TD Cowen Issues Pessimistic Forecast for Ford Motor (NYSE:F) Stock Price

Ford Motor (NYSE:F) had its price target reduced by equities researchers at TD Cowen from $15.00 to $14.00 in a report issued on Wednesday,Benzinga reports. The firm presently has a “hold” rating on the auto manufacturer’s stock. TD Cowen’s target price indicates a potential upside of 12.65% from the company’s previous close.

Other equities research analysts also recently issued research reports about the company. The Goldman Sachs Group reduced their price target on Ford Motor from $15.00 to $13.00 and set a “neutral” rating on the stock in a research report on Tuesday. Barclays increased their price target on Ford Motor from $12.00 to $13.00 and gave the stock an “equal weight” rating in a research report on Friday, January 23rd. UBS Group raised Ford Motor from a “neutral” rating to a “buy” rating and set a $15.00 price target on the stock in a research report on Tuesday. HSBC increased their price target on Ford Motor from $9.80 to $12.80 and gave the stock a “hold” rating in a research report on Tuesday, January 13th. Finally, Wall Street Zen downgraded Ford Motor from a “hold” rating to a “sell” rating in a research report on Sunday, April 5th. Five research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $13.66.

Ford Motor Price Performance

Ford Motor stock opened at $12.43 on Wednesday. Ford Motor has a 12 month low of $9.35 and a 12 month high of $14.80. The stock’s 50 day moving average is $12.62 and its 200-day moving average is $12.95. The company has a current ratio of 1.07, a quick ratio of 0.94 and a debt-to-equity ratio of 2.95. The company has a market capitalization of $49.58 billion, a price-to-earnings ratio of -6.03, a PEG ratio of 0.30 and a beta of 1.70.

Ford Motor (NYSE:F) last posted its earnings results on Wednesday, February 11th. The auto manufacturer reported $0.13 EPS for the quarter, beating the consensus estimate of $0.06 by $0.07. Ford Motor had a positive return on equity of 10.16% and a negative net margin of 4.37%.The company had revenue of $45.89 billion for the quarter, compared to the consensus estimate of $41.78 billion. During the same quarter in the prior year, the business earned $0.39 earnings per share. The firm’s revenue for the quarter was down 4.8% on a year-over-year basis. Equities research analysts expect that Ford Motor will post 1.47 EPS for the current year.

Insiders Place Their Bets

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

Institutional Investors Weigh In On Ford Motor

Several institutional investors and hedge funds have recently added to or reduced their stakes in F. Norges Bank bought a new stake in Ford Motor during the fourth quarter worth $674,437,000. DLD Asset Management LP bought a new position in shares of Ford Motor in the 3rd quarter valued at $299,000,000. Marshall Wace LLP lifted its stake in shares of Ford Motor by 81.1% in the 3rd quarter. Marshall Wace LLP now owns 35,438,722 shares of the auto manufacturer’s stock valued at $423,847,000 after acquiring an additional 15,866,285 shares during the last quarter. AQR Capital Management LLC lifted its stake in shares of Ford Motor by 610.1% in the 4th quarter. AQR Capital Management LLC now owns 11,177,304 shares of the auto manufacturer’s stock valued at $146,646,000 after acquiring an additional 9,603,267 shares during the last quarter. Finally, Bank of New York Mellon Corp lifted its stake in shares of Ford Motor by 26.9% in the 4th quarter. Bank of New York Mellon Corp now owns 38,153,383 shares of the auto manufacturer’s stock valued at $500,572,000 after acquiring an additional 8,086,564 shares during the last quarter. 58.74% of the stock is currently owned by institutional investors.

Ford Motor News Roundup

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

• Positive Sentiment: UBS upgraded Ford to “Buy” and set a higher price target, citing improved long‑term EPS outlook and potential upside from the company’s restructuring; that upgrade earlier helped push the stock higher. UBS Group Upgrades Ford Motor (NYSE:F) to “Buy”
• Positive Sentiment: Ford announced a new Product Creation & Industrialization organization to integrate EV, digital and industrial systems with an explicit goal of improving efficiency and reaching an 8% adjusted EBIT margin by 2029 — a structural move that could boost margins over time. Ford Establishes New Product Creation and Industrialization Organization
• Positive Sentiment: Senior Pentagon officials have opened talks with Ford about producing certain parts to help replenish U.S. military stockpiles — a potential new revenue stream and factory utilization option if it results in contracts. Pentagon Seeks Help From Ford and G.M.
• Neutral Sentiment: Ford says it will partner more with Chinese automakers on overseas projects while planning how to handle Chinese competition in the U.S.; expansion could help scale models abroad but raises geopolitical and regulatory complexity. Ford Will Partner More With Chinese Automakers Overseas
• Neutral Sentiment: Ford folded its EV unit into global manufacturing and integrated product teams to speed industrialization and improve margins; the move aims for efficiency gains but creates short‑term execution risk. Why Is Ford Integrating Its EV Unit Into Global Manufacturing Now?
• Negative Sentiment: Doug Field, Ford’s high‑profile EV and technology chief, is leaving amid the reorganization — the exit raises questions about leadership continuity for EV and software programs and likely prompted selling pressure. Ford’s advanced EV-and-tech chief to leave the company
• Negative Sentiment: Analysts have trimmed targets and expectations: Goldman Sachs cut its price target, TD Cowen lowered its target to $14 (hold), and other notes flagged near‑term margin/earnings risk — analyst downgrades add selling pressure. Goldman Sachs Cuts Ford (F) Price Target

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.