Zacks Research Has Weak Estimate for Ford Motor Q4 Earnings

Ford Motor (NYSE:F) – Investment analysts at Zacks Research reduced their Q4 2025 earnings estimates for Ford Motor in a note issued to investors on Tuesday, January 7th. Zacks Research analyst R. Singhi now forecasts that the auto manufacturer will post earnings of $0.38 per share for the quarter, down from their prior forecast of $0.39. The consensus estimate for Ford Motor’s current full-year earnings is $1.81 per share. Zacks Research also issued estimates for Ford Motor’s Q2 2026 earnings at $0.43 EPS, Q3 2026 earnings at $0.44 EPS, Q4 2026 earnings at $0.45 EPS and FY2026 earnings at $1.77 EPS.

Ford Motor (NYSE:F) last announced its earnings results on Monday, October 28th. The auto manufacturer reported $0.49 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.47 by $0.02. The company had revenue of $46.20 billion for the quarter, compared to analyst estimates of $45.13 billion. Ford Motor had a net margin of 1.93% and a return on equity of 16.16%. Ford Motor’s quarterly revenue was up 5.5% on a year-over-year basis. During the same period in the prior year, the business earned $0.39 earnings per share.

Several other equities analysts have also issued reports on the company. Wolfe Research reaffirmed an “underperform” rating on shares of Ford Motor in a research note on Thursday, December 5th. Sanford C. Bernstein lowered shares of Ford Motor from an “outperform” rating to a “market perform” rating and set a $11.00 target price on the stock. in a research note on Thursday, November 7th. Deutsche Bank Aktiengesellschaft lowered their price target on shares of Ford Motor from $11.00 to $10.00 and set a “hold” rating for the company in a research report on Wednesday, October 30th. The Goldman Sachs Group upgraded shares of Ford Motor from a “neutral” rating to a “buy” rating and increased their price objective for the company from $12.00 to $13.00 in a report on Tuesday, October 1st. Finally, Morgan Stanley lowered shares of Ford Motor from an “overweight” rating to an “equal weight” rating and lowered their target price for the stock from $16.00 to $12.00 in a report on Wednesday, September 25th. Four analysts have rated the stock with a sell rating, eight have issued a hold rating and three have assigned a buy rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $11.83.

Ford Motor Stock Down 0.8 %

NYSE:F opened at $9.66 on Thursday. The stock’s fifty day moving average price is $10.47 and its two-hundred day moving average price is $11.02. The company has a market cap of $38.39 billion, a price-to-earnings ratio of 10.98, a P/E/G ratio of 1.89 and a beta of 1.62. Ford Motor has a 52-week low of $9.49 and a 52-week high of $14.85. The company has a debt-to-equity ratio of 2.34, a quick ratio of 0.98 and a current ratio of 1.15.

Ford Motor Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, December 2nd. Shareholders of record on Thursday, November 7th were issued a $0.15 dividend. The ex-dividend date of this dividend was Thursday, November 7th. This represents a $0.60 annualized dividend and a dividend yield of 6.21%. Ford Motor’s dividend payout ratio (DPR) is currently 68.18%.

Hedge Funds Weigh In On Ford Motor

Several institutional investors have recently modified their holdings of the business. Franklin Resources Inc. raised its stake in shares of Ford Motor by 29.8% in the 3rd quarter. Franklin Resources Inc. now owns 1,464,980 shares of the auto manufacturer’s stock valued at $15,998,000 after purchasing an additional 336,720 shares during the period. Principal Financial Group Inc. grew its holdings in shares of Ford Motor by 3.8% during the third quarter. Principal Financial Group Inc. now owns 4,394,681 shares of the auto manufacturer’s stock worth $46,408,000 after buying an additional 160,409 shares in the last quarter. Worldquant Millennium Advisors LLC acquired a new stake in Ford Motor in the 3rd quarter valued at approximately $55,456,000. ING Groep NV lifted its stake in Ford Motor by 93.4% in the 3rd quarter. ING Groep NV now owns 1,181,128 shares of the auto manufacturer’s stock valued at $12,473,000 after acquiring an additional 570,293 shares in the last quarter. Finally, OneAscent Financial Services LLC acquired a new position in Ford Motor during the 3rd quarter worth approximately $545,000. Institutional investors own 58.74% of the company’s stock.

Ford Motor Company Profile

Ford Motor Company develops, delivers, and services a range of Ford trucks, commercial cars and vans, sport utility vehicles, and Lincoln luxury vehicles worldwide. It operates through Ford Blue, Ford Model e, and Ford Pro; Ford Next; and Ford Credit segments. The company sells Ford and Lincoln vehicles, service parts, and accessories through distributors and dealers, as well as through dealerships to commercial fleet customers, daily rental car companies, and governments.