ALLY

Ally Financial Inc.

NYSE · State Commercial Banks · Inc. DE · CIK 0000040729
$44.37 +2.02% $13.6B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)36 New Institutional Positions14 Institutional ExitsCongressional Activity (1)
Vol
Market Cap$13.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders50 funds
Inst. Value$7.7B
Inst. Activity36 buys / 14 sells
Insider Activity0B / 2S
Insider Net $-$2.0M
SEC Reports4
Congressional1 trades
Exchange NYSE·Sector State Commercial Banks·Inc. DE·CIK 0000040729·Prev Close $43.49

Recent Activity

Jun 12, 2026 short_volume
Short Volume: ALLY — 61.0% short (0.6M / 0.9M)
Short: 576,407 | Exempt: 912 | TRF Vol: 944,701 | Short Ratio: 61.0% | Off-exchange volume (dark poo
May 15, 2026 Insider
HOBBS FRANKLIN W IV was granted 6,133 shares
Director @ $41.99 ($257.5K)
May 15, 2026 Insider
Reilly David was granted 3,632 shares
Director @ $41.99 ($152.5K)
May 15, 2026 Insider
SHARPLES BRIAN was granted 3,632 shares
Director @ $41.99 ($152.5K)
Apr 27, 2026 SEC
Ally Financial reported strong first quarter 2026 results with GAAP EPS of $0.93 and adjusted EPS of $1.11, up 90% year-
8-K — Impact 7/10
Apr 27, 2026 SEC
Ally Financial is issuing a new series of non-cumulative perpetual preferred stock (Series D) to raise capital, likely t
424B5 — Impact 5/10
Apr 17, 2026 SEC
Ally Financial reported strong first-quarter 2026 results with GAAP EPS of $0.93 and adjusted EPS of $1.11, a 90% year-o
8-K — Impact 8/10
Inst.
JUPITER ASSET MANAGEMENT LTD — NEW
2,247,745 shares ($88.2M)

Price Targets

$54.01 +21.7% upside Strong Buy
Current $44.37 Low $46.00 Median $54.00 High $70.00 17 analysts
$46.00 $70.00

Analyst Ratings

Buy79% buy · 24 analysts
5Strong Buy
14Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 21, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Apr 20, 2026 Goldman Sachs MAINTAIN Buy → Buy
Apr 20, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
Apr 20, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Apr 10, 2026 B of A Securities MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.27 $1.13 — $1.38 28% YoY 16
Next Q $1.45 $1.30 — $1.65 26% YoY 16
Current FY $5.32 $5.00 — $5.75 40% YoY 16
Next FY $6.49 $6.20 — $7.29 22% YoY 16

Top Institutional Holders

FundValueMove
BERKSHIRE HATHAWAY INC$1.1B
BlackRock, Inc.$1.1B
HARRIS ASSOCIATES L P$1.0B
VANGUARD PORTFOLIO MANAGEMENT LLC$523.7M
VANGUARD CAPITAL MANAGEMENT LLC$489.3M

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026HOBBS FRANKLINA$257.5K
May 15, 2026Reilly DavidA$152.5K
May 15, 2026SHARPLES BRIANA$152.5K
May 15, 2026Weber TraceyA$152.5K
May 15, 2026Richard StephanieSELL$210.7K

