What Ford Motor (F)'s $19.5 Billion EV Reset and Hybrid Pivot Means For Shareholders
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In late January and early February 2026, Ford Motor Company outlined a sharp pullback from fully electric vehicles, flagging about US$19.50 billion in EV-related charges, discontinuing the pure electric F-150 Lightning, and reaffirming a first-quarter dividend of 15 cents per share payable on March 2, 2026. At the same time, Ford is reshaping its business mix by pivoting toward hybrids, extended-range EVs, and a new battery energy storage unit aimed at utilities and AI data centers. We’ll...
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