Synchrony Financial $SYF Shares Sold by Caisse Des Depots ET Consignations

Caisse Des Depots ET Consignations decreased its holdings in Synchrony Financial (NYSE:SYF) by 21.1% in the fourth quarter, Holdings Channel reports. The fund owned 38,565 shares of the financial services provider’s stock after selling 10,329 shares during the period. Caisse Des Depots ET Consignations’ holdings in Synchrony Financial were worth $3,217,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Westside Investment Management Inc. raised its holdings in Synchrony Financial by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 358 shares of the financial services provider’s stock valued at $25,000 after acquiring an additional 179 shares during the last quarter. FWL Investment Management LLC acquired a new stake in Synchrony Financial in the 3rd quarter valued at about $26,000. Salomon & Ludwin LLC raised its holdings 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 last quarter. Palisade Asset Management LLC acquired a new stake in Synchrony Financial in the 3rd quarter valued at about $29,000. Finally, Geneos Wealth Management Inc. raised its holdings 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 last quarter. Institutional investors and hedge funds own 96.48% of the company’s stock.

Synchrony Financial Stock Performance

Synchrony Financial stock opened at $75.83 on Friday. The firm has a 50 day simple moving average of $70.43 and a 200-day simple moving average of $74.92. Synchrony Financial has a 1-year low of $52.99 and a 1-year high of $88.77. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.24 and a quick ratio of 1.24. The stock has a market cap of $25.55 billion, a price-to-earnings ratio of 7.84, a price-to-earnings-growth ratio of 0.66 and a beta of 1.39.

Synchrony Financial (NYSE:SYF) last posted its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $2.27 earnings per share for the quarter, beating the consensus estimate of $2.14 by $0.13. Synchrony Financial had a net margin of 15.80% and a return on equity of 23.41%. The business had revenue of $3.70 billion during the quarter, compared to analysts’ expectations of $3.81 billion. During the same quarter in the prior year, the company posted $1.89 EPS. The business’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, analysts expect that Synchrony Financial will post 9.29 EPS for the current year.

Synchrony Financial Announces Dividend

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

Synchrony Financial declared that its board has authorized a share buyback program on Tuesday, April 21st that authorizes the company to buyback $0.00 in shares. This buyback authorization authorizes the financial services provider to buy shares of its stock through open market purchases. Shares buyback programs are generally a sign that the company’s board believes its stock is undervalued.

Analyst Upgrades and Downgrades

SYF has been the subject of a number of recent research reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of Synchrony Financial in a report on Monday, April 20th. TD Cowen increased their price target on shares of Synchrony Financial from $91.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. JPMorgan Chase & Co. dropped their price target on shares of Synchrony Financial from $84.00 to $73.00 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Compass Point raised shares of Synchrony Financial from a “neutral” rating to a “buy” rating and set a $96.00 price target for the company in a research note on Wednesday, January 28th. Finally, Royal Bank Of Canada dropped their price target on shares of Synchrony Financial from $91.00 to $85.00 and set a “sector perform” rating for the company in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, Synchrony Financial currently has an average rating of “Moderate Buy” and an average price target of $86.32.

More Synchrony Financial News

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

Insider Activity

In related news, insider Bart Schaller sold 12,980 shares of the stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $67.71, for a total transaction of $878,875.80. Following the completion of the transaction, the insider owned 34,035 shares of the company’s stock, valued at approximately $2,304,509.85. This trade represents a 27.61% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Curtis Howse sold 52,556 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $72.32, for a total transaction of $3,800,849.92. Following the transaction, the insider directly owned 94,196 shares of the company’s stock, valued at $6,812,254.72. The trade was a 35.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 379,928 shares of company stock worth $26,170,764 in the last three months. 0.32% of the stock is currently owned by corporate insiders.

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.