TD Cowen Cuts Ally Financial (ALLY) Price Target to $54
Key Points
- TD Cowen kept its Buy rating on Ally Financial Inc. (NYSE:ALLY) on October 6, 2026, while moving its price target down slightly from $55.00 to $54.00.
- TD Cowen's $54 price target implies 41.58% upside from Ally Financial Inc.'s ($ALLY) current $38.14 share price.
- Ally Financial recently reported trailing twelve-month revenue of nearly $7.9 billion alongside a net profit margin of 18.4%.
- Major institutional investors like Berkshire Hathaway and Harris Associates adjusted their stakes in earlier 2026 reporting periods.
Since the rating, $ALLY is down 0.1% after 1 week and up 0.2% to date (from the $37.62 close on Oct 6, 2026).
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TD Cowen kept its Buy rating on Ally Financial Inc. (NYSE:ALLY) on October 6, 2026, while adjusting its price target from $55.00 to $54.00. Ally Financial closed at $37.62 on the day of the rating note.
ALLY
Ally Financial Inc.
TD Cowen's Call on Ally Financial
On October 6, 2026, TD Cowen maintained its Buy rating on the digital financial-services company while lowering its target price by one dollar from $55.00 to $54.00.
Other Institutional Activity in Ally Financial
Large investors made adjustments to their Ally Financial positions earlier in 2026. Berkshire Hathaway, Inc reduced its holdings by 2,001,074 shares, ending with 27,000,000 shares valued at about $1,017,360,008. Harris Associates L.P. trimmed its stake by 303,705 shares, leaving it with 26,105,434 shares worth roughly $983,652,761. Sessa Capital IM, L.P. kept its position steady with 8,488,098 shares worth about $319,831,535. Arrowstreet Capital, Limited Partnership grew its holdings by 79,370 shares, ending with 6,863,117 shares valued at about $258,602,250.
Ally Financial Inc. Stock Down 4.6%
The stock recently traded around $38.14, which is up about 1.4% since the October 6 rating note. Shares sit below the latest analyst targets.
$ALLY price target
Ally Financial Inc. daily closes and this analyst's $54 target. Not advice.
Recent Earnings
The company heads toward its next earnings report scheduled for October 20, 2026. Ally Financial reported trailing twelve-month revenue of $7,897,999,872 with trailing earnings per share of $4.25. The firm posted a net profit margin of 18.4% and a return on equity of 9.7%, alongside year-over-year revenue growth of 11.0%.
Dividend
Ally Financial pays an annual dividend rate of $1.20 per share, which represents a payout ratio of 28.2%.
Insider Buying and Selling at Ally Financial Inc.
Company insiders completed several share sales earlier in the year. Douglas R. Timmerman sold 39,675 shares on April 17, 2026, at an average price of $45.17 for a total value of $1,792,175. Stephanie N. Richard sold 5,000 shares on May 15, 2026, at $42.14 per share, and another 5,000 shares on August 4, 2026, at $44.23 per share.
Wall Street Ratings
Other research firms updated their views on Ally Financial ahead of the TD Cowen note. Citigroup maintained a Buy rating with a $50.00 target on September 25, 2026. Wells Fargo lowered its rating to Equal-Weight and cut its target to $42.00 on September 30, 2026. UBS maintained a Buy rating with a $50.00 target on October 5, 2026, while Raymond James maintained a Strong Buy rating with a $52.00 target on October 6, 2026.
About Ally Financial Inc.
Ally Financial Inc. operates as a digital financial-services provider offering a variety of banking and lending products in the United States and Canada. The company manages operations spanning automotive finance, insurance, and corporate finance.
Bottom Line
Investors will look to Ally Financial's upcoming earnings release on October 20, 2026, for fresh details on automotive finance and net revenue trends. Wall Street sentiment remains mixed as analysts adjust price targets ahead of the report.
Related Filing Alerts
Source: TD Cowen's rating change on $ALLY (Oct 6, 2026). Written by software, not financial advice. How we make alerts