1834 Investment Advisors Co. cut its stake in Ally Financial Inc. (NYSE:ALLY – Free Report) by 11.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 212,028 shares of the financial services provider’s stock after selling 26,075 shares during the quarter. Ally Financial comprises about 1.0% of 1834 Investment Advisors Co.’s holdings, making the stock its 26th biggest holding. 1834 Investment Advisors Co.’s holdings in Ally Financial were worth $8,311,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank bought a new stake in shares of Ally Financial during the second quarter valued at approximately $95,897,000. Arrowstreet Capital Limited Partnership increased its holdings in Ally Financial by 39.3% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 5,400,560 shares of the financial services provider’s stock valued at $210,352,000 after acquiring an additional 1,523,425 shares during the last quarter. Marshall Wace LLP bought a new stake in Ally Financial in the 2nd quarter valued at $51,661,000. American Century Companies Inc. lifted its stake in Ally Financial by 196.2% in the 2nd quarter. American Century Companies Inc. now owns 1,720,656 shares of the financial services provider’s stock worth $67,020,000 after purchasing an additional 1,139,703 shares in the last quarter. Finally, Hudson Bay Capital Management LP bought a new position in shares of Ally Financial during the 2nd quarter valued at about $44,101,000. 88.76% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling at Ally Financial
In related news, CEO Michael George Rhodes purchased 23,800 shares of Ally Financial stock in a transaction that occurred on Friday, January 23rd. The stock was bought at an average cost of $41.68 per share, for a total transaction of $991,984.00. Following the completion of the transaction, the chief executive officer owned 49,434 shares in the company, valued at $2,060,409.12. The trade was a 92.85% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Insiders own 0.67% of the company’s stock.
Wall Street Analysts Forecast Growth
Get Our Latest Research Report on Ally Financial
Ally Financial Stock Down 2.0%
Shares of Ally Financial stock opened at $41.15 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.92 and a quick ratio of 0.92. The stock has a market cap of $12.67 billion, a price-to-earnings ratio of 17.51, a PEG ratio of 0.20 and a beta of 1.17. The firm’s 50-day moving average is $43.40 and its two-hundred day moving average is $41.12. Ally Financial Inc. has a 1 year low of $29.52 and a 1 year high of $47.27.
Ally Financial (NYSE:ALLY – Get Free Report) last released its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.09 EPS for the quarter, beating the consensus estimate of $1.01 by $0.08. The business had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.15 billion. Ally Financial had a net margin of 10.77% and a return on equity of 10.40%. The company’s quarterly revenue was up 4.8% on a year-over-year basis. During the same period in the prior year, the firm posted $0.78 earnings per share. As a group, research analysts expect that Ally Financial Inc. will post 3.57 earnings per share for the current fiscal year.
Ally Financial announced that its Board of Directors has initiated a stock repurchase program on Wednesday, December 10th that allows the company to buyback $2.00 billion in outstanding shares. This buyback authorization allows the financial services provider to reacquire up to 15.3% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.
Ally Financial Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 17th. Stockholders of record on Monday, February 2nd will be paid a $0.30 dividend. The ex-dividend date is Monday, February 2nd. This represents a $1.20 dividend on an annualized basis and a dividend yield of 2.9%. Ally Financial’s dividend payout ratio is presently 51.06%.
Trending Headlines about Ally Financial
Here are the key news stories impacting Ally Financial this week:
- Positive Sentiment: CEO Michael George Rhodes bought 23,800 shares (~$992k), increasing his stake ~93%, signaling insider confidence in the stock. SEC Filing
- Positive Sentiment: Q4 results: Ally beat EPS expectations, reported y/y revenue growth and said provisions and expenses declined; management authorized a $2 billion share buyback — supportive for EPS and capital return. Ally Financial Pops on Q4 Earnings Beat and $2 Billion Buyback
- Positive Sentiment: Deutsche Bank raised its price target to $57 and kept a “buy” rating, implying ~38% upside from recent levels — a likely support for investor sentiment. Deutsche Bank Raises Price Target on Ally Financial
- Neutral Sentiment: Options-market activity suggests traders are positioning for near-term movement in ALLY, which could amplify volatility around catalysts. Is the Options Market Predicting a Spike in Ally Financial Stock?
- Neutral Sentiment: Full Q4 earnings call/transcript available for details on guidance, credit outlook and capital plans — useful for investors assessing forward drivers. Q4 2025 Earnings Call Transcript
- Negative Sentiment: Coverage flagged softness in auto-lending margins and that margins fell short of prior guidance — a key concern given Ally’s large auto-finance exposure. Ally Shares Drop as Margin Falls Short of Earlier Guidance
- Negative Sentiment: Some outlets report Q4 sales came in below analyst estimates and investors are focusing on auto-finance weakness; shares initially dropped ~3% on that flow. Ally Financial Shares Fall 3% as Investors Focus on Auto Finance Weakness
- Negative Sentiment: Analyst note/downgrade: after the rally and a bigger buyback, one analyst cut to “Hold” citing elevated capital-allocation risk and a pro forma CET1 near ~8.3%, which could constrain future flexibility. Ally Financial Takes A More Aggressive Capital Allocation Approach (Downgrade)
About Ally Financial
Ally Financial Inc is a leading digital financial services company headquartered in Detroit, Michigan. The company offers a comprehensive suite of banking, lending, and insurance products designed for retail and commercial customers. Through its online-only platform, Ally Bank provides checking and savings accounts, certificates of deposit, money market accounts, and home mortgages, emphasizing competitive rates and user-friendly mobile and web experiences.
In addition to its banking operations, Ally Financial is a major player in automotive financing and leasing.
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