Ford rallies as investors focus on raised 2026 outlook and one-time tariff benefit in Q1 results

Ford Motor Company (F) is up 13.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to investors re-rating the stock after Ford’s first-quarter 2026 results showed a sharp profit rebound, including a sizable one-time tariff-related benefit, and management raised full-year adjusted EBIT guidance. With an annual shareholder meeting also approaching, some of today’s strength could reflect positioning and follow-through buying after the earnings reset.

Details:

Ford’s April 29, 2026 quarterly update cited first-quarter revenue of $43.3 billion, net income of $2.5 billion, and adjusted EBIT of $3.5 billion.

The company said results included a $1.3 billion one-time IEEPA tariff benefit related to amounts paid between March 2025 and February 2026, which boosted reported profitability.

Ford raised full-year 2026 adjusted EBIT guidance to $8.5 billion–$10.5 billion (from $8.0 billion–$10.0 billion) and reiterated an adjusted free cash flow outlook of $5.0 billion–$6.0 billion.

Ford’s 2026 annual meeting is scheduled for May 14, 2026, which can act as a near-term focal point for investors.

Sources:

SEC (EDGAR), Ford Motor Company Investor Relations, Yahoo Finance

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$F Insider Trading Activity

$F 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. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$F Hedge Fund Activity

We have seen 848 institutional investors add shares of $F stock to their portfolio, and 737 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

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
MAN GROUP PLC added 11,390,453 shares (+333.5%) to their portfolio in Q4 2025, for an estimated $149,442,743

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$F Government Contracts

We have seen $895,763,689 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 8,501 LBS GVWR: $105,038

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$F Price Targets

Multiple analysts have issued price targets for $F recently. We have seen 13 analysts offer price targets for $F in the last 6 months, with a median target of $13.0.

Here are some recent targets:

Andrew Percoco from Morgan Stanley set a target price of $14.0 on 05/13/2026
Michael Ward from Citigroup set a target price of $13.0 on 05/04/2026
Itay Michaeli from TD Cowen set a target price of $13.0 on 05/01/2026
Joseph Spak from UBS set a target price of $14.0 on 04/30/2026
Tom Narayan from RBC Capital set a target price of $13.0 on 04/30/2026
Mark Delaney from Goldman Sachs set a target price of $13.0 on 04/14/2026
Colin Langan from Wells Fargo set a target price of $10.0 on 03/31/2026

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.