F

FORD MOTOR CO

NYSE · Motor Vehicles & Passenger Car Bodies · Inc. DE · CIK 0000037996
$14.90 -2.87% $61.1B
High Impact Filing (7/10)3 New Institutional PositionsCongressional Activity (2)
Vol
Market Cap$61.1B
Cap SizeLarge Cap
Analyst ConsensusHold (33%)
Inst. Holders9 funds
Inst. Value$10.5B
Inst. Activity3 buys / 2 sells
Reddit Sentiment57° Neutral
SEC Reports2
Congressional2 trades
Exchange NYSE·Sector Motor Vehicles & Passenger Car Bodies·Inc. DE·CIK 0000037996·Prev Close $15.34

Recent Activity

Jun 4, 2026 Insider
Crockett Kyle sold 74,098 shares
Chief Accounting Officer @ $0.00 ($0.00)
Jun 4, 2026 Insider
Crockett Kyle sold 74,098 shares
Chief Accounting Officer @ $0.00 ($0.00)
Jun 4, 2026 Insider
Crockett Kyle sold 32,307 shares
Chief Accounting Officer @ $15.71 ($507.5K)
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
Apr 9, 2026 Congress
Josh Gottheimer sell
$15,001 - $50,000 — House
Feb 28, 2026 SEC
In Q4 2025, a mixed institutional cluster emerged in Ford Motor Co., with three major institutions—Norges Bank (new $674
INST-CLUSTER — Impact 6/10

Price Targets

$14.35 -3.7% upside Hold
Current $14.90 Low $10.00 Median $13.90 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 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

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.34 ▼ -6.2% $0.23 — $0.41 -9% YoY 15
Next Q $0.36 ▲ +1.1% $0.24 — $0.50 -19% YoY 15
Current FY $1.64 ▲ +2.6% $1.35 — $1.85 50% YoY 22
Next FY $1.84 ▼ -0.8% $1.45 — $2.10 12% YoY 22