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
Josh GottheimerDSELL$1,001 - $15,000
50 institutional holders with $7.7B total value (195,639,369 shares) as of 2026-Q1. Top holders: BERKSHIRE, BlackRock,, HARRIS. Net buying activity: 36 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BERKSHIRE HATHAWAY INC29,000,000$1.1B14.8%
2BlackRock, Inc.28,534,233$1.1B14.6%
3HARRIS ASSOCIATES L P26,410,285$1.0B13.5%
4VANGUARD PORTFOLIO MANAGEMENT LLC13,349,079$523.7M6.8%
5VANGUARD CAPITAL MANAGEMENT LLC12,473,847$489.3M6.4%
6WELLINGTON MANAGEMENT GROUP LLP11,358,908$445.6M5.8%
7DIMENSIONAL FUND ADVISORS LP9,018,580$353.8M4.6%
8STATE STREET CORP8,682,978$340.6M4.4%
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP6,783,947$266.1M3.5%
10LONDON CO OF VIRGINIA3,904,868$153.2M2.0%
11MORGAN STANLEY3,446,612$135.2M1.8%
12NOMURA ASSET MANAGEMENT INTERNATIONAL INC.3,210,642$126.0M1.6%
13FMR LLC3,081,807$120.9M1.6%
14BANK OF AMERICA CORP /DE/2,889,620$113.4M1.5%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,599,434$102.0M1.3%
16GOLDMAN SACHS GROUP INC2,290,012$89.8M1.2%
17JUPITER ASSET MANAGEMENT LTD2,247,745$88.2M1.1%NEW
18Point72 Asset Management, L.P.1,973,140$77.4M1.0%DOUBLED +464.3%
19VANGUARD FIDUCIARY TRUST CO1,744,728$68.4M0.9%
20Allianz Asset Management GmbH1,677,218$65.8M0.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
JUPITER ASSET MANAGEMENT LTDNEW2,247,745$88.2M2026-Q1
Point72 Asset Management, L.P.DOUBLED349,6591,973,140+464.3%$77.4M2026-Q1
Holocene Advisors, LPNEW1,017,897$39.9M2026-Q1
PRUDENTIAL FINANCIAL INCADD524,202963,432+83.8%$37.8M2026-Q1
Capital World InvestorsADD592,506813,567+37.3%$31.9M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED284,054773,176+172.2%$30.3M2026-Q1
SOROS FUND MANAGEMENT LLCTRIM1,687,493725,267-57.0%$28.5M2026-Q1
MARSHALL WACE, LLPDOUBLED33,953620,108+1726.4%$24.3M2026-Q1
FIRST TRUST ADVISORS LPTRIM818,654530,356-35.2%$20.8M2026-Q1
Assenagon Asset Management S.A.DOUBLED9,948509,975+5026.4%$20.0M2026-Q1
FRANKLIN RESOURCES INCADD300,656459,694+52.9%$18.0M2026-Q1
AMERIPRISE FINANCIAL INCTRIM756,133457,207-39.5%$17.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED8,376375,342+4381.2%$14.7M2026-Q1
ExodusPoint Capital Management, LPNEW329,532$12.9M2026-Q1
Trexquant Investment LPTRIM658,945326,198-50.5%$12.8M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM602,263324,379-46.1%$12.7M2026-Q1
MetLife Investment Management, LLCADD138,472257,516+86.0%$10.1M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM499,270224,516-55.0%$8.8M2026-Q1
FIFTH THIRD BANCORPDOUBLED2,432158,549+6419.3%$6.2M2026-Q1
CAPITAL FUND MANAGEMENT S.A.TRIM294,600144,613-50.9%$5.7M2026-Q1
GABELLI FUNDS LLCDOUBLED40,210143,460+256.8%$5.6M2026-Q1
Cerity Partners LLCDOUBLED22,300126,740+468.3%$5.0M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPTRIM156,431115,703-26.0%$4.4M2026-Q1
HSBC HOLDINGS PLCADD59,551106,243+78.4%$4.2M2026-Q1
AmundiTRIM207,91296,922-53.4%$3.8M2026-Q1
19 unique insiders with 33 transactions. Net insider value: -$2.0M ($0.00 bought, $2.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026HOBBS FRANKLIN W IVDirectorAWARD6,133$41.99$257.5K
May 15, 2026Reilly DavidDirectorAWARD3,632$41.99$152.5K
May 15, 2026SHARPLES BRIANDirectorAWARD3,632$41.99$152.5K
May 15, 2026Weber Tracey DrakeDirectorAWARD3,632$41.99$152.5K
May 15, 2026Richard Stephanie NChief Risk OfficerSELL5,000$42.14$210.7K
May 15, 2026Hutchinson Russell E.Chief Financial OfficerJ6$1,000.00$6.0K
May 15, 2026CARY WILLIAM HDirectorAWARD3,632$41.99$152.5K
May 15, 2026Bright GuntherDirectorAWARD3,632$41.99$152.5K
May 15, 2026Clark Mayree CDirectorAWARD3,632$41.99$152.5K
May 15, 2026Fennebresque Kim SDirectorAWARD3,632$41.99$152.5K
May 15, 2026GIBBONS THOMAS PDirectorAWARD3,632$41.99$152.5K
May 15, 2026GOLDBERG MICHELLE JDirectorAWARD3,632$41.99$152.5K
May 15, 2026MERRILL ALLAN PDirectorAWARD3,632$41.99$152.5K
Apr 17, 2026Timmerman Douglas R.President, DFSSELL39,675$45.17$1.8M
Apr 9, 2026Reilly DavidDirectorAWARD829$39.23$32.5K
Apr 9, 2026GIBBONS THOMAS PDirectorAWARD1,211$39.23$47.5K
Apr 9, 2026Bright GuntherDirectorAWARD348$39.23$13.7K
Feb 3, 2026Patterson Kathleen L.Chief HR & Corp CitizenshipAWARD18,618$42.30$787.5K
Feb 3, 2026RHODES MICHAEL GEORGEChief Executive OfficerAWARD99,291$42.30$4.2M
Feb 3, 2026Hutchinson Russell E.Chief Financial OfficerAWARD38,298$42.30$1.6M
Feb 3, 2026McGrath Austin ThomasVP, CAO, and ControllerAWARD27,897$42.30$1.2M
Feb 3, 2026Timmerman Douglas R.President, DFSAWARD41,135$42.30$1.7M
Feb 3, 2026Mehlman HopeChief Legal & Corp AffairsAWARD23,405$42.30$990.0K
Feb 3, 2026Hall William Cadik Jr.President - Corporate FinanceAWARD27,483$42.30$1.2M
Feb 3, 2026Richard Stephanie NChief Risk OfficerAWARD18,972$42.30$802.5K
Jan 30, 2026Patterson Kathleen L.Chief HR & Corp CitizenshipTAX W/H2,876$42.30$121.7K
Jan 30, 2026RHODES MICHAEL GEORGEChief Executive OfficerTAX W/H10,765$42.30$455.4K
Jan 30, 2026Hutchinson Russell E.Chief Financial OfficerTAX W/H5,318$42.30$225.0K
Jan 30, 2026McGrath Austin ThomasVP, CAO, and ControllerTAX W/H189$42.30$8.0K
Jan 30, 2026Timmerman Douglas R.President, DFSTAX W/H3,836$42.30$162.3K
Jan 30, 2026Mehlman HopeChief Legal & Corp AffairsTAX W/H282$42.30$11.9K
Jan 30, 2026Hall William Cadik Jr.President - Corporate FinanceTAX W/H5,107$42.30$216.0K
Jan 30, 2026Richard Stephanie NChief Risk OfficerTAX W/H1,703$42.30$72.0K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (79% buy). Based on 24 analysts: 5 strong buy, 14 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$54.01 mean target +21.7% upside Strong Buy (1.67)
$46.00 Low $70.00 High
MetricValue
Current Price$44.37
Target Low$46.00
Target Mean$54.01
Target Median$54.00
Target High$70.00
# Analysts17
RecommendationStrong Buy (1.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.27 $1.13 $1.38 28.2% +0.1% 1↑ 1↓ $2.2B 6.4% 16
Next Q
2026-09-30
$1.45 $1.30 $1.65 25.7% -0.4% 0↑ 2↓ $2.3B 5.9% 16
Current FY
2026-12-31
$5.32 $5.00 $5.75 39.6% -0.1% 1↑ 1↓ $9.0B 13.1% 16
Next FY
2027-12-31
$6.49 $6.20 $7.29 21.9% +0.3% 1↑ 1↓ $9.6B 6.8% 16

