Dafinchi AI

ALLY

Financial Services

Adjusted non-interest expense was $1.3 billion, down 4% sequentially and 2% year over year, with controllable expenses down for the seventh consecutive quarter.
Ally Financial delivered adjusted earnings per share of $0.99 and core pre-tax income of $480 million in Q2 2025, showing double-digit year-over-year growth.
Consolidated net charge-off rate declined 40 basis points sequentially to 1.10%, with retail auto NCO rate down 37 basis points sequentially to 1.75%.
Core ROTCE was 13.6% in the quarter, or 10% excluding AOCI effects.
Corporate finance delivered a 31% ROE with core pre-tax income of $96 million and loan balances up $1.3 billion year over year.
GAAP earnings per share were $1.04 for the quarter, with adjusted EPS at $0.99.
Insurance business recorded a core pre-tax loss of $2 million due to higher losses despite premium growth.
Net interest margin excluding core OID expanded 10 basis points quarter over quarter to 3.45%, offsetting a 20 basis point drag from the credit card business sale.
Retail auto originations reached $11 billion with 3.9 million applications, the highest quarterly volume ever for the second consecutive quarter.

VTR

Financial Services

Liquidity remained strong at $4.7 billion as of June 30, including a revolving credit facility upsize and available equity proceeds.
Net debt-to-EBITDA improved to 5.6x, a 40 basis point improvement since the start of the year.
Outpatient medical and research portfolio reported 1.7% same-store cash NOI growth, with outpatient medical up 2.2%.
Senior housing investments year-to-date totaled $1.1 billion, with $3 billion closed since the beginning of last year.
SHOP same-store portfolio delivered 8.2% revenue growth and 13.3% NOI growth, with U.S. SHOP NOI up 18% after adjusting for a prior year tax refund.
Total company same-store cash net operating income (NOI) increased 7%, led by SHOP increasing over 13%.
Ventas reported strong earnings growth with normalized FFO per share growing 9% year-over-year in Q2 2025.

LXP

Financial Services

Adjusted company FFO in Q2 was $0.16 per diluted common share or approximately $47 million.
Net debt to adjusted EBITDA was 5.8x at quarter end, down 0.4 turns over the last 12 months.
Portfolio occupancy increased to 94.1% in Q2, up from 93.3% in Q1.
Repurchased approximately $28 million of floating rate trust preferred securities at a 5% discount to par, yielding approximately 6.6%.
Same-store NOI growth was 4.7% in Q2 with same-store portfolio 98% leased at quarter end.
Sold a property in Chillicothe, Ohio for approximately $40 million at a 4.3% cash capitalization rate.

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