Ford Motor (NYSE:F) Stock Gets Price Target Trim from The Goldman Sachs Group

Ford Motor (NYSE:F) had its price target lowered by The Goldman Sachs Group from $14.00 to $12.00 in a report released on Thursday,Benzinga reports. The Goldman Sachs Group currently has a neutral rating on the auto manufacturer’s stock.

A number of other research analysts also recently weighed in on the stock. Wall Street Zen downgraded shares of Ford Motor from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. BNP Paribas Exane raised their target price on shares of Ford Motor from $14.00 to $14.50 and gave the stock a “neutral” rating in a report on Thursday, July 30th. Royal Bank Of Canada lifted their target price on shares of Ford Motor from $13.00 to $15.00 and gave the stock a “sector perform” rating in a research report on Wednesday, July 29th. Piper Sandler boosted their target price on shares of Ford Motor from $16.00 to $17.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Finally, Zacks Research cut Ford Motor from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Seven analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $15.02.

Ford Motor Price Performance

Shares of NYSE:F opened at $12.22 on Thursday. Ford Motor has a fifty-two week low of $11.11 and a fifty-two week high of $17.78. The business has a 50-day simple moving average of $12.90 and a two-hundred day simple moving average of $13.37. The company has a debt-to-equity ratio of 3.84, a quick ratio of 0.93 and a current ratio of 1.08. The firm has a market cap of $48.73 billion, a price-to-earnings ratio of -6.20, a price-to-earnings-growth ratio of 0.25 and a beta of 1.93.

Ford Motor (NYSE:F) last posted its 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 negative net margin of 4.17% and a positive return on equity of 18.89%. The business had revenue of $49.53 billion for the quarter, compared to analysts’ expectations of $49.08 billion. During the same quarter in the prior year, the business earned $0.45 EPS. The business’s revenue for the quarter was down 2.0% compared to the same quarter last year. On average, analysts expect that Ford Motor will post 1.90 earnings per share for the current year.

Ford Motor Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders 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 annualized dividend and a dividend yield of 4.9%. Ford Motor’s dividend payout ratio is presently -30.46%.

Hedge Funds Weigh In On Ford Motor

Several institutional investors have recently made changes to their positions in the business. Cowa LLC raised its position in Ford Motor by 74.1% in the third quarter. Cowa LLC now owns 20,549 shares of the auto manufacturer’s stock worth $248,000 after acquiring an additional 8,749 shares during the period. Covestor Ltd boosted its stake in shares of Ford Motor by 29.4% during the 3rd quarter. Covestor Ltd now owns 4,997 shares of the auto manufacturer’s stock worth $60,000 after acquiring an additional 1,136 shares during the last quarter. 3Chopt Investment Partners LLC purchased a new position in shares of Ford Motor during the 3rd quarter worth $147,000. Compass Financial Management LLC boosted its stake in shares of Ford Motor by 5.9% during the 3rd quarter. Compass Financial Management LLC now owns 16,513 shares of the auto manufacturer’s stock worth $199,000 after acquiring an additional 927 shares during the last quarter. Finally, Focused Wealth Management Inc grew its position in shares of Ford Motor by 6.0% during the 3rd quarter. Focused Wealth Management Inc now owns 15,908 shares of the auto manufacturer’s stock valued at $192,000 after acquiring an additional 906 shares during the period. Institutional investors own 58.74% of the company’s stock.

Key Stories Impacting Ford Motor

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

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.