ALLY
Ally Financial Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Apr 17 1 insider sell $1.8M at $45.17
- S May 15 1 insider sell $210.7K at $42.14
- I Jun 30 4 funds open new positions (13F)
- R Jul 21 Ally Financial reported Q2 2026 GAAP EPS of $1.18, up 14% YoY, and A…
- S Aug 4 1 insider sell $221.2K at $44.23
- E Oct 20 Earnings: ALLY Q3 2026 Earnings: EPS $1.34 (-2.0% vs est)
- S Oct 21 1 insider sell $495.9K at $38.65
- A Oct 21 Evercore ISI Group downgrades
Signal stack
Where each data set points today.
- InsidersBEARISH
3 insiders sold $2.7M.
- InstitutionsMIXED
Q2 2026: 46 added (4 new), 35 trimmed or exited. Largest new: Qube Research & Technologies $63.8M, Freestone Grove Partners $54.5M.
- AnalystsBULLISH
20 of 25 rate it Buy or better.
- Short sellersSTEADY
Short interest +4.1% to 15.56M shares. 4.0 days to cover, ≈5.1% of shares.
- TrendDOWNTREND
3% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | $136.4M |
| NORGES BANK | TRIM | $87.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | $77.8M |
| SEI INVESTMENTS CO | ADD | $75.3M |
| Quantinno Capital Management LP | ADD | $74.3M |
| Point72 Asset Management, L.P. | TRIM | $67.4M |
| Qube Research & Technologies Ltd | NEW | $63.8M |
| AMERICAN CENTURY COMPANIES INC | ADD | $63.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
25 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 21, 2026 | JP Morgan MAINTAIN | Overweight |
| Oct 21, 2026 | Evercore ISI Group DOWNGRADE | In-Line |
| Oct 21, 2026 | TD Cowen MAINTAIN | Buy |
| Oct 21, 2026 | Barclays MAINTAIN | Equal-Weight |
| Oct 12, 2026 | Morgan Stanley DOWNGRADE | Equal-Weight |
| Oct 12, 2026 | JP Morgan MAINTAIN | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 21, 2026 | Patterson Kathleen L. Chief HR & Corp Citizenship | SELL | $495.9K |
| Oct 20, 2026 | Timmerman Douglas R. President, DFS | TAX W/H | $3.7M |
| Oct 20, 2026 | Hutchinson Russell E. Chief Financial Officer | TAX W/H | $800.2K |
| Oct 20, 2026 | Hall William Cadik Jr. President - Corporate Finance | TAX W/H | $403.0K |
| Oct 20, 2026 | Richard Stephanie N Chief Risk Officer | TAX W/H | $342.9K |
| Oct 20, 2026 | Patterson Kathleen L. Chief HR & Corp Citizenship | TAX W/H | $1.2M |
| Sep 30, 2026 | Bright Gunther Director | AWARD | $13.8K |
| Sep 30, 2026 | GIBBONS THOMAS P Director | AWARD | $47.5K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data — subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data — subscribers only | |||
| Next Q | 🔒 Fresh data — subscribers only | |||
| Current FY | 🔒 Fresh data — subscribers only | |||
| Next FY | 🔒 Fresh data — subscribers only | |||
| Date | Member | Type | Amount |
|---|---|---|---|
| Apr 9, 2026 | Josh Gottheimer D· HOUSE· Ally Financial Inc | SELL | $1,001 - $15,000 |
Short side
FINRA· Sep 30, 2026SecBot reports
20 filings · 5 bullish · 3 bearish · 12 neutral- BEARISH INST-CLUSTEROct 23, 2026
Three small asset managers modestly increased their Ally Financial positions in Q3 2026, while…
The near-total exit by a single large asset manager during a quarter with rising credit costs is a bearish signal, but the small buyers lack conviction (sub-$1M additions). Monitor next quarter for…
- NEUTRAL PRESS-RELEASEOct 20, 2026
Ally Financial reported Q3 2026 GAAP EPS of $1.34, a 0.6% beat vs consensus of $1.33, on total net…
Monitor credit quality trends in the next quarter — the higher provision and cautious NCO guidance suggest potential deterioration in the auto loan portfolio. The NIM guidance revision to…
- BEARISH 8-KOct 20, 2026
Ally Financial reported Q3 2026 GAAP EPS of $1.30 (Adjusted EPS $1.34), a 10% YoY increase, on…
The EPS miss and elevated provision overshadowed otherwise solid revenue growth and margin expansion. Watch for further deterioration in Auto Finance credit trends (NCOs at 1.89%, delinquencies up 6…
- NEUTRAL PRESS-RELEASEOct 19, 2026
Ally Financial declared a 17% increase in its common stock quarterly dividend to $0.35 per share…
Dividend increase signals management confidence in capital generation, but no earnings data was released. Monitor the upcoming Q3 2026 earnings release for EPS and revenue trends to assess…
All ALLY filing & press-release reports (22)
- INST-CLUSTER reportOct 23, 2026
- PRESS-RELEASE reportOct 20, 2026
- 8-K reportOct 20, 2026
- PRESS-RELEASE reportOct 19, 2026
- PRESS-RELEASE reportSep 17, 2026
- 8-K reportSep 16, 2026
- COURT-RULING reportSep 12, 2026
- 424B5 reportSep 9, 2026
- COURT-RULING reportSep 4, 2026
- COURT-RULING reportAug 26, 2026
- COURT-RULING reportAug 26, 2026
- COURT-RULING reportJul 28, 2026
- 8-K reportJul 21, 2026
- PRESS-RELEASE reportJul 21, 2026
- PRESS-RELEASE reportJul 20, 2026
- COURT-RULING reportJul 10, 2026
- COURT-RULING reportJul 4, 2026
- COURT-RULING reportJul 3, 2026
- 8-K reportApr 27, 2026
- 424B5 reportApr 27, 2026
- 8-K reportApr 17, 2026
- DEFA14A reportMar 18, 2026