Ford Motor (NYSE:F) Rating Increased to Overweight at Piper Sandler

Piper Sandler upgraded shares of Ford Motor (NYSE:F) from a neutral rating to an overweight rating in a research note published on Thursday, Marketbeat Ratings reports. The brokerage currently has $16.00 price target on the auto manufacturer’s stock, up from their prior price target of $11.00.

Other research analysts have also recently issued reports about the company. UBS Group increased their price target on Ford Motor from $11.00 to $12.50 and gave the company a “neutral” rating in a research report on Monday, October 6th. Jefferies Financial Group raised Ford Motor from an “underperform” rating to a “hold” rating and increased their price objective for the company from $9.00 to $12.00 in a report on Monday, October 6th. Citigroup raised their target price on shares of Ford Motor from $11.00 to $13.50 and gave the company a “neutral” rating in a research note on Monday, October 27th. Wall Street Zen raised shares of Ford Motor from a “hold” rating to a “buy” rating in a research report on Saturday, December 27th. Finally, Royal Bank Of Canada increased their price target on shares of Ford Motor from $11.00 to $12.00 and gave the company a “sector perform” rating in a research note on Friday, October 24th. Four analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $12.54.

Ford Motor Stock Up 4.7%

Shares of Ford Motor stock opened at $14.39 on Thursday. The firm has a market cap of $57.34 billion, a PE ratio of 12.41 and a beta of 1.62. The business’s 50 day simple moving average is $13.25 and its 200 day simple moving average is $12.21. The company has a debt-to-equity ratio of 2.20, a quick ratio of 0.98 and a current ratio of 1.12. Ford Motor has a 52-week low of $8.44 and a 52-week high of $14.50.

Ford Motor (NYSE:F) last issued its quarterly earnings results on Thursday, October 23rd. The auto manufacturer reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.38 by $0.07. Ford Motor had a net margin of 2.48% and a return on equity of 11.94%. The company had revenue of $50.53 billion during the quarter, compared to analysts’ expectations of $43.08 billion. During the same period last year, the business earned $0.49 EPS. The business’s quarterly revenue was up 9.4% on a year-over-year basis. On average, analysts predict that Ford Motor will post 1.47 earnings per share for the current fiscal year.

Ford Motor Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Friday, November 7th were given a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a yield of 4.2%. The ex-dividend date of this dividend was Friday, November 7th. Ford Motor’s payout ratio is 51.72%.

Institutional Trading of Ford Motor

A number of hedge funds have recently modified their holdings of the stock. Caxton Associates LLP acquired a new stake in Ford Motor during the first quarter worth approximately $304,000. MBB Public Markets I LLC bought a new position in shares of Ford Motor during the first quarter worth approximately $307,000. Empowered Funds LLC lifted its holdings in Ford Motor by 41.6% during the 1st quarter. Empowered Funds LLC now owns 147,760 shares of the auto manufacturer’s stock worth $1,482,000 after purchasing an additional 43,385 shares during the last quarter. Woodline Partners LP lifted its holdings in Ford Motor by 640.4% during the 1st quarter. Woodline Partners LP now owns 1,735,701 shares of the auto manufacturer’s stock worth $17,409,000 after purchasing an additional 1,501,283 shares during the last quarter. Finally, Bayforest Capital Ltd boosted its stake in Ford Motor by 16.7% in the 1st quarter. Bayforest Capital Ltd now owns 19,459 shares of the auto manufacturer’s stock valued at $195,000 after purchasing an additional 2,779 shares during the period. Institutional investors and hedge funds 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: Analyst upgrade — Piper Sandler raised Ford from Neutral to Overweight and moved its price target up to $16 (from $11), boosting investor confidence in the turnaround and providing fresh buy-side support. Piper Sandler upgrade (Benzinga)
• Positive Sentiment: Strong sales / Q4 performance — Ford reported its best U.S. sales and strongest Q4 since 2019, driven by trucks, SUVs and record hybrid sales, supporting near‑term revenue and margin momentum. Ford’s Best Sales Since 2019 (Zacks)
• Positive Sentiment: Autonomy roadmap — Ford reiterated plans to offer a Level‑3 “eyes‑off” driver assistance system in 2028 and to put the tech into a $30,000 EV first, signaling product differentiation and potential software/upside revenue. Ford to offer Level‑3 system in 2028 (Reuters) Eyes‑off driving and $30k EV (CNBC)
• Positive Sentiment: Building autonomy in‑house — Ford says developing key autonomy tech internally is ~30% cheaper than licensing, which could improve long‑term margins on software-enabled features. Autonomy in‑house cost advantage (Business Insider)
• Positive Sentiment: In‑car AI assistant — Ford unveiled plans for an AI driving companion to enhance user experience and differentiate its EVs, which supports future software and recurring‑revenue narratives. AI companion (Business Insider)
• Positive Sentiment: Options flow — Unusual bullish options activity with ~154k call contracts traded (about +59% vs. typical call volume) signals speculative/hedged bullish interest from traders.
• Neutral Sentiment: Trending coverage — Ford has been a heavily searched/trending stock, increasing short‑term volatility and attention but not directly altering fundamentals. Trending stock coverage (Zacks)
• Neutral Sentiment: Local news overlap — A press release about a Henry Ford Health partnership is unrelated to Ford Motor’s auto business and unlikely to affect the auto stock. Henry Ford Health partnership (GlobeNewswire)
• Negative Sentiment: Labor / technician shortage — WSJ reports Ford can’t fill thousands of mechanic roles (CEO cites ~5,000 openings), a structural workforce issue that could raise service/production costs and constrain after‑sales service. Mechanic shortage (WSJ)

Ford Motor Company 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.