Ally Financial (NYSE:ALLY) CEO Michael George Rhodes Purchases 23,800 Shares of Stock

Ally Financial Inc. (NYSE:ALLY) CEO Michael George Rhodes bought 23,800 shares of the firm’s stock in a transaction on Friday, January 23rd. The stock was purchased at an average cost of $41.68 per share, with a total value of $991,984.00. Following the completion of the transaction, the chief executive officer directly owned 49,434 shares of the company’s stock, valued at approximately $2,060,409.12. The trade was a 92.85% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

Ally Financial Stock Down 2.0%

Shares of NYSE ALLY opened at $41.15 on Friday. The company has a debt-to-equity ratio of 1.30, a current ratio of 0.92 and a quick ratio of 0.92. The stock has a market capitalization of $12.67 billion, a PE ratio of 17.51, a P/E/G ratio of 0.21 and a beta of 1.17. Ally Financial Inc. has a one year low of $29.52 and a one year high of $47.27. The business’s fifty day moving average price is $43.40 and its 200-day moving average price is $41.12.

Ally Financial (NYSE:ALLY) last announced its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.09 earnings per share 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 analyst estimates of $2.15 billion. Ally Financial had a return on equity of 10.40% and a net margin of 10.77%.The firm’s revenue for the quarter was up 4.8% on a year-over-year basis. During the same quarter last year, the firm posted $0.78 EPS. On average, equities research analysts anticipate that Ally Financial Inc. will post 3.57 EPS for the current year.

Ally Financial Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, February 17th. Stockholders of record on Monday, February 2nd will be given a $0.30 dividend. The ex-dividend date of this dividend is Monday, February 2nd. This represents a $1.20 annualized dividend and a dividend yield of 2.9%. Ally Financial’s payout ratio is 72.29%.

Ally Financial announced that its Board of Directors has approved a share buyback plan on Wednesday, December 10th that allows the company to buyback $2.00 billion in outstanding shares. This buyback authorization allows the financial services provider to purchase up to 15.3% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s management believes its stock is undervalued.

Analyst Ratings Changes

ALLY has been the topic of a number of analyst reports. Royal Bank Of Canada reissued an “outperform” rating and set a $52.00 target price on shares of Ally Financial in a report on Monday, January 12th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Ally Financial in a report on Monday, December 29th. Deutsche Bank Aktiengesellschaft boosted their price objective on Ally Financial from $55.00 to $57.00 and gave the company a “buy” rating in a research note on Thursday. UBS Group set a $48.00 price objective on Ally Financial in a report on Monday, January 12th. Finally, Wells Fargo & Company raised Ally Financial from a “hold” rating to an “overweight” rating in a report on Wednesday, December 17th. Thirteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $50.50.

Hedge Funds Weigh In On Ally Financial

A number of institutional investors have recently added to or reduced their stakes in the business. Wellington Management Group LLP boosted its position in shares of Ally Financial by 19.6% during the 3rd quarter. Wellington Management Group LLP now owns 11,938,680 shares of the financial services provider’s stock valued at $467,996,000 after acquiring an additional 1,958,201 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in Ally Financial by 4.2% in the third quarter. Arrowstreet Capital Limited Partnership now owns 5,626,748 shares of the financial services provider’s stock valued at $220,569,000 after purchasing an additional 226,188 shares in the last quarter. Bank of America Corp DE lifted its position in Ally Financial by 38.9% during the second quarter. Bank of America Corp DE now owns 3,771,190 shares of the financial services provider’s stock valued at $146,888,000 after purchasing an additional 1,056,060 shares during the last quarter. ANTIPODES PARTNERS Ltd grew its stake in Ally Financial by 7.7% in the 2nd quarter. ANTIPODES PARTNERS Ltd now owns 3,500,623 shares of the financial services provider’s stock worth $136,360,000 after buying an additional 249,347 shares in the last quarter. Finally, Norges Bank purchased a new position in Ally Financial in the 2nd quarter worth approximately $95,897,000. 88.76% of the stock is currently owned by institutional investors.

Trending Headlines about Ally Financial

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 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.