Zacks Research Comments on Ford Motor’s Q4 Earnings (NYSE:F)

Ford Motor (NYSE:F) – Zacks Research decreased their Q4 2025 earnings per share estimates for Ford Motor in a report released on Tuesday, January 7th. Zacks Research analyst R. Singhi now forecasts that the auto manufacturer will post earnings per share of $0.38 for the quarter, down from their previous estimate 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.

F has been the subject of several other research reports. Wolfe Research reissued 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 price target for the company. in a report on Thursday, November 7th. The Goldman Sachs Group upgraded shares of Ford Motor from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $12.00 to $13.00 in a research report on Tuesday, October 1st. Deutsche Bank Aktiengesellschaft dropped their target price on shares of Ford Motor from $11.00 to $10.00 and set a “hold” rating on the stock in a report on Wednesday, October 30th. Finally, Royal Bank of Canada restated a “sector perform” rating and set a $10.00 target price on shares of Ford Motor in a research report on Tuesday, October 29th. Four research analysts have rated the stock with a sell rating, eight have issued a hold rating and three have issued a buy rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $11.83.

Ford Motor Stock Performance

NYSE F opened at $9.73 on Thursday. The company has a market capitalization of $38.67 billion, a price-to-earnings ratio of 11.06, a PEG ratio of 1.89 and a beta of 1.62. The company has a quick ratio of 0.98, a current ratio of 1.15 and a debt-to-equity ratio of 2.34. Ford Motor has a twelve month low of $9.49 and a twelve month high of $14.85. The stock has a fifty day simple moving average of $10.48 and a 200 day simple moving average of $11.04.

Ford Motor (NYSE:F) last posted its earnings results on Monday, October 28th. The auto manufacturer reported $0.49 earnings per share for the quarter, topping analysts’ consensus estimates of $0.47 by $0.02. The firm 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%. The company’s revenue for the quarter was up 5.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.39 EPS.

Ford Motor Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 2nd. Shareholders of record on Thursday, November 7th were paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 6.17%. The ex-dividend date of this dividend was Thursday, November 7th. Ford Motor’s dividend payout ratio (DPR) is 68.18%.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of F. Quarry LP bought a new position in shares of Ford Motor in the second quarter valued at approximately $27,000. Kimelman & Baird LLC bought a new position in Ford Motor in the 2nd quarter valued at $30,000. Reston Wealth Management LLC purchased a new stake in shares of Ford Motor during the 3rd quarter valued at $33,000. Access Investment Management LLC bought a new stake in shares of Ford Motor during the 3rd quarter worth $34,000. Finally, Modus Advisors LLC purchased a new position in shares of Ford Motor in the 4th quarter worth about $34,000. Institutional investors own 58.74% of the company’s stock.

About Ford Motor

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.