The National Highway Traffic Safety Administration said on Monday it had expanded a safety-related investigation into 1.27 million Ford F-150 pickup trucks following reports of unexpected downshifts with rear-wheel lockup.
Both Ford and General Motors return significant value to shareholders, albeit in different ways. Ford's dividend yields nearly 4.5%, and the company often dishes out supplemental dividends.
Ford set an unfortunate record for recalls in 2025 with 153 spanning nearly 13 million vehicles. As a result, Ford's warranty costs as a percentage of revenue have been on the rise.
Ford has held talks with electric-vehicle maker Xiaomi about forming a joint venture to manufacture EVs in the U.S., the Financial Times reported on Saturday, citing people familiar with the matter.
Ford shares have produced a total return of 58% since late January 2021, dramatically underperforming the market. With muted growth prospects and weak profits, this is not a good business for long-term investors to own.
Ford said it will report a pretax charge of $600 million in its fourth-quarter results due to employee pension plans and other postretirement benefits. The special charges, which will impact its net income but not its adjusted results or cash, are split between domestic plans and those outside the U.S.
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