F

FORD MOTOR CO

NYSE · Motor Vehicles & Passenger Car Bodies · Inc. DE · CIK 0000037996
$14.84 +0.88% $59.1B
High Impact Filing (7/10)37 New Institutional Positions13 Institutional ExitsCongressional Activity (2)
Vol
Market Cap$59.1B
Cap SizeLarge Cap
Analyst ConsensusHold (33%)
Inst. Holders50 funds
Inst. Value$20.7B
Inst. Activity37 buys / 13 sells
Reddit Sentiment57° Neutral
SEC Reports7
Congressional2 trades
Exchange NYSE·Sector Motor Vehicles & Passenger Car Bodies·Inc. DE·CIK 0000037996·Prev Close $14.71

Recent Activity

Jun 4, 2026 Insider
Crockett Kyle acquired via exercise 74,098 shares
Chief Accounting Officer
Jun 4, 2026 Insider
Crockett Kyle surrendered for taxes 32,307 shares
Chief Accounting Officer @ $15.71 ($507.5K)
Jun 1, 2026 Insider
WEINBERG JOHN S was granted 530 shares
Director
May 29, 2026 short_volume
Short Volume: F — 59.0% short (36.9M / 62.6M)
Short: 36,937,160 | Exempt: 331,725 | TRF Vol: 62,608,541 | Short Ratio: 59.0% | Off-exchange volume
May 22, 2026 SEC
The Federal Circuit partially reversed the district court's post-trial ruling in Versata Software v. Ford Motor Company,
COURT-RULING — Impact 7/10
May 22, 2026 Event
Versata Software, LLC v. Ford Motor Company
Court ruling from Court of Appeals for the Federal Circuit. Docket: 24-1140
May 21, 2026 SEC
Ford closed the JVDA restructuring with SK On, exiting its BlueOval SK JV and acquiring two Kentucky battery plants via
8-K — Impact 6/10
Apr 15, 2026 SEC
Ford Motor Company announced the departure of J. Douglas Field, Chief EV, Digital, and Design Officer, effective next mo
8-K — Impact 7/10

Price Targets

$14.70 -0.9% upside Hold
Current $14.84 Low $10.00 Median $14.00 High $20.00 20 analysts
$10.00 $20.00

Analyst Ratings

Sell33% buy · 30 analysts
4Strong Buy
6Buy
18Hold
1Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 8, 2026 UBS MAINTAIN Buy → Buy
Jun 1, 2026 Citigroup MAINTAIN Neutral → Neutral
May 29, 2026 B of A Securities MAINTAIN Buy → Buy
May 15, 2026 RBC Capital REITERATE Sector Perform → Sector Perform
May 13, 2026 Morgan Stanley REITERATE Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.34 ▼ -5.7% $0.23 — $0.41 -9% YoY 15
Next Q $0.36 ▲ +0.6% $0.24 — $0.50 -19% YoY 15
Current FY $1.64 ▲ +1.9% $1.35 — $1.85 50% YoY 22
Next FY $1.84 ▼ -0.6% $1.45 — $2.10 12% YoY 22

Top Institutional Holders

FundValueMove
BlackRock, Inc.$3.8B
VANGUARD CAPITAL MANAGEMENT LLC$2.9B
STATE STREET CORP$2.2B
VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B
Newport Trust Company, LLC$1.6B

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Crockett KyleM$0.00
Jun 4, 2026Crockett KyleF$507.5K
Jun 1, 2026WEINBERG JOHNA$0.00
Jun 1, 2026THORNTON JOHNA$0.00
Jun 1, 2026CASIANO KIMBERLYA$0.00

