Ford is considering reducing its dividend due to significant capital requirements for its electric vehicle (EV) segment, estimated at $5-5.5 billion this year. New 25% tariffs on imported vehicles and components further strain the company's cash flow, particularly impacting higher-end models like F-150s and SUVs. While a dividend cut could lower the yield from 7% to around 4%, the stock's depressed price may limit additional downside.