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.270
7d ago$1.272-0.003
30d ago$1.269+0.001
60d ago$1.282-0.013
90d ago$1.278-0.008
10 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 21, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 20, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 20, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Apr 20, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 10, 2026 B of A Securities MAINTAIN Buy Buy
Apr 9, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 6, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 5, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jan 26, 2026 Truist Securities MAINTAIN Buy Buy
Jan 12, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 8, 2026 TD Cowen MAINTAIN Buy Buy
Jan 8, 2026 UBS INITIATE Buy
Jan 6, 2026 Evercore ISI Group UPGRADE In-Line Outperform
Jan 5, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Dec 22, 2025 Truist Securities MAINTAIN Buy Buy
Dec 17, 2025 Wells Fargo UPGRADE Equal-Weight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202651450079%
May 1, 202651450079%
Apr 1, 202651460076%
Mar 1, 202651550080%
Feb 1, 202661550081%
Jan 1, 202661360076%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 9, 2026Josh GottheimerDHOUSESELL$1,001 - $15,000Ally Financial IncMay 20, 2026 (42d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 12, 2026
short_volume
Short Volume: ALLY — 61.0% short (0.6M / 0.9M)
Short: 576,407 | Exempt: 912 | TRF Vol: 944,701 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: ALLY — 59.9% short (0.5M / 0.9M)
Short: 514,696 | Exempt: 1,652 | TRF Vol: 859,276 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: ALLY — 56.3% short (0.9M / 1.5M)
Short: 859,882 | Exempt: 0 | TRF Vol: 1,527,004 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: ALLY — 60.6% short (1.3M / 2.1M)
Short: 1,300,243 | Exempt: 1,027 | TRF Vol: 2,146,259 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: ALLY — 70.0% short (0.8M / 1.1M)
Short: 765,247 | Exempt: 217 | TRF Vol: 1,093,286 | Short Ratio: 70.0% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: ALLY — 59.3% short (0.5M / 0.8M)
Short: 475,163 | Exempt: 621 | TRF Vol: 801,356 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: ALLY — 62.0% short (0.4M / 0.7M)
Short: 445,504 | Exempt: 883 | TRF Vol: 717,995 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: ALLY — 62.0% short (0.5M / 0.9M)
Short: 529,248 | Exempt: 2,489 | TRF Vol: 854,133 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: ALLY — 55.7% short (0.8M / 1.5M)
Short: 812,366 | Exempt: 72 | TRF Vol: 1,458,639 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: ALLY — 71.9% short (1.4M / 2.0M)
Short: 1,406,503 | Exempt: 57 | TRF Vol: 1,956,736 | Short Ratio: 71.9% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: ALLY — 71.6% short (0.4M / 0.6M)
Short: 407,404 | Exempt: 0 | TRF Vol: 568,994 | Short Ratio: 71.6% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: ALLY — 68.6% short (0.6M / 0.9M)
Short: 599,390 | Exempt: 17 | TRF Vol: 873,513 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: ALLY — 64.3% short (0.5M / 0.8M)
Short: 532,162 | Exempt: 351 | TRF Vol: 828,046 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: ALLY — 62.2% short (0.4M / 0.6M)
Short: 364,659 | Exempt: 271 | TRF Vol: 585,878 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: ALLY — 3.3M shares, 60,553 trades
Week starting 2026-05-18. Total ATS volume: 3,300,313 shares across 60,553 trades.