UBS Group Has Lowered Expectations for Ford Motor (NYSE:F) Stock Price

Ford Motor (NYSE:F) had its target price lowered by UBS Group from $15.00 to $14.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the auto manufacturer’s stock. UBS Group’s price target would indicate a potential upside of 17.70% from the stock’s current price.

A number of other analysts have also issued reports on the stock. Zacks Research lowered shares of Ford Motor from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Royal Bank Of Canada lifted their price target on shares of Ford Motor from $11.00 to $13.00 and gave the company a “sector perform” rating in a report on Thursday. Weiss Ratings restated a “buy (b)” rating on shares of Ford Motor in a report on Friday, March 27th. Wall Street Zen lowered shares of Ford Motor from a “hold” rating to a “sell” rating in a report on Sunday, April 5th. Finally, JPMorgan Chase & Co. upped their target price on shares of Ford Motor from $14.00 to $15.00 and gave the company an “overweight” rating in a research note on Wednesday, January 21st. Five research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $13.59.

Ford Motor Trading Down 1.5%

Shares of Ford Motor stock opened at $11.90 on Thursday. The company has a 50-day moving average of $12.35 and a two-hundred day moving average of $12.98. The stock has a market cap of $47.45 billion, a PE ratio of -7.67, a price-to-earnings-growth ratio of 0.27 and a beta of 1.66. Ford Motor has a 12-month low of $9.88 and a 12-month high of $14.80. The company has a current ratio of 1.09, a quick ratio of 0.94 and a debt-to-equity ratio of 2.84.

Ford Motor (NYSE:F) last released its quarterly earnings results on Wednesday, April 29th. The auto manufacturer reported $0.66 EPS for the quarter, beating the consensus estimate of $0.18 by $0.48. The business had revenue of $43.25 billion for the quarter, compared to analyst estimates of $42.66 billion. Ford Motor had a negative net margin of 3.22% and a positive return on equity of 15.77%. The company’s quarterly revenue was up 6.4% on a year-over-year basis. During the same period in the prior year, the business earned $0.14 earnings per share. On average, research analysts anticipate that Ford Motor will post 1.53 EPS for the current fiscal year.

Insider Buying and Selling

In other news, insider William Clay Ford, Jr. bought 140,000 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was purchased at an average price of $13.82 per share, for a total transaction of $1,934,800.00. Following the transaction, the insider owned 3,912,600 shares in the company, valued at approximately $54,072,132. This trade represents a 3.71% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.63% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Grove Bank & Trust grew its position in Ford Motor by 110.7% in the 4th quarter. Grove Bank & Trust now owns 1,903 shares of the auto manufacturer’s stock worth $25,000 after purchasing an additional 1,000 shares during the last quarter. MV Capital Management Inc. bought a new position in Ford Motor in the 4th quarter worth about $25,000. Olistico Wealth LLC bought a new position in Ford Motor in the 4th quarter worth about $26,000. McMillan Office Inc. bought a new position in Ford Motor in the 4th quarter worth about $26,000. Finally, Johnson Financial Group Inc. lifted its stake in shares of Ford Motor by 55.4% in the 3rd quarter. Johnson Financial Group Inc. now owns 2,348 shares of the auto manufacturer’s stock worth $28,000 after acquiring an additional 837 shares during the period. Institutional investors own 58.74% of the company’s stock.

Trending Headlines about Ford Motor

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

• Positive Sentiment: Q1 beat and upgraded outlook: Ford reported stronger-than-expected Q1 revenue and earnings and raised 2026 guidance after recognizing a one?time $1.3B tariff refund, which materially improved near?term profitability. Ford tops Q1 profit forecasts and boosts outlook
• Positive Sentiment: Tariff refund lifted results: The one?time $1.3B benefit was a key driver of the beat and the guidance lift — a clear near?term cash/profitability positive but not a recurring earnings driver. Ford books $1.3 billion tariff refund
• Positive Sentiment: Support for income investors: Coverage highlighting Ford’s secure dividend and strong cash generation from Ford Pro/Ford Blue may bolster demand from yield?focused holders. Income Investors Can Rely on Ford’s Dividend
• Neutral Sentiment: Analyst changes are mixed: UBS and TD Cowen trimmed price targets (UBS still at “buy”; TD Cowen moved to “hold”), while RBC raised its target — the net effect is mixed guidance from sell?side models. Analyst coverage notes
• Neutral Sentiment: Leadership/PR moves: Ford named a new Chief Investor Relations Officer and launched a U.S. marketing campaign offering employee pricing — these support investor outreach and demand generation but are not immediate financial catalysts. Ford appoints Chief IR Officer
• Negative Sentiment: EV losses and one?time items worried investors: Several reports note that investors are discounting the Q1 beat because a portion came from the one?time tariff benefit while ongoing losses at the Model e/EV unit persist, reducing conviction in sustainably higher margins. Ford shares fall as EV losses overshadow Q1 beat
• Negative Sentiment: Recall announced: Ford is recalling about 179,698 U.S. vehicles over a loose bolt in a front?seat frame, creating potential warranty/repair costs and short?term operational distraction. Ford recalls about 180,000 vehicles
• Negative Sentiment: Investor focus on sustainability of earnings: Because some of the earnings beat was driven by non?recurring items, traders are trading the stock on near?term fundamentals (EV losses, recalls, and downgrade risk) rather than the headline beat, which likely pressured the share price today. Tariff refund lifts guidance but raises questions

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.