Benzinga · Sep 18, 2026
Ford Stock Is Falling: What's Happening Today?
Ford shares are trading lower as record diesel prices and the highest Treasury yields since 2007 squeeze demand for the trucks and SUVs.

NYSE · F
Consumer Cyclical · Auto - Manufacturers
$13.21
Down-$0.40 (-2.94%)
Updated Sep 20, 2026, 5:42 PM
SID Score
5.4/10
Composite research score
Smart Money
50/100
Neutral
Price performance
1M range · 19 trading sessions · Daily adjusted prices
F closed at $13.21 after 19 trading sessions, down 5.17% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 18, 2026 | $13.54 | $13.60 | $12.94 | $13.21 | 111.38M |
| Sep 17, 2026 | $13.61 | $13.83 | $13.59 | $13.61 | 46.08M |
| Sep 16, 2026 | $13.54 | $13.57 | $13.25 | $13.35 | 53.31M |
| Sep 15, 2026 | $13.88 | $13.89 | $13.48 | $13.50 | 45.8M |
| Sep 14, 2026 | $13.86 | $13.95 | $13.74 | $13.86 | 31.58M |
| Sep 11, 2026 | $14.09 | $14.13 | $13.88 | $13.97 | 39.39M |
| Sep 10, 2026 | $13.33 | $13.95 | $13.15 | $13.88 | 47.99M |
| Sep 9, 2026 | $13.96 | $14.155 | $13.45 | $13.45 | 68.87M |
| Sep 8, 2026 | $14.60 | $14.60 | $13.87 | $14.00 | 46.66M |
| Sep 4, 2026 | $14.38 | $14.64 | $14.30 | $14.62 | 39.29M |
| Sep 3, 2026 | $14.295 | $14.47 | $14.06 | $14.41 | 40.63M |
| Sep 2, 2026 | $13.88 | $14.24 | $13.77 | $14.14 | 58.22M |
| Sep 1, 2026 | $13.95 | $14.05 | $13.73 | $13.84 | 50.11M |
| Aug 31, 2026 | $13.90 | $14.05 | $13.8672 | $13.94 | 41.05M |
| Aug 28, 2026 | $14.12 | $14.26 | $13.80 | $13.88 | 40.25M |
| Aug 27, 2026 | $13.86 | $14.10 | $13.845 | $13.95 | 37.68M |
| Aug 26, 2026 | $13.93 | $13.93 | $13.76 | $13.90 | 28.49M |
| Aug 25, 2026 | $13.93 | $14.02 | $13.82 | $13.95 | 35.61M |
| Aug 24, 2026 | $14.39 | $14.40 | $13.78 | $13.93 | 53.28M |
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F research
Company profile and research snapshot.
Ford Motor Co. manufactures automobiles under its Ford and Lincoln brands. In March 2022, the company announced that it will run its combustion engine business, Ford Blue, and its BEV business, Ford Model e, as separate businesses but still all under Ford Motor. The company has nearly 13% market share in the United States, about 10% share in the UK, and under 2% share in China including unconsolidated affiliates. Sales in the US made up about 68% of 2024 total company revenue. Ford has about 171,000 employees, including about 56,500 UAW employees, and is based in Dearborn, Michigan.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Jul 30, 2026 | BNP Paribas | Neutral | — |
| Jul 29, 2026 | JP Morgan | Overweight | — |
| Jul 29, 2026 | Piper Sandler | Overweight | — |
| Jul 29, 2026 | RBC Capital | Sector Perform | — |
| Jul 29, 2026 | TD Cowen | Hold | — |
Generated Sep 20, 2026, 5:19 PM
Ford Motor Company shares declined 2.94% today, tracking broader weakness in the automotive sector as General Motors also posted significant losses. The selloff appears to be part of a wider market reassessment of the traditional automaker space, though specific Ford-related catalysts remain limited in available reporting.
Bottom line: Ford's 2.94% decline appears driven primarily by broader automotive sector weakness rather than company-specific news, with General Motors' significant losses setting a bearish tone for traditional automakers. Investors should monitor whether this represents a temporary sector rotation or signals deeper concerns about legacy automakers' EV transition strategies and competitive positioning. Key catalysts to watch include upcoming earnings reports, vehicle launch announcements, and any material updates on production costs or market demand.
Benzinga · Sep 18, 2026
Ford shares are trading lower as record diesel prices and the highest Treasury yields since 2007 squeeze demand for the trucks and SUVs.
Benzinga · Sep 18, 2026
GM fell 5.2% Friday to $82.20, its steepest drop since July 2025, as record diesel and 2007-high yields squeeze Detroit.
Yahoo · Sep 11, 2026
Ford CEO Jim Farley announced a $1 billion investment in a new paint shop at the Kentucky Truck Plant, where vehicles roll off the line every 45 seconds.
Yahoo · Sep 10, 2026
Ford will invest $1 billion in its Kentucky Truck Plant, which is on top of the $2 billion the automaker has invested in Louisville Assembly Plant.
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