Ally FinancialALLY
About: Formerly the captive financial arm of General Motors, Ally Financial became an independent publicly traded firm in 2014 and is one of the largest consumer auto lenders in the country. While the firm has expanded its product offerings over time, it remains primarily focused on auto lending with more than 70% of its loan book in consumer auto loans and dealer financing. Ally also offers auto insurance, commercial loans, credit cards, and holds a portfolio of mortgage debt, giving the bank a diversified business model, which includes brokerage services.
Employees: 11,100
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
53% more call options, than puts
Call options by funds: $354M | Put options by funds: $232M
0.25% less ownership
Funds ownership: 89.77% [Q2] → 89.52% (-0.25%) [Q3]
0% less funds holding
Funds holding: 569 [Q2] → 567 (-2) [Q3]
2% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 82
3% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 200
10% less capital invested
Capital invested by funds: $10.8B [Q2] → $9.74B (-$1.1B) [Q3]
33% less funds holding in top 10
Funds holding in top 10: 12 [Q2] → 8 (-4) [Q3]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Citigroup Keith Horowitz 76% 1-year accuracy 13 / 17 met price target | 43%upside $55 | Buy Maintained | 15 Nov 2024 |
RBC Capital Jon Arfstrom 98% 1-year accuracy 44 / 45 met price target | 4%upside $40 | Outperform Reiterated | 21 Oct 2024 |
Morgan Stanley Betsy Graseck 79% 1-year accuracy 22 / 28 met price target | 6%upside $41 | Overweight Maintained | 21 Oct 2024 |
Evercore ISI Group John Pancari 86% 1-year accuracy 25 / 29 met price target | 1%downside $38 | In-Line Maintained | 7 Oct 2024 |
JP Morgan Richard Shane 68% 1-year accuracy 28 / 41 met price target | 4%upside $40 | Overweight Upgraded | 7 Oct 2024 |
Financial journalist opinion
Based on 13 articles about ALLY published over the past 30 days