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$6.2B
CHARLES SCHWAB INVESTMENT MANAGEMENT$2.0BNEW
NORGES BANK$674.4MNEW
MORGAN STANLEY$595.9M
RENAISSANCE TECHNOLOGIES LLC$324.5MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Crockett KyleM$0.00
Jun 4, 2026Crockett KyleM$0.00
Jun 4, 2026Crockett KyleF$507.5K
Jun 1, 2026WEINBERG JOHNA$0.00
Jun 1, 2026THORNTON JOHNA$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
9 institutional holders with $10.5B total value (801,771,715 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, NORGES. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC471,705,454$6.2B58.8%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC152,017,084$2.0B19.0%NEW
3NORGES BANK51,405,295$674.4M6.4%NEW
4MORGAN STANLEY45,421,358$595.9M5.7%
5RENAISSANCE TECHNOLOGIES LLC24,730,852$324.5M3.1%TRIM -29.6%
6FMR LLC15,193,937$199.3M1.9%ADD +59.4%
7BANK OF AMERICA CORP /DE/14,945,322$196.1M1.9%TRIM -32.0%
8TWO SIGMA INVESTMENTS, LP14,888,265$195.3M1.9%DOUBLED +1809.7%
9WELLS FARGO & COMPANY/MN11,464,148$150.4M1.4%ADD +43.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW51,405,295$674.4M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM35,105,70924,730,852-29.6%$324.5M2025-Q4
BANK OF AMERICA CORP /DE/TRIM21,984,86614,945,322-32.0%$196.1M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED779,63314,888,265+1809.7%$195.3M2025-Q4
WELLS FARGO & COMPANY/MNADD7,984,49811,464,148+43.6%$150.4M2025-Q4
UBS Group AGTRIM34,569,99725,438,725-26.4%$304.2M2025-Q3
FMR LLCADD8,784,93714,005,277+59.4%$167.5M2025-Q3
TWO SIGMA INVESTMENTS, LPADD405,100779,633+92.5%$9.3M2025-Q3
NORGES BANKEXIT37,357,4290-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED19,340,10943,483,251+124.8%$471.8M2025-Q2
NORGES BANKNEW37,357,429$405.3M2025-Q2
TWO SIGMA INVESTMENTS, LPNEAR_EXIT11,503,694405,100-96.5%$4.4M2025-Q2
CITADEL ADVISORS LLCADD29,245,82742,068,057+43.8%$421.9M2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED6,424,70919,340,109+201.0%$194.0M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED513,96411,503,694+2138.2%$115.4M2025-Q1
FMR LLCADD7,611,7509,686,540+27.3%$97.2M2025-Q1
WELLS FARGO & COMPANY/MNADD6,673,4469,615,794+44.1%$96.4M2025-Q1
NORGES BANKEXIT39,119,4440-100.0%$0.002025-Q1
UBS Group AGDOUBLED14,093,95032,001,557+127.1%$316.8M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM10,868,1096,424,709-40.9%$63.6M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW122,609,058$1.3B2024-Q3
22 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Crockett KyleChief Accounting OfficerM74,098$0.00$0.00
Jun 4, 2026Crockett KyleChief Accounting OfficerM74,098$0.00$0.00
Jun 4, 2026Crockett KyleChief Accounting OfficerF32,307$15.71$507.5K
Jun 1, 2026WEINBERG JOHN SDirectorA530$0.00$0.00
Jun 1, 2026THORNTON JOHN LDirectorA3,869$0.00$0.00
Jun 1, 2026CASIANO KIMBERLY ADirectorA362$0.00$0.00
Jun 1, 2026Cisneros AdrianaDirectorA415$0.00$0.00
Jun 1, 2026MOONEY BETH EDirectorA362$0.00$0.00
Jun 1, 2026Kennard William EDirectorA362$0.00$0.00
Jun 1, 2026Veihmeyer John BDirectorA581$0.00$0.00
Jun 1, 2026Radakovich Lynn VojvodichDirectorA362$0.00$0.00
Jun 1, 2026Huntsman Jon M JrDirectorA362$0.00$0.00
Jun 1, 2026Helman William WDirectorA499$0.00$0.00
May 21, 2026Cisneros AdrianaDirectorA15,727$13.22$207.9K
May 21, 2026English Alexandra FordDirectorA23,043$13.22$304.6K
May 21, 2026Kennard William EDirectorA15,727$13.22$207.9K
May 21, 2026CASIANO KIMBERLY ADirectorA15,727$13.22$207.9K
May 21, 2026Ford III HenryDirectorA15,727$13.22$207.9K
May 21, 2026Helman William WDirectorA15,727$13.22$207.9K
May 21, 2026Huntsman Jon M JrDirectorA15,727$13.22$207.9K
May 21, 2026MOONEY BETH EDirectorA15,727$13.22$207.9K
May 21, 2026Radakovich Lynn VojvodichDirectorA15,727$13.22$207.9K
May 21, 2026THORNTON JOHN LDirectorA15,727$13.22$207.9K
May 21, 2026Veihmeyer John BDirectorA25,237$13.22$333.6K
May 21, 2026WEINBERG JOHN SDirectorA23,043$13.22$304.6K
May 20, 2026Veihmeyer John BDirectorM36,822$0.00$0.00
May 20, 2026Veihmeyer John BDirectorM36,822$0.00$0.00
May 20, 2026WEINBERG JOHN SDirectorM33,620$0.00$0.00
May 20, 2026WEINBERG JOHN SDirectorM33,620$0.00$0.00
May 15, 2026Waldo JenniferChief People & E. Exp. OfficerM62,963$0.00$0.00
May 15, 2026Waldo JenniferChief People & E. Exp. OfficerF27,352$14.48$396.1K
May 15, 2026Waldo JenniferChief People & E. Exp. OfficerM62,963$0.00$0.00
Apr 1, 2026Aragon MichaelPresident, Integrated ServicesF123,036$11.54$1.4M
Apr 1, 2026Aragon MichaelPresident, Integrated ServicesM282,192$0.00$0.00
Apr 1, 2026Aragon MichaelPresident, Integrated ServicesM282,192$0.00$0.00
Mar 4, 2026Wu ShengpoPresident & CEO Ford China&IMGM9,325$0.00$0.00
Mar 4, 2026Wu ShengpoPresident & CEO Ford China&IMGM9,325$0.00$0.00
Mar 4, 2026Wu ShengpoPresident & CEO Ford China&IMGA97,580$0.00$0.00
Mar 4, 2026Waldo JenniferChief People & E. Exp. OfficerM31,083$0.00$0.00
Mar 4, 2026Waldo JenniferChief People & E. Exp. OfficerA136,612$0.00$0.00
Mar 4, 2026Lawler John T.Vice ChairA202,966$0.00$0.00
Mar 4, 2026House Sherry AnnChief Financial OfficerM60,360$0.00$0.00
Mar 4, 2026House Sherry AnnChief Financial OfficerA156,128$0.00$0.00
Mar 4, 2026Galhotra Ashwani KumarChief Operating OfficerM55,950$0.00$0.00
Mar 4, 2026Galhotra Ashwani KumarChief Operating OfficerA234,192$0.00$0.00
Mar 4, 2026Frick AndrewPresident, Ford Blue & Model eM27,975$0.00$0.00
Mar 4, 2026Frick AndrewPresident, Ford Blue & Model eA136,612$0.00$0.00
Mar 4, 2026FORD WILLIAM CLAY JRExecutive Chair and ChairM131,171$0.00$0.00
Mar 4, 2026FORD WILLIAM CLAY JRExecutive Chair and ChairA504,605$0.00$0.00
Mar 4, 2026FIELD JOHN DOUGLASChief EV, Digital & Design OffM91,177$0.00$0.00

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

$14.35 mean target -3.7% upside Hold (2.76)
$10.00 Low $20.00 High
MetricValue
Current Price$14.90
Target Low$10.00
Target Mean$14.35
Target Median$13.90
Target High$20.00
# Analysts20
RecommendationHold (2.76)

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% -6.2% 3↑ 8↓ $44.8B -4.6% 15
Next Q
2026-09-30
$0.36 $0.24 $0.50 -19.5% +1.1% 0↑ 12↓ $45.8B -2.8% 15
Current FY
2026-12-31
$1.64 $1.35 $1.85 50.2% +2.6% 17↑ 1↓ $175.7B 1.0% 22
Next FY
2027-12-31
$1.84 $1.45 $2.10 12.1% -0.8% 8↑ 9↓ $179.0B 1.9% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.337
7d ago$0.333+0.004
30d ago$0.359-0.022
60d ago$0.385-0.048
90d ago$0.396-0.059
13 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
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
Dec 8, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

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 Neutral 14d 5h ago
$F Boom shakalaka!!🤙
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 7d 4h ago
$F chart is
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 22d 7h ago
2.3M in Ford ($F), 300K -> 1.9M in a year
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 2d 11h ago
$F - Ford Motors with a brand new seatbelt recall. A bear case for Ford
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 8d 3h ago
$F Boom Chicka Boom!!
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 7d 5h ago
Why is Ford ($F) almost daily under the “most actively” traded stocks?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 22d 3h ago
Ford ($F) the win
▲ 0 💬 1
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 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
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 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 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)
May 1, 2026
short_interest
FTD: F — 345,187 shares ($4.2M) failed to deliver
Settlement: 20260501, Price: $12.08, FTD Value: $4,169,858.96, FORD MOTOR CO;COM STK USD0.01