Honestly, if you've been watching the price of Ford Motor Company stock lately, you know it's a bit like riding a wooden roller coaster. It’s loud, it’s shaky, and just when you think you’re at the top, your stomach drops. As of mid-January 2026, Ford (ticker: F) is hovering around the $13.60 range.
It's a weird spot to be in. Just a week ago, on January 8, the stock hit a 52-week high of $14.50 after Piper Sandler bumped their rating to "Overweight" and slapped a $16 price target on it. People got excited. Then, naturally, it cooled off.
Ford is currently the ultimate "show me" stock. Investors are tired of hearing about "future potential." They want to see the money now. The company is basically split into three different businesses living under one roof, and they aren't all getting along. You have Ford Blue (the old-school gas engines), Ford Pro (the commercial vans and trucks making a killing), and Ford Model e (the electric division that is essentially a money-burning furnace).
The $5 Billion Hole in the Pocket
Let’s talk about the elephant in the room: EVs. If you look at the price of Ford Motor Company stock and wonder why it isn't $20 or $30, look no further than the Model e division. In 2025, Ford's electric vehicle unit lost about **$3.6 billion** year-to-date by the time the Q3 reports rolled in. They’ve been losing roughly $100,000 for every EV they sell.
It's a brutal reality.
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But there’s a plot twist. Ford is pivotting. Jim Farley, the CEO who’s never met a racing metaphor he didn't like, is pulling back on the "all-in" EV bet. They recently retired the F-150 Lightning—which, ironically, saw a 40% sales jump right before the announcement—to make room for EREVs (Extended Range Electric Vehicles). Think of these as EVs with a gas generator built-in to stop people from freaking out about charging.
Why the Stock Isn't Crashing
If they are losing billions on EVs, why is the stock up nearly 8% since the start of 2026?
- The Dividend: It’s hard to hate a stock that pays you to sit there. The current dividend yield is sitting around 4.34%. Ford paid out a total of $0.75 per share in 2025, including some juicy specials.
- Hybrids are King: While everyone was arguing about chargers, Ford quietly became the king of hybrids. They sold 228,072 hybrids in 2025—a 21.7% increase.
- Ford Pro: This is the secret weapon. The commercial side of the business (vans for plumbers, trucks for construction fleets) is pulling in 11% margins. It’s the boring stuff that actually pays the bills.
What Most People Get Wrong About Ford
Most retail investors look at Ford and see a "legacy" company. They think it's a dinosaur. But dinosaurs didn't have 840,000 software subscribers.
Ford Pro is turning into a software-as-a-service (SaaS) business. When a fleet manager pays for telematics to track where their vans are, that’s high-margin, recurring revenue. That’s the kind of stuff Wall Street usually pays a premium for. Right now, Ford’s P/E ratio is sitting at a modest 11.66. Compare that to Tesla, and it looks like a garage sale bargain.
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The "eyes-off" self-driving system they announced for future EVs is another kicker. If they can actually ship a Level 3 autonomy system that works on the highway, the price of Ford Motor Company stock could finally break out of this $10-$15 purgatory it's been stuck in for years.
The Bear Case vs. The Bull Case
It’s not all sunshine and tailgates. Ford took a massive $19.5 billion charge in late 2025 related to their EV pivot and asset rationalization. That’s a staggering amount of money to write off.
The Bears argue:
- High interest rates are making car loans a nightmare for the average person.
- Labor costs are up after the UAW deals.
- Tariff headwinds (estimated at $2 billion) are eating into the EBIT.
The Bulls argue:
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- The F-Series has been the best-selling truck for 49 years straight. It’s a literal ATM.
- The Maverick hybrid is a massive hit with younger buyers.
- Inventory levels are finally stabilizing, meaning less "dealer markup" nonsense and more actual sales.
Is It Actually a Buy?
If you’re looking for a stock that’s going to double in three months, Ford probably isn't it. It's too big and has too much "legacy" baggage for that kind of movement. But as a value play? It’s interesting.
The consensus among the 15 or so analysts covering it is a "Hold," but that's a boring word. What they really mean is: "We're waiting to see if they can stop the bleeding in the EV department." If 2026 shows that the Model e losses are narrowing—and Farley says they’ll start improving this year—then that $16 price target from Piper Sandler starts looking very realistic.
The market cap is around $54 billion. For a company that generates $50 billion in revenue in a single quarter, that’s a valuation that feels compressed.
Your Move: Practical Steps
If you're thinking about jumping in or already holding bags, here's how to play it:
- Watch the $13.80 level: This was a recent close point. If it stays above this, the momentum from the January 8 upgrade is still alive.
- Check the Dividend Date: The next ex-dividend date is February 18, 2026. If you want that $0.15 per share payout, you need to own it before then.
- Keep an eye on the "EREV" news: Any specific dates or specs on the F-150 Lightning successor will move the needle. The market wants to know if people will actually buy these "half-gas, half-electric" trucks.
- Monitor the Inventory: If you start seeing Ford lots overflowing with 2025 models that aren't moving, it's a sign that the 6% sales growth they saw last year is hitting a wall.
The price of Ford Motor Company stock is essentially a bet on whether an old dog can learn new, profitable tricks. It’s got the cash ($28 billion in the bank), it’s got the products (F-Series, Bronco, Maverick), and it’s finally got a realistic plan for the electric transition. Now, they just have to execute without tripping over another multi-billion dollar recall.