Wells Fargo Reiterates Sell Rating on F Stock

Wells Fargo maintains its sell rating on F with a price target of $11, a 20.52% downside from the current price.

Key Points

  • Wells Fargo reaffirmed its sell rating on F, setting a price target of $11 on June 25, 2026.
  • Wells Fargo's $11 price target implies 20.52% downside from Ford Motor Company's ($F) current $13.84 share price.
  • Shares of F traded near $13.84 on Thursday, with significant institutional activity noted.
  • BlackRock cut its stake in F by 20 million shares, while Vanguard initiated a new position.

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Wells Fargo has reiterated its sell rating on F, assigning a price target of $11. This update was issued by analyst Colin Langan on June 25, 2026, as part of a broader reassessment of the automotive sector. Shares of F traded near $13.84 on Thursday.

Analyst rating track record

Wells Fargo vs. the S&P 500

YTD return -12.64% hypothetical
All-time return +10% S&P 500 +33.27%
vs. S&P 500 -23.27% behind the index

Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.

Other Institutional Activity in F

BlackRock, Inc. reduced its holdings in F by approximately 20 million shares, bringing its total to 330.7 million shares valued at about $3.82 billion. Meanwhile, Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both opened new positions in F, each acquiring over 179 million shares. State Street Corp also reduced its stake slightly by about 3.3 million shares, ending with 192.5 million shares worth $2.22 billion. Newport Trust Company, LLC increased its holdings by around 1.9 million shares, totaling 139.3 million shares valued at $1.61 billion.

Ford Motor Company Stock Down 0.3%

Shares of F traded near $13.84 on Thursday. The stock has experienced a range of institutional movements, reflecting varied investor sentiment. It remains a focal point for analysts and investors alike.

12-month forecast

$F price target

Past daily closes and this analyst's 12-month price target. Not investment advice.

Insider Buying and Selling at Ford Motor Company

Recent insider activity includes John Thornton's purchase of 10,600 shares at an average price of $14.05 on June 23, 2026. Additionally, Kyle Crockett, the Chief Accounting Officer, sold 32,307 shares at $15.71 on June 4, 2026, and purchased 74,098 shares on the same day. William Kennard also bought 2,558 shares on June 1, 2026.

Analysts Set New Price Targets

On June 25, 2026, Wells Fargo maintained its sell rating on F with a price target of $11. UBS, on June 8, 2026, maintained a buy rating with a $17 target, while Citigroup continued to hold with a $19 target on June 1, 2026. The consensus among analysts remains mixed, with varied recommendations and price targets reflecting differing views on F's future performance.

Bottom Line

Wells Fargo's reaffirmation of a sell rating on F with an $11 target highlights ongoing concerns in the automotive sector. Institutional movements, including BlackRock's reduction and Vanguard's new positions, indicate diverse investor strategies. As always, these analyst ratings and institutional changes reflect past data and may not predict future performance.

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