Q1 EV Sales Slump: Social media discussions spotlight Ford's Q1 electric vehicle sales plummeting to 6,860 units, a sharp 70% decline from last year. Toyota surpassed them with just one model, fueling doubts about Ford's competitiveness in the EV race. Many view this as a critical setback in their electrification push.
Leadership Shakeup: The exit of Ford's Chief EV, Digital, and Design Officer has ignited concerns over strategic direction. While an organizational overhaul promises efficiency gains according to some analysts, others question its impact amid faltering EV momentum. Insider share sales by the chairman add to the unease.
China Partnerships: Ford's expanding ties with Chinese automakers for EV production aim to cut costs and speed market entry. This move highlights reliance on overseas supply chains, though geopolitical tensions raise risks. Debates rage on whether it bolsters or hinders long-term prospects.
Note: This discussion summary was generated from an AI condensation of post data.
Ford Motor Company Insider Trading Activity
Ford Motor Company insiders have traded $F stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $F stock by insiders over the last 6 months:
- WILLIAM CLAY JR FORD (Executive Chair and Chair) purchased 140,000 shares for an estimated $1,934,450
- JOHN L THORNTON purchased 7,520 shares for an estimated $99,188
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Ford Motor Company Revenue
Ford Motor Company had revenues of $45.9B in Q4 2025. This is a decrease of -4.81% from the same period in the prior year.
You can track F financials on Quiver Quantitative's F stock page.
Ford Motor Company Hedge Fund Activity
We have seen 779 institutional investors add shares of Ford Motor Company stock to their portfolio, and 703 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 86,944,886 shares (-75.8%) from their portfolio in Q4 2025, for an estimated $1,140,716,904
- PACER ADVISORS, INC. removed 32,615,026 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $427,909,141
- TWO SIGMA ADVISERS, LP added 20,015,100 shares (+1076.8%) to their portfolio in Q4 2025, for an estimated $262,598,111
- MARSHALL WACE, LLP removed 14,772,405 shares (-41.7%) from their portfolio in Q4 2025, for an estimated $193,813,953
- TWO SIGMA INVESTMENTS, LP added 14,266,632 shares (+2295.0%) to their portfolio in Q4 2025, for an estimated $187,178,211
- NORGES BANK added 14,047,866 shares (+37.6%) to their portfolio in Q4 2025, for an estimated $184,308,001
- HOLOCENE ADVISORS, LP added 12,398,904 shares (+inf%) to their portfolio in Q4 2025, for an estimated $162,673,620
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Ford Motor Company Government Contracts
We have seen $763,648,424 of award payments to $F over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 4X4 PICKUP, FULL SIZE, CREW CAB, MIN 9201 LBS GVWR: $105,189
- 4X4 PICKUP, FULL SIZE, CREW CAB, MIN 8,501 LBS GVWR: $105,038
- 4X4 PICKUP, FULL SIZE, CREW CAB, MIN 9201 LBS GVWR: $98,355
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Ford Motor Company Analyst Ratings
Wall Street analysts have issued reports on $F in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Underweight" rating on 10/24/2025
To track analyst ratings and price targets for Ford Motor Company, check out Quiver Quantitative's $F forecast page.
Ford Motor Company Price Targets
Multiple analysts have issued price targets for $F recently. We have seen 12 analysts offer price targets for $F in the last 6 months, with a median target of $13.75.
Here are some recent targets:
- Itay Michaeli from TD Cowen set a target price of $14.0 on 04/15/2026
- Mark Delaney from Goldman Sachs set a target price of $13.0 on 04/14/2026
- Joseph Spak from UBS set a target price of $15.0 on 04/14/2026
- Colin Langan from Wells Fargo set a target price of $10.0 on 03/31/2026
- Tom Narayan from RBC Capital set a target price of $12.0 on 02/11/2026
- Dan Levy from Barclays set a target price of $13.0 on 01/23/2026
- Ryan Brinkman from JP Morgan set a target price of $15.0 on 01/21/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
