Ford Motor (NYSE:F) Shares Up 2.1% Following Analyst Upgrade

27 Jul 2026, 17:01 by Renee Jackson · The Cerbat Gem

Ford Motor Company (NYSE:F – Get Free Report)’s stock price shot up 2.1% on Monday after Jefferies Financial Group upgraded the stock from a hold rating to a buy rating. Jefferies Financial Group now has a $17.50 price target on the stock, up from their previous price target of $14.50. Ford Motor traded as high as $14.87 and last traded at $14.6750. Approximately 58,555,252 shares changed hands during trading, a decline of 4% from the average daily volume of 60,847,422 shares. The stock had previously closed at $14.37.

A number of other equities analysts have also issued reports on the company. TD Cowen lowered their price target on Ford Motor from $14.00 to $13.00 and set a “hold” rating on the stock in a report on Friday, May 1st. Wall Street Zen raised Ford Motor from a “hold” rating to a “buy” rating in a research note on Saturday, June 13th. BNP Paribas Exane increased their price objective on Ford Motor from $13.00 to $14.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 14th. Barclays lifted their target price on Ford Motor from $13.00 to $14.00 and gave the company an “equal weight” rating in a research note on Thursday, July 9th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Ford Motor in a report on Wednesday, June 24th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $15.15.

Read Our Latest Stock Analysis on F

Key Headlines Impacting Ford Motor

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

Positive Sentiment: Jefferies upgraded Ford to Buy from Hold and raised its price target to $17.50 from $14.50. The firm cited improving earnings prospects, stronger free cash flow and better capital allocation. Jefferies expects the second quarter could represent a margin trough as production normalizes after disruptions. Ford and GM upgraded by Jefferies on improving outlooks, stronger cash generation
Positive Sentiment: Ford is expanding its accessories, parts and vehicle-customization business, including special-edition launches designed to create “Nike shoe drop” moments. The strategy could increase higher-margin aftermarket revenue and improve profits per vehicle. Ford wants more customers to customize vehicles to boost profits
Neutral Sentiment: Ford has joined other U.S. automakers in considering production of the next U.S. Army truck. The opportunity could diversify Ford’s revenue and add defense-related business, but the company’s participation does not yet represent an awarded contract. Ford Motor Joins Race to Build Next U.S. Army Truck
Neutral Sentiment: Ford is scheduled to report quarterly results shortly. Analysts are watching whether production normalization, pricing and cost controls can offset softer vehicle volumes and tariff-related pressures. Ford, PACCAR, OSK and ABG earnings preview
Negative Sentiment: Vehicle recalls remain a financial risk because warranty accruals, repair costs and reputational damage can pressure earnings and cash flow. Ford’s Recalls Are a Headache for Shareholders

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the company. Maripau Wealth Management LLC lifted its position in Ford Motor by 1.6% in the first quarter. Maripau Wealth Management LLC now owns 46,606 shares of the auto manufacturer’s stock valued at $538,000 after purchasing an additional 749 shares during the period. Parkside Financial Bank & Trust boosted its holdings in Ford Motor by 7.4% in the 4th quarter. Parkside Financial Bank & Trust now owns 10,999 shares of the auto manufacturer’s stock valued at $144,000 after purchasing an additional 756 shares in the last quarter. Robertson Stephens Wealth Management LLC increased its position in Ford Motor by 1.8% during the 4th quarter. Robertson Stephens Wealth Management LLC now owns 42,683 shares of the auto manufacturer’s stock worth $560,000 after purchasing an additional 761 shares during the period. CRA Financial Services LLC increased its position in Ford Motor by 4.4% during the 4th quarter. CRA Financial Services LLC now owns 18,327 shares of the auto manufacturer’s stock worth $240,000 after purchasing an additional 775 shares during the period. Finally, Southern Financial Group LLC raised its stake in shares of Ford Motor by 2.3% during the 1st quarter. Southern Financial Group LLC now owns 34,714 shares of the auto manufacturer’s stock worth $401,000 after buying an additional 776 shares in the last quarter. 58.74% of the stock is owned by hedge funds and other institutional investors.

Ford Motor Trading Up 2.1%

The company has a current ratio of 1.09, a quick ratio of 0.94 and a debt-to-equity ratio of 2.84. The business has a 50 day moving average price of $14.42 and a 200-day moving average price of $13.44. The firm has a market capitalization of $58.48 billion, a PE ratio of -9.47, a P/E/G ratio of 0.35 and a beta of 1.82.

Ford Motor (NYSE:F – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The auto manufacturer reported $0.66 earnings per share for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $43.25 billion for the quarter, compared to the consensus estimate of $42.66 billion. During the same period in the previous year, the business earned $0.14 earnings per share. The company’s revenue for the quarter was up 6.4% compared to the same quarter last year. Analysts expect that Ford Motor Company will post 1.62 earnings per share for the current year.

Ford Motor Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 12th were issued a $0.15 dividend. The ex-dividend date of this dividend was Tuesday, May 12th. This represents a $0.60 dividend on an annualized basis and a yield of 4.1%. Ford Motor’s dividend payout ratio (DPR) is -38.71%.

Ford Motor Company Profile

(Get Free Report)

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.