California Public Employees Retirement System Raises Stock Position in Ally Financial Inc. $ALLY

California Public Employees Retirement System raised its holdings in shares of Ally Financial Inc. (NYSE:ALLY) by 5.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 512,887 shares of the financial services provider’s stock after acquiring an additional 27,233 shares during the quarter. California Public Employees Retirement System’s holdings in Ally Financial were worth $20,121,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in ALLY. Mirae Asset Global Investments Co. Ltd. bought a new position in shares of Ally Financial in the fourth quarter worth about $29,000. Fideuram Asset Management Ireland dac bought a new stake in Ally Financial during the 4th quarter valued at approximately $35,000. Safe Harbor Fiduciary LLC bought a new stake in Ally Financial during the 4th quarter valued at approximately $37,000. Harvest Fund Management Co. Ltd purchased a new position in Ally Financial in the 4th quarter worth approximately $38,000. Finally, SJS Investment Consulting Inc. lifted its holdings in Ally Financial by 30.8% in the 1st quarter. SJS Investment Consulting Inc. now owns 1,019 shares of the financial services provider’s stock worth $40,000 after purchasing an additional 240 shares in the last quarter. 88.76% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Ally Financial

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

• Positive Sentiment: Revenue came in above estimates at $2.28 billion, up 9.8% year over year, showing that Ally Financial’s core business continues to grow. Ally Financial reports second quarter 2026 financial results
• Positive Sentiment: Car loans jumped 21% and deposits benefited from Ally’s digital-first banking strategy, signaling ongoing franchise strength in key lending and funding areas. Ally Financial’s Car Loans Jump 21%, Beating Analysts’ Estimates
• Neutral Sentiment: The company announced a quarterly dividend of $0.30 per share, which supports the shareholder return profile but is unlikely to be the main driver of the stock’s move. Ally Financial reports second quarter 2026 financial results
• Negative Sentiment: Adjusted EPS of $1.21 missed consensus by a penny, and investors are also focusing on higher provisions and expenses that pressured profitability. Ally Financial Q2 2026 earnings miss analyst estimates
• Negative Sentiment: Coverage also highlighted stubborn auto delinquencies and concerns about credit risk and capital management, which may limit near-term upside. Ally grows despite stubbornly high auto delinquencies

Insiders Place Their Bets

In other Ally Financial news, insider Stephanie N. Richard sold 5,000 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $42.14, for a total transaction of $210,700.00. Following the sale, the insider directly owned 93,927 shares in the company, valued at $3,958,083.78. This represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. 0.46% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on ALLY shares. Royal Bank Of Canada increased their price objective on shares of Ally Financial from $52.00 to $55.00 and gave the company an “outperform” rating in a report on Friday, July 10th. JPMorgan Chase & Co. dropped their target price on shares of Ally Financial from $48.00 to $46.00 and set an “overweight” rating for the company in a research report on Thursday, April 9th. Evercore reaffirmed an “outperform” rating and set a $54.00 target price on shares of Ally Financial in a research note on Tuesday, April 21st. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $58.00 price target on shares of Ally Financial in a report on Wednesday. Finally, Morgan Stanley boosted their price target on shares of Ally Financial from $53.00 to $55.00 and gave the stock an “overweight” rating in a research note on Monday, April 20th. Fourteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $53.86.

Ally Financial Price Performance

Ally Financial stock opened at $44.63 on Thursday. The company has a market cap of $13.68 billion, a price-to-earnings ratio of 10.53, a PEG ratio of 0.25 and a beta of 1.09. The firm’s fifty day moving average is $44.25 and its 200 day moving average is $42.63. The company has a quick ratio of 0.93, a current ratio of 0.92 and a debt-to-equity ratio of 1.26. Ally Financial Inc. has a 52-week low of $35.92 and a 52-week high of $47.29.

Ally Financial (NYSE:ALLY) last posted its earnings results on Tuesday, July 21st. The financial services provider reported $1.21 earnings per share for the quarter, missing analysts’ consensus estimates of $1.22 by ($0.01). The business had revenue of $2.28 billion during the quarter, compared to the consensus estimate of $2.22 billion. Ally Financial had a return on equity of 11.75% and a net margin of 16.75%.The business’s quarterly revenue was up 9.8% on a year-over-year basis. During the same quarter last year, the firm earned $0.99 earnings per share. Sell-side analysts forecast that Ally Financial Inc. will post 5.32 EPS for the current fiscal year.

Ally Financial Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Friday, July 31st will be given a $0.30 dividend. The ex-dividend date is Friday, July 31st. This represents a $1.20 annualized dividend and a yield of 2.7%. Ally Financial’s dividend payout ratio (DPR) is currently 29.27%.

Ally Financial Company 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.