Reddit Sentiment

57°
Neutral
Bearish Neutral Bullish
10 mentions 4 bullish 2 bearish

Congressional Trades

2 members: 1 buys, 1 sells
MemberPartyTypeAmount
Ro KhannaDBUY$1,001 - $15,000
Josh GottheimerDSELL$15,001 - $50,000
50 institutional holders with $20.7B total value (1,794,116,979 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 37 institutions added/increased vs 13 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.330,740,215$3.8B18.4%
2VANGUARD CAPITAL MANAGEMENT LLC254,557,408$2.9B14.2%
3STATE STREET CORP192,547,584$2.2B10.7%
4VANGUARD PORTFOLIO MANAGEMENT LLC179,697,115$2.1B10.0%
5Newport Trust Company, LLC139,301,961$1.6B7.8%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC124,672,198$1.4B6.9%
7DIMENSIONAL FUND ADVISORS LP47,442,901$547.4M2.6%
8Invesco Ltd.46,705,248$539.0M2.6%ADD +33.6%
9MORGAN STANLEY44,975,852$519.0M2.5%
10Legal & General Group Plc31,209,605$360.2M1.7%
11GOLDMAN SACHS GROUP INC27,933,088$322.3M1.6%
12VANGUARD FIDUCIARY TRUST CO22,062,884$254.6M1.2%
13FIRST TRUST ADVISORS LP17,571,090$202.8M1.0%ADD +65.4%
14BANK OF AMERICA CORP /DE/17,324,442$199.9M1.0%
15ROYAL BANK OF CANADA17,215,740$198.7M1.0%
16FMR LLC16,259,981$187.6M0.9%
17TWO SIGMA INVESTMENTS, LP15,536,460$179.3M0.9%
18Nuveen, LLC15,113,429$174.4M0.8%
19Amundi14,470,308$167.0M0.8%
20JUPITER ASSET MANAGEMENT LTD13,016,206$150.2M0.7%DOUBLED +35781.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.ADD34,970,87646,705,248+33.6%$539.0M2026-Q1
FIRST TRUST ADVISORS LPADD10,624,97917,571,090+65.4%$202.8M2026-Q1
JUPITER ASSET MANAGEMENT LTDDOUBLED36,27613,016,206+35781.0%$150.2M2026-Q1
FRANKLIN RESOURCES INCDOUBLED4,942,71910,099,208+104.3%$116.5M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECDOUBLED2,836,4097,396,546+160.8%$85.4M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD3,593,9266,955,959+93.5%$80.3M2026-Q1
MACKENZIE FINANCIAL CORPDOUBLED2,144,2856,948,731+224.1%$80.2M2026-Q1
MARSHALL WACE, LLPTRIM20,666,3175,550,548-73.1%$64.1M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM8,811,7384,757,456-46.0%$54.9M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED154,7133,109,126+1909.6%$35.9M2026-Q1
Gotham Asset Management, LLCADD2,300,4852,977,274+29.4%$34.4M2026-Q1
PANAGORA ASSET MANAGEMENT INCTRIM3,959,2872,852,894-27.9%$32.9M2026-Q1
Pictet Asset Management Holding SAADD1,657,8292,481,759+49.7%$28.6M2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainDOUBLED667,3872,409,122+261.0%$27.8M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.DOUBLED1,065,6842,189,921+105.5%$24.9M2026-Q1
TORONTO DOMINION BANKADD1,427,8221,791,299+25.5%$20.7M2026-Q1
STRS OHIOADD1,305,8151,638,075+25.4%$18.9M2026-Q1
Tredje AP-fondenNEW1,176,841$13.6M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD871,8621,166,213+33.8%$13.5M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/NEW1,118,431$13.4M2026-Q1
Artemis Investment Management LLPNEW1,156,044$13.3M2026-Q1
ING GROEP NVDOUBLED124,8681,121,054+797.8%$12.9M2026-Q1
Centiva Capital, LPDOUBLED287,4131,061,749+269.4%$12.3M2026-Q1
Daiwa Securities Group Inc.ADD806,2401,056,251+31.0%$12.2M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD807,7601,045,760+29.5%$12.1M2026-Q1
25 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Crockett KyleChief Accounting OfficerEXERCISE74,098
Jun 4, 2026Crockett KyleChief Accounting OfficerTAX W/H32,307$15.71$507.5K
Jun 1, 2026WEINBERG JOHN SDirectorAWARD530
Jun 1, 2026THORNTON JOHN LDirectorAWARD3,869
Jun 1, 2026CASIANO KIMBERLY ADirectorAWARD362
Jun 1, 2026Cisneros AdrianaDirectorAWARD415
Jun 1, 2026MOONEY BETH EDirectorAWARD362
Jun 1, 2026Kennard William EDirectorAWARD362
Jun 1, 2026Veihmeyer John BDirectorAWARD581
Jun 1, 2026Radakovich Lynn VojvodichDirectorAWARD362
Jun 1, 2026Huntsman Jon M JrDirectorAWARD362
Jun 1, 2026Helman William WDirectorAWARD499
May 21, 2026Cisneros AdrianaDirectorAWARD15,727$13.22$207.9K
May 21, 2026English Alexandra FordDirectorAWARD23,043$13.22$304.6K
May 21, 2026Kennard William EDirectorAWARD15,727$13.22$207.9K
May 21, 2026CASIANO KIMBERLY ADirectorAWARD15,727$13.22$207.9K
May 21, 2026Ford III HenryDirectorAWARD15,727$13.22$207.9K
May 21, 2026Helman William WDirectorAWARD15,727$13.22$207.9K
May 21, 2026Huntsman Jon M JrDirectorAWARD15,727$13.22$207.9K
May 21, 2026MOONEY BETH EDirectorAWARD15,727$13.22$207.9K
May 21, 2026Radakovich Lynn VojvodichDirectorAWARD15,727$13.22$207.9K
May 21, 2026THORNTON JOHN LDirectorAWARD15,727$13.22$207.9K
May 21, 2026Veihmeyer John BDirectorAWARD25,237$13.22$333.6K
May 21, 2026WEINBERG JOHN SDirectorAWARD23,043$13.22$304.6K
May 20, 2026Veihmeyer John BDirectorEXERCISE36,822
May 20, 2026WEINBERG JOHN SDirectorEXERCISE33,620
May 15, 2026Waldo JenniferChief People & E. Exp. OfficerEXERCISE62,963
May 15, 2026Waldo JenniferChief People & E. Exp. OfficerTAX W/H27,352$14.48$396.1K
Apr 1, 2026Aragon MichaelPresident, Integrated ServicesTAX W/H123,036$11.54$1.4M
Apr 1, 2026Aragon MichaelPresident, Integrated ServicesEXERCISE282,192
Mar 4, 2026Wu ShengpoPresident & CEO Ford China&IMGEXERCISE9,325
Mar 4, 2026Wu ShengpoPresident & CEO Ford China&IMGAWARD97,580
Mar 4, 2026Waldo JenniferChief People & E. Exp. OfficerAWARD136,612
Mar 4, 2026Lawler John T.Vice ChairAWARD202,966
Mar 4, 2026House Sherry AnnChief Financial OfficerAWARD156,128
Mar 4, 2026Galhotra Ashwani KumarChief Operating OfficerAWARD234,192
Mar 4, 2026Frick AndrewPresident, Ford Blue & Model eAWARD136,612
Mar 4, 2026FORD WILLIAM CLAY JRExecutive Chair and ChairAWARD504,605
Mar 4, 2026FARLEY JR JAMES DPresident and CEOAWARD663,231
Mar 4, 2026Croley Steven P.Chief Policy Ofcr, Gen CounselAWARD149,882
Mar 4, 2026Amend MichaelChief Enterprise Tech. OfficerAWARD136,612
Mar 4, 2026Crockett KyleChief Accounting OfficerAWARD46,838
Mar 4, 2026Davis Alicia BolerPresident, Ford ProAWARD249,804
Mar 4, 2026Aragon MichaelPresident, Integrated ServicesAWARD134,894
Mar 4, 2026Waldo JenniferChief People & E. Exp. OfficerEXERCISE31,083
Mar 4, 2026Lawler John T.Vice ChairEXERCISE44,760
Mar 4, 2026House Sherry AnnChief Financial OfficerEXERCISE60,360
Mar 4, 2026Galhotra Ashwani KumarChief Operating OfficerEXERCISE55,950
Mar 4, 2026Frick AndrewPresident, Ford Blue & Model eEXERCISE27,975
Mar 4, 2026FORD WILLIAM CLAY JRExecutive Chair and ChairEXERCISE131,171

