ALLY hits a 52-week high after stronger U.S. GDP. However, asset quality, NIM pressure and expenses keep the stock a cautious hold.

The S&P 500 experienced sharp swings in 2025 due to shifts in trade policy, AI speculation, and rate cuts, while corporate profits remained resilient. Broader AI adoption and steady economic growth are expected to drive double-digit earnings growth in the S&P 500 in 2026. Tech is expected to dominate earnings growth again next year, but more sectors are projected to contribute.

Assenagon Asset Management S.A. lessened its holdings in shares of Ally Financial Inc. (NYSE: ALLY) by 69.1% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 383,831 shares of the financial services provider's stock after selling 859,942 shares during the period.

CHARLOTTE, N.C. , Dec. 17, 2025 /PRNewswire/ -- Ally Financial Inc. (NYSE: ALLY) has scheduled the release of its fourth quarter and full year 2025 financial results for Wednesday, January 21, 2026, at approximately 7:30 a.m.

Pre-Market Stock Futures: Futures are trading higher on Wednesday as we reach the midpoint of the last full trading week of the year. Sellers once again took their toll on two of the major indices, while the Nasdaq squeaked out a minimal gain after being down around the noon hour. The most significant talking point... Here Are Wednesday's Top Wall Street Analyst Research Calls: Ally Financial, CyberArk, Fortinet, Robinhood Markets, Salesforce, ServiceNow, Procter and Gamble, and More.

Falling rates and easing standards are boosting consumer lenders, with ENVA, ALLY and OMF positioned to benefit from stronger loan demand into 2026.

As expected, Ally Financial has delivered strong earnings growth since my initial write up, driven by a recovering net interest margin and lower credit charges. Higher earnings and a stronger capital position have opened the door to more shareholder returns, with Ally recently announcing a $2 billion open-ended buyback program. Ally has returned around 20% since my initial write up, though its valuation remains reasonable.

ALLY jumps after unveiling a $2B multi-year share repurchase plan, signaling confidence, backed by strong liquidity and earnings momentum.

Ally Financial (ALLY) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Ally Financial Inc. (ALLY) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript