NYSE:F News 14 January 2026 - 6 February 2026

Ford shares fell 0.9% to $13.88 premarket after U.S. regulators expanded a probe into 1.27 million F-150 pickups over abrupt transmission downshifts. NHTSA moved the case to an engineering analysis, citing reports of sudden deceleration and brief rear-wheel lockup. Ford also denied a Financial Times report of talks with China’s Xiaomi on a U.S. EV partnership.

Ford shares fell 0.7% to $13.90 after the company projected a $0.6 billion pretax loss from pension and benefits remeasurement, set to cut net income by $0.5 billion. The disclosure comes ahead of Ford’s Feb. 10 earnings report, as investors watch Washington’s scrutiny of its battery strategy and react to inflation data and Fed leadership news.

Ford shares rose about 2% to $13.54 Wednesday morning after JPMorgan raised its price target to $15, maintaining an Overweight rating. U.S. regulators announced Ford will recall roughly 119,000 vehicles due to an engine block heater defect that could cause fires. The recall affects select Focus, Escape, Explorer, and Lincoln MKC models. Ford said no accidents or injuries have been reported.

Transport Canada has recalled 332,410 Ford and Lincoln vehicles due to a defect in plug-in engine block heaters that may leak coolant and cause a short circuit. Owners are told to stop using the heaters until dealers install replacements. The recalls cover models from 2013 to 2024, including Escape, Focus, Explorer, Ranger, Bronco, Maverick, MKC, and Corsair. Ford will notify owners and provide repairs at dealerships.

Ford shares fell 0.3% to $13.98 in early New York trading after CEO Jim Farley warned of uncertainty around the USMCA trade pact, which faces review this year. President Trump has called the agreement “irrelevant” and imposed 25% tariffs on some Canadian and Mexican vehicles. Ford’s next earnings report is set for Feb. 10. Investors are watching for policy updates as trade tensions cloud automakers’ outlooks.