Saudi Central Bank lifted its stake in shares of Ford Motor Company (NYSE:F – Free Report) by 89.9% during the second quarter, HoldingsChannel.com reports. The fund owned 274,303 shares of the auto manufacturer’s stock after buying an additional 129,846 shares during the quarter. Saudi Central Bank’s holdings in Ford Motor were worth $3,813,000 at the end of the most recent quarter.
Several other institutional investors have also recently made changes to their positions in F. BlackRock Inc. purchased a new position in shares of Ford Motor in the 2nd quarter worth approximately $4,649,131,000. 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 acquiring an additional 55,100,244 shares during the period. Bank of New York Mellon Corp purchased a new position in shares of Ford Motor in the second quarter worth about $717,218,000. Norges Bank purchased a new position in Ford Motor during the 4th quarter worth approximately $674,437,000. Finally, Deutsche Bank AG purchased a new position in shares of Ford Motor during the second quarter worth $267,563,000. Hedge funds and other institutional investors 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: New EV truck could expand Ford’s addressable market: Ford is targeting more than 100,000 first-year sales for the approximately $30,000 Fathom electric truck. The affordable model is intended to restart momentum in Ford’s EV business, although the sales goal is ambitious. Ford’s $30,000 EV Truck Sets Ambitious Goal: 100,000 Sales in Year One
- Positive Sentiment: Defense opportunities offer a possible new growth avenue: Ford is reportedly bidding with General Dynamics Land Systems and Ricardo for the U.K. Ministry of Defence’s £2 billion Light Mobility Vehicle program. It is also marketing Ranger pickups for potential NATO military contracts, which could diversify revenue beyond traditional consumer vehicles. Ford Motor (F)’s Defence Bid Could Add a New Growth Avenue
- Positive Sentiment: Value appeal remains a support: Zacks highlighted Ford’s value characteristics, while the company’s roughly 5.5% dividend yield may attract income-focused investors. Here’s Why Ford Motor Company Is a Strong Value Stock
- Neutral Sentiment: Core truck production is improving, but the outlook is mixed: F-Series production has rebounded, yet weak U.S. sales, soft EV demand and rising costs continue to limit the bullish case. Automakers’ push for legislation restricting Chinese vehicles could also reduce future competitive pressure in the U.S. market. Is Ford Stock Worth Buying Now As F-Series Production Rebounds?
- Negative Sentiment: Mustang recall raises quality and cost concerns: Ford is recalling approximately 149,000 Mustang vehicles from the 2024–2026 model years because wiring defects could cause loss of drive power and disable key functions. The recall may add repair costs and reinforce concerns about product quality. What’s Behind Ford’s Recall of Nearly 149K Mustang Vehicles?
- Negative Sentiment: Dividend sustainability is under scrutiny: Ford’s high yield reflects investor concern that cyclical earnings, heavy debt and substantial spending needs could pressure the payout during a downturn. Ford’s 5.5% Yield Comes With One Big Warning
Ford Motor Stock Performance
Ford Motor (NYSE:F – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The auto manufacturer reported $0.42 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.33 by $0.09. Ford Motor had a positive return on equity of 17.23% and a negative net margin of 3.93%.The company had revenue of $48.30 billion for the quarter, compared to analyst estimates of $47.24 billion. During the same quarter last year, the company earned $0.37 EPS. Ford Motor’s revenue for the quarter was down 3.8% compared to the same quarter last year. Equities research analysts anticipate that Ford Motor Company will post 1.86 EPS for the current fiscal year.
Ford Motor Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were paid a dividend of $0.15 per share. The ex-dividend date was Tuesday, August 11th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.1%. Ford Motor’s payout ratio is presently -32.09%.
Analyst Upgrades and Downgrades
Several research analysts recently weighed in on F shares. Royal Bank Of Canada lifted their price target on Ford Motor from $13.00 to $15.00 and gave the company a “sector perform” rating in a research report on Wednesday, July 29th. Dbs Bank upgraded Ford Motor from a “hold” rating to a “moderate buy” rating in a report on Tuesday, August 11th. Weiss Ratings restated a “buy (b)” rating on shares of Ford Motor in a report on Wednesday, June 24th. Piper Sandler boosted their target price on Ford Motor from $16.00 to $17.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Finally, The Goldman Sachs Group boosted their price target 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. Eight equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $15.68.
Get Our Latest Research Report on F
Ford Motor Profile
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.
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