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NYSE · Finance

ALLY FINL INC ALLY

Ally Financial Inc. is an American financial services company that focuses on auto finance and also provides insurance, digital banking (deposits, securities brokerage and investment advisory) and corporate financial services. As a leading auto lender, its performance is closely tied to the auto sales and credit cycles, and its digital banking platform brings stable deposits. Investment analysis needs to focus on loan portfolio quality, interest rate environment and competitive landscape.

Sources Company annual report/financial report forbes.com
Major Banks

Company profile

Business mix

  • Auto finance and insurance is the main source of revenue, providing auto loans, leasing and insurance products.
  • Digital banking platforms provide deposits, securities brokerage and investment advisory services and are an important source of funds.
  • The Corporate Finance business provides financing to private equity sponsors and middle-market companies.

Current key questions

  • Highly dependent on the auto loan market, credit cycle fluctuations and consumers' debt repayment ability directly affect asset quality.
  • Digital banks face fierce competition and require continuous investment in technology to maintain customer experience and deposit cost advantages.
  • Changes in interest rate policies have a significant impact on net interest margins and loan demand, and also affect corporate bond financing costs.
Holders 5 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 10.44 FCF -0.01% Buyback -1.22%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Berkshire Hathaway Warren Buffett 0.4% $1.1B 2026-03-31
Oakmark / Harris Associates Bill Nygren 1.4% $1.0B 2026-03-31
Sessa Capital 6.0% $333.0M 2026-03-31
Soros Fund Management George Soros 0.3% $28.5M 2026-03-31
Tweedy, Browne Company 0.1% $1.3M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 3 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $163.1M Estimated from net added shares
Reduction amount $16.7M Estimated from net reduced shares
Net share change / base shares +6.1% +3,732,046 / 60,925,116
Berkshire Hathaway Warren Buffett 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 29,000,000 Last 3 periods +0 (0.0%) Total shares 29,000,000 Value $1.1B
Soros Fund Management George Soros 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 81.6% 13F value change +$13.1M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 128.8% 13F value change +$47.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -57.0% 13F value change -$48.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 406,200 Last 3 periods +319,067 (+78.5%) Total shares 725,267 Value $28.5M
Oakmark / Harris Associates Bill Nygren 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.6% 13F value change +$13.0M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.2% 13F value change +$166.6M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.3% 13F value change -$188.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 26,836,790 Last 3 periods -426,505 (-1.6%) Total shares 26,410,285 Value $1.0B
Sessa Capital 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 81.3% 13F value change +$120.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,682,126 Last 3 periods +3,805,972 (+81.3%) Total shares 8,488,098 Value $333.0M
Tweedy, Browne Company 1 filing periods
13F 2026-03-31 Filed 2026-05-06
New Shares - 13F value change +$1.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 0 Last 3 periods +33,512 (New) Total shares 33,512 Value $1.3M

Recent mentions

No public mentions.