Ford Motor Company (NYSE: F) is trading a bit above the $13 mark on Wednesday, November 26, 2025, edging higher after a wave of analyst target hikes, new product news from Europe, and fresh commentary on the automaker’s risky but potentially rewarding EV strategy. [1]
At the same time, investors are digesting a new Seeking Alpha dividend note, a high‑profile Motley Fool valuation piece, and filings showing shifting institutional ownership in the stock — all published today. [2]
Below is a detailed look at where Ford stock stands today, the most important news dated November 26, 2025, and how it fits into the bigger story around earnings, recalls, EV losses and the new Amazon partnership.
Ford stock price today: trading just above $13
As of mid‑day U.S. trading on November 26, Ford shares are changing hands a little over $13 per share, modestly higher on the day after yesterday’s move on an analyst upgrade. Intraday data from multiple quote providers show: [3]
- Last trade: roughly $13.2
- Change vs. prior close: up around 0.5% (from a previous close near $13.17)
- Today’s range so far: about $13.12 – $13.26
- 52‑week range: roughly $8.44 – $13.97
- Market capitalisation: about $52 billion
- Trailing P/E: ~11x earnings
- Indicated dividend:$0.15 per quarter ($0.60 annually), a yield of roughly 4.5% at current prices [4]
- Year‑to‑date performance: up more than 40% in 2025 [5]
In other words, Ford is now trading above most 12‑month analyst price targets, after a strong run driven by record Q3 results and a series of target upgrades in October and November. [6]
All the fresh Ford stock news dated November 26, 2025
1. Motley Fool: Ford under $13 looks cheap – but still “risky”
A widely read article by The Motley Fool, syndicated via Nasdaq this morning under the title “Should You Buy Ford Stock While It’s Under $13?”, takes a cautious tone despite the low headline valuation. [7]
Key points from the piece:
- The author notes that Ford stock is up more than 17% this year, but argues the rally hides how dependent the investment case is on CEO Jim Farley’s EV strategy. [8]
- Ford’s Model e division remains deeply loss‑making: in the first nine months of 2025, the EV segment generated about $5.4 billion in revenue but posted roughly $3.6 billion in EBIT losses, while legacy segments Ford Blue and Ford Pro earned solid profits. [9]
- The article highlights disappointing sales of the F‑150 Lightning and reports Ford is considering ending production of the electric pickup — a symbolic blow to its first big EV bet. [10]
- Management’s plan to invest around $5 billion in a universal EV platform and a ~$30,000 EV pickup by 2027 is framed as “the right move” strategically, but also as a high‑risk capital commitment given Ford’s mixed EV execution so far. [11]
- On valuation, the piece notes that at around $13 per share, Ford trades at roughly 12–13x estimated 2025 earnings — not expensive, but potentially too high if the EV plan underdelivers. [12]
Takeaway: the Motley Fool article reinforces the idea that Ford is a classic value stock with a speculative EV overlay — appealing to some value investors, but not to those wanting a clean, low‑risk dividend story.
2. Seeking Alpha: supplemental dividends unlikely, but base payout looks safe
A new Seeking Alpha analysis, “Ford: Supplemental Dividends Unlikely – Headwinds Pose Minimal Risks,” also dropped today in the platform’s dividend section. [13]
From summaries and syndications of the piece:
- The author argues that special or “supplemental” dividends are unlikely in the near term, largely because the Novelis aluminum plant fires and higher tariffs are pressuring adjusted EBIT and free cash flow. [14]
- However, the regular $0.15 quarterly dividend, declared alongside Q3 results and payable December 1, is described as well‑covered and sustainable given Ford’s $4.3 billion in Q3 adjusted free cash flow and strong liquidity. [15]
- The article notes Ford’s ability to reaffirm 2025 EBIT guidance of $6–6.5 billion even after the latest Novelis fire as evidence that the current headwinds are manageable, not existential. [16]
Takeaway: income‑focused investors hoping for another big special dividend (like Ford has occasionally paid in past cycles) may be disappointed, but the core 4–5% yield looks relatively secure based on current guidance.
