Ford Motor is recalling more than 148,000 vehicles in the US as part of two recalls, the National Highway Traffic Safety Administration said Thursday.The automaker will recall 123,611 vehicles due to a fluid leak that could reduce braking performance and increase stopping distance. This affects certain 2017–18 Ford F-150, Expedition, and Lincoln Navigator models.Dealers are expected to replace the affected parts like the master cylinder or the brake booster, free of charge, the US auto safety regulator said ...

Core Viewpoint - Ford Motor Company is preparing to increase vehicle prices starting with models produced in May 2025 if President Trump does not implement the suggested tariff relief for automakers [1][2]. Pricing Adjustments - Ford anticipates needing to adjust vehicle pricing unless there is a significant change in Trump's tariff policy, with changes applying to vehicles built in May, which will reach U.S. dealerships in late June or early July [2][3]. - Vehicles already in inventory will not see any price changes [2]. Tariff Implications - This warning indicates that automakers may pass on increased costs due to Trump's 25% tariffs on imported vehicles, especially as Trump considers a temporary break from these tariffs [3][4]. - Ford is still assessing the full impact of Trump's trade policies but expects some tariffs to remain in place for the foreseeable future [4]. Production and Cost Structure - Ford manufactures 80% of its vehicles sold in the U.S. at domestic plants, but many budget-friendly models are produced in Mexico [5]. - The company has faced significant losses in its EV business, with losses of $4.7 billion in 2023 and widening to $5.07 billion in 2024, expecting segmental losses of $5-$5.5 billion in 2025 [6]. Financial Performance - Ford's full-year adjusted EBIT is forecasted between $7 billion and $8.5 billion, down from $10.2 billion in 2024 [6]. - The Zacks Consensus Estimate for Ford's 2025 sales and earnings indicates a year-over-year decline of 5.12% and 27.17%, respectively [11]. Stock Performance - Ford shares have lost 22.1% in the past year, underperforming the Zacks Auto, Tires and Trucks sector's decline of 4.3% and the Zacks Automotive - Domestic industry's growth of 14.1% [10]. - The stock currently carries a Zacks Rank 5 (Strong Sell) [13].

Group 1 - Ford Motor may raise prices on new vehicles if President Trump's auto tariffs continue, as indicated in a memo sent to dealers [1] - The automaker has initiated deep discounts across its lineup, which will continue until June 2, but pricing on new models produced in May and beyond may change [1][4] - Ford's executive noted that if tariffs remain unchanged, vehicle pricing adjustments are anticipated, particularly for May production [5] Group 2 - Ford will not increase the sticker price on any vehicle currently in inventory at Ford and Lincoln dealers [6] - An analysis revealed that Trump's 25% tariffs on automotive imports, implemented on April 3, will escalate costs for U.S. automakers by about $108 billion in 2025 [6] - Ford is well-positioned to handle tariffs, producing about 80% of its U.S.-sold vehicles domestically [6][8] Group 3 - The tariff situation is dynamic, and Ford is continuously evaluating the potential impact of tariff actions [2] - Both U.S. and foreign automakers are offering price assurances and substantial discounts to alleviate consumer concerns about tariffs inflating costs [4] - Earlier discussions suggested that Trump might consider modifications to the auto-related tariffs, including potential exemptions [7]

Ford stock yields a big 6.5% right now, but is the dividend safe?Ford Motor Company (F 4.45%) stock has lost nearly 26% value in one year, as of this writing. The steep fall has driven the stock's dividend yield up to a juicy 6.5%, based on its April 11 closing price of $9.14 per share.Even better, Ford stock's yield jumps to 8.2% if you count the special dividend of $0.15 per share it paid out on March 3 on top of its regular quarterly dividend of $0.15 a share.That's a massive dividend yield for a cyclica ...

U.S. legacy automaker Ford (F) is having a tough run on the bourses. The stock is down roughly 24% over the past year. Shares closed at $9.33 in the last trading session, close to its 52-week low of $8.44.Meanwhile, Ford’s closest rival, General Motors (GM) , has risen 2.2% in the past year. Italian-American automaker Stellantis (STLA) , on the other hand, has lost 66% in the same timeframe. Ford is reeling under persistent losses from its electric vehicle (EV) business, with no clear turnaround in sight. F ...

Detroit automakers can run but they can't hide from the potentially devastating impacts tariffs could have on their business. The stocks have been hammered all year long, some worse than others, and the true impact is yet to be felt.Amid the slew of analyst downgrades and lowered price targets there's a reality that is setting in for some investors: Tariffs could cause Ford Motor Company (F 2.02%) to alter how it returns value to shareholders. In other words, Ford may be forced to cut its coveted dividend.L ...

Ford (F -3.84%) is at the epicenter of increasing tariffs in the U.S.*Stock prices used were the afternoon prices of April 8, 2025. The video was published on April 10, 2025. ...

Goldman Sachs analyst Mark Delaney is hitting the brakes on U.S. auto sales and global production forecasts, citing tariff troubles and weaker consumer demand.Although the reciprocal tariffs announced on April 9 were delayed, still sector-specific tariffs (including auto tariffs) are projected to “remain in place,” the analyst cautions.According to Delaney, the proposed tariffs would raise the cost of importing and manufacturing vehicles in the U.S. by at least a low- to mid-single-digit thousand-dollar lev ...

Tariffs have cast a shadow over Ford and the automotive landscape.Tariffs and the uncertainty surrounding the Trump administration's trade policies have gripped the markets and cast a shadow over manufacturers in almost every industry. Cars are core to American culture, where companies like Ford Motor Company (F 9.09%) resonate with consumers and employ thousands of people.It's unclear how tariffs will impact Ford, which assembles most of its vehicles in the United States but imports many parts and componen ...

Ford Motor Co (NYSE:F) is under pressure this morning, last seen down 2.7% to trade at $8.46 ahead of the open, as automaker stocks broadly retreat following the implementation of new U.S. tariffs targeting dozens of countries. Adding to the headwinds, Bernstein downgraded F to "underperform" from "market perform," citing weakening consumer confidence and the timing of the tariffs, which it believes could “significantly affects Ford.” On the charts, Ford stock is on track to breach the $8.50 level for the f ...