Ford Motor (NYSE:F) Rating Increased to Buy at Citigroup

Ford Motor (NYSE:F) was upgraded by investment analysts at Citigroup from a “neutral” rating to a “buy” rating in a report released on Wednesday. The firm presently has a $20.00 target price on the auto manufacturer’s stock. Citigroup’s price target would indicate a potential upside of 33.69% from the company’s current price.

Several other equities research analysts have also recently issued reports on F. Wells Fargo & Company lifted their target price on Ford Motor from $10.00 to $11.00 and gave the stock an “underweight” rating in a report on Thursday, June 25th. Bank of America increased their price objective on shares of Ford Motor from $17.00 to $20.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ford Motor in a report on Wednesday, June 24th. BNP Paribas Exane raised their price objective on Ford Motor from $13.00 to $14.00 and gave the company a “neutral” rating in a research note on Tuesday, July 14th. Finally, The Goldman Sachs Group boosted their price objective on shares of Ford Motor from $13.00 to $16.00 and gave the company a “neutral” rating in a research report on Thursday, June 11th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $15.22.

Ford Motor Trading Up 1.9%

Shares of Ford Motor stock opened at $14.96 on Wednesday. The company has a fifty day moving average of $14.49 and a 200 day moving average of $13.45. The company has a market capitalization of $59.61 billion, a P/E ratio of -9.65, a P/E/G ratio of 0.35 and a beta of 1.82. Ford Motor has a fifty-two week low of $10.68 and a fifty-two week high of $17.78. The company has a debt-to-equity ratio of 2.84, a quick ratio of 0.94 and a current ratio of 1.09.

Ford Motor (NYSE:F) last announced its quarterly earnings data on Tuesday, July 28th. The auto manufacturer reported $0.42 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.33 by $0.09. Ford Motor had a negative net margin of 3.22% and a positive return on equity of 15.77%. The business had revenue of $48.30 billion during the quarter, compared to analyst estimates of $47.24 billion. During the same period last year, the firm posted $0.37 EPS. The company’s revenue was down 3.8% on a year-over-year basis. On average, sell-side analysts anticipate that Ford Motor will post 1.62 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Ford Motor

Several institutional investors have recently bought and sold shares of the business. Norges Bank purchased a new stake in Ford Motor during the fourth quarter worth $674,437,000. Marshall Wace LLP grew its stake in Ford Motor by 81.1% in the third quarter. Marshall Wace LLP now owns 35,438,722 shares of the auto manufacturer’s stock valued at $423,847,000 after purchasing an additional 15,866,285 shares during the last quarter. AQR Capital Management LLC lifted its position in shares of Ford Motor by 610.1% during the fourth quarter. AQR Capital Management LLC now owns 11,177,304 shares of the auto manufacturer’s stock valued at $146,646,000 after buying an additional 9,603,267 shares during the last quarter. Bank of New York Mellon Corp lifted its position in shares of Ford Motor by 26.9% during the fourth 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 buying an additional 8,086,564 shares during the last quarter. Finally, SG Americas Securities LLC boosted its holdings in shares of Ford Motor by 458.7% in the 1st quarter. SG Americas Securities LLC now owns 9,002,765 shares of the auto manufacturer’s stock valued at $103,892,000 after buying an additional 7,391,361 shares in the last quarter. 58.74% of the stock is owned by hedge funds and other institutional investors.

Ford Motor News Summary

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

• Positive Sentiment: Ford reported second-quarter adjusted earnings of $0.42 per share, exceeding the roughly $0.33–$0.36 analyst consensus and improving from $0.37 a year earlier. Adjusted EBIT rose $400 million year over year to $2.5 billion, signaling stronger operating performance. Why is Ford stock surging despite a $1.3 billion loss?
• Positive Sentiment: The company raised its 2026 adjusted EBIT guidance for the second time this year to $10 billion–$11 billion, citing stronger U.S. pricing, resilient consumers and improvements in its core business. Ford expects vehicle prices to rise approximately 0.5%. Ford lifts annual guidance, citing strong pricing and resilient consumer
• Positive Sentiment: Sales of higher-margin off-road vehicles helped support profitability even as overall revenue declined. Jefferies also upgraded Ford to Buy from Hold and lifted its price target to $17.50 from $14.50, citing improved earnings prospects and cash generation. Ford and GM upgraded by Jefferies on improving outlooks, stronger cash generation
• Positive Sentiment: Ford declared a regular quarterly dividend of $0.15 per share, payable September 1 to shareholders of record August 11. The dividend reinforces the stock’s income appeal, though investors should note the upcoming ex-dividend date is August 11. Ford Reports Second-Quarter 2026 Financial Results
• Negative Sentiment: Ford posted a $1.3 billion second-quarter net loss, while revenue fell 3.8% year over year to $48.3 billion and missed some Wall Street estimates. These figures highlight continuing pressure on volumes and reported profitability. Ford misses Q2 revenue estimates, but stock rises
• Negative Sentiment: Vehicle recalls remain a financial and reputational risk because warranty costs, remediation expenses and potential brand damage can weigh on future margins. Ford’s Recalls Are a Headache for Shareholders

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.