3. DefenseWorld & Evercore ISI: Ford shares pop after target hike
Another piece published today by DefenseWorld, a MarketBeat‑owned site, carries the headline “Ford Motor (NYSE:F) Shares Up 1.5% After Analyst Upgrade.” [17]
It describes how Ford’s stock jumped about 1.5% on Tuesday after Evercore ISI raised its price target:
- Evercore boosted its target from $10 to $12, maintaining an “In Line” rating. [18]
- During that rally, Ford traded as high as $13.26 with mid‑day volume of more than 52 million shares, though that was still below its average daily volume of roughly 96 million. [19]
- The article reiterates that Wall Street’s broader consensus remains “Hold,” with about 3 Buy, 11 Hold and 2 Sell ratings and an average target price around $11.9–12.0. [20]
Taken together with other coverage of the Evercore move, the message is that analysts are becoming somewhat more constructive, but most still see only limited upside — or even modest downside — from today’s price. [21]
4. MarketBeat: Ameritas trims Ford stake, big institutions still building positions
Also dated November 26, MarketBeat’s headline “Ameritas Investment Partners Inc. Trims Stake in Ford Motor Company $F” highlights an interesting split in institutional behaviour. [22]
Key details from the article:
- Ameritas Investment Partners cut its Ford position by 89.8% in Q2, selling nearly 2.0 million shares and ending the quarter with about 225,883 shares worth roughly $2.45 million. [23]
- In contrast, giants like Vanguard, Charles Schwab, Geode and Bank of New York Mellon all increased their holdings in Ford during the same period, in some cases by double‑digit percentages. [24]
- According to the piece, institutional investors now own about 58.7% of Ford’s outstanding shares — a meaningful vote of confidence in the long‑term story despite the stock’s volatility. [25]
That divergence reinforces today’s broader narrative: smart money is not unanimously bullish, but many large institutions continue to accumulate Ford even as others take profits after the recent run.
5. Ford Europe: Ranger PHEV line‑up expanded, tech upgraded
On the product side, Ford Pro in Europe issued a press release today titled “Ford Expands and Enhances Ranger Line‑Up,” dated 26‑Nov‑2025 from Dunton, UK. [26]
Highlights relevant for investors:
- The Ranger Plug‑In Hybrid (PHEV) range is being expanded with new Platinum and Limited trims, broadening the appeal of Ford’s electrified pickup. [27]
- The Ranger becomes the first pickup in Europe to offer Ford BlueCruise hands‑free highway driving, and all Ranger series now get a 12‑inch central touchscreen and 12.4‑inch digital instrument cluster as standard. [28]
- Ford notes that Ranger has been Europe’s best‑selling pickup for 10 consecutive years, and these updates are aimed at defending that position as electrification and ADAS features become must‑haves in the segment. [29]
While the announcement is regional, it underlines Ford’s broader Ford+ strategy: leverage profitable trucks and commercial vehicles (Ford Pro) while gradually electrifying the line‑up and layering in subscription‑ready software like BlueCruise.
The bigger backdrop: earnings, fires, Amazon and recalls
Today’s headlines sit on top of several major developments from the past month that still matter for Ford shareholders.
Q3 2025: record revenue, strong cash flow, but guidance cut
On October 23, 2025, Ford reported record Q3 revenue of about $50.5 billion, up roughly 9% year over year. Net income reached $2.4 billion, and adjusted EBIT came in at $2.6 billion. [30]
Other key metrics from the quarter:
- Adjusted EPS: about $0.45, comfortably ahead of consensus expectations in the mid‑$0.30s. [31]
- Adjusted free cash flow: roughly $4.3 billion for Q3, with about $5.7 billion year‑to‑date and liquidity around $54 billion. [32]
- Segment performance showed Ford Pro and Ford Blue solidly profitable, while Ford Model e (EVs) remained a large drag with more than $1.3–1.4 billion in quarterly EBIT losses. [33]
Despite the beat, Ford lowered its full‑year 2025 EBIT guidance to $6.0–6.5 billion (from $6.5–7.5 billion), blaming:
- A fire at Novelis’s aluminum plant in Oswego, New York, expected to cut profits by $1.5–2.0 billion this year;
- Higher tariff costs, though new credits may offset up to $1 billion of those charges. [34]
Novelis fires and guidance reaffirmation
On November 21, 2025, Ford said it was reaffirming that $6–6.5 billion EBIT guidance even after another fire at the same Novelis facility, which supplies aluminum for high‑margin F‑150 and F‑Series trucks. [35]
Reuters reported that:
- Ford still expects to lose up to ~100,000 units of production in Q4 2025, but plans to recoup about $1 billion of the lost profit in 2026 by ramping truck output.
- Novelis aims to restore the affected part of the plant by late December 2025, earlier than initially feared. [36]
This reaffirmation is one reason analysts like Evercore, BofA and others have raised price targets even while keeping neutral or “In Line” ratings. [37]
Amazon partnership: online used‑car “flywheel”
Earlier this month, Ford announced a partnership with Amazon Autos to sell Ford Blue Advantage certified pre‑owned vehicles online. Customers in markets like Los Angeles, Seattle and Dallas can now browse local Ford dealer inventory, arrange financing and complete most paperwork on Amazon before picking up the car at the dealership. [38]
Analysis from MarketBeat and other outlets emphasises that:
- The move is capital‑light compared with building new physical retail and could strengthen residual values on used Fords;
- Better used‑car pricing supports lease economics, financing, and brand loyalty, creating a “financial flywheel” across Ford’s ecosystem;
- Around 160–180 dealers have expressed interest, with roughly 20 live at launch. [39]
For shareholders, the Amazon deal is one of the more concrete examples of Ford turning the Ford+ digital strategy into incremental, higher‑margin revenue — something analysts have been asking for.
