NYSE· Motor Vehicles & Passenger Car Bodies· Inc. DE· CIK 0000037996

F

FORD MOTOR CO
$12.10 ▼ -1.39%
Prev close $12.27
Market cap$47.2B
ConsensusHold
12-mo target$16.03 (+32.5%)
▲ Neutral
Analyst conviction 4/10
27 New Institutional Positions23 Institutional ExitsCongressional Activity (1) Industrials & Manufacturing
Snapshot
The big-picture read on F right now — valuation, ownership and activity at a glance.
Market Cap
$47.2B
Cap Size
Large Cap
Analyst Consensus
Hold (41%)
Inst. Holders
50 funds
Inst. Value
$30.5B
Inst. Activity
27 buys / 23 sells
Insider Activity
$148.9K buy / $0.00 sell
Insider Net $
$148.9K
Social Sentiment
56° Neutral
SEC Reports
20
Congressional
3 trades
Price chart 30d -16.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: F — 57.0% short (15.0M / 26.4M)
Short: 15,023,640 | Exempt: 254,988 | TRF Vol: 26,369,934 | Short Ratio: 57.0% | Off-exchange volume
Sep 22, 2026 Insider
Ford III Henry gifted 8,673 shares
Director
Sep 22, 2026 Insider
Ford III Henry gifted 2,891 shares
Director
Sep 17, 2026 Event
Marrujo et al v. Ford Motor Company
Court ruling (cand) — Docket: 5:24-cv-08524
Sep 15, 2026 Insider
FORD WILLIAM CLAY JR disposed of 1,464,460 shares
Executive Chair and Chair
Sep 12, 2026 SEC
The court denied without prejudice a motion to remand a minor personal-injury/contract case against Ford Motor Company,
COURT-RULING — Impact 1/10
Sep 11, 2026 SEC
The Federal Circuit ruled against Ford in a long-running trade secret and breach of contract case with Versata. The cour
COURT-RULING — Impact 6/10
Sep 3, 2026 SEC
A Delaware Superior Court ruling in Abdullah et al. v. Ford Motor Company (docket N25C-03-277 DJB) was issued on 2026-09
COURT-RULING — Impact 2/10
Analyst ratings buy % +485.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Hold 41% rate it Buy or better · 29 analysts
Strong Buy 6 21% Buy 6 21% Hold 16 55% Sell 1 3% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Jul 30, 2026BNP ParibasMAINTAINNeutral—
Jul 29, 2026CitigroupUPGRADEBuy 55%
Jul 29, 2026JP MorganMAINTAINOverweight 55%
Jul 29, 2026TD CowenMAINTAINHold 56%
Jul 29, 2026Piper SandlerMAINTAINOverweight 54%
Jul 29, 2026RBC CapitalMAINTAINSector Perform 55%
Jul 27, 2026JefferiesUPGRADEBuy 53%
Jul 17, 2026JP MorganMAINTAINOverweight 55%
Jul 14, 2026BNP ParibasMAINTAINNeutral—
Jul 9, 2026BarclaysMAINTAINEqual-Weight 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202666161041%
Aug 1, 202666162040%
Jul 1, 202646181133%
Jun 1, 202646181133%
May 1, 202646181133%
Apr 1, 202645191130%
Mar 1, 202635191128%
Feb 1, 202635191128%
Price targets
Where 18 covering analysts think F trades over the next 12 months.
