Kepler Cheuvreux Suisse SA Acquires New Holdings in Synchrony Financial $SYF

Key Points

• Kepler Cheuvreux Suisse SA bought 46,901 shares of Synchrony Financial in Q3 (~$3.33M), and institutional investors now own about 96.48% of the company's stock.
• Synchrony reported $2.18 EPS beating estimates, set FY2026 guidance at 9.10–9.50 EPS, announced a $0.30 quarterly dividend (1.8% yield), and carries a Wall Street average "Moderate Buy" consensus target of $87.11 amid mixed analyst price‑target changes.

Kepler Cheuvreux Suisse SA bought a new stake in shares of Synchrony Financial (NYSE:SYF - Free Report) in the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 46,901 shares of the financial services provider's stock, valued at approximately $3,332,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of SYF. Westside Investment Management Inc. boosted its position in shares of Synchrony Financial by 100.0% during the third quarter. Westside Investment Management Inc. now owns 358 shares of the financial services provider's stock worth $25,000 after buying an additional 179 shares during the period. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new position in Synchrony Financial in the 2nd quarter worth approximately $26,000. Salomon & Ludwin LLC increased its position in Synchrony Financial by 54.9% in the 3rd quarter. Salomon & Ludwin LLC now owns 412 shares of the financial services provider's stock valued at $29,000 after acquiring an additional 146 shares during the period. Geneos Wealth Management Inc. increased its position in Synchrony Financial by 337.0% in the 1st quarter. Geneos Wealth Management Inc. now owns 590 shares of the financial services provider's stock valued at $31,000 after acquiring an additional 455 shares during the period. Finally, Colonial Trust Co SC raised its stake in Synchrony Financial by 40.2% during the 3rd quarter. Colonial Trust Co SC now owns 474 shares of the financial services provider's stock valued at $34,000 after acquiring an additional 136 shares in the last quarter. Institutional investors own 96.48% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. TD Cowen boosted their price target on Synchrony Financial from $91.00 to $100.00 and gave the stock a "buy" rating in a research report on Thursday, January 8th. Compass Point upgraded shares of Synchrony Financial from a "neutral" rating to a "buy" rating and set a $96.00 price objective on the stock in a research note on Wednesday, January 28th. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Synchrony Financial in a report on Wednesday, January 21st. Royal Bank Of Canada decreased their target price on shares of Synchrony Financial from $91.00 to $85.00 and set a "sector perform" rating for the company in a research report on Wednesday, January 28th. Finally, Truist Financial lowered their target price on shares of Synchrony Financial from $92.00 to $84.00 and set a "hold" rating on the stock in a research note on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and seven have given a Hold rating to the company's stock. According to data from MarketBeat.com, Synchrony Financial has an average rating of "Moderate Buy" and a consensus target price of $87.11.

Synchrony Financial Trading Down 2.6%

Shares of Synchrony Financial stock opened at $65.38 on Wednesday. The business has a fifty day simple moving average of $75.33 and a 200-day simple moving average of $75.82. Synchrony Financial has a fifty-two week low of $40.54 and a fifty-two week high of $88.77. The firm has a market cap of $22.73 billion, a price-to-earnings ratio of 7.04, a price-to-earnings-growth ratio of 0.59 and a beta of 1.42. The company has a quick ratio of 1.24, a current ratio of 1.24 and a debt-to-equity ratio of 0.98.

Synchrony Financial (NYSE:SYF - Get Free Report) last released its earnings results on Tuesday, January 27th. The financial services provider reported $2.18 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.02 by $0.16. Synchrony Financial had a return on equity of 23.07% and a net margin of 15.72%.The firm had revenue of $3.79 billion for the quarter, compared to analyst estimates of $3.84 billion. During the same period in the previous year, the company earned $1.91 earnings per share. Synchrony Financial's revenue was down .2% compared to the same quarter last year. Synchrony Financial has set its FY 2026 guidance at 9.100-9.500 EPS. On average, equities analysts forecast that Synchrony Financial will post 7.67 EPS for the current fiscal year.

Synchrony Financial Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Friday, February 6th were paid a $0.30 dividend. The ex-dividend date of this dividend was Friday, February 6th. This represents a $1.20 annualized dividend and a dividend yield of 1.8%. Synchrony Financial's payout ratio is currently 12.92%.

Insider Buying and Selling at Synchrony Financial

In related news, insider Brian J. Sr. Wenzel sold 47,112 shares of the firm's stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $67.16, for a total transaction of $3,164,041.92. Following the completion of the sale, the insider directly owned 64,221 shares in the company, valued at approximately $4,313,082.36. This trade represents a 42.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Curtis Howse sold 7,882 shares of Synchrony Financial stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $67.71, for a total transaction of $533,690.22. Following the completion of the transaction, the insider owned 94,873 shares in the company, valued at approximately $6,423,850.83. This trade represents a 7.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 379,928 shares of company stock valued at $26,170,764. Corporate insiders own 0.33% of the company's stock.

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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