Jones Financial Companies 13F: Adds $36M to ALLY Stake

Jones Financial Companies made a notable move by significantly increasing its stake in Ally Financial Inc. (NYSE:ALLY). According to a recent filing, the firm boosted its holdings by 4230%, adding 782,202 shares. This brings its total to 800,692 shares, valued at approximately $36.42 million, reflecting its position as of the end of the reporting period.

What Changed in Jones Financial Companies' Ally Financial Position

Jones Financial Companies dramatically increased its investment in Ally Financial from 18,490 shares to 800,692 shares, representing a 4230% increase. The addition of 782,202 shares underlines a strong commitment to the company, with the total stake now valued at about $36.42 million.

Other Institutional Activity in Ally Financial

Several other institutional investors also made changes to their positions in Ally Financial. BlackRock, Inc. grew its holdings by 1,103,996 shares, ending with 28,534,233 shares worth approximately $1.12 billion. Meanwhile, Harris Associates L.P. reduced its position by 635,463 shares, leaving it with 26,410,285 shares valued at about $1.04 billion. Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both established new positions, each holding over 12 million shares valued at around $523.68 million and $489.35 million, respectively.

Ally Financial Inc. Stock Up 16.6%

Shares of Ally Financial (NYSE:ALLY) traded around $45.49. The company, valued at $13.94 billion, has a P/E ratio of 11.04 and a forward P/E of 7.01, indicating potential growth expectations. The beta stands at 1.094, suggesting moderate volatility. The stock's 52-week range has been between $35.92 and $47.27, with a 50-day moving average of $43.29 and a 200-day moving average of $41.77.

Recent Earnings

In its latest earnings report, Ally Financial posted revenue of $7.69 billion, with a revenue growth of 19.7%. The company reported an EPS of $4.12, alongside a net margin of 18.16% and a return on equity of 9.36%. The next earnings announcement is expected on July 21, 2026.

Insider Buying and Selling at Ally Financial Inc.

Insider activity at Ally Financial included several directors purchasing shares on May 15, 2026. Franklin Hobbs IV, Cary William, Thomas Gibbons, Brian Sharples, and Tracey Drake Weber each acquired 3,632 shares at $41.99 per share. Additionally, Stephanie Richard, the Chief Risk Officer, sold 5,000 shares at $42.14 under a pre-planned Rule 10b5-1 trading plan.

Analysts Set New Price Targets

On April 21, 2026, Evercore ISI Group maintained its 'buy' rating on Ally Financial, with a price target of $54. Goldman Sachs and Morgan Stanley also kept their 'buy' ratings, setting targets at $56 and $55, respectively, on April 20. The consensus recommendation for Ally Financial remains a 'buy', with a mean price target of $54.11 based on 17 analyst opinions.

About Ally Financial

Ally Financial Inc., headquartered in Detroit, Michigan, is a digital financial services company that offers a range of products in the United States and Canada. It operates through various segments, including Automotive Finance, Insurance, and Corporate Finance. The company provides automotive financing, insurance products, and commercial loans. Ally Financial is led by CEO Michael G. Rhodes and employs around 10,300 people.

Bottom Line

Jones Financial Companies' substantial increase in its holdings of Ally Financial highlights the firm's confidence in the company's future. These filings provide a snapshot of past positions and may not reflect current holdings. Investors often track these filings to gauge institutional sentiment, but it's crucial to consider them as part of a broader investment strategy.