New York State Teachers Retirement System Grows Stake in Ford Motor Company $F

New York State Teachers Retirement System boosted its holdings in shares of Ford Motor Company (NYSE:F) by 2.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 3,569,010 shares of the auto manufacturer’s stock after acquiring an additional 71,156 shares during the period. New York State Teachers Retirement System’s holdings in Ford Motor were worth $46,825,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Grove Bank & Trust raised its position in shares of Ford Motor by 110.7% during the 4th quarter. Grove Bank & Trust now owns 1,903 shares of the auto manufacturer’s stock valued at $25,000 after buying an additional 1,000 shares in the last quarter. Olistico Wealth LLC purchased a new position in Ford Motor in the fourth quarter worth about $26,000. Johnson Financial Group Inc. grew its position in Ford Motor by 55.4% in the third quarter. Johnson Financial Group Inc. now owns 2,348 shares of the auto manufacturer’s stock worth $28,000 after acquiring an additional 837 shares in the last quarter. Murphy Middleton Hinkle & Parker Inc. bought a new stake in Ford Motor during the fourth quarter worth approximately $29,000. Finally, Salomon & Ludwin LLC raised its position in Ford Motor by 86.6% during the third quarter. Salomon & Ludwin LLC now owns 2,333 shares of the auto manufacturer’s stock valued at $30,000 after purchasing an additional 1,083 shares during the period. 58.74% of the stock is owned by hedge funds and other institutional investors.

Ford Motor Stock Performance

Shares of Ford Motor stock opened at $11.90 on Friday. 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 stock’s fifty day moving average price is $12.35 and its 200-day moving average price is $12.98. The firm has a market cap of $47.45 billion, a P/E ratio of -7.67, a P/E/G ratio of 0.27 and a beta of 1.66. Ford Motor Company has a 12 month low of $9.88 and a 12 month high of $14.80.

Ford Motor (NYSE:F) last issued its quarterly earnings data on Wednesday, April 29th. The auto manufacturer reported $0.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.18 by $0.48. Ford Motor had a negative net margin of 3.22% and a positive return on equity of 15.77%. The company had revenue of $43.25 billion for the quarter, compared to analyst estimates of $42.66 billion. During the same period last year, the company posted $0.14 earnings per share. Ford Motor’s revenue was up 6.4% compared to the same quarter last year. On average, equities research analysts expect that Ford Motor Company will post 1.53 earnings per share for the current fiscal year.

Ford Motor Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Tuesday, May 12th will be paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 5.0%. The ex-dividend date is Tuesday, May 12th. Ford Motor’s payout ratio is -38.71%.

Analysts Set New Price Targets

Several brokerages recently commented on F. Piper Sandler upgraded shares of Ford Motor from a “neutral” rating to an “overweight” rating and upped their price target for the company from $11.00 to $16.00 in a report on Thursday, January 8th. UBS Group dropped their target price on Ford Motor from $15.00 to $14.00 and set a “buy” rating for the company in a research report on Thursday. Zacks Research cut Ford Motor from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Weiss Ratings reissued a “buy (b)” rating on shares of Ford Motor in a research note on Friday, March 27th. Finally, JPMorgan Chase & Co. boosted their price objective on Ford Motor from $14.00 to $15.00 and gave the company an “overweight” rating in a report on Wednesday, January 21st. Five investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $13.59.

Insider Buying and Selling

In other news, insider William Clay Ford, Jr. bought 140,000 shares of the stock in a transaction on Thursday, February 19th. The stock was bought at an average cost of $13.82 per share, for a total transaction of $1,934,800.00. Following the completion of the purchase, the insider directly owned 3,912,600 shares in the company, valued at approximately $54,072,132. The trade was a 3.71% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.63% of the stock is owned by insiders.

More Ford Motor News

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

• Positive Sentiment: Q1 beat and upgraded outlook: Ford reported stronger-than-expected Q1 revenue and earnings and raised 2026 guidance after recognizing a one?time $1.3B tariff refund, which materially improved near?term profitability. Ford tops Q1 profit forecasts and boosts outlook
• Positive Sentiment: Tariff refund lifted results: The one?time $1.3B benefit was a key driver of the beat and the guidance lift — a clear near?term cash/profitability positive but not a recurring earnings driver. Ford books $1.3 billion tariff refund
• Positive Sentiment: Support for income investors: Coverage highlighting Ford’s secure dividend and strong cash generation from Ford Pro/Ford Blue may bolster demand from yield?focused holders. Income Investors Can Rely on Ford’s Dividend
• Neutral Sentiment: Analyst changes are mixed: UBS and TD Cowen trimmed price targets (UBS still at “buy”; TD Cowen moved to “hold”), while RBC raised its target — the net effect is mixed guidance from sell?side models. Analyst coverage notes
• Neutral Sentiment: Leadership/PR moves: Ford named a new Chief Investor Relations Officer and launched a U.S. marketing campaign offering employee pricing — these support investor outreach and demand generation but are not immediate financial catalysts. Ford appoints Chief IR Officer
• Negative Sentiment: EV losses and one?time items worried investors: Several reports note that investors are discounting the Q1 beat because a portion came from the one?time tariff benefit while ongoing losses at the Model e/EV unit persist, reducing conviction in sustainably higher margins. Ford shares fall as EV losses overshadow Q1 beat
• Negative Sentiment: Recall announced: Ford is recalling about 179,698 U.S. vehicles over a loose bolt in a front?seat frame, creating potential warranty/repair costs and short?term operational distraction. Ford recalls about 180,000 vehicles
• Negative Sentiment: Investor focus on sustainability of earnings: Because some of the earnings beat was driven by non?recurring items, traders are trading the stock on near?term fundamentals (EV losses, recalls, and downgrade risk) rather than the headline beat, which likely pressured the share price today. Tariff refund lifts guidance but raises questions

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.