SummitTX Capital L.P. Acquires Shares of 54,644 Ford Motor Company $F

SummitTX Capital L.P. bought a new position in shares of Ford Motor Company (NYSE:F) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 54,644 shares of the auto manufacturer’s stock, valued at approximately $631,000.

A number of other large investors have also modified their holdings of the business. MV Capital Management Inc. acquired a new stake in shares of Ford Motor in the fourth quarter valued at about $25,000. McMillan Office Inc. acquired a new position in Ford Motor during the fourth quarter worth about $26,000. Johnson Financial Group Inc. grew its stake in Ford Motor by 55.4% during the 3rd quarter. Johnson Financial Group Inc. now owns 2,348 shares of the auto manufacturer’s stock valued at $28,000 after acquiring an additional 837 shares in the last quarter. Legacy Wealth Managment LLC ID grew its stake in Ford Motor by 108.4% during the 1st quarter. Legacy Wealth Managment LLC ID now owns 2,365 shares of the auto manufacturer’s stock valued at $27,000 after acquiring an additional 1,230 shares in the last quarter. Finally, Garton & Associates Financial Advisors LLC acquired a new stake in Ford Motor in the 4th quarter valued at about $32,000. Hedge funds and other institutional investors own 58.74% of the company’s stock.

Ford Motor Stock Down 2.3%

Shares of NYSE:F opened at $14.92 on Friday. The company has a market capitalization of $59.47 billion, a price-to-earnings ratio of -7.98, a PEG ratio of 0.36 and a beta of 1.82. Ford Motor Company has a 12-month low of $10.68 and a 12-month high of $17.78. The business has a 50-day moving average price of $14.55 and a 200 day moving average price of $13.46. The company has a current ratio of 1.09, a quick ratio of 0.94 and a debt-to-equity ratio of 3.07.

Ford Motor (NYSE:F) last posted its earnings results on Tuesday, July 28th. The auto manufacturer reported $0.42 EPS for the quarter, beating analysts’ consensus estimates 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 company had revenue of $48.30 billion for the quarter, compared to analysts’ expectations of $47.24 billion. During the same quarter in the prior year, the company posted $0.37 earnings per share. Ford Motor’s revenue for the quarter was down 3.8% compared to the same quarter last year. Sell-side analysts expect that Ford Motor Company will post 1.66 EPS for the current year.

Ford Motor Announces Dividend

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

Key Stories 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

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. The Goldman Sachs Group raised their target price on shares of Ford Motor from $13.00 to $16.00 and gave the stock a “neutral” rating in a research note on Thursday, June 11th. UBS Group upped their price target on Ford Motor from $14.00 to $17.00 and gave the company a “buy” rating in a research report on Monday, June 8th. TD Cowen increased their price target on Ford Motor from $13.00 to $15.00 and gave the company a “hold” rating in a report on Wednesday. JPMorgan Chase & Co. lifted their price objective on Ford Motor from $16.00 to $17.00 and gave the stock an “overweight” rating in a research report on Wednesday. Finally, Wall Street Zen raised Ford Motor from a “hold” rating to a “buy” rating in a research note on Saturday, June 13th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Ford Motor currently has a consensus rating of “Hold” and a consensus price target of $15.65.

Ford Motor 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.