Ford (F) Stock Rallies 4% — Here’s What’s Driving the Move

TLDR

• William Clay Ford, Jr. bought 140,000 shares at $13.82 each, spending around $1.93M and lifting his stake to 3,912,600 shares.
• Ford stock jumped nearly 4.5%, hitting a high of $14.33 on above-average trading volume.
• Q4 EPS came in at $0.13, beating the $0.06 estimate, with revenue of $45.89B topping forecasts of $41.78B.
• Ford announced two recalls covering roughly 450,000 vehicles, including 2017–2019 Ford Explorers with faulty rear suspension toe links.
• A $0.15 quarterly dividend is set to be paid March 2, representing a ~4.2% annualized yield.

Ford Motor (F) stock climbed nearly 4.5% on Tuesday, touching a high of $14.33 after executive chairman William Clay Ford, Jr. made a multi-million dollar purchase of company stock.

Ford Motor Company, F

The insider bought 140,000 shares at an average price of $13.82 each on February 19, spending roughly $1.93 million. His total stake now sits at 3,912,600 shares, valued at around $54 million.

That kind of move from a company insider tends to get Wall Street’s attention — and it did.

Trading volume reached approximately 73.5 million shares, about 6% above Ford’s average daily volume. The stock had closed the prior session at $13.64.

The buying came shortly after Ford posted its latest quarterly results. The company reported EPS of $0.13, well ahead of the $0.06 consensus estimate. Revenue hit $45.89 billion, topping analyst forecasts of $41.78 billion.

That said, the quarter wasn’t all good news. Revenue was down 4.8% year-over-year, and Ford posted a negative net margin of 4.37%. In the same quarter a year ago, Ford earned $0.39 EPS.

Two Recalls, No Panic

Also on Tuesday, Ford announced two new vehicle recalls covering close to 450,000 vehicles total.

The larger recall targets 412,774 Ford Explorers from model years 2017 to 2019. The issue is a rear suspension toe link that can crack and break under certain conditions, which can affect steering control and raise crash risk. Dealers will replace the part with a stronger version.

A second recall covers 40,655 vehicles tied to battery failures and brake pedal defects.

Ford issued 103 recalls in 2025. The company has pointed out that a high recall count can reflect its own internal detection systems working as intended, rather than a spike in vehicle problems.

Investors, for their part, didn’t seem rattled. The stock held its gains through the close.

Analyst Ratings and Dividend

The analyst picture is mixed. The current consensus rating on F is “Hold,” based on two Buy ratings, 12 Holds, and one Sell over the past three months. The average price target sits at $13.88, which actually implies slight downside from current levels.

Recent price target changes: HSBC raised its target from $9.80 to $12.80 in January, Morgan Stanley moved from $11.00 to $14.00 in December, and Evercore lifted its target to $14.00 around the same time.

Ford also declared a quarterly dividend of $0.15 per share, payable March 2 to stockholders of record as of February 13. On an annualized basis, that works out to $0.60 per share, or a yield of roughly 4.2%.

The stock’s 50-day moving average stands at $13.68, while the 200-day sits at $12.80. Ford carries a debt-to-equity ratio of 2.95 and a market cap of approximately $56.59 billion.

Analysts expect Ford to post full-year EPS of around $1.47 for the current year.

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