JP Morgan Cuts Ford Motor (F) Price Target to $16

JP Morgan reiterates its Overweight rating on Ford, setting a price target of $16, while the stock trades significantly below that level, a 28.36% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:07 PM EDT

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JP Morgan cut its price target on Ford Motor Company ($F) to $16 from $17 on October 12, 2026, and rates the stock "Overweight".

Since the rating, $F is up 3.6% to date (from the $12 close on Oct 12, 2026).

F Ford Motor Company

$12.43 -3.57% year to date

Daily close · Oct 16, 2026

Key Points

JP Morgan has reiterated its Overweight rating on Ford Motor Company, maintaining a price target of $16 as of October 12, 2026.
JP Morgan's $16 price target implies 28.36% upside from Ford Motor Company's ($F) current $12.46 share price.
The stock recently trades at $12.46, which is about 22.1% below the target set by JP Morgan.
Ford is set to report its next earnings on October 22, 2026, following a year with a revenue decline of 3.8%.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Ford Motor Company alert may contain errors. Disclosures

JP Morgan has reiterated its Overweight rating on Ford Motor Company (NYSE: F) and set a price target of $16 on October 12, 2026. This move comes as the stock trades at $12.46, which is about 22.1% below the target price. This gap suggests potential upside for investors if the stock moves closer to the analyst's expectations.

Other Institutional Activity in Ford Motor Company

Several other institutional investors have adjusted their positions in Ford recently. Blackrock Inc. grew its holdings by 3,737,278 shares, ending with 334,469,887 shares worth about $4.16 billion. Vanguard Capital Management LLC added 890,958 shares, bringing its total to 255,450,263 shares valued at approximately $3.17 billion. State Street Corporation also increased its stake by 1,482,690 shares, totaling 194,039,770 shares worth around $2.41 billion. Vanguard Portfolio Management LLC and Charles Schwab Investment Management, Inc. also made adjustments, with share counts of 181,567,990 and 137,028,761, respectively.

Ford Motor Company Stock Down 5.6%

Ford's shares are currently trading at $12.46, significantly below JP Morgan's target of $16. The stock has faced challenges, including a revenue decline of 3.8% year-over-year. With the stock below its target, there may be opportunities for recovery as the company moves forward.

12-month forecast

$F price target

Ford Motor Company daily closes and this analyst's $16 target. Not advice.

Recent Earnings

Ford's trailing twelve-month revenue stands at approximately $188 billion, with a negative net margin of 3.9% and a return on equity of -18.3%. The company is set to announce its next earnings on October 22, 2026, which may provide insights into its financial performance.

Insider Buying and Selling at Ford Motor Company

Insiders have shown confidence in Ford, with William Clay Ford Jr., an Officer and Director, purchasing 140,000 shares at an average price of $13.82 on February 19, 2026, totaling about $1.93 million. Director John L. Thornton also bought 10,600 shares at $14.05 on June 23, 2026, worth around $148,880.

Analysts Set New Price Targets

On October 12, 2026, JP Morgan maintained its Overweight rating for Ford with a $16 price target. Earlier in the year, Citigroup upgraded its rating to Buy with a target of $20, while Goldman Sachs maintained a Neutral rating, lowering its target from $16 to $14. The consensus among analysts indicates a cautious outlook on Ford's stock, with a mix of ratings and targets reflecting varying levels of confidence.

About Ford Motor Company

Ford Motor Company, headquartered in Dearborn, Michigan, develops and sells a wide range of vehicles, including trucks, SUVs, and luxury cars. With a workforce of about 169,000 employees, Ford operates through various segments, including Ford Blue and Ford Pro. The company's performance is crucial as it navigates challenges in the auto industry.

Bottom Line

Investors will be watching Ford as it approaches its next earnings date on October 22, 2026, for signs of improvement in its financial health. With JP Morgan's price target set at $16, the stock's current position presents a notable gap that could attract attention from investors looking for potential upside.