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Why Ford Motor (F) Stock Is Down Today

Investivoq PriceTracker

Ford Motor (F) is down 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The sell-off appears tied to caution ahead of Ford’s October 28, 2026 earnings report, with investors still weighing a recent F-150 production disruption and signs of ongoing cost pressure. A recent analyst target cut and concern that full-year profit could land below the midpoint of Ford’s guidance may also be weighing on sentiment.

Details:

  • Ford disclosed in an early October filing that a short-term supplier issue affected F-150 production at the end of September.
  • Management said the disruption should fit within its full-year 2026 adjusted EBIT guidance of $10 billion to $11 billion, but the update still kept attention on execution risk in a key product line.
  • Ford’s third-quarter U.S. sales fell 6.6%, reflecting weaker volume as some models were phased out, which added to investor caution heading into earnings.
  • A recent analyst note lowered its price target and cited lower 2027 estimates, continuing cost pressures, and a weaker third-quarter EBIT view tied partly to the truck production issue.

    • Sources:

    SEC, 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 Insider Trades

    $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 Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $F Hedge Fund Activity

    We have seen 894 institutional investors add shares of $F stock to their portfolio, and 721 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
    • 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
    • JUPITER ASSET MANAGEMENT LTD removed 12,991,747 shares (-99.8%) from their portfolio in Q2 2026, for an estimated $180,585,283

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

    $F Government Contracts

    We have seen $952,136,536 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 Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq 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:

    • REPRESENTATIVE KEVIN HERN sold up to $15,000 on 08/31.

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

    $F Price Targets

    Multiple analysts have issued price targets for $F recently. We have seen 8 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 Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.