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Ally Financial Inc. (ALLY) Presents at Bank of America Financial Services Conference 2026 Transcript

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Ally Financial’s CFO and Investor Relations Officer highlighted strong 2025 performance, citing robust operational execution and financial results that built momentum for 2026 during a February 2026 conference. The executive emphasized confidence in Ally’s strategic shift announced in 2025, suggesting the reorganization has positioned the company to capitalize on growth opportunities moving forward. Discussions focused on the bank’s evolving role beyond traditional IR functions, with leadership underscoring expanded responsibilities to drive financial planning and investor engagement. Operational resilience was a key theme, with leadership noting consistent execution across business segments as a foundation for future success in a competitive financial services landscape. The fireside chat at the Bank of America conference signaled optimism about Ally’s trajectory, framing 2026 as a year to leverage built momentum and strategic realignment.
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Ally Financial Inc. (ALLY) Presents at Bank of America Financial Services Conference 2026 Transcript

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SA Transcripts158.28K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Ally Financial Inc. (ALLY) Bank of America Financial Services Conference 2026 February 10, 2026 4:20 PM EST Company Participants Sean Leary - Chief Financial Planning & Investor Relations Officer Conference Call Participants Brandon Berman - BofA Securities, Research Division Presentation Brandon BermanBofA Securities, Research Division Hello, everyone. My name is Brandon Berman. I am the senior mid-cap bank analyst here at Bank of America. And joining me today on stage for this fireside chat is Sean Leary. He's the Chief Financial Planning and Investor Relations Officer at Ally Financial. Question-and-Answer Session Brandon BermanBofA Securities, Research Division It seems like, Sean, you have a bit more of a unique role at Ally than your typical IR individual, right? And you have responsibilities that extend well beyond that function. And we appreciate you taking the time today to share some of your perspective. Anything that you want to talk about, about how '25 sort of played out that you're -- before we get to 2026? Sean LearyChief Financial Planning & Investor Relations Officer Sure. Yes, I would just say that across the board, really pleased with everything that we saw in 2025. We've been talking a lot about solid operational and execution across all of our businesses. But to see that manifest on the face of the financials was very encouraging. So we take a lot of comfort and confidence, just the underlying momentum that's built up in the business and really excited about 2026. Brandon BermanBofA Securities, Research Division Cool. Let's start at a high level, right? There's been a significant focus on the strategic shift at the bank that you guys announced last year. From your experience, right, has the organization, the evolution positioned Ally to sort of capitalize on the strategy moving forward?

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