 to $14.00 and gave the stock an “equal weight” rating in a report on Thursday, July 9th. Finally, DZ Bank raised Ford Motor from a “sell” rating to a “hold” rating and set a $16.00 price target on the stock in a research report on Friday, July 31st. Seven equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $15.02.

Read Our Latest Stock Report on Ford Motor

Ford Motor Stock Down 1.2%

The business’s 50 day moving average is $12.77 and its 200 day moving average is $13.34. The company has a market capitalization of $49.94 billion, a price-to-earnings ratio of 7.45, a PEG ratio of 0.24 and a beta of 1.88. The company has a debt-to-equity ratio of 2.97, a quick ratio of 0.94 and a current ratio of 1.08.

Ford Motor (NYSE:F – Get Free Report) last posted its quarterly earnings data on Wednesday, October 28th. The auto manufacturer reported $0.49 EPS for the quarter, topping the consensus estimate of $0.41 by $0.08. The business had revenue of $49.53 billion during the quarter, compared to the consensus estimate of $49.08 billion. Ford Motor had a negative net margin of 4.17% and a positive return on equity of 18.89%. The business’s revenue for the quarter was down 2.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.45 earnings per share. Sell-side analysts anticipate that Ford Motor Company will post 1.90 earnings per share for the current year.

Ford Motor Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Tuesday, November 10th will be given a dividend of $0.15 per share. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $0.60 dividend on an annualized basis and a yield of 4.8%. Ford Motor’s payout ratio is currently -30.46%.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of F. Maripau Wealth Management LLC lifted its holdings in Ford Motor by 1.6% in the first quarter. Maripau Wealth Management LLC now owns 46,606 shares of the auto manufacturer’s stock valued at $538,000 after acquiring an additional 749 shares during the last quarter. Wayfinding Financial LLC increased its stake in Ford Motor by 5.8% during the second quarter. Wayfinding Financial LLC now owns 13,652 shares of the auto manufacturer’s stock worth $189,000 after acquiring an additional 754 shares during the last quarter. Southern Financial Group LLC increased its stake in Ford Motor by 2.3% during the first quarter. Southern Financial Group LLC now owns 34,714 shares of the auto manufacturer’s stock worth $401,000 after acquiring an additional 776 shares during the last quarter. Bernicke Wealth Management Ltd. raised its position in Ford Motor by 2.0% in the second quarter. Bernicke Wealth Management Ltd. now owns 39,789 shares of the auto manufacturer’s stock valued at $553,000 after purchasing an additional 792 shares during the period. Finally, Bank & Trust Co raised its position in Ford Motor by 2.6% in the second quarter. Bank & Trust Co now owns 31,665 shares of the auto manufacturer’s stock valued at $440,000 after purchasing an additional 794 shares during the period. 58.74% of the stock is owned by institutional investors and hedge funds.

Ford Motor Company Profile

(Get Free Report)

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.