NEW YORK, June 26, 2026, 14:03 EDT
- Ford gained 0.6% to $14.195 in Friday afternoon trading. That put it ahead of a flat S&P 500 stand-in, though it still trailed Tesla, which rose 2.9%.
- It was a normal U.S. trading day. NYSE’s 2026 holiday calendar still puts Juneteenth on June 19 and has Independence Day observed July 3. Nasdaq shows normal cash trading hours at 9:30 a.m. to 4:00 p.m. ET. New York Stock Exchange
- Ford took the top spot for mass-market brands in J.D. Power’s latest initial-quality study. But Reuters said Ford has also posted 51 recalls so far this year, the most in the industry. JD Power
Ford Motor Company NYSE:F was up Friday, though shares didn’t move much after the company notched its top quality score in years. Investors are still focused on Ford’s ongoing warranty and recall risks, not just the new award.
Ford was up 0.6% at $14.195, with 31.7 million shares traded. General Motors Company NYSE:GM added 0.3%. Tesla Inc NASDAQ:TSLA climbed 2.9%. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) was flat.
Ford shares climbed 1.95% to $14.11 on Thursday, snapping a two-day slide. The stock ended the day still down 20.64% from its 52-week high of $17.78 on May 29. MarketWatch
Ford’s quality numbers are moving up, but its old recalls still hang over it. J.D. Power put Ford at the top of mass-market brands in its 2026 U.S. Initial Quality Study, handing it a score of 152 problems per 100 vehicles. That’s better than the mass-market average of 177 and the industry’s 175. Ford picked up segment wins for the F-150, Mustang and Super Duty, too. JD Power
“As more technology is introduced into vehicles, keeping the experience simple matters more than ever,” Frank Hanley, senior director of auto benchmarking at J.D. Power, said. The study found infotainment as the only area with more problems than a year ago. Issues around Android Auto and Apple CarPlay connectivity stayed high, with both causing many complaints. JD Power
Ford CEO Jim Farley called the quality score “a culmination of a lot of hard work” by Ford teams in North America. Still, Ford has had 51 recalls this year, much higher than Stellantis NV NYSE:STLA with 19, Reuters reported. Reuters also said Ford is still under a consent order for delayed recalls involving faulty rearview cameras. Reuters
Strong numbers are key for the stock. Ford says it expects over $1 billion in material and warranty savings this year, after cutting $1.5 billion in costs in 2025. Q4 Capital
Ford executives on Thursday explained the delays in its quality repairs. Charles Poon, Ford’s vice president of vehicle hardware engineering, said, “Artificial intelligence is a fantastic tool, but it’s only as good as information you use to train it.” Ford leaned too hard on AI and automation in the past before hiring back more experienced technical staff, Poon said. Business Insider
Ford stock trades as if investors still need proof. Barron’s/FactSet puts the dividend yield at 4.23%. Ford has no trailing P/E, since it posted negative earnings per share. Share volume reached 33.26 million, 58.2% of its average, according to Barron’s.
Ford’s latest earnings split shows old line trucks and commercial divisions carrying the load. Ford Blue turned in $1.9 billion EBIT in the first quarter and Ford Pro came in at $1.7 billion. Ford Model e weighed with a $777 million loss. The company still sees full-year Ford Model e losses between $4.0 billion and $4.5 billion. Ford Pro’s EBIT is forecast at $6.5 billion to $7.5 billion. Q4 Capital
Ford nudged its guidance higher by $1 billion, CFO Sherry House said in April, mostly from software and services. On the call, House said software and physical services were “one of the biggest components” of the new outlook. Ford Pro paid software subscriptions jumped 30% from a year ago to 879,000. Q4 Capital
Ford expects U.S. industry sales for 2026 at a 16.0 to 16.5 million SAAR and projects flat pricing across the sector. The outlook factors in roughly $2 billion of higher commodity costs and around $1 billion in continued tariffs. Ford also figures in a $1 billion net gain from the Novelis recovery. Q4 Capital
