Caxton Associates LLP Increases Stock Holdings in Synchrony Financial $SYF

Caxton Associates LLP raised its position in shares of Synchrony Financial (NYSE:SYF) by 15.9% in the first quarter, HoldingsChannel reports. The firm owned 53,519 shares of the financial services provider’s stock after buying an additional 7,360 shares during the quarter. Caxton Associates LLP’s holdings in Synchrony Financial were worth $3,640,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in SYF. FWL Investment Management LLC purchased a new position in shares of Synchrony Financial in the third quarter worth approximately $26,000. Fideuram Asset Management Ireland dac bought a new stake in Synchrony Financial during the fourth quarter valued at approximately $29,000. Advisors Asset Management Inc. purchased a new stake in Synchrony Financial during the fourth quarter valued at approximately $29,000. Palisade Asset Management LLC purchased a new stake in Synchrony Financial during the third quarter valued at approximately $29,000. Finally, Reflection Asset Management bought a new position in Synchrony Financial in the fourth quarter worth approximately $31,000. Hedge funds and other institutional investors own 96.48% of the company’s stock.

Synchrony Financial News Roundup

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

• Positive Sentiment: Robert W. Baird raised its price