Bessemer Group Inc. Buys 9,303 Shares of Synchrony Financial $SYF

Bessemer Group Inc. boosted its stake in Synchrony Financial (NYSE:SYF) by 108.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 17,909 shares of the financial services provider’s stock after purchasing an additional 9,303 shares during the quarter. Bessemer Group Inc.’s holdings in Synchrony Financial were worth $1,218,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of SYF. Norges Bank acquired a new stake in shares of Synchrony Financial in the 4th quarter valued at about $383,231,000. Bank of America Corp DE raised its stake in Synchrony Financial by 34.6% during the 2nd quarter. Bank of America Corp DE now owns 13,595,381 shares of the financial services provider’s stock worth $907,356,000 after buying an additional 3,494,741 shares during the period. PFA Pension Forsikringsaktieselskab acquired a new position in Synchrony Financial during the 4th quarter worth approximately $84,494,000. Worldquant Millennium Advisors LLC boosted its holdings in Synchrony Financial by 222.5% in the second quarter. Worldquant Millennium Advisors LLC now owns 937,296 shares of the financial services provider’s stock worth $62,555,000 after acquiring an additional 646,642 shares in the last quarter. Finally, Aware Super Pty Ltd as trustee of Aware Super bought a new position in Synchrony Financial in the first quarter worth approximately $38,081,000. 96.48% of the stock is owned by institutional investors.

Key Headlines Impacting Synchrony Financial

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 Price Performance

Shares of NYSE:SYF opened at $71.73 on Friday. The company has a current ratio of 1.22, a quick ratio of 1.24 and a debt-to-equity ratio of 1.08. The stock’s fifty day simple moving average is $73.27 and its two-hundred day simple moving average is $73.06. Synchrony Financial has a 1-year low of $63.08 and a 1-year high of $88.77. The stock has a market cap of $24.13 billion, a PE ratio of 7.35, a price-to-earnings-growth ratio of 0.68 and a beta of 1.32.

Synchrony Financial (NYSE:SYF) last posted its earnings results on Tuesday, July 21st. The financial services provider reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.14 by $0.45. The firm had revenue of $3.72 billion during the quarter, compared to analyst estimates of $3.72 billion. Synchrony Financial had a net margin of 15.44% and a return on equity of 23.09%. During the same quarter in the prior year, the business posted $2.50 EPS. Synchrony Financial has set its FY 2026 guidance at 9.250-9.500 EPS. As a group, analysts forecast that Synchrony Financial will post 9.36 EPS for the current fiscal year.

Synchrony Financial declared that its board has authorized a stock buyback program on Tuesday, April 21st that allows the company to repurchase $0.00 in outstanding shares. This repurchase authorization allows the financial services provider to buy shares of its stock through open market purchases. Shares repurchase programs are typically an indication that the company’s management believes its shares are undervalued.

Synchrony Financial Increases Dividend

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

Insider Activity at Synchrony Financial

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

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on SYF. Truist Financial upped their target price on Synchrony Financial from $71.00 to $82.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. Loop Capital began coverage on shares of Synchrony Financial in a research note on Friday, May 22nd. They set a “hold” rating and a $81.00 price target for the company. Wells Fargo & Company lowered their price objective on shares of Synchrony Financial from $95.00 to $88.00 and set an “overweight” rating on the stock in a report on Wednesday. BTIG Research lowered shares of Synchrony Financial from a “buy” rating to a “neutral” rating in a research note on Wednesday, April 22nd. Finally, Royal Bank Of Canada decreased their target price on shares of Synchrony Financial from $85.00 to $80.00 and set a “sector perform” rating for the company in a research report on Wednesday. Twelve analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, Synchrony Financial currently has a consensus rating of “Moderate Buy” and a consensus price target of $86.89.

Synchrony Financial 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.