Company profiles · Reshoring, Industrials & Semis

Ford (F): US–Canada Tariff Exposure, Government Contracts, and Risk

LOSERAVOID TIER
Last close · Oct 30$12.25 −11.7% since report
Report price · Aug 28, 2026 close$13.88
Market cap$55.4B
52-wk range11.11–17.78
Dividend · quarterly$0.60/yr 4.90% · next expected Dec

Why it’s on the map

Oakville Super Duty plan in the crosshairs; trailing net loss $7.4B leaves no cushion; Canadian retaliation hits exports north.

Government money & contracts

None.

Customers & commercial

US consumers.

Catalysts

Canada deal.

Risk

The announced Jan 1, 2027 increase to 50%.

Tariff durability

Loser.

Dividend · #4 of 47 payers by yield
4.90% yield
$0.60 a share a year · quarterly · pays Mar · Jun · Sept · Dec
All payers ranked →
Per payment$0.15a share, 4× a year
Next payoutexpected Decnot yet declared
Last ex-dateAug 11, 2026next ex-date Nov 10, 2026
Last paidSept 1, 2026$0.15 a share
Payout ratio64%of earnings · comfortable
Raised—streak not on record
Shares at the Oct 30 close of $12.2581.63
Each payment$12.24
Per year · 4 payments$48.98
Recent payments
Ex-datePaidPer share
Aug 11, 2026Sept 1, 2026$0.15
May 12, 2026Jun 1, 2026$0.15
Feb 13, 2026Mar 2, 2026$0.15
Nov 7, 2025Dec 1, 2025$0.15

Yield = $0.15 × 4 ÷ the Oct 30 close of $12.25. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source