Ford Motor (F) stock climbed nearly 4.5% on Tuesday, touching a high of $14.33 after executive chairman William Clay Ford, Jr. made a multi-million dollar purchase of company stock.
The insider bought 140,000 shares at an average price of $13.82 each on February 19, spending roughly $1.93 million. His total stake now sits at 3,912,600 shares, valued at around $54 million.
That kind of move from a company insider tends to get Wall Street’s attention — and it did.
Trading volume reached approximately 73.5 million shares, about 6% above Ford’s average daily volume. The stock had closed the prior session at $13.64.
The buying came shortly after Ford posted its latest quarterly results. The company reported EPS of $0.13, well ahead of the $0.06 consensus estimate. Revenue hit $45.89 billion, topping analyst forecasts of $41.78 billion.
That said, the quarter wasn’t all good news. Revenue was down 4.8% year-over-year, and Ford posted a negative net margin of 4.37%. In the same quarter a year ago, Ford earned $0.39 EPS.
Also on Tuesday, Ford announced two new vehicle recalls covering close to 450,000 vehicles total.
Ford just announced a major recall of 412,774 Explorer SUVs across the U.S. due to rear suspension toe links that may fracture and cause a complete loss of steering control. The National Highway Traffic Safety Administration is calling it a crash risk.
Earlier this year, Ford… pic.twitter.com/AeoXUDeiax
— Cheddar (@cheddar) February 24, 2026
The larger recall targets 412,774 Ford Explorers from model years 2017 to 2019. The issue is a rear suspension toe link that can crack and break under certain conditions, which can affect steering control and raise crash risk. Dealers will replace the part with a stronger version.
A second recall covers 40,655 vehicles tied to battery failures and brake pedal defects.
Ford issued 103 recalls in 2025. The company has pointed out that a high recall count can reflect its own internal detection systems working as intended, rather than a spike in vehicle problems.
Investors, for their part, didn’t seem rattled. The stock held its gains through the close.
The analyst picture is mixed. The current consensus rating on F is “Hold,” based on two Buy ratings, 12 Holds, and one Sell over the past three months. The average price target sits at $13.88, which actually implies slight downside from current levels.
Recent price target changes: HSBC raised its target from $9.80 to $12.80 in January, Morgan Stanley moved from $11.00 to $14.00 in December, and Evercore lifted its target to $14.00 around the same time.
Ford also declared a quarterly dividend of $0.15 per share, payable March 2 to stockholders of record as of February 13. On an annualized basis, that works out to $0.60 per share, or a yield of roughly 4.2%.
The stock’s 50-day moving average stands at $13.68, while the 200-day sits at $12.80. Ford carries a debt-to-equity ratio of 2.95 and a market cap of approximately $56.59 billion.
Analysts expect Ford to post full-year EPS of around $1.47 for the current year.
The post Ford (F) Stock Rallies 4% — Here’s What’s Driving the Move appeared first on CoinCentral.