$16.03 +32.5% upside Strong Buy
Current$12.10 Low$12.80 Median$15.50 High$20.00 18 analysts
$12.80$20.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Social media sentiment mood -10.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
56°
Neutral
BearishNeutralBullish
12 mentions 4 bullish 2 bearish 6 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 2 bullish, 1 bearish, 0 mixed, 17 neutral · avg impact 2.1/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: F — 57.0% short (15.0M / 26.4M)
Short: 15,023,640 | Exempt: 254,988 | TRF Vol: 26,369,934 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: F — 56.3% short (9.6M / 17.0M)
Short: 9,568,937 | Exempt: 54,912 | TRF Vol: 16,988,606 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: F — 64.1% short (15.7M / 24.5M)
Short: 15,675,220 | Exempt: 100,035 | TRF Vol: 24,451,164 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: F — 59.3% short (11.3M / 19.1M)
Short: 11,316,947 | Exempt: 31,654 | TRF Vol: 19,085,304 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: F — 68.0% short (18.5M / 27.2M)
Short: 18,488,659 | Exempt: 40,643 | TRF Vol: 27,176,588 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$0.41$0.33–$0.51-7.9%-0.3%14↑ 1↓$46.9B14
Next Q$0.37$0.29–$0.43186.3%+0.7%11↑ 4↓$45.9B14
Current FY$1.86$1.75–$1.9570.7%-0.3%17↑ 0↓$177.3B18
Next FY$1.96$1.74–$2.155.1%+2.2%16↑ 2↓$180.7B19
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$0.415—
7d ago$0.410+0.004
30d ago$0.416-0.001
60d ago$0.363+0.052
90d ago$0.358+0.056
Institutional ownership
Which big funds own F (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $30.5B total value (2,194,182,170 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 27 institutions added/increased vs 23 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.334,469,887$4.6B15.2%—
VANGUARD CAPITAL MANAGEMENT LLC255,450,263$3.6B11.6%—
STATE STREET CORP194,039,770$2.7B8.8%—
VANGUARD PORTFOLIO MANAGEMENT LLC181,567,990$2.5B8.3%—
CHARLES SCHWAB INVESTMENT MANAGEMENT INC137,028,761$1.9B6.2%—
Newport Trust Company, LLC131,114,486$1.8B6.0%—
GEODE CAPITAL MANAGEMENT, LLC121,010,192$1.7B5.5%—
BANK OF AMERICA CORP /DE/72,424,686$1.0B3.3%DOUBLED +318.0%
MORGAN STANLEY53,075,766$737.8M2.4%—
NORGES BANK51,707,627$718.7M2.4%NEW
Recent position changes
FundActionPrevCurrentChangeValue
BANK OF AMERICA CORP /DE/DOUBLED17,324,44272,424,686+318.0%$1.0B
NORGES BANKNEW—51,707,627—$718.7M
Bank of New York Mellon CorpADD41,243,33551,598,382+25.1%$717.2M
JPMORGAN CHASE & COADD17,436,39132,229,131+84.8%$451.9M
DEUTSCHE BANK AG\ADD10,901,60919,249,162+76.6%$267.6M
UBS Group AGTRIM26,153,01714,860,251-43.2%$206.6M
Man Group plcTRIM24,745,11611,812,989-52.3%$164.2M
Nuveen, LLCTRIM15,113,42911,260,321-25.5%$156.5M
CITIGROUP INCADD7,703,1119,968,884+29.4%$138.6M
WELLS FARGO & COMPANY/MNADD6,199,9939,556,137+54.1%$132.8M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net $148.9K — $148.9K bought, $0.00 sold.
DateInsiderTitleTypeSharesPriceValue
Sep 22, 2026Ford III HenryDirectorGIFT8,673——
Sep 22, 2026Ford III HenryDirectorGIFT2,891——
Sep 15, 2026FORD WILLIAM CLAY JRExecutive Chair and ChairJ1,464,460——
Sep 15, 2026FORD WILLIAM CLAY JRExecutive Chair and ChairJ1,451,097——
Sep 15, 2026FORD WILLIAM CLAY JRExecutive Chair and ChairJ85,301——
Sep 15, 2026FORD WILLIAM CLAY JRExecutive Chair and ChairJ85,301——
Sep 1, 2026Cisneros AdrianaDirectorAWARD672——
Sep 1, 2026Veihmeyer John BDirectorAWARD977——
Sep 1, 2026Veihmeyer John BDirectorAWARD770——
Sep 1, 2026Radakovich Lynn VojvodichDirectorAWARD609——
Congressional trades
F trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 1 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Aug 10, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Ford Motor CoSep 7, 2026(29d)
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)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for F.
Shares short
112,918,181
Settlement Sep 15, 2026
Change vs prior
+14.1%
Semi-monthly cycle
Days to cover
2.4
At avg daily volume
Of shares outstanding
≈2.9%
Estimate — not % of float
All F filing & press-release reports (27)