Wall Street Zen Upgrades Ford Motor (NYSE:F) to Buy

Ford Motor (NYSE:F) was upgraded by investment analysts at Wall Street Zen from a “sell” rating to a “buy” rating in a research report issued to clients and investors on Saturday.

A number of other analysts have also commented on F. Zacks Research lowered shares of Ford Motor from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Weiss Ratings reissued a “buy (b)” rating on shares of Ford Motor in a research report on Friday, March 27th. Royal Bank Of Canada boosted their price objective on shares of Ford Motor from $11.00 to $13.00 and gave the stock a “sector perform” rating in a research report on Thursday. HSBC boosted their price objective on shares of Ford Motor from $9.80 to $12.80 and gave the stock a “hold” rating in a research report on Tuesday, January 13th. Finally, Wells Fargo & Company cut their price objective on shares of Ford Motor from $11.00 to $10.00 and set an “underweight” rating on the stock in a research report on Tuesday, March 31st. Five investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $13.59.

Ford Motor Stock Performance

Shares of F opened at $11.90 on Friday. The company has a debt-to-equity ratio of 2.84, a quick ratio of 0.94 and a current ratio of 1.09. Ford Motor has a twelve month low of $9.88 and a twelve month high of $14.80. The firm’s 50 day moving average price is $12.35 and its two-hundred day moving average price is $13.00. The firm has a market cap of $47.45 billion, a P/E ratio of -7.67, a PEG ratio of 0.27 and a beta of 1.65.

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

Insider Transactions at Ford Motor

In other news, insider William Clay Ford, Jr. purchased 140,000 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were purchased at an average cost of $13.82 per share, with a total value of $1,934,800.00. Following the completion of the transaction, the insider owned 3,912,600 shares of the company’s stock, valued at $54,072,132. The trade was a 3.71% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.63% of the company’s stock.

Institutional Trading of Ford Motor

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Grove Bank & Trust raised its position in Ford Motor by 110.7% during the fourth quarter. Grove Bank & Trust now owns 1,903 shares of the auto manufacturer’s stock worth $25,000 after acquiring an additional 1,000 shares in the last quarter. MV Capital Management Inc. bought a new stake in Ford Motor during the fourth quarter worth $25,000. McMillan Office Inc. bought a new stake in Ford Motor during the fourth quarter worth $26,000. Olistico Wealth LLC bought a new stake in Ford Motor during the fourth quarter worth $26,000. Finally, Murphy Middleton Hinkle & Parker Inc. bought a new stake in Ford Motor during the fourth quarter worth $29,000. 58.74% of the stock is owned by institutional investors.

Key Stories Impacting 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.