Ford Motor Target of Unusually High Options Trading (NYSE:F)

Ford Motor Company (NYSE:F) saw some unusual options trading on Wednesday. Traders purchased 174,386 call options on the stock. This is an increase of approximately 14% compared to the average volume of 152,457 call options.

Analyst Ratings Changes

Several research firms have recently weighed in on F. Morgan Stanley reissued an “equal weight” rating and set a $14.00 price objective on shares of Ford Motor in a research note on Wednesday, May 13th. Citigroup raised Ford Motor from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $19.00 to $20.00 in a research report on Wednesday. BNP Paribas Exane upped their target price on Ford Motor from $13.00 to $14.00 and gave the company a “neutral” rating in a report on Tuesday, July 14th. Wells Fargo & Company increased their price target on Ford Motor from $10.00 to $11.00 and gave the company an “underweight” rating in a research report on Thursday, June 25th. Finally, TD Cowen lifted their price target on Ford Motor from $13.00 to $15.00 and gave the stock a “hold” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $15.62.

Ford Motor Stock Up 2.8%

Shares of F traded up $0.42 during mid-day trading on Wednesday, reaching $15.38. The company’s stock had a trading volume of 81,725,766 shares, compared to its average volume of 61,113,473. The business has a fifty day moving average of $14.49 and a 200 day moving average of $13.45. The company has a market cap of $61.28 billion, a price-to-earnings ratio of -9.95, a price-to-earnings-growth ratio of 0.35 and a beta of 1.82. Ford Motor has a 1 year low of $10.68 and a 1 year high of $17.78. The company has a quick ratio of 0.94, a current ratio of 1.09 and a debt-to-equity ratio of 2.84.

Ford Motor (NYSE:F) last issued its earnings results on Tuesday, July 28th. The auto manufacturer reported $0.42 EPS for the quarter, topping the consensus estimate of $0.33 by $0.09. Ford Motor had a positive return on equity of 15.77% and a negative net margin of 3.22%.The business had revenue of $48.30 billion during the quarter, compared to analysts’ expectations of $47.24 billion. During the same quarter last year, the firm posted $0.37 earnings per share. Ford Motor’s revenue was down 3.8% compared to the same quarter last year. As a group, analysts forecast that Ford Motor will post 1.62 earnings per share for the current fiscal year.

Ford Motor Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be given a dividend of $0.15 per share. The ex-dividend date is Tuesday, August 11th. This represents a $0.60 dividend on an annualized basis and a yield of 3.9%. Ford Motor’s dividend payout ratio (DPR) is presently -38.71%.

Hedge Funds Weigh In On Ford Motor

Large investors have recently made changes to their positions in the business. MV Capital Management Inc. purchased a new stake in shares of Ford Motor in the fourth quarter worth approximately $25,000. McMillan Office Inc. purchased a new position in Ford Motor during the fourth quarter valued at approximately $26,000. Johnson Financial Group Inc. increased its stake in Ford Motor by 55.4% in the 3rd quarter. Johnson Financial Group Inc. now owns 2,348 shares of the auto manufacturer’s stock valued at $28,000 after buying an additional 837 shares during the period. Legacy Wealth Managment LLC ID increased its stake in Ford Motor by 108.4% in the 1st quarter. Legacy Wealth Managment LLC ID now owns 2,365 shares of the auto manufacturer’s stock valued at $27,000 after buying an additional 1,230 shares during the period. Finally, Garton & Associates Financial Advisors LLC purchased a new stake in Ford Motor in the 4th quarter worth approximately $32,000. Institutional investors and hedge funds own 58.74% of the company’s stock.

Key Headlines Impacting Ford Motor

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

• Positive Sentiment: Ford reported second-quarter adjusted earnings of $0.42 per share, beating the roughly $0.33 Wall Street consensus and rising from $0.37 a year earlier. Adjusted EBIT increased by approximately $400 million to $2.5 billion, supported by stronger pricing, product mix and higher-margin off-road vehicles. Ford Q2 Earnings Beat on Pricing and Mix
• Positive Sentiment: Management raised its 2026 adjusted EBIT forecast to $10 billion-$11 billion and increased its free-cash-flow outlook, citing resilient consumers, pricing discipline and improved performance in trucks, services, electric vehicles and energy. This was the second guidance increase of the year. Ford lifts annual guidance
• Positive Sentiment: Citigroup upgraded Ford from “neutral” to “buy” and raised its price target to $20 from $19. JPMorgan and Piper Sandler also raised their targets to $17 and retained “overweight” ratings. Jefferies separately upgraded the stock to “buy” with a $17.50 target.
• Positive Sentiment: Call-option activity was elevated, with traders purchasing 174,386 calls—about 14% above average—signaling increased near-term bullish positioning. Ford also declared its regular $0.15 quarterly dividend, payable September 1 to eligible shareholders.
• Neutral Sentiment: TD Cowen and RBC raised their price targets to $15 but maintained “hold” and “sector perform” ratings, respectively, implying limited upside at recent trading levels.
• Negative Sentiment: Ford posted a reported second-quarter net loss of approximately $1.3 billion. Revenue fell 3.8% year over year to $48.3 billion, and some coverage highlighted weaker automotive revenue, underscoring continuing pressure on overall sales.

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.