Why Ford Motor (F) Stock Is Down Today

Ford Motor Company (F) is down 3.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a mix of sector weakness and lingering recall-related pressure rather than a single new negative company announcement. Ford had just outlined a longer-term software and services strategy, but that presentation also underscored that the business is still early in converting those efforts into durable growth, which may have left traders focused on near-term execution risks.

Details:

Ford recently disclosed a recall covering about 223,000 F-150 trucks in the U.S. because fuel tanks may be improperly secured, which can raise concerns about quality costs and brand sentiment.

The affected vehicles span 2023 through 2027 model years, and the planned remedy involves dealer inspection and replacement of fuel-tank straps when needed.

At a conference on September 17, Ford highlighted growth in software, connected services, and driver-assistance subscriptions, but also acknowledged the work still needed to turn that strategy into sustained financial upside.

Auto names were also trading weaker in a broader risk-off market backdrop after the recent rate hike, which could have amplified selling pressure in Ford shares.

Sources:

Ford Investor Relations, NHTSA, MarketScreener, Kiplinger

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 1 times in the past 6 months. Of those trades, 1 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:

JOHN L THORNTON purchased 10,600 shares for an estimated $148,880

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.

$F Hedge Fund Activity

We have seen 888 institutional investors add shares of $F stock to their portfolio, and 871 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 137,028,761 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,904,699,777
BANK OF AMERICA CORP /DE/ added 55,100,244 shares (+318.0%) to their portfolio in Q2 2026, for an estimated $765,893,391
JPMORGAN CHASE & CO added 32,229,131 shares (+inf%) to their portfolio in Q2 2026, for an estimated $447,984,920
RENAISSANCE TECHNOLOGIES LLC removed 24,730,852 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $285,394,032
PACER ADVISORS, INC. added 24,539,773 shares (+inf%) to their portfolio in Q2 2026, for an estimated $341,102,844
TWO SIGMA INVESTMENTS, LP removed 14,719,719 shares (-94.7%) from their portfolio in Q2 2026, for an estimated $204,604,094
QUBE RESEARCH & TECHNOLOGIES LTD removed 13,715,920 shares (-61.9%) from their portfolio in Q2 2026, for an estimated $190,651,288

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 $840,728,723 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 Congressional Stock Trading

Members of Congress have traded $F stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $F stock by members of Congress over the last 6 months:

REPRESENTATIVE JOSH GOTTHEIMER sold up to $50,000 on 04/09.
SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$F Price Targets

Multiple analysts have issued price targets for $F recently. We have seen 9 analysts offer price targets for $F in the last 6 months, with a median target of $14.0.

Here are some recent targets:

Dan Levy from Barclays set a target price of $14.0 on 07/09/2026
Colin Langan from Wells Fargo set a target price of $11.0 on 06/25/2026
Joseph Spak from UBS set a target price of $17.0 on 06/08/2026
Michael Ward from Citigroup set a target price of $19.0 on 06/01/2026
John Murphy from B of A Securities set a target price of $20.0 on 05/29/2026
Tom Narayan from RBC Capital set a target price of $13.0 on 05/15/2026
Andrew Percoco from Morgan Stanley set a target price of $14.0 on 05/13/2026

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.