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (33% buy). Based on 30 analysts: 4 strong buy, 6 buy, 18 hold, 1 sell, 1 strong sell.

Analyst Price Targets

$14.70 mean target -0.9% upside Hold (2.71)
$10.00 Low $20.00 High
MetricValue
Current Price$14.84
Target Low$10.00
Target Mean$14.70
Target Median$14.00
Target High$20.00
# Analysts20
RecommendationHold (2.71)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.34 $0.23 $0.41 -8.9% -5.7% 3↑ 8↓ $44.8B -4.6% 15
Next Q
2026-09-30
$0.36 $0.24 $0.50 -19.5% +0.6% 0↑ 12↓ $45.8B -2.8% 15
Current FY
2026-12-31
$1.64 $1.35 $1.85 50.2% +1.9% 7↑ 0↓ $175.7B 1.0% 22
Next FY
2027-12-31
$1.84 $1.45 $2.10 12.4% -0.6% 4↑ 3↓ $179.0B 1.9% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.337
7d ago$0.337
30d ago$0.357-0.020
60d ago$0.383-0.046
90d ago$0.394-0.057
13 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 8, 2026 UBS MAINTAIN Buy Buy
Jun 1, 2026 Citigroup MAINTAIN Neutral Neutral
May 29, 2026 B of A Securities MAINTAIN Buy Buy
May 15, 2026 RBC Capital REITERATE Sector Perform Sector Perform
May 13, 2026 Morgan Stanley REITERATE Equal-Weight Equal-Weight
May 4, 2026 Citigroup MAINTAIN Neutral Neutral
May 1, 2026 TD Cowen MAINTAIN Hold Hold
Apr 30, 2026 UBS MAINTAIN Buy Buy
Apr 30, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Apr 15, 2026 TD Cowen MAINTAIN Hold Hold
Apr 14, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Apr 14, 2026 UBS UPGRADE Neutral Buy
Mar 31, 2026 Wells Fargo MAINTAIN Underweight Underweight
Feb 11, 2026 RBC Capital REITERATE Sector Perform Sector Perform
Jan 23, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 21, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 14, 2026 UBS MAINTAIN Neutral Neutral
Jan 13, 2026 TD Cowen MAINTAIN Hold Hold
Jan 13, 2026 HSBC MAINTAIN Hold Hold
Jan 8, 2026 Piper Sandler UPGRADE Neutral Overweight
Dec 22, 2025 Evercore ISI Group MAINTAIN In-Line In-Line

