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Ally Financial delivered robust Q3 results, with record 4.8 million auto applications and double-digit adjusted EPS growth. ALLY's net interest margin expanded to 3.66%, surpassing to the top-end of the firm's full-year guidance (so far), while credit provisions rose, but asset quality remained solid. Shares trade at 0.90x book value, below the industry average, with potential revaluation to ~1.20x P/B if growth in NIM is sustained.
Ally Financial Inc (NYSE:ALLY) reported mixed results for the third quarter on Tuesday.
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Ally Financial delivered a strong Q3 with core ROTCE up to 13.1%, stable charge-offs, and a dividend increase, yet still trades below tangible book. Retail auto charge-offs remained within guidance at 1.89%, and tangible book per share, excluding AOCI, has grown steadily at about 6% annually since 2021. Buybacks accelerated below book, and management continues a disciplined approach, while AOCI losses are amortizing back, adding over $1 per share to book value annually.
Ally Financial Inc. (NYSE: ALLY - Get Free Report) has been assigned a consensus rating of "Moderate Buy" from the seventeen research firms that are presently covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, four have assigned a hold rating, eleven have assigned a buy rating and
Ally Financial Inc. ( ALLY ) Q3 2026 Earnings Call October 20, 2026 9:00 AM EDT Company Participants Dan Ignacio Michael Rhodes - CEO & Director Russell Hutchinson - Chief Financial Officer Conference Call Participants Ryan Nash - Goldman Sachs Group, Inc., Research Division Robert Wildhack - Autonomous Research US LP Sanjay Sakhrani - Keefe, Bruyette, & Woods, Inc., Research Division Moshe Orenbuch - TD Cowen, Research Division Jeffrey Adelson - Morgan Stanley, Research Division Donald Fandetti - Wells Fargo Securities, LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Q3 2026 Ally Financial Earnings Conference Call.
Shifting its loan mix toward higher-yielding assets while maintaining capital discipline creates a structural edge for long-term profitability.
Ally Financial NYSE: ALLY reported third-quarter adjusted earnings per share of $1.34, up 16% from a year earlier, as growth in its retail auto and corporate finance businesses helped lift revenue while adjusted expenses remained flat.