Synchrony Financial $SYF Shares Sold by Danske Bank A S

Key Points

• Institutional selling: Danske Bank A/S trimmed its stake in Synchrony by 6.4%, selling 30,813 shares and leaving it with 452,820 shares valued at about $37.8 million (≈0.13% of the company).
• Heavy insider selling: Insiders — including Bart Schaller and Alberto Casellas — sold a combined 27,379 shares on March 2, and insiders have sold 379,928 shares worth $26.17 million over the past 90 days, leaving insiders with just 0.32% ownership.
• Mixed fundamentals and outlook: SYF beat Q1 EPS estimates ($2.27 vs. $2.14) despite revenue declining 7.4% year‑over‑year, set FY2026 EPS guidance of 9.10–9.50, pays a $0.30 quarterly dividend (~1.6% yield), and has a consensus analyst target of $86.32 versus a recent price near $75.83.

Danske Bank A S lowered its holdings in shares of Synchrony Financial (NYSE:SYF - Free Report) by 6.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 452,820 shares of the financial services provider's stock after selling 30,813 shares during the period. Danske Bank A S owned approximately 0.13% of Synchrony Financial worth $37,779,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the business. Donoghue Forlines LLC acquired a new position in shares of Synchrony Financial in the 3rd quarter valued at approximately $2,064,000. Nordea Investment Management AB increased its stake in Synchrony Financial by 7.9% during the 3rd quarter. Nordea Investment Management AB now owns 4,542,336 shares of the financial services provider's stock worth $318,236,000 after purchasing an additional 333,093 shares in the last quarter. Ritholtz Wealth Management raised its holdings in Synchrony Financial by 73.8% during the 3rd quarter. Ritholtz Wealth Management now owns 77,220 shares of the financial services provider's stock worth $5,486,000 after buying an additional 32,802 shares during the period. Strategic Investment Advisors MI raised its holdings in Synchrony Financial by 43.2% during the 3rd quarter. Strategic Investment Advisors MI now owns 68,841 shares of the financial services provider's stock worth $4,890,000 after buying an additional 20,778 shares during the period. Finally, Bank of America Corp DE lifted its stake in Synchrony Financial by 5.4% in the third quarter. Bank of America Corp DE now owns 14,335,213 shares of the financial services provider's stock valued at $1,018,517,000 after buying an additional 739,832 shares in the last quarter. Institutional investors and hedge funds own 96.48% of the company's stock.

Insider Activity at Synchrony Financial

In other news, insider Bart Schaller sold 12,980 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 $878,875.80. Following the completion of the transaction, the insider owned 34,035 shares in the company, valued at $2,304,509.85. This trade represents a 27.61% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Alberto Casellas sold 14,399 shares of Synchrony Financial stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $67.71, for a total value of $974,956.29. Following the completion of the sale, the insider directly owned 50,331 shares in the company, valued at approximately $3,407,912.01. This represents a 22.24% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 379,928 shares of company stock worth $26,170,764. Corporate insiders own 0.32% of the company's stock.

Synchrony Financial Price Performance

NYSE SYF opened at $75.83 on Friday. The firm's 50 day moving average is $70.43 and its 200-day moving average is $74.92. The company has a quick ratio of 1.24, a current ratio of 1.24 and a debt-to-equity ratio of 1.08. 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. Synchrony Financial has a 12-month low of $52.99 and a 12-month high of $88.77.

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

Synchrony Financial announced that its board has approved a stock repurchase plan on Tuesday, April 21st that authorizes the company to repurchase $0.00 in shares. This repurchase authorization authorizes the financial services provider to reacquire shares of its stock through open market purchases. Shares repurchase plans are generally an indication that the company's management believes its stock is undervalued.

Synchrony Financial Dividend Announcement

The firm 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 is Tuesday, May 5th. Synchrony Financial's dividend payout ratio is currently 12.41%.

Synchrony Financial News Summary

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

Analyst Ratings Changes

SYF has been the subject of several research reports. Robert W. Baird increased their price objective on shares of Synchrony Financial from $83.00 to $86.00 and gave the stock an "outperform" rating in a research report on Wednesday, April 22nd. Truist Financial boosted their price objective on shares of Synchrony Financial from $71.00 to $82.00 and gave the company a "hold" rating in a research report on Thursday, April 23rd. Keefe, Bruyette & Woods upped their target price on shares of Synchrony Financial from $95.00 to $98.00 and gave the stock an "outperform" rating in a research note on Friday, January 2nd. BTIG Research cut Synchrony Financial from a "buy" rating to a "neutral" rating in a report on Wednesday, April 22nd. Finally, Wells Fargo & Company dropped their price target on Synchrony Financial from $100.00 to $95.00 and set an "overweight" rating on the stock in a research note on Thursday, April 9th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat.com, Synchrony Financial presently has an average rating of "Moderate Buy" and a consensus target price 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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