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202646181133%
May 1, 202646181133%
Apr 1, 202645191130%
Mar 1, 202635191128%
Feb 1, 202635191128%
Jan 1, 20261121337%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Ford Motor CoMay 13, 2026 (31d)
Apr 9, 2026Josh GottheimerDHOUSESELL$15,001 - $50,000Ford Motor CoMay 20, 2026 (42d)
57°
Neutral
Bearish Neutral Bullish
10 mentions 4 bullish 2 bearish 10 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 3, 2026140° Cool011
Jun 3, 2026140° Cool011
May 29, 2026156° Neutral001
May 29, 2026160° Warm101
May 29, 2026160° Warm101
May 28, 2026160° Warm101
May 28, 2026160° Warm101
May 22, 2026144° Neutral001
May 22, 2026144° Neutral001
May 14, 2026156° Neutral001

Recent Reddit Threads

r/wallstreetbets Bearish 9d 22h ago
$F - Ford Motors with a brand new seatbelt recall. A bear case for Ford
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 14d 15h ago
$F chart is
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 14d 16h ago
Why is Ford ($F) almost daily under the “most actively” traded stocks?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 15d 14h ago
$F Boom Chicka Boom!!
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 21d 16h ago
$F Boom shakalaka!!🤙
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 29d 14h ago
Ford ($F) the win
▲ 0 💬 1
r/wallstreetbets Neutral 29d 18h ago
2.3M in Ford ($F), 300K -> 1.9M in a year
▲ 1 💬 1 ⚡ 0.5
May 29, 2026
short_volume
Short Volume: F — 59.0% short (36.9M / 62.6M)
Short: 36,937,160 | Exempt: 331,725 | TRF Vol: 62,608,541 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 22, 2026
Enforcement
Versata Software, LLC v. Ford Motor Company
Court ruling from Court of Appeals for the Federal Circuit. Docket: 24-1140
May 18, 2026
short_volume
Short Volume: F — 60.4% short (19.6M / 32.4M)
Short: 19,558,697 | Exempt: 51,226 | TRF Vol: 32,391,559 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: F — 68.5M shares, 275,229 trades
Week starting 2026-05-18. Total ATS volume: 68,546,611 shares across 275,229 trades.
May 15, 2026
short_volume
Short Volume: F — 59.1% short (27.1M / 45.8M)
Short: 27,092,687 | Exempt: 90,447 | TRF Vol: 45,841,702 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: F — 60.0% short (48.1M / 80.1M)
Short: 48,058,135 | Exempt: 226,783 | TRF Vol: 80,078,654 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: F — 74,682 shares ($1.0M) failed to deliver
Settlement: 20260514, Price: $13.57, FTD Value: $1,013,434.74, FORD MOTOR CO;COM STK USD0.01
May 13, 2026
short_volume
Short Volume: F — 57.8% short (56.0M / 96.8M)
Short: 55,952,905 | Exempt: 262,690 | TRF Vol: 96,800,435 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: F — 58.9% short (11.5M / 19.5M)
Short: 11,497,790 | Exempt: 16,502 | TRF Vol: 19,530,821 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: F — 60.0% short (14.1M / 23.5M)
Short: 14,083,317 | Exempt: 39,819 | TRF Vol: 23,455,564 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: F — 126.6M shares, 373,913 trades
Week starting 2026-05-11. Total ATS volume: 126,604,223 shares across 373,913 trades.
May 8, 2026
short_volume
Short Volume: F — 59.5% short (10.5M / 17.6M)
Short: 10,495,620 | Exempt: 13,737 | TRF Vol: 17,643,937 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: F — 58.1% short (9.7M / 16.8M)
Short: 9,739,385 | Exempt: 16,448 | TRF Vol: 16,777,300 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: F — 35.9M shares, 173,368 trades
Week starting 2026-05-04. Total ATS volume: 35,941,442 shares across 173,368 trades.
May 4, 2026
short_volume
Short Volume: F — 71.7% short (17.5M / 24.4M)
Short: 17,532,536 | Exempt: 58,323 | TRF Vol: 24,446,469 | Short Ratio: 71.7% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: F — 67.2% short (16.0M / 23.8M)
Short: 15,972,176 | Exempt: 40,182 | TRF Vol: 23,762,405 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)