Ford Motor (NYSE:F) Issues Quarterly Earnings Results, Beats Expectations By $0.07 EPS

Ford Motor (NYSE:F) issued its quarterly earnings results on Tuesday. The auto manufacturer reported $0.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.06 by $0.07, FiscalAI reports. Ford Motor had a return on equity of 11.94% and a net margin of 2.48%.The firm had revenue of $45.89 billion during the quarter, compared to the consensus estimate of $41.78 billion.

Ford Motor Stock Performance

Ford Motor stock remained flat at $13.59 during midday trading on Tuesday. The company had a trading volume of 78,335,798 shares, compared to its average volume of 65,100,883. The stock’s fifty day simple moving average is $13.56 and its two-hundred day simple moving average is $12.60. The company has a debt-to-equity ratio of 2.20, a current ratio of 1.12 and a quick ratio of 0.98. The company has a market cap of $54.15 billion, a price-to-earnings ratio of 11.72, a PEG ratio of 5.83 and a beta of 1.66. Ford Motor has a 12-month low of $8.44 and a 12-month high of $14.50.

Ford Motor Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Friday, February 13th will be issued a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 4.4%. The ex-dividend date of this dividend is Friday, February 13th. Ford Motor’s dividend payout ratio (DPR) is 51.72%.

Ford Motor News Summary

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

• Positive Sentiment: Strength in Ford’s core truck business — the F?150 remains a major profit and volume driver, which underpins near-term cash flow and earnings resilience. The F-150 Saved Ford
• Positive Sentiment: Bullish research and model upgrades point to improving outlook — Barron’s cites rising operating profit expectations for 2026 (around $9B) and Zacks lists Ford as a top auto pick, both supporting investor confidence. Ford Earnings Are Coming Top Auto Stocks to Buy
• Positive Sentiment: Rising estimates and Ford Pro momentum — analysts note improving estimates, hybrid demand and commercial-software (Ford Pro) strength, which could drive an earnings beat or positive guidance. Ford Q4 Earnings Ahead
• Neutral Sentiment: Market focus on Q4 results — consensus Street estimates ahead of tonight’s report call for $0.19 adj. EPS and ~$$41.8B revenue; the print will likely dictate near?term moves. Ford Motor is set to report results
• Neutral Sentiment: High trading interest and options strategies ahead of earnings are keeping volume and volatility elevated — some retail and income investors are using option-based income plays around the print. How To Earn $500 A Month From Ford Stock
• Neutral Sentiment: Broader market tone is supportive — U.S. futures were up this morning and Ford is in focus with other major names, which can buoy price ahead of the report. Stock Market Today
• Neutral Sentiment: Minor reputational/political noise after reports a Ford worker who heckled President Trump was not disciplined; unlikely to move fundamentals but can draw short-term attention. Ford worker who heckled Trump
• Negative Sentiment: Legal/ trade risk: BYD sued the U.S. over the 100% tariff that blocks Chinese EVs — a successful challenge could open the U.S. to lower?priced Chinese EVs and intensify competition for Ford’s EV lineup. This is a macro/industry risk investors are watching closely. BYD Vs. Trump: Why Tesla, Ford And GM Are Watching This Lawsuit Closely

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on F shares. UBS Group raised their target price on shares of Ford Motor from $12.50 to $15.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Morgan Stanley raised their price objective on shares of Ford Motor from $11.00 to $14.00 and gave the stock an “equal weight” rating in a report on Monday, December 8th. Royal Bank Of Canada upped their target price on Ford Motor from $11.00 to $12.00 and gave the stock a “sector perform” rating in a report on Friday, October 24th. Piper Sandler raised Ford Motor from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $11.00 to $16.00 in a research report on Thursday, January 8th. Finally, Evercore lifted their price target on Ford Motor from $12.00 to $14.00 and gave the company an “in-line” rating in a research report on Monday, December 22nd. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Ford Motor presently has an average rating of “Hold” and an average target price of $13.02.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Johnson Financial Group Inc. lifted its holdings in Ford Motor by 55.4% in the 3rd quarter. Johnson Financial Group Inc. now owns 2,348 shares of the auto manufacturer’s stock valued at $28,000 after purchasing an additional 837 shares in the last quarter. WFA of San Diego LLC acquired a new stake in shares of Ford Motor in the second quarter valued at about $63,000. Wexford Capital LP acquired a new stake in shares of Ford Motor in the third quarter valued at about $69,000. Triumph Capital Management purchased a new position in shares of Ford Motor in the third quarter worth about $104,000. Finally, Chapman Financial Group LLC acquired a new position in Ford Motor during the second quarter worth about $115,000. Hedge funds and other institutional investors own 58.74% of the company’s stock.

About Ford Motor

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.