Ford Motor Company (F)

Ford's stock price has been influenced by several key events. In October 2025, the stock jumped following strong third-quarter results. In December 2025, Ford announced a substantial charge related to an EV business overhaul, moving towards more hybrid vehicles and canceling planned electric F-series trucks, which boosted 2025 guidance. Throughout January 2026, analysts increased their price targets for Ford Motor. In February 2026, the company declared a dividend for the first quarter. Earlier, in August 2025, Ford reported strong second-quarter vehicle sales and introduced a new promotion. In October 2025, the stock price rose after JPMorgan Chase & Co. upgraded its rating.

Based on historical data, Ford Motor Co. exhibits some monthly seasonality in its stock performance. Months with historically positive average price changes include January, March, April, May, July, October, and November. Months with historically negative average price changes include February, June, August, September, and December. April has shown the highest average increase, while August has the lowest average.

Ford Motor Co. is an American multinational automobile manufacturer headquartered in Dearborn, Michigan, engaged in the manufacture, distribution, and sale of automobiles. The company sells vehicles under the Ford and Lincoln brands, with products including cars, trucks, SUVs, EVs, and automotive parts. Ford has three segments: Ford Blue for gas and hybrid vehicles, Ford Model e for EVs and digital platforms, and Ford Pro for commercial customers with vehicle and service solutions. The company also provides financial services through Ford Motor Credit Company.

Ford Motor Co. has a significant global presence with manufacturing operations in the United States, Canada, Mexico, China, India, the United Kingdom, Germany, Turkey, Brazil, Argentina, Australia, and South Africa. The company also operates joint ventures in China, Taiwan, Thailand, and Turkey. Ford's automotive revenue is geographically segmented, with major contributions from North America, Europe, International Markets, South America, and China.

Ford's brand reputation has faced challenges. In the 2025 Axios Harris Poll 100, Ford's ranking dropped, speculated to be linked to quality and warranty problems, as well as numerous recalls. An earlier report highlighted a drop in reputation due to struggles in its EV business and a declining stock price. In February 2026, the NHTSA launched an investigation into Ford F-150 trucks due to transmission problems, underscoring recurring quality issues. Ford led all automakers in 2025 with 153 recall campaigns.

Ford Motor Co. is primarily owned by institutional investors, who collectively hold approximately 60% of the company's shares. The largest institutional shareholders include The Vanguard Group, BlackRock, and State Street Corporation. Key individual insider shareholders include James D. Farley Jr., William Clay Ford Jr., and John L. Thornton. The Ford family maintains minority ownership but holds a plurality of the voting power.