F · NYSE · Auto - Manufacturers

Ford (F)

Builder of Ford and Lincoln vehicles, fleet services, and captive auto financing.

$13.08
vs last close−0.10 (−0.72%)
Loading prices…

Ford Motor CompanyF
Consumer Discretionary

Sells Ford and Lincoln combustion, hybrid, and electric vehicles to consumers and fleets, supported by parts, connected services, charging, and captive financing. Reporting separates retail combustion and hybrid vehicles, electric-vehicle technology, commercial customers, and credit, while Ford-family Class B shares retain forty percent of voting power.

Designs, manufactures, and services Ford and Lincoln trucks, SUVs, vans, and cars across North America, Europe, China, and other markets. Ford Blue covers combustion and hybrid retail vehicles, including F-Series, Bronco, and Lincoln models; Ford Model e develops electric and extended-range electric vehicles, software, and connected technologies.

Pairs Super Duty, Transit, and Ranger commercial vehicles with fleet telematics, maintenance, and charging through Ford Pro, while Ford Credit earns from consumer financing and leases and dealer inventory loans. Shared engineering and factories allow the vehicle segments to develop and produce models for one another. Sales run predominantly through independently owned dealers, and results remain exposed to supplier continuity, warranty and regulatory costs, used-vehicle values, customer credit, and capital-market funding; Ford-family Class B shares retain forty percent of general voting power.

Company facts

CEOJames D. Farley Jr.
ListedMar 7, 1956
ExchangeNYSE
HeadquartersDearborn, MI
CountryUnited States
Employees169,000
CIK0000037996
ISINUS3453708600

Market cap$52.56B
EPS (ttm)−$1.87
P/E (ttm)−7.05
ROE-18.9%
P/B1.47
P/S0.2796
Dividend yieldDiv yield4.55%
Beta1.18vs XLY 0.55

Price target$16.50+25.2%Average of 47 analysts
ConsensusHold23 of 47 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 29, 2026CitigroupUpgrade
Rating: Neutral
Rating: Buy
Jul 29, 2026Morgan StanleyReiterate
Rating: Target: $12
Rating: PositiveTarget: $15
Jul 27, 2026JefferiesUpgrade
Rating: Hold
Rating: Buy
Jul 26, 2026JefferiesUpgrade
Rating: HoldTarget: $14.50
Rating: BuyTarget: $17.50
Jun 11, 2026Goldman SachsTarget
Target: $12
Target: $16

Next report
Oct 22, 26
in 30 days
EPS estimate
$0.41
Revenue estimate
$48.83B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$0.39$0.14$0.37$0.45$0.13$0.66$0.42Pending
Estimate$0.35$0.00$0.33$0.35$0.18$0.20$0.33$0.41
Surprise+11.4%+11.9%+27.2%−27.5%+230.0%+27.3%

RevenueReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$48.21B$40.66B$50.18B$50.53B$45.90B$48.30B$48.30BPending
Estimate$47.40B$38.13B$45.79B$47.05B$43.60B$47.24B$47.24B$48.83B
Surprise+1.7%+6.6%+9.6%+7.4%+5.3%+2.2%+2.2%
Estimate$0.41
ReportedDue Oct 22, 2026
Estimate$48.83B
ReportedDue Oct 22, 2026
View details

Debt to equity457.20%
Current ratio108.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$46.20B$48.21B$40.66B$50.18B$50.53B$45.89B$43.25B$48.30B
Net income$892.0M$1.82B$471.0M−$36.0M$2.45B−$11.06B$2.55B−$1.33B
Net margin1.9%3.8%1.2%0.0%4.8%0.0%5.9%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$737.0M$1.34B$164.0M$435.0M$1.64B−$907.0M$2.33B$638.0M
YoY growth−36.6%Turned profit−87.0%−75.2%+122.8%Turned loss+1,320.1%+46.7%

Balance sheet, Jun 30, 2026Cash & short-term investments $31.33B · Total debt $163.30B · Total assets $285.53B · Shareholders' equity $35.72B

Revenue
$48.30B
Operating income
$638.0M
Net income
−$1.33B
View details

Dividend yield
4.55%
Next ex-date
Nov 11, 26
estimated · in 50 days
Annual dividend
$0.60
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Aug '24Nov '24May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15
Annual yield6.14%5.47%2.84%5.39%4.54%4.25%5.00%4.29%
Ex-dateAug 7Nov 7May 12Aug 11Nov 7Feb 13May 12Aug 11
Payment dateSep 3Dec 2Jun 2Sep 2Dec 1Mar 2Jun 1Sep 1
View details

Institutions68.90%2.75B shares
1,849 holders · as of Jun 30, 2026
Insiders0.80%31.77M shares
24 holders · as of Sep 17, 2026
Other30.30%1.21B shares
remainder

3.99B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
8.39%334.47Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.41%255.45Mas of Jun 30, 2026
State Street CorpInstitution
4.87%194.04Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.55%181.57Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
3.44%137.03Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 23, 2026John L. Thorntondirector+10,600$14.05
Feb 19, 2026William Clay Jr Forddirector, officer: Executive Chair and Chair+140,000$13.82
Nov 14, 2025John L. Thorntondirector+7,520$13.19
View details

  • General Motors

    Dominant rival in full-size pickups, commercial vans, and US EVs.

  • Stellantis

    Direct rival in US pickup trucks, commercial vans, and SUVs via Ram and Dodge.

  • Toyota Motor (ADR)

    Challenger in US pickups, hybrids, and SUVs via Tundra, Tacoma, and RAV4.

  • Tesla

    Dominant BEV rival across consumer EVs, electric pickups, and connected software.

  • Rivian

    EV-pure rival mirroring Ford's electric lineup: pickup, SUV, and commercial van.

Compare

CompanyPriceChange
Ford$13.08−0.72%$52.56B7.40.3−3.8%
General Motors$83.34−0.73%$75.93B42.45.90.4+1.9%
Stellantis$4.88+1.53%$13.92B−43.2%
Toyota Motor (ADR)$192.17−0.17%$227.96B8.514.60.7+1.4%
Tesla$377.81+0.67%$1.48T347.5183.314.3+25.5%
Rivian$15.23−0.88%$18.65B3.2+27.2%
Median42.414.61.9+1.9%