Recalls and quality issues: a real overhang
Counterbalancing the positives has been a barrage of recall headlines:
- In late October, Ford recalled nearly 175,000 U.S. vehicles for a panoramic moonroof issue, one of more than 100 recall campaigns the company has launched this year. [40]
- A November 5 piece from 24/7 Wall St. estimated around 107 separate recalls in 2025, affecting roughly 8 million vehicles, and criticised Ford’s governance and quality control, noting that the stock has been largely flat over several years once dividends are stripped out. [41]
While not all recalls are financially material, the sheer number has raised doubts about warranty costs, brand perception and leadership accountability, and they are frequently cited in bearish Ford research.
Analyst and valuation snapshot: a “Hold” at double‑digit yield
Bringing all of this together, the Street’s view of Ford as of today looks like this:
- Overall rating: consensus “Hold” from roughly 25–30 covering analysts. [42]
- Average 12‑month price target: clustered around $11.8–12.3, implying mid‑single‑digit downside relative to today’s price above $13. [43]
- Target range: roughly $9.90 (low) to $17.16 (high), showing a wide spread in conviction. [44]
- Key recent moves:
- Evercore ISI: target to $12 from $10, In Line rating. [45]
- BofA: raised target to about $14.50, Buy rating, citing strong Q3 and a path to $8.5–10.5 billion EBIT in 2026 if execution improves. [46]
- Multiple banks (Barclays, Citi, RBC, Wells Fargo, Piper Sandler, UBS) have nudged targets into the $11–13.5 range, mostly with neutral or “sector perform” stances. [47]
On valuation:
- Ford’s forward P/E is around 11x, above its 5‑year average near 8x, reflecting the recent share‑price surge. [48]
- The dividend yield of ~4.5% is attractive versus the broader market, but Q3 guidance cuts and ongoing EV losses explain why analysts are reluctant to move en masse from Hold to Buy. [49]
Key takeaways for Ford stock on November 26, 2025
Putting today’s price action and news together, here’s the concise picture:
- Stock price: Ford is trading just above $13, near the upper end of its 52‑week range, and above the average analyst target, after a strong post‑earnings rally and Evercore’s target hike. [50]
- Fresh commentary today:
- Motley Fool emphasises that Ford’s value case is tied tightly to a still‑unproven EV pivot, making the stock “cheap but risky.” [51]
- Seeking Alpha argues that supplemental dividends are unlikely given Novelis‑related headwinds but sees limited risk to the regular 4–5% dividend. [52]
- MarketBeat and DefenseWorld highlight the impact of Evercore’s upgrade and show that while some investors like Ameritas are trimming, large institutions continue to accumulate shares. [53]
- Fundamentals: Q3 delivered record revenue and strong cash flow, but Model e losses, supplier fires and tariffs forced a guidance cut to $6–6.5B EBIT — even though that guidance has now been reaffirmed. [54]
- Strategy catalysts: The Amazon Autos CPO partnership and today’s Ranger PHEV enhancements point to a strategy that leans on profitable trucks and commercial fleets while cautiously pushing deeper into electrification and software subscriptions. [55]
- Risks: Persistent recall volume, EV losses, and macro/trade uncertainties remain the main overhangs that keep most analysts on the sidelines despite Ford’s high dividend yield and improving top‑line performance. [56]
What investors will be watching next
Looking beyond today, Ford shareholders are likely focused on:
- Operational recovery at Novelis’s plant and how quickly F‑Series production normalises in 2026. [57]
- The scaling of Amazon Autos CPO sales beyond the initial U.S. markets, and any early data on volumes and margins from that channel. [58]
- Whether management can narrow Model e losses while maintaining competitive EV offerings, especially in light of lukewarm demand for F‑150 Lightning. [59]
- Any sign that recall frequency and warranty costs are coming under control. [60]
- Ford’s Q4 2025 earnings and 2026 outlook, which will show whether today’s guidance reaffirmation was conservative or still too optimistic.
Important note
This article is for informational and journalistic purposes only and is not financial advice or a recommendation to buy or sell any security. Always do your own research or consult a licensed financial adviser before making investment decisions.
References
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