Ally Financial

Ally Financial reaffirmed full-year net interest margin guidance of 3.6%–3.7% and 2026 retail auto net charge-off guidance of 1.8%–2%, citing balance-sheet growth in higher-yielding retail auto and Corporate Finance loans. The company expects about $20 million of third-quarter lease losses tied to recalled Stellantis vehicles, which will keep sequential margin growth roughly flat and pressure results through 2026 before easing in 2027 as leases diversify and protected residuals mature. Ally reported customer and loan growth—7% more deposit customers and roughly 25% loan growth in Corporate Finance—while keeping guidance for 3%–5% average earning-asset growth, ~1% operating-expense growth, and continued capital returns. » Mere på finance.yahoo.com

Sonida Senior Living has closed a first‑lien, secured term loan of $380 million with Ally Bank, including an initial draw of $372.5 million, secured by 28 senior living communities. The five‑year, interest‑only loan (with two optional 12‑month extensions) carries a variable rate of one‑month SOFR plus 1.85% and includes a closing fee of 0.75% (about $2.85 million). The agreement replaces the company’s existing 2025 loan, increases total debt to $1.57 billion and allows an additional $7.5 million draw upon meeting certain covenants. Sonida also reported stronger‑than‑expected Q2 results, with an adjusted loss of $0.52 per share and revenue of $207.65 million. » Mere på de.investing.com

Ally Financial has named Sean Leary head of operational consumer servicing (Consumer Servicing Operations) in its auto finance division; he will report to Doug Timmerman and take on the role in the coming weeks. Leary was previously chief financial planning and investor relations officer and has worked at Ally since 2008. Dan Ignacio will assume leadership of investor relations and report to CFO Russ Hutchinson. » Mere på de.investing.com

Ally Financial’s board approved a quarterly cash dividend of $0.30 per share, payable on August 14, 2026 to shareholders of record on July 31, 2026; this corresponds to a dividend yield of 2.63%. Separate payments for preferred shares are scheduled for August 15, 2026: about $11.75 per share for Series C and $20.51 per share for Series D. Ally has maintained its dividend payments for 11 years and is listed in the published data as undervalued with a P/E of 11.12. » Mere på de.investing.com

The options market signals an implied price move of 6.4% for Ally Financial stock ahead of quarterly results expected before the market opens on July 21. Historical reactions have repeatedly diverged from implied moves: the actual swing on April 17, 2026 was 8.5% versus an expected 4.5%, while in January 2026 there was a decline of 3.0% versus an expected 4.7% move. The data come from Bloomberg and indicate heightened expectations and uncertainty around the results. » Mere på de.investing.com