Bessemer Group Inc. Boosts Holdings in Synchrony Financial $SYF

Bessemer Group Inc. boosted its stake in Synchrony Financial (NYSE:SYF) by 108.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 17,909 shares of the financial services provider’s stock after acquiring an additional 9,303 shares during the period. Bessemer Group Inc.’s holdings in Synchrony Financial were worth $1,218,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. NewEdge Advisors LLC lifted its stake in Synchrony Financial by 8.9% in the first quarter. NewEdge Advisors LLC now owns 8,302 shares of the financial services provider’s stock valued at $439,000 after purchasing an additional 679 shares during the last quarter. Woodline Partners LP lifted its position in shares of Synchrony Financial by 36.2% during the 1st quarter. Woodline Partners LP now owns 35,582 shares of the financial services provider’s stock valued at $1,884,000 after buying an additional 9,460 shares during the last quarter. Focus Partners Wealth lifted its position in shares of Synchrony Financial by 7.7% during the 1st quarter. Focus Partners Wealth now owns 6,406 shares of the financial services provider’s stock valued at $339,000 after buying an additional 459 shares during the last quarter. Geneos Wealth Management Inc. grew its stake in shares of Synchrony Financial by 337.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 590 shares of the financial services provider’s stock worth $31,000 after acquiring an additional 455 shares during the period. Finally, Sivia Capital Partners LLC increased its holdings in Synchrony Financial by 56.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 6,062 shares of the financial services provider’s stock worth $405,000 after acquiring an additional 2,178 shares during the last quarter. 96.48% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, insider Jonathan S. Mothner sold 51,258 shares of Synchrony Financial stock in a transaction on Friday, May 15th. The stock was sold at an average price of $71.23, for a total transaction of $3,651,107.34. Following the completion of the sale, the insider owned 132,664 shares of the company’s stock, valued at approximately $9,449,656.72. This trade represents a 27.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.36% of the company’s stock.

Synchrony Financial Trading Down 1.5%

Shares of Synchrony Financial stock opened at $71.73 on Friday. The company’s 50-day moving average price is $73.27 and its 200-day moving average price is $73.06. The company has a current ratio of 1.22, a quick ratio of 1.24 and a debt-to-equity ratio of 1.08. Synchrony Financial has a 12-month low of $63.08 and a 12-month high of $88.77. The company has a market cap of $24.13 billion, a price-to-earnings ratio of 7.35, a PEG ratio of 0.68 and a beta of 1.32.

Synchrony Financial (NYSE:SYF) last issued its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $2.59 EPS for the quarter, beating the consensus estimate of $2.14 by $0.45. Synchrony Financial had a net margin of 15.44% and a return on equity of 23.09%. The company had revenue of $3.72 billion during the quarter, compared to analysts’ expectations of $3.72 billion. During the same quarter in the previous year, the company earned $2.50 earnings per share. Synchrony Financial has set its FY 2026 guidance at 9.250-9.500 EPS. On average, equities analysts expect that Synchrony Financial will post 9.36 earnings per share for the current fiscal year.

Synchrony Financial announced that its Board of Directors has initiated a share buyback plan on Tuesday, April 21st that allows the company to buyback $0.00 in shares. This buyback authorization allows the financial services provider to reacquire shares of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its stock is undervalued.

Synchrony Financial Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, August 17th. Stockholders of record on Wednesday, August 5th will be issued a $0.34 dividend. The ex-dividend date of this dividend is Wednesday, August 5th. This is an increase from Synchrony Financial’s previous quarterly dividend of $0.30. This represents a $1.36 annualized dividend and a dividend yield of 1.9%. Synchrony Financial’s payout ratio is currently 12.41%.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on SYF shares. HSBC upped their price objective on shares of Synchrony Financial from $93.00 to $97.00 and gave the company a “buy” rating in a report on Monday, July 13th. Weiss Ratings reissued a “buy (b-)” rating on shares of Synchrony Financial in a research report on Friday, July 17th. JPMorgan Chase & Co. cut their price objective on shares of Synchrony Financial from $81.00 to $78.00 and set a “neutral” rating for the company in a report on Monday, July 13th. Robert W. Baird boosted their target price on shares of Synchrony Financial from $86.00 to $90.00 and gave the company an “outperform” rating in a report on Wednesday. Finally, BTIG Research downgraded Synchrony Financial from a “buy” rating to a “neutral” rating in a research report on Wednesday, April 22nd. Twelve analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $86.89.

Key Synchrony Financial News

Here are the key news stories impacting Synchrony Financial this week:

• Positive Sentiment: Robert W. Baird raised its price target on Synchrony Financial to $90 from $86 and kept an outperform rating, signaling continued confidence in upside after earnings. Article
• Positive Sentiment: Wells Fargo lowered its price target to $88 from $95 but maintained an overweight rating, still implying meaningful upside from current levels. Article
• Positive Sentiment: Bank of America reiterated a Buy rating on Synchrony Financial and set a $89 target, reinforcing the view that the company’s stronger-than-expected results and 2026 outlook remain supportive. Article
• Neutral Sentiment: Synchrony’s Q2 2026 earnings conference call transcript is drawing investor attention for additional detail on management’s outlook and credit trends. Article
• Neutral Sentiment: Coverage discussing how card issuers are looking beyond credit scores highlights a more segmented consumer-credit market, which may be relevant to Synchrony but does not directly change the company’s fundamentals. Article
• Negative Sentiment: Royal Bank of Canada cut its price target to $80 from $85 and kept a sector perform rating, reflecting a more cautious stance after the latest results. Article
• Negative Sentiment: Another article questions whether Synchrony Financial is cheap versus its stronger guidance and weaker share price, suggesting investors are still debating whether the recent run-up in earnings optimism is already priced in. Article

Synchrony Financial Company Profile

Synchrony Financial (NYSE: SYF) is a consumer financial services company that specializes in providing point-of-sale financing and private-label, co-branded and branded credit card programs. The company serves as a payments and lending partner to retailers, digital merchants and service providers, offering consumer financing solutions designed to drive customer engagement and sales. Synchrony also operates a direct bank that offers deposit products, including savings accounts and certificates of deposit, which support its funding and customer-facing product suite.

Its core product set includes private-label and co-branded credit cards, general-purpose credit cards, installment loan programs and promotional financing options that are integrated into merchants’ checkout experiences.