Investor Presentaiton slide image

Investor Presentaiton

• • • • Capital 3Q 2023 Preliminary Results 3Q '23 CETI ratio of 9.3% and TCE / TA ratio of 4.9% (1) Capital Ratios and Risk-Weighted Assets ($ billions) - $3.7B of CETI capital above FRB requirement of 7.0% (Regulatory Minimum + SCB) 9.0% internal operating target Continue to prioritize capital optimization in dynamic operating environment 12.4% 12.2% 12.5% 12.5% 12.5% Total Capital Ratio 10.8% 10.7% 10.7% 10.7% 10.7% Tier 1 Ratio 9.3% 9.3% 9.2% 9.3% 9.3% CET1 Ratio $155 $157 $158 $159 $161 Risk Weighted Assets - Modest RWA growth primarily in auto assets Announced 4Q '23 common dividend of $0.30 per share Common Shares Outstanding (# millions) 484 3Q 22 4Q 22 1Q 23 2Q 23 3Q 23 Note: For more details on the final rules to address the impact of CECL on regulatory capital by allowing BHCs and banks, including Ally, to delay and subsequently phase-in its impact, see page 38. Common Dividend Per Share 30¢ 25¢ 19¢ 17¢ 15¢ 13¢ 12¢ 302 8¢ 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 2016 2017 2018 2019 2020 2021 2022 2023 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 2016 2017 2018 2019 2020 2021 2022 2023 (1) Contains a Non-GAAP financial measure. See pages 35-37 for definitions. Note: Repurchased common shares include shares withheld to cover income taxes owed by participants related to share-based incentive plans. 301,629,751 actual shares outstanding as of 9/30/23. ally do it right. 13
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