Ford Motor (NYSE:F) Given New $15.00 Price Target at TD Cowen

Ford Motor (NYSE:F) had its price target raised by equities research analysts at TD Cowen from $13.00 to $15.00 in a research note issued to investors on Tuesday,Benzinga reports. The firm presently has a “hold” rating on the auto manufacturer’s stock. TD Cowen’s target price points to a potential upside of 6.95% from the company’s current price.

Several other analysts have also recently issued reports on the company. Evercore ISI lifted their target price on Ford Motor from $12.00 to $14.00 and gave the company an “in-line” rating in a research note on Monday, December 22nd. The Goldman Sachs Group lifted their price objective on shares of Ford Motor from $11.00 to $12.00 and gave the stock a “neutral” rating in a research note on Monday, September 29th. Royal Bank Of Canada boosted their price objective on Ford Motor from $11.00 to $12.00 and gave the company a “sector perform” rating in a report on Friday, October 24th. Jefferies Financial Group upgraded Ford Motor from an “underperform” rating to a “hold” rating and raised their price objective for the stock from $9.00 to $12.00 in a report on Monday, October 6th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Ford Motor in a research note on Monday, December 22nd. Four investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $12.89.

Ford Motor Stock Down 0.0%

Shares of F traded down $0.01 on Tuesday, hitting $14.03. 41,691,237 shares of the stock traded hands, compared to its average volume of 68,423,172. Ford Motor has a one year low of $8.44 and a one year high of $14.50. The company has a market capitalization of $55.88 billion, a PE ratio of 12.09 and a beta of 1.62. The business has a 50 day simple moving average of $13.29 and a 200 day simple moving average of $12.28. 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 (NYSE:F) last released its quarterly earnings data on Thursday, October 23rd. The auto manufacturer reported $0.45 earnings per share for the quarter, beating 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 firm had revenue of $50.53 billion during the quarter, compared to analysts’ expectations of $43.08 billion. During the same period in the previous year, the company earned $0.49 earnings per share. The firm’s quarterly revenue was up 9.4% on a year-over-year basis. As a group, equities analysts forecast that Ford Motor will post 1.47 earnings per share for the current fiscal year.

Institutional Trading of Ford Motor

Several institutional investors have recently made changes to their positions in F. Norges Bank purchased a new position in Ford Motor during the 2nd quarter valued at about $405,328,000. DLD Asset Management LP purchased a new position in Ford Motor in the third quarter valued at approximately $299,000,000. Marshall Wace LLP lifted its holdings in shares of Ford Motor by 712.7% in the 2nd quarter. Marshall Wace LLP now owns 19,572,437 shares of the auto manufacturer’s stock valued at $212,361,000 after purchasing an additional 17,164,234 shares during the last quarter. Geode Capital Management LLC boosted its stake in Ford Motor by 17.9% during the 2nd quarter. Geode Capital Management LLC now owns 103,784,031 shares of the auto manufacturer’s stock worth $1,122,434,000 after purchasing an additional 15,748,694 shares during the period. Finally, Bank of New York Mellon Corp raised its stake in Ford Motor by 32.7% during the 2nd quarter. Bank of New York Mellon Corp now owns 29,342,420 shares of the auto manufacturer’s stock valued at $318,365,000 after acquiring an additional 7,238,424 shares during the last quarter. Hedge funds and other institutional investors own 58.74% of the company’s stock.

Ford Motor News Roundup

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

• Positive Sentiment: Zacks highlights Ford as a “fast‑paced mover” that still looks reasonably valued, which can attract momentum and value investors. Why Fast-paced Mover Ford Motor (F) Is a Great Choice for Value Investors
• Positive Sentiment: Zacks also notes Ford’s strong earnings‑surprise history and says the company has the setup to potentially beat next quarter’s estimates — a factor that tends to lift the stock. Will Ford Motor (F) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Ford was included on a Zacks list of top income picks (Zacks Rank #1), which can draw income‑seeking investors and support the share price. Best Income Stocks to Buy for Jan. 13
• Positive Sentiment: Jim Cramer publicly praised CEO Jim Farley, which can boost investor confidence and sentiment around Ford’s strategy. Ford Motor (F) CEO Jim Farley has done a great job, says Jim Cramer
• Positive Sentiment: Retail demand signal: Power Ford reported record deliveries in 2025 and earned #1 sales ranking in New Mexico and Top‑10 in the Phoenix region — a sign of durable retail demand for Ford vehicles. Power Ford Earns #1 Sales Ranking in New Mexico and Top 10 Phoenix Region Honors for 2025
• Neutral Sentiment: Industry context: Zacks’ review shows U.S. auto sales topped post‑2019 levels in 2025 but expects a slower, policy‑driven 2026 — a mixed macro backdrop for OEMs including Ford. U.S. Auto Industry 2025 Review and What to Expect in 2026
• Neutral Sentiment: Relative performance note: comparisons with GM and commentary on Ford’s decade‑long underperformance versus the S&P provide context but are not direct catalysts. GM Vs Ford: Which Automaker is the Better Investment for 2026?
• Neutral Sentiment: The Fool ran a primer on buying Ford under $15, offering longer‑term perspective rather than an immediate catalyst. Should You Buy Ford Stock While It’s Under $15?
• Neutral Sentiment: Market consensus remains conservative: multiple sources report an average analyst recommendation of “Hold” across brokerages, which can cap upside. Ford Motor Company Receives Average Rating of “Hold” from Brokerages
• Negative Sentiment: HSBC raised its target to $12.80 from $9.80 but kept a “Hold” rating — that target sits below the current share price and represents implied downside, which may pressure sentiment. HSBC hikes Ford target to $12.80

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.