Inside the research

Ally Financial Inc.

ALLY Research profile · latest available data

Price overview

$38.79

▲ +0.05 (+0.1%)

52w hi$46.92
52w lo$35.47
Vol2.92M
As of25 Sep 2026

The Verdict

Hold

Our score -0.19

Short-0.40
Medium-0.19
Long+0.22

computed 2026-09-27

Key fundamentals

Ally Financial Inc.

Financial Services · Credit Services

Market cap$11.80B
Enterprise value$28.90B
Trailing P/E9.13x
Forward P/E6.19x
P / S (ttm)1.49x
Profit margin18.4%
Return on equity9.7%
Revenue growth+11.0%
Earnings growth+13.5%

Layer Breakdown

LayerRawContribution
Fundamental+0.34
Sector+0.02
Technical-0.29
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Ally Financial Inc., a digital financial-services company, provides various digital financial products and services in the United States and Canada. The company operates through Automotive Finance operations, Insurance operations, and Corporate Finance operations. It offers automotive financing services, including providing retail installment sales contracts, loans and operating leases, term loans to dealers, financing dealer floorplans and other lines of credit to dealers, warehouse lines to automotive retailers, and fleet financing; and financing services to companies and municipalities for the purchase or lease of vehicles, and vehicle-remarketing services. The company also provides consumer finance protection and insurance products through the automotive dealer channel, and commercial insurance products directly to dealers; VSCs, VMCs, and GAP products; and underwrite select commercial insurance coverages, which primarily insure dealers' vehicle inventory. In addition, it provides senior secured asset-based and leveraged cash flow loans to middle-market companies; leveraged loans; commercial real estate product to serve companies in the nursing facilities, senior housing, and medical office buildings; and treasury activities, such as management of the cash and corporate investment securities and loan portfolios, short- and long-term debt, retail and brokered deposit liabilities, derivative instruments, original issue discount, and equity investments. Further, the company offers deposits and securities brokerage and investment advisory services. The company was formerly known as GMAC Inc. and changed its name to Ally Financial Inc. in May 2010. Ally Financial Inc. was founded in 1919 and is based in Detroit, Michigan.

United States · www.ally.com

Risk Metrics

Beta vs SPX1.26
Corr SPX0.64
Annual vol31.6%
Annual ret+10.9%
Sharpe0.34
Max DD-24.9%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$54.01
High / Low$70.00 / $46.00
Median$54.00
Analysts17
Strong Buy4
Buy10
Hold4
Sell0
Strong Sell0

Recent rating actions

2026-04-21Evercore ISI Group→ Outperform
2026-04-20Morgan Stanley→ Overweight
2026-04-20Goldman Sachs→ Buy
2026-04-20Barclays→ Equal-Weight
2026-04-10B of A Securities→ Buy
2026-04-09JP Morgan→ Overweight

Material Events

DateEvent8-K
2026-07-21Earnings Release, Exhibitsread
2026-05-20Bylaws Amendment, Exhibitsread
2026-05-08Officer / Director Change, Shareholder Vote…read
2026-05-013.03, Bylaws Amendment…read
2026-04-27Other Material Event, Exhibitsread
2026-04-17Earnings Release, Exhibitsread
2026-01-21Earnings Release, Exhibitsread
2025-12-10Reg FD Disclosure, Other Material Event…read
2025-12-09Officer / Director Changeread
2025-10-17Earnings Release, Exhibitsread
2025-07-31Other Material Event, Exhibitsread
2025-07-28Other Material Event, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-04Richard Stephanie NOfficer, Chief Risk OfficSell5.00K$221.17K
2026-07-21Hutchinson Russell E.Officer, Chief Financial Withheld for tax12.61K$560.44K
2026-07-09Reilly DavidDirectorGrant708$32.53K
2026-07-09GIBBONS THOMAS PDirectorGrant1.03K$47.51K
2026-07-09Bright GuntherDirectorGrant300$13.79K
2026-05-15Richard Stephanie NOfficer, Chief Risk OfficSell5.00K$210.71K
2026-05-15Hutchinson Russell E.Officer, Chief Financial J6$6.00K
2026-05-15Weber Tracey DrakeDirectorGrant3.63K$152.51K
2026-05-15SHARPLES BRIANDirectorGrant3.63K$152.51K
2026-05-15Reilly DavidDirectorGrant3.63K$152.51K

Flow & Concentration

Insider 180d net-$431.88K
Insider buys / sells0 / 2
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

Dividends

Yield (TTM)2.32%
$ / share (TTM)$0.90
5y CAGR+9.6%

Annual dividend per share

2021$0.88
2022$1.20
2023$1.20
2024$1.20
2025$1.20
2026$0.60

SEC Filings

DateFormDoc
2026-08-1313F-HRview
2026-08-054view
2026-07-2310-Qview
2026-07-234view
2026-07-218-Kview
2026-07-104view
2026-07-104view
2026-07-104view
2026-05-208-Kview
2026-05-194view
2026-05-194view
2026-05-194view
2026-05-194view
2026-05-194view
2026-05-194view

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$968.00M-12.4%
Net income$957.00M+17.0%
Cash from ops$3.73B-2.3%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$38.75$38.98$38.19$38.792.92M
Sep 24$38.68$38.88$38.19$38.743.91M
Sep 23$38.87$39.02$38.46$38.583.89M
Sep 22$40.31$40.46$39.06$39.073.67M
Sep 21$40.39$40.40$39.87$39.892.54M

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