Bank of New York Mellon Corp Has $92.22 Million Stock Position in Ally Financial Inc. $ALLY

Bank of New York Mellon Corp raised its holdings in Ally Financial Inc. (NYSE:ALLY) by 0.6% in the first quarter, HoldingsChannel.com reports. The firm owned 2,350,673 shares of the financial services provider’s stock after purchasing an additional 13,278 shares during the quarter. Bank of New York Mellon Corp’s holdings in Ally Financial were worth $92,217,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of ALLY. Intech Investment Management LLC bought a new position in shares of Ally Financial in the 4th quarter valued at $3,926,000. Daytona Street Capital LLC bought a new stake in shares of Ally Financial during the 4th quarter worth $3,381,000. Evergreen Capital Management LLC boosted its stake in Ally Financial by 781.9% in the fourth quarter. Evergreen Capital Management LLC now owns 45,939 shares of the financial services provider’s stock valued at $2,081,000 after buying an additional 40,730 shares in the last quarter. Geode Capital Management LLC boosted its stake in Ally Financial by 4.7% in the fourth quarter. Geode Capital Management LLC now owns 5,381,838 shares of the financial services provider’s stock valued at $243,795,000 after buying an additional 241,000 shares in the last quarter. Finally, Qsemble Capital Management LP grew its position in Ally Financial by 136.0% in the fourth quarter. Qsemble Capital Management LP now owns 159,744 shares of the financial services provider’s stock valued at $7,235,000 after acquiring an additional 92,043 shares during the last quarter. 88.76% of the stock is owned by institutional investors and hedge funds.

Key Ally Financial News

Here are the key news stories impacting Ally Financial this week:

• Positive Sentiment: Q2 revenue came in above Wall Street estimates, supported by stronger loan growth and better-than-expected car loan performance, which suggests Ally’s core lending franchise is still expanding. Ally Financial’s (NYSE:ALLY) Q2 CY2026 sales top estimates
• Positive Sentiment: Deposit trends and Ally’s digital-first banking model continue to support funding stability, which is important for margins and overall balance-sheet strength. Ally Financial’s ongoing shift toward digital-first banking benefits Q2 deposits
• Neutral Sentiment: The company announced a quarterly cash dividend of $0.30 per share, reinforcing capital-return discipline and signaling management’s confidence in its balance sheet. Ally Financial declares dividend on common stock and Series C and Series D preferred stock
• Neutral Sentiment: Analysts noted that loan growth and margin trends were decent, but some view the stock as fairly valued unless Ally can show clearer improvement in credit quality and capital efficiency. Ally Financial: Upside Limited By Capital And Potential Rate Hikes
• Negative Sentiment: Q2 EPS missed analyst estimates, and commentary around still-stubborn auto delinquencies and credit risk is weighing on sentiment because it raises concern that earnings quality may remain pressured. Ally Financial Q2 2026 earnings miss analyst estimates
• Negative Sentiment: Bearish analysis suggests the quarter reflected stabilization rather than a clear turnaround, with longer-term concerns about capital management and interest-rate sensitivity limiting upside. Ally Financial Earnings: Summer Doldrums Give Way To Long-Term Concerns

Insider Activity

In other Ally Financial news, insider Stephanie N. Richard sold 5,000 shares of the business’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $42.14, for a total value of $210,700.00. Following the transaction, the insider owned 93,927 shares of the company’s stock, valued at approximately $3,958,083.78. The trade was a 5.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.46% of the stock is currently owned by corporate insiders.

Ally Financial Stock Down 2.4%

Shares of NYSE ALLY opened at $44.42 on Wednesday. The firm has a market cap of $13.62 billion, a PE ratio of 10.83, a P/E/G ratio of 0.26 and a beta of 1.09. Ally Financial Inc. has a 12-month low of $35.92 and a 12-month high of $47.29. The company’s fifty day simple moving average is $44.19 and its 200 day simple moving average is $42.63. The company has a quick ratio of 0.93, a current ratio of 0.93 and a debt-to-equity ratio of 1.31.

Ally Financial (NYSE:ALLY) last announced its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $1.21 EPS for the quarter, missing analysts’ consensus estimates of $1.22 by ($0.01). Ally Financial had a net margin of 16.47% and a return on equity of 11.41%. The firm had revenue of $2.28 billion during the quarter, compared to analyst estimates of $2.22 billion. During the same period last year, the business posted $0.99 EPS. The company’s revenue was up 9.8% on a year-over-year basis. As a group, sell-side analysts forecast that Ally Financial Inc. will post 5.32 earnings per share for the current fiscal year.

Ally Financial Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Friday, July 31st will be paid a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Friday, July 31st. Ally Financial’s payout ratio is presently 29.27%.

Wall Street Analyst Weigh In

ALLY has been the topic of a number of research analyst reports. Weiss Ratings upgraded shares of Ally Financial from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, June 23rd. Morgan Stanley increased their price target on Ally Financial from $53.00 to $55.00 and gave the company an “overweight” rating in a research note on Monday, April 20th. Wells Fargo & Company raised their price objective on Ally Financial from $52.00 to $55.00 and gave the company an “overweight” rating in a report on Friday, June 26th. Truist Financial set a $54.00 price objective on Ally Financial in a research report on Tuesday, April 21st. Finally, Wall Street Zen downgraded Ally Financial from a “buy” rating to a “hold” rating in a research report on Monday, June 8th. Fourteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $53.79.

Ally Financial Profile

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.