Ford Motor (NYSE:F) Trading Up 4.7% After Analyst Upgrade

08 Jan 2026, 17:10 by Doug Wharley · The Cerbat Gem

Ford Motor Company (NYSE:F – Get Free Report) shares rose 4.7% during trading on Thursday after Piper Sandler upgraded the stock from a neutral rating to an overweight rating. Piper Sandler now has a $16.00 price target on the stock, up from their previous price target of $11.00. Ford Motor traded as high as $14.50 and last traded at $14.39. Approximately 153,365,358 shares traded hands during mid-day trading, an increase of 101% from the average daily volume of 76,469,906 shares. The stock had previously closed at $13.74.

A number of other analysts have also recently weighed in on the company. The Goldman Sachs Group increased their price objective on Ford Motor from $11.00 to $12.00 and gave the stock a “neutral” rating in a research report on Monday, September 29th. UBS Group raised their price objective on Ford Motor from $11.00 to $12.50 and gave the company a “neutral” rating in a research note on Monday, October 6th. Wells Fargo & Company lifted their price objective on Ford Motor from $10.00 to $11.00 and gave the stock an “underweight” rating in a research report on Friday, October 24th. Evercore ISI raised their price target on shares of Ford Motor from $12.00 to $14.00 and gave the stock an “in-line” rating in a research note on Monday, December 22nd. Finally, Wall Street Zen raised Ford Motor from a “hold” rating to a “buy” rating in a research report on Saturday, December 27th. Four equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Ford Motor currently has a consensus rating of “Hold” and a consensus price target of $12.54.

Get Our Latest Report on F

More Ford Motor News

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

Positive Sentiment: Piper Sandler upgraded Ford from Neutral to Overweight and raised its price target to $16, signaling stronger analyst conviction and providing immediate buy-side catalyst. Benzinga
Positive Sentiment: Zacks reports Ford posted its best U.S. sales and Q4 since 2019, led by trucks, SUVs and record hybrid volumes — evidence of improving core demand and margin-supported mix. Ford’s Best Sales Since 2019
Positive Sentiment: Ford announced plans to offer Level 3 “eyes-off” driver-assistance systems in 2028 and to deploy advanced EVs at competitive price points — a product roadmap that can lift future EV volumes and perceived tech leadership. Reuters: Eyes-off driving
Positive Sentiment: Ford is building more autonomy and in-car AI capabilities in-house (including a new AI “companion”), which management says reduces costs vs. outsourcing and could boost software-driven margins and recurring revenue. Business Insider: AI companion
Positive Sentiment: Unusual options activity: around 154k calls traded (≈+59% vs typical), suggesting speculative bullish positioning that can amplify intraday upside and volume.
Neutral Sentiment: BAMF Health & Henry Ford Health are partnering on a theranostics center in Detroit — notable for the region but not directly material to Ford Motor’s auto operations. GlobeNewswire
Neutral Sentiment: Ford is a trending stock on some screens (Zacks/MarketBeat pieces), which can boost retail interest but doesn’t change fundamentals by itself. Zacks trending stock
Negative Sentiment: A WSJ feature highlights Ford’s difficulty filling skilled mechanic roles (~5,000 openings), a staffing shortage that could raise service costs, slow repairs and pressure operations/margins. WSJ: mechanic shortage

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in F. Grove Bank & Trust raised its holdings in shares of Ford Motor by 110.7% during the fourth quarter. Grove Bank & Trust now owns 1,903 shares of the auto manufacturer’s stock worth $25,000 after acquiring an additional 1,000 shares in the last quarter. Corsicana & Co. bought a new position in Ford Motor during the third quarter worth $25,000. Trust Co. of Toledo NA OH acquired a new position in shares of Ford Motor during the second quarter valued at about $25,000. Salomon & Ludwin LLC grew its holdings in shares of Ford Motor by 86.6% during the 3rd quarter. Salomon & Ludwin LLC now owns 2,333 shares of the auto manufacturer’s stock worth $30,000 after purchasing an additional 1,083 shares in the last quarter. Finally, Johnson Financial Group Inc. raised its stake in shares of Ford Motor by 55.4% in the third quarter. Johnson Financial Group Inc. now owns 2,348 shares of the auto manufacturer’s stock valued at $28,000 after purchasing an additional 837 shares in the last quarter. 58.74% of the stock is currently owned by institutional investors and hedge funds.

Ford Motor Stock Performance

The firm has a 50-day moving average of $13.22 and a 200 day moving average of $12.20. The stock has a market capitalization of $57.34 billion, a P/E ratio of 12.41 and a beta of 1.62. The company has a quick ratio of 0.98, a current ratio of 1.12 and a debt-to-equity ratio of 2.20.

Ford Motor (NYSE:F – Get Free Report) last released its quarterly earnings results on Thursday, October 23rd. The auto manufacturer reported $0.45 EPS for the quarter, beating analysts’ consensus estimates of $0.38 by $0.07. The firm had revenue of $50.53 billion for the quarter, compared to analyst estimates of $43.08 billion. Ford Motor had a net margin of 2.48% and a return on equity of 11.94%. The company’s revenue for the quarter was up 9.4% compared to the same quarter last year. During the same period in the previous year, the business earned $0.49 earnings per share. Research analysts anticipate that Ford Motor Company will post 1.47 EPS for the current fiscal year.

Ford Motor Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Friday, November 7th were issued a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 4.2%. The ex-dividend date was Friday, November 7th. Ford Motor’s payout ratio is 51.72%.

About Ford Motor

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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.