"The U.S. auto industry is hitting the brakes in 2025, with sales growth stalling amid affordability woes and shifting consumer tastes. November sales totaled 1.26 million units, down 8% from the prior year and flat month-over-month, pushing the full-year tally to just 16.1 million to 16.2 million units - a modest 2% rise from 2024 but far below pre-pandemic peaks."
"Battery-electric vehicles (BEVs), once all the rage, saw their market share dip to 7.9% in November, reflecting the surge of buyers to gain last-minute deals on credits manufacturers off following the federal government curbing incentives. Hybrids and trucks held firmer, but overall demand softened as still-elevated interest rates squeezed budgets, forcing buyers to delay big-ticket purchases. Ford, however, has sidestepped much of this turbulence through a pragmatic pivot."
"While pure EV players like Rivian ( NASDAQ:RIVN ) and Lucid Group ( NASDAQ:LCID ) grapple with losses, Ford's Model e division scaled back aggressive spending , posting a narrower $1.4 billion loss in Q3 compared to deeper red ink in 2024. This restraint preserved Ford's cash flow, funding a steady $0.15 quarterly dividend that yields 5.1% - far above the S&P 5"
S&P 500 sits near all-time highs driven by AI-led tech gains, with the index up over 16% year-to-date. Dividends remain scarce among top performers as many tech companies reinvest profits for growth. Ford returned 33.7% in 2025 and pays a $0.15 quarterly dividend yielding 5.1%, offering both income and momentum. U.S. auto sales slowed in 2025, with November at 1.26 million units and full-year totals around 16.1–16.2 million, while BEV share fell to 7.9% amid changing incentives. Ford narrowed its Model e Q3 loss to $1.4 billion by scaling back spending and preserving cash flow.
Read at 24/7 Wall St.
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