Oct 20, 7:20 AM ET
Ally Financial reported preliminary third quarter 2026 results, with GAAP earnings per share of $1.30, up 10% from $1.18 a year earlier, and GAAP total net revenue of $2.3 billion, up 8%. Adjusted EPS was $1.34, up 16% year over year, but higher provision for credit losses of $529 million, up $114 million, partly offset the gains.
- GAAP net income attributable to common shareholders was $401 million, compared with $371 million in the third quarter of 2025.
- Net financing revenue rose $164 million year over year to $1.7 billion, and net interest margin was 3.62%.
- Provision for credit losses rose $114 million year over year to $529 million, mainly from CECL reserve builds tied to asset growth.
- Ally repurchased $178 million of shares in the quarter and the board approved a $0.35 per share dividend for the fourth quarter of 2026, compared with $0.30 paid in the third quarter.
Read the filing on SEC.gov ↗
Jul 21, 7:20 AM ET
Ally Financial reported preliminary second-quarter 2026 results, with GAAP earnings per share of $1.18, up from $1.04 a year earlier, and adjusted EPS of $1.21, up from $0.99. Pre-tax income rose to $537 million, and the company said its results reflect higher revenue and continued credit improvement, though provision for credit losses also increased. Shareholders benefit from higher earnings and a rising return on equity, while the company also repurchased $148 million of shares during the quarter.
- GAAP EPS of $1.18 versus $1.04 in Q2 2025; adjusted EPS of $1.21 versus $0.99
- GAAP pre-tax income of $537 million, up $101 million year over year
- Provision for credit losses rose $46 million to $430 million, driven by CECL reserve build on asset growth
- Ally repurchased $148 million of shares and paid a $0.30 quarterly common dividend
Read the filing on SEC.gov ↗
May 8, 4:12 PM ET
At its May 6, 2026 annual meeting, Ally Financial shareholders approved the 2026 Incentive Compensation Omnibus Plan, which combines the company's prior employee and director equity plans and authorizes 25,217,502 shares of common stock. Shareholders also backed the director slate, the advisory executive pay vote, and the Deloitte & Touche LLP auditor ratification, but rejected a proposal to lower the threshold for calling special meetings.
- 2026 plan authorizes 25,217,502 shares: 13,917,502 remaining under prior plans plus 11,300,000 new shares
- Advisory say-on-pay vote: 259,445,810 for and 7,542,099 against
- Proposal to reduce the shareholder threshold for calling special meetings failed: 78,514,072 for and 188,464,656 against
- Deloitte & Touche LLP ratified for 2026: 272,462,325 for and 5,879,439 against
Read the filing on SEC.gov ↗
Apr 17, 7:05 AM ET
Ally Financial reported preliminary first-quarter 2026 results, with GAAP net income attributable to common shareholders of $291 million, compared with a $253 million loss in the first quarter of 2025. GAAP earnings per share were $0.93, down slightly from $0.95 in the fourth quarter of 2025, and the company said it repurchased $147 million of shares during the quarter.
- GAAP EPS of $0.93 compared with a loss of $0.82 in Q1 2025 and $0.95 in Q4 2025
- Adjusted EPS, a non-GAAP measure, was $1.11, up 90% year over year
- GAAP total net revenue was $2.1 billion, up 36% year over year but down 1% from Q4 2025
- Provision for credit losses rose $276 million year over year to $467 million, mainly due to a reserve release tied to the sale of Credit Card in the prior year
Read the filing on SEC.gov ↗
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