Ford Motor Company (F) is up 3.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears to be driven by a mix of improving sentiment and recent fundamental news. Investors may be reacting to Ford’s strong second-quarter U.S. sales update from early July, along with a fresh price-target increase from Barclays that added to the view that earnings and cash flow could hold up better than feared.
Details:
Ford filed a July 2 sales update showing stronger demand in high-margin categories, including F-Series trucks and larger SUVs, while June retail market share improved.The same sales release highlighted record Maverick Hybrid volume, solid Bronco momentum, and continued strength in commercial vans, all of which support a healthier product mix.Barclays raised its price target on Ford to $14 from $13 on July 9 while keeping an equal-weight rating, giving the stock a near-term sentiment boost.Ford’s earlier first-quarter results also raised full-year adjusted EBIT guidance to a range of $8.5 billion to $10.5 billion, which may still be underpinning bullish positioning ahead of the next earnings report.Sources:
Ford, SEC, MarketBeat
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 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.
Quiver Alerts
Receive F Data Alerts
Get market-moving data, filings, and signals for F in real time.
Sign Up
$F Hedge Fund Activity
We have seen 785 institutional investors add shares of $F stock to their portfolio, and 656 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 27,344,886 shares (-18.0%) from their portfolio in Q1 2026, for an estimated $315,559,984
- RENAISSANCE TECHNOLOGIES LLC removed 24,730,852 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $285,394,032
- BLACKROCK, INC. removed 20,000,130 shares (-5.7%) from their portfolio in Q1 2026, for an estimated $230,801,500
- MARSHALL WACE, LLP removed 15,115,769 shares (-73.1%) from their portfolio in Q1 2026, for an estimated $174,435,974
- GEODE CAPITAL MANAGEMENT, LLC added 14,429,011 shares (+13.5%) to their portfolio in Q1 2026, for an estimated $166,510,786
- JUPITER ASSET MANAGEMENT LTD added 12,979,930 shares (+35781.0%) to their portfolio in Q1 2026, for an estimated $149,788,392
- HOLOCENE ADVISORS, LP removed 12,398,904 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $143,083,352
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 $848,349,743 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:
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 1 times in the past 6 months. Of those trades, 0 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:
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 11 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.
Read full article here »
View the Zacks #1 Rank List
Ford stock gains as strong U.S. sales and analyst optimism support shares
Ford Motor Company (F) is up 3.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears to be driven by a mix of improving sentiment and recent fundamental news. Investors may be reacting to Ford’s strong second-quarter U.S. sales update from early July, along with a fresh price-target increase from Barclays that added to the view that earnings and cash flow could hold up better than feared.
Details:
Sources:
Ford, SEC, MarketBeat
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:
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 785 institutional investors add shares of $F stock to their portfolio, and 656 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
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 $848,349,743 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:
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 1 times in the past 6 months. Of those trades, 0 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:
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 11 analysts offer price targets for $F in the last 6 months, with a median target of $14.0.
Here are some recent targets:
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.
Read full article here »