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)
54% more call options, than puts
Call options by funds: $363M | Put options by funds: $235M
5% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 76
0.18% less ownership
Funds ownership: 90.08% [Q2] → 89.9% (-0.18%) [Q3]
1% less funds holding
Funds holding: 571 [Q2] → 568 (-3) [Q3]
3% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 201
10% less capital invested
Capital invested by funds: $10.9B [Q2] → $9.78B (-$1.1B) [Q3]
33% less funds holding in top 10
Funds holding in top 10: 12 [Q2] → 8 (-4) [Q3]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Truist Securities David Smith 40% 1-year accuracy 2 / 5 met price target | 20%upside $42 | Buy Initiated | 7 Jan 2025 |
Barclays Jason Goldberg 65% 1-year accuracy 32 / 49 met price target | 26%upside $44 | Equal-Weight Maintained | 6 Jan 2025 |
Morgan Stanley Betsy Graseck 73% 1-year accuracy 36 / 49 met price target | 20%upside $42 | Overweight Maintained | 19 Dec 2024 |
JP Morgan Richard Shane 54% 1-year accuracy 31 / 57 met price target | 20%upside $42 | Overweight Maintained | 9 Dec 2024 |
Keefe, Bruyette & Woods Sanjay Sakhrani 60% 1-year accuracy 21 / 35 met price target | 60%upside $56 | Outperform Maintained | 9 Dec 2024 |
Financial journalist opinion
Based on 12 articles about ALLY published over the past 30 days
