Q4 Earnings Forecast for Ford Motor Issued By Zacks Research

Ford Motor (NYSE:F) – Equities researchers at Zacks Research lowered their Q4 2025 earnings per share (EPS) estimates for Ford Motor in a research report issued on Tuesday, January 7th. Zacks Research analyst R. Singhi now expects that the auto manufacturer will post earnings per share of $0.38 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.

Other equities analysts have also issued research reports about the company. The Goldman Sachs Group upgraded Ford Motor from a “neutral” rating to a “buy” rating and increased their target price for the stock from $12.00 to $13.00 in a research note on Tuesday, October 1st. Sanford C. Bernstein downgraded Ford Motor from an “outperform” rating to a “market perform” rating and set a $11.00 target price for the company. in a report on Thursday, November 7th. Deutsche Bank Aktiengesellschaft reduced their target price 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. Barclays dropped their price objective on shares of Ford Motor from $14.00 to $13.00 and set an “overweight” rating for the company in a research note on Tuesday, October 29th. Finally, Jefferies Financial Group lowered shares of Ford Motor from a “hold” rating to an “underperform” rating and decreased their target price for the stock from $12.00 to $9.00 in a research report on Monday, December 16th. Four investment analysts have rated the stock with a sell rating, eight have given a hold rating and three have assigned a buy rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $11.83.

Ford Motor Stock Performance

Shares of F opened at $9.66 on Thursday. The company has a debt-to-equity ratio of 2.34, a current ratio of 1.15 and a quick ratio of 0.98. The firm has a 50-day moving average of $10.47 and a 200-day moving average of $11.02. The company has a market cap of $38.39 billion, a PE ratio of 10.98, a price-to-earnings-growth ratio of 1.89 and a beta of 1.62. Ford Motor has a one year low of $9.49 and a one year high of $14.85.

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

Hedge Funds Weigh In On Ford Motor

A number of institutional investors have recently added to or reduced their stakes in the stock. Atlas Brown Inc. raised its holdings in Ford Motor by 1.7% in the 4th quarter. Atlas Brown Inc. now owns 63,323 shares of the auto manufacturer’s stock valued at $627,000 after buying an additional 1,047 shares during the last quarter. HBW Advisory Services LLC acquired a new position in Ford Motor in the 4th quarter valued at approximately $100,000. Harbor Capital Advisors Inc. raised its stake in shares of Ford Motor by 2.5% during the fourth quarter. Harbor Capital Advisors Inc. now owns 51,812 shares of the auto manufacturer’s stock valued at $513,000 after acquiring an additional 1,267 shares during the last quarter. Watts Gwilliam & Co. LLC lifted its holdings in shares of Ford Motor by 13.1% during the fourth quarter. Watts Gwilliam & Co. LLC now owns 16,042 shares of the auto manufacturer’s stock worth $157,000 after purchasing an additional 1,863 shares during the period. Finally, Bard Financial Services Inc. bought a new stake in shares of Ford Motor in the fourth quarter worth $122,000. 58.74% of the stock is currently owned by institutional investors and hedge funds.

Ford Motor Dividend Announcement

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

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.