Hosking Partners LLP Sells 44,307 Shares of Synchrony Financial $SYF

Hosking Partners LLP cut its holdings in Synchrony Financial (NYSE:SYF) by 6.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 658,018 shares of the financial services provider’s stock after selling 44,307 shares during the period. Synchrony Financial accounts for about 1.6% of Hosking Partners LLP’s holdings, making the stock its 20th biggest position. Hosking Partners LLP’s holdings in Synchrony Financial were worth $46,700,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the business. Sowell Financial Services LLC increased its stake in Synchrony Financial by 6.7% in the third quarter. Sowell Financial Services LLC now owns 10,668 shares of the financial services provider’s stock valued at $757,000 after purchasing an additional 670 shares during the last quarter. Pinnacle Associates Ltd. lifted its position in Synchrony Financial by 17.5% during the third quarter. Pinnacle Associates Ltd. now owns 6,319 shares of the financial services provider’s stock worth $448,000 after buying an additional 942 shares during the period. Robeco Institutional Asset Management B.V. lifted its position in Synchrony Financial by 9.2% during the third quarter. Robeco Institutional Asset Management B.V. now owns 3,090,218 shares of the financial services provider’s stock worth $219,313,000 after buying an additional 260,293 shares during the period. 55 North Private Wealth LLC purchased a new position in Synchrony Financial during the third quarter worth about $228,000. Finally, CWA Asset Management Group LLC boosted its stake in Synchrony Financial by 8.4% in the 3rd quarter. CWA Asset Management Group LLC now owns 108,588 shares of the financial services provider’s stock worth $7,706,000 after buying an additional 8,395 shares during the last quarter. 96.48% of the stock is currently owned by institutional investors and hedge funds.

More Synchrony Financial News

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

• Positive Sentiment: Synchrony reported third-quarter EPS of $2.68, well above the $2.42 consensus estimate, while revenue of $3.82 billion was slightly ahead of expectations. Purchase volume rose 8% year over year to approximately $49.7 billion. Synchrony Reports Third Quarter 2026 Results
• Positive Sentiment: Management raised full-year 2026 EPS guidance to approximately $9.50, slightly above the $9.44 analyst consensus. The updated outlook reinforces confidence in earnings resilience following the third-quarter beat.
• Positive Sentiment: Credit trends were better than feared: net charge-offs declined to about 4.79%, while 30-day and 90-day delinquencies also improved. Stronger credit performance supports profitability and reduces concerns about a broad consumer-default wave. Synchrony Q3 Earnings Beat Estimates
• Positive Sentiment: Barclays raised its price target to $94 and maintained an overweight rating, while JPMorgan lifted its target to $77. Synchrony also declared a quarterly dividend of $0.34 per share, supporting its shareholder-return appeal.
• Positive Sentiment: The launch of CareCredit Pay Later expands financing choices for health and wellness customers and could strengthen Synchrony’s CareCredit platform and provider relationships. CareCredit Introduces CareCredit Pay Later
• Neutral Sentiment: Evercore downgraded Synchrony from “outperform” to “in-line,” assigning a $78 price target. The action reflects more cautious near-term expectations despite remaining implied upside.
• Negative Sentiment: Third-quarter profit declined from $2.86 to $2.68 per share year over year as expenses increased. Net interest margin also contracted, partly because healthier payment behavior reduced late-fee revenue, leaving investors to weigh improving credit quality against pressure on current earnings.

Analysts Set New Price Targets

Several analysts have commented on SYF shares. Robert W. Baird lifted their price target on Synchrony Financial from $86.00 to $90.00 and gave the company an “outperform” rating in a report on Wednesday, July 22nd. Barclays upped their price objective on shares of Synchrony Financial from $93.00 to $94.00 and gave the company an “overweight” rating in a research note on Wednesday. Royal Bank Of Canada reiterated a “sector perform” rating on shares of Synchrony Financial in a report on Tuesday. Evercore cut shares of Synchrony Financial from an “outperform” rating to an “in-line” rating and set a $78.00 target price on the stock. in a research report on Wednesday. Finally, Wolfe Research raised their target price on shares of Synchrony Financial from $85.00 to $90.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 25th. Ten analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $87.83.

Synchrony Financial Trading Up 1.0%

SYF stock opened at $74.12 on Thursday. The company has a market cap of $24.12 billion, a price-to-earnings ratio of 7.55, a PEG ratio of 0.84 and a beta of 1.35. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 1.15. The business has a fifty day simple moving average of $75.67 and a 200-day simple moving average of $74.67. Synchrony Financial has a 52 week low of $63.08 and a 52 week high of $88.77.

Synchrony Financial (NYSE:SYF) last issued its earnings results on Tuesday, October 20th. The financial services provider reported $2.68 earnings per share for the quarter, topping the consensus estimate of $2.42 by $0.26. Synchrony Financial had a return on equity of 22.26% and a net margin of 14.59%. The business had revenue of $3.82 billion for the quarter, compared to analyst estimates of $3.81 billion. During the same period last year, the company posted $2.86 EPS. On average, equities research analysts expect that Synchrony Financial will post 9.50 EPS for the current year.

Synchrony Financial Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, November 16th. Shareholders of record on Thursday, November 5th will be paid a dividend of $0.34 per share. The ex-dividend date is Thursday, November 5th. This represents a $1.36 annualized dividend and a yield of 1.8%. Synchrony Financial’s dividend payout ratio is currently 13.93%.

About Synchrony Financial

Synchrony Financial (NYSE: SYF) is a consumer financial services company that provides private-label credit cards, co-branded credit cards and promotional financing programs. Its financing products are offered through retailers, manufacturers, healthcare providers and other businesses, helping consumers pay for purchases over time.

The company serves a range of industries, including digital commerce, home improvement, furniture, automotive, healthcare, jewelry, apparel, electronics and specialty retail.