Mitsubishi UFJ Asset Management Co. Ltd. Buys 439,306 Shares of Ford Motor Company $F

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of Ford Motor Company (NYSE:F) by 5.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,238,093 shares of the auto manufacturer’s stock after purchasing an additional 439,306 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Ford Motor were worth $109,896,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Grove Bank & Trust raised its holdings in Ford Motor by 110.7% during the 4th quarter. Grove Bank & Trust now owns 1,903 shares of the auto manufacturer’s stock valued at $25,000 after buying an additional 1,000 shares during the period. Olistico Wealth LLC purchased a new position in Ford Motor during the fourth quarter worth $26,000. Murphy Middleton Hinkle & Parker Inc. purchased a new position in Ford Motor during the fourth quarter worth $29,000. Johnson Financial Group Inc. increased its position in Ford Motor by 55.4% during the third quarter. Johnson Financial Group Inc. now owns 2,348 shares of the auto manufacturer’s stock valued at $28,000 after acquiring an additional 837 shares during the last quarter. Finally, KERR FINANCIAL PLANNING Corp purchased a new stake in shares of Ford Motor in the third quarter valued at $32,000. Hedge funds and other institutional investors own 58.74% of the company’s stock.

Insiders Place Their Bets

In related news, insider William Clay Ford, Jr. acquired 140,000 shares of the firm’s stock in a transaction on Thursday, February 19th. The shares were acquired at an average cost of $13.82 per share, with a total value of $1,934,800.00. Following the completion of the acquisition, the insider directly owned 3,912,600 shares in the company, valued at approximately $54,072,132. This trade represents a 3.71% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 0.63% of the company’s stock.

Ford Motor Price Performance

Shares of F stock opened at $12.17 on Thursday. 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 Company has a twelve month low of $9.88 and a twelve month high of $14.80. The stock has a fifty day simple moving average of $12.28 and a two-hundred day simple moving average of $13.00. The stock has a market capitalization of $48.53 billion, a price-to-earnings ratio of -7.85, a P/E/G ratio of 0.27 and a beta of 1.65.

Ford Motor (NYSE:F) last announced its earnings results on Wednesday, April 29th. The auto manufacturer reported $0.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.18 by $0.48. Ford Motor had a positive return on equity of 15.77% and a negative net margin of 3.22%.The business had revenue of $43.25 billion for the quarter, compared to analysts’ expectations of $42.66 billion. During the same quarter last year, the firm earned $0.14 EPS. The business’s revenue for the quarter was up 6.4% on a year-over-year basis. On average, analysts predict that Ford Motor Company will post 1.54 EPS for the current fiscal year.

Ford Motor Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be paid a $0.15 dividend. This represents a $0.60 annualized dividend and a dividend yield of 4.9%. The ex-dividend date is Tuesday, May 12th. Ford Motor’s payout ratio is currently -38.71%.

Ford Motor News Roundup

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

• Positive Sentiment: Ford’s Long Beach “secret” EV unit has developed a new UEV platform intended for a next generation of EVs and is central to Model e’s goal to reach breakeven by 2029 — a structural tech advance investors view as supportive of future margins and product competitiveness. Ford’s secret EV unit emerges from shadows, still bullish on new pickup amid market slowdown
• Positive Sentiment: Ford reiterates an affordable electric pickup due next year (target ~$30,000). Despite a prior $20B write-down, the commitment to a low-price EV pickup is reinforcing investor hopes for volume and margin improvement if execution succeeds. Ford Says an Affordable Electric Pickup Truck is Still Coming Next Year
• Positive Sentiment: Ford Pro commercial efforts expanded via Work Truck Solutions support for the Commercial Vehicle Center program — a B2B growth channel that can boost recurring services, fleet sales and software revenue. Work Truck Solutions Supports Ford Pro Commercial Vehicle Center (CVC) Program
• Positive Sentiment: Some analysts/shops are bullish on Ford’s near-term upside (a 24/7 Wall St. note lifts a 12‑month target ~22% above recent levels), citing raised guidance and Ford Pro momentum as valuation catalysts. Ford Stock Poised for 22% Jump
• Neutral Sentiment: Feature pieces (WSJ) on Ford’s cross-functional “secret team” describe aggressive factory retooling to produce the $30k truck — useful context but execution risk remains. The Secret Team Blowing Up Ford’s Assembly Line to Make a $30,000 Electric Truck
• Neutral Sentiment: Zacks highlights Ford as a momentum stock under certain style-score frameworks — informative for investors but not a direct catalyst. Here’s Why Ford Motor Company (F) is a Strong Momentum Stock
• Negative Sentiment: April U.S. retail sales fell ~14% year‑over‑year as weakness hit EVs, hybrids, trucks and SUVs and macro pressures weighed — a clear near‑term demand red flag for revenue and margin outlooks. What Caused Ford’s 14% Y/Y U.S. Sales Decline in April?
• Negative Sentiment: Critical commentary argues Ford effectively “exited” parts of the EV race and that its new, smaller-scale re‑entry may be insufficient versus faster rivals and low‑cost Chinese competition. That skepticism increases execution risk premium. Ford Exits EVs As Toyota Move In
• Negative Sentiment: Opinion pieces warn Ford’s revised EV plan may struggle to compete with Chinese volumes and established EV disruptors, amplifying downside risk if product/price targets slip. Ford’s New EV Plan Already Doomed
• Negative Sentiment: Comparisons with Tesla after quarter results underline an EV performance gap; markets may penalize Ford if short‑term deliveries and margins don’t improve. Tesla vs Ford: One Is a Disrupter While One Is Quietly Building Legacy

Analyst Upgrades and Downgrades

F has been the subject of several analyst reports. Piper Sandler upgraded shares of Ford Motor from a “neutral” rating to an “overweight” rating and raised their target price for the stock from $11.00 to $16.00 in a report on Thursday, January 8th. Zacks Research downgraded shares of Ford Motor from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Wells Fargo & Company dropped their target price on Ford Motor from $11.00 to $10.00 and set an “underweight” rating for the company in a research report on Tuesday, March 31st. Bank of America assumed coverage on Ford Motor in a research note on Wednesday, March 4th. They set a “buy” rating and a $17.00 target price on the stock. Finally, UBS Group reduced their price target on Ford Motor from $15.00 to $14.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Five analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Ford Motor currently has a consensus rating of “Hold” and an average target price of $13.56.

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.