1834 Investment Advisors Co. Sells 26,075 Shares of Ally Financial Inc. $ALLY

1834 Investment Advisors Co. lessened its stake in Ally Financial Inc. (NYSE:ALLY) by 11.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 212,028 shares of the financial services provider’s stock after selling 26,075 shares during the quarter. Ally Financial makes up 1.0% of 1834 Investment Advisors Co.’s holdings, making the stock its 26th biggest position. 1834 Investment Advisors Co. owned about 0.07% of Ally Financial worth $8,311,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in ALLY. MAI Capital Management raised its position in shares of Ally Financial by 45.1% in the 2nd quarter. MAI Capital Management now owns 975 shares of the financial services provider’s stock valued at $38,000 after buying an additional 303 shares in the last quarter. Econ Financial Services Corp raised its position in Ally Financial by 0.5% during the second quarter. Econ Financial Services Corp now owns 59,993 shares of the financial services provider’s stock valued at $2,337,000 after purchasing an additional 311 shares in the last quarter. Amalgamated Bank raised its position in Ally Financial by 0.3% during the second quarter. Amalgamated Bank now owns 126,980 shares of the financial services provider’s stock valued at $4,946,000 after purchasing an additional 344 shares in the last quarter. Sara Bay Financial lifted its stake in Ally Financial by 1.6% during the third quarter. Sara Bay Financial now owns 24,017 shares of the financial services provider’s stock worth $941,000 after purchasing an additional 370 shares during the last quarter. Finally, Cidel Asset Management Inc. boosted its holdings in shares of Ally Financial by 6.6% in the 2nd quarter. Cidel Asset Management Inc. now owns 6,044 shares of the financial services provider’s stock valued at $235,000 after purchasing an additional 376 shares in the last quarter. 88.76% of the stock is currently owned by institutional investors and hedge funds.

More Ally Financial News

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)

Ally Financial Price Performance

Shares of ALLY opened at $41.15 on Friday. The business’s fifty day moving average is $43.40 and its 200 day moving average is $41.12. Ally Financial Inc. has a 12-month low of $29.52 and a 12-month high of $47.27. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 1.30. The stock has a market cap of $12.67 billion, a P/E ratio of 17.51, a P/E/G ratio of 0.20 and a beta of 1.17.

Ally Financial (NYSE:ALLY) last posted its earnings results on Wednesday, January 21st. The financial services provider reported $1.09 EPS for the quarter, topping the consensus estimate of $1.01 by $0.08. The company had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.15 billion. Ally Financial had a net margin of 10.77% and a return on equity of 10.40%. The firm’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same period in the previous year, the firm posted $0.78 earnings per share. Sell-side analysts anticipate that Ally Financial Inc. will post 3.57 earnings per share for the current fiscal year.

Ally Financial announced that its board has authorized a share buyback program on Wednesday, December 10th that permits the company to repurchase $2.00 billion in shares. This repurchase authorization permits the financial services provider to buy up to 15.3% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Ally Financial Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, February 17th. Stockholders of record on Monday, February 2nd will be issued a $0.30 dividend. The ex-dividend date is Monday, February 2nd. This represents a $1.20 annualized dividend and a dividend yield of 2.9%. Ally Financial’s dividend payout ratio is currently 51.06%.

Insider Buying and Selling at Ally Financial

In other news, CEO Michael George Rhodes bought 23,800 shares of the company’s stock in a transaction on Friday, January 23rd. The shares were purchased at an average price of $41.68 per share, with a total value of $991,984.00. Following the transaction, the chief executive officer directly owned 49,434 shares in the company, valued at $2,060,409.12. This represents a 92.85% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.67% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the stock. Wells Fargo & Company upgraded shares of Ally Financial from a “hold” rating to an “overweight” rating in a research report on Wednesday, December 17th. The Goldman Sachs Group reiterated a “neutral” rating and set a $55.00 price target on shares of Ally Financial in a report on Tuesday, January 6th. Evercore ISI raised Ally Financial from an “in-line” rating to an “outperform” rating and raised their price objective for the company from $48.00 to $53.00 in a report on Tuesday, January 6th. Truist Financial upped their target price on Ally Financial from $47.00 to $51.00 and gave the stock a “buy” rating in a report on Monday, December 22nd. Finally, Deutsche Bank Aktiengesellschaft increased their target price on Ally Financial from $55.00 to $57.00 and gave the company a “buy” rating in a research report on Thursday. Fourteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $50.50.

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.