Artemis Investment Management LLP Purchases 32,317 Shares of Synchrony Financial $SYF

Key Points

• Artemis Investment Management LLP increased its stake in Synchrony by 13.9%, buying 32,317 shares to hold 264,979 shares valued at about $22.11 million (roughly 0.07% of the company).
• Quarterly results were mixed: SYF beat EPS estimates ($2.27 vs. $2.14) but revenue declined 7.4% year‑over‑year to $3.70 billion, and management set FY2026 EPS guidance of 9.10–9.50 (analysts average ~9.29).
• Insiders have been net sellers, selling 379,928 shares (~$26.2M) in the past 90 days, while the company declared a quarterly dividend of $0.30 per share (annualized $1.20, ~1.6% yield).

Artemis Investment Management LLP grew its stake in shares of Synchrony Financial (NYSE:SYF - Free Report) by 13.9% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 264,979 shares of the financial services provider's stock after purchasing an additional 32,317 shares during the period. Artemis Investment Management LLP owned about 0.07% of Synchrony Financial worth $22,107,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in SYF. Westside Investment Management Inc. increased its holdings in Synchrony Financial by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 358 shares of the financial services provider's stock worth $25,000 after purchasing an additional 179 shares in the last quarter. FWL Investment Management LLC bought a new stake in Synchrony Financial during the 3rd quarter worth approximately $26,000. Salomon & Ludwin LLC increased its holdings in Synchrony Financial by 54.9% during the 3rd quarter. Salomon & Ludwin LLC now owns 412 shares of the financial services provider's stock worth $29,000 after purchasing an additional 146 shares in the last quarter. Palisade Asset Management LLC bought a new stake in Synchrony Financial during the 3rd quarter worth approximately $29,000. Finally, Geneos Wealth Management Inc. increased its holdings in 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 purchasing an additional 455 shares in the last quarter. 96.48% of the stock is owned by institutional investors.

Synchrony Financial Trading Down 0.5%

Shares of SYF stock opened at $75.83 on Friday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.24 and a current ratio of 1.24. Synchrony Financial has a 52-week low of $52.99 and a 52-week high of $88.77. The company has a market capitalization of $25.55 billion, a PE ratio of 7.84, a price-to-earnings-growth ratio of 0.66 and a beta of 1.39. The business's fifty day moving average is $70.43 and its 200 day moving average is $74.92.

Synchrony Financial (NYSE:SYF - Get Free Report) last released its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $2.27 earnings per share for the quarter, beating analysts' consensus estimates of $2.14 by $0.13. Synchrony Financial had a return on equity of 23.41% and a net margin of 15.80%.The business had revenue of $3.70 billion for the quarter, compared to the consensus estimate of $3.81 billion. During the same quarter last year, the business posted $1.89 earnings per share. The company's revenue for the quarter was down 7.4% on a year-over-year basis. Synchrony Financial has set its FY 2026 guidance at 9.100-9.500 EPS. On average, equities research analysts anticipate that Synchrony Financial will post 9.29 EPS for the current fiscal year.

Synchrony Financial announced that its Board of Directors has approved a stock buyback program on Tuesday, April 21st that authorizes the company to repurchase $0.00 in shares. This repurchase authorization authorizes the financial services provider to repurchase shares of its stock through open market purchases. Stock repurchase programs are typically a sign that the company's board of directors believes its stock is undervalued.

Synchrony Financial Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Tuesday, May 5th will be paid a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Tuesday, May 5th. Synchrony Financial's dividend payout ratio (DPR) is 12.41%.

Insider Activity

In related news, insider Alberto Casellas sold 14,399 shares of the firm's stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $67.71, for a total value of $974,956.29. Following the sale, the insider directly owned 50,331 shares of the company's stock, valued at $3,407,912.01. This trade represents a 22.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Brian J. Sr. Wenzel sold 47,112 shares of the firm's stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $67.16, for a total value of $3,164,041.92. Following the completion of the sale, the insider directly owned 64,221 shares in the company, valued at $4,313,082.36. The trade was a 42.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 379,928 shares of company stock valued at $26,170,764. Company insiders own 0.32% of the company's stock.

Synchrony Financial News Roundup

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

• Positive Sentiment: Zacks raised its Q1 2028 EPS estimate to $2.69 from $2.43 — a sizable lift that signals improving long‑term earnings expectations. MarketBeat SYF
• Positive Sentiment: Zacks boosted its Q3 2027 EPS view to $3.07 (from $2.75), suggesting stronger expected mid‑term profitability. MarketBeat SYF
• Positive Sentiment: Zacks raised its Q4 2026 estimate to $2.52 from $2.22 — an upgrade that improves near‑term quarterly expectations. MarketBeat SYF
• Positive Sentiment: Zacks nudged up its Q3 2026 EPS to $2.57 (from $2.50), another small but constructive revision for FY2026 cadence. MarketBeat SYF
• Positive Sentiment: Zacks increased its FY2027 EPS forecast to $10.26 (from $10.02), lifting longer‑range earnings expectations for the company. MarketBeat SYF
• Positive Sentiment: Analysts' consensus price target is $86.32 — well above the current trading level — which can act as a buoy for investor sentiment if maintained. Analyst Price Target
• Negative Sentiment: Zacks trimmed its FY2028 EPS estimate to $10.87 from $11.11, reducing longer‑term upside and indicating more modest growth than previously thought. MarketBeat SYF
• Negative Sentiment: Zacks lowered FY2026 EPS to $9.21 from $9.29, a small cut to the current fiscal‑year outlook that may temper near‑term expectations. MarketBeat SYF
• Negative Sentiment: MarketWatch flagged that Synchrony has been underperforming peers, which can pressure the share price as investors favor better‑performing financials. MarketWatch Underperformance

Analysts Set New Price Targets

Several research firms have recently issued reports on SYF. Compass Point raised Synchrony Financial from a "neutral" rating to a "buy" rating and set a $96.00 target price for the company in a report on Wednesday, January 28th. Truist Financial upped their target price on Synchrony Financial from $71.00 to $82.00 and gave the company a "hold" rating in a report on Thursday, April 23rd. Keefe, Bruyette & Woods upped their target price on Synchrony Financial from $95.00 to $98.00 and gave the company an "outperform" rating in a report on Friday, January 2nd. Wall Street Zen lowered Synchrony Financial from a "buy" rating to a "hold" rating in a report on Saturday, January 31st. Finally, Barclays upped their target price on Synchrony Financial from $82.00 to $93.00 and gave the company an "overweight" rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $86.32.

About Synchrony Financial

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.

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