Ford Motor Company $F Shares Sold by Lazard Asset Management LLC

Lazard Asset Management LLC reduced its position in shares of Ford Motor Company (NYSE:F) by 15.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 620,467 shares of the auto manufacturer’s stock after selling 110,277 shares during the period. Lazard Asset Management LLC’s holdings in Ford Motor were worth $7,160,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank purchased a new stake in shares of Ford Motor during the fourth quarter worth approximately $674,437,000. Marshall Wace LLP lifted its holdings in Ford Motor by 81.1% in the 3rd 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 in the last quarter. AQR Capital Management LLC lifted its holdings in Ford Motor by 610.1% in the 4th quarter. AQR Capital Management LLC now owns 11,177,304 shares of the auto manufacturer’s stock valued at $146,646,000 after purchasing an additional 9,603,267 shares in the last quarter. Bank of New York Mellon Corp boosted its stake in Ford Motor by 26.9% during the 4th quarter. Bank of New York Mellon Corp now owns 38,153,383 shares of the auto manufacturer’s stock worth $500,572,000 after purchasing an additional 8,086,564 shares during the last quarter. Finally, SG Americas Securities LLC boosted its stake in Ford Motor by 458.7% during the 1st quarter. SG Americas Securities LLC now owns 9,002,765 shares of the auto manufacturer’s stock worth $103,892,000 after purchasing an additional 7,391,361 shares during the last quarter. Hedge funds and other institutional investors own 58.74% of the company’s stock.

Analysts Set New Price Targets

F has been the subject of a number of recent research reports. Zacks Research upgraded shares of Ford Motor from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 6th. The Goldman Sachs Group boosted their price target on shares of Ford Motor from $13.00 to $16.00 and gave the stock a “neutral” rating in a research report on Thursday, June 11th. Citigroup raised shares of Ford Motor from a “neutral” rating to a “buy” rating and upped their price objective for the company from $19.00 to $20.00 in a research note on Wednesday. UBS Group increased their price objective on shares of Ford Motor from $14.00 to $17.00 and gave the company a “buy” rating in a report on Monday, June 8th. Finally, Wells Fargo & Company raised their target price on shares of Ford Motor from $10.00 to $11.00 and gave the stock an “underweight” rating in a research note on Thursday, June 25th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $15.65.

Ford Motor Stock Down 2.3%

Shares of F opened at $14.92 on Friday. Ford Motor Company has a 52-week low of $10.68 and a 52-week 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 3.07. The stock has a fifty day simple moving average of $14.55 and a two-hundred day simple moving average of $13.46. The company has a market capitalization of $59.47 billion, a PE ratio of -7.98, a price-to-earnings-growth ratio of 0.36 and a beta of 1.82.

Ford Motor (NYSE:F) last announced its quarterly earnings results on Tuesday, July 28th. The auto manufacturer reported $0.42 earnings per share for the quarter, beating the consensus estimate of $0.33 by $0.09. Ford Motor had a negative net margin of 3.93% and a positive return on equity of 17.23%. The firm had revenue of $48.30 billion for the quarter, compared to analysts’ expectations of $47.24 billion. During the same quarter in the previous year, the company posted $0.37 EPS. The company’s revenue was down 3.8% compared to the same quarter last year. As a group, equities analysts forecast that Ford Motor Company will post 1.66 EPS for the current year.

Ford Motor Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Tuesday, August 11th will be issued a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 4.0%. The ex-dividend date is Tuesday, August 11th. Ford Motor’s payout ratio is presently -38.71%.

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, ahead of the roughly $0.33 consensus, while revenue reached $48.3 billion. Management also raised its 2026 adjusted EBIT outlook to a midpoint near $10.5 billion, citing stronger pricing, product mix and operating performance. Ford Q2 Earnings Beat on Pricing and Mix
• Positive Sentiment: Citigroup upgraded Ford to “buy” and raised its price target to $20, while JPMorgan and Piper Sandler lifted targets to $17 and maintained bullish ratings. These moves reinforce investor optimism about Ford’s turnaround and valuation. Analyst Ratings
• Positive Sentiment: Ford secured its largest U.S. military contract since the Cold War to develop F-Series-based tactical truck prototypes for the Army, adding potential diversification to its commercial vehicle business. Ford Lands Army Truck Contract
• Positive Sentiment: The company declared a quarterly dividend of $0.15 per share, supporting Ford’s appeal to income-oriented investors.
• Neutral Sentiment: BNP Paribas Exane raised its target to $14.50 but kept a “neutral” rating, implying limited upside at recent levels. Options activity was also unusually high, with call volume above typical levels, signaling increased speculative interest rather than a clear fundamental shift. BNP Paribas Exane Price Target
• Negative Sentiment: Ford posted a GAAP net loss of approximately $1.3 billion, largely because of a $3.6 billion impairment related to the BlueOval SK battery joint venture. The charge highlights concerns about the returns on Ford’s EV investments and balance-sheet strength.
• Negative Sentiment: Ford Model e remains unprofitable and is expected to lose about $4 billion in 2026. Ford Pro EBIT also declined, while aluminum shortages and broader commodity pressures could weigh heavily on second-half margins.
• Negative Sentiment: CEO Jim Farley warned employees that Chinese automakers could potentially enter the U.S. market within five to ten years, raising longer-term competitive concerns despite current trade barriers. Ford CEO Discusses Chinese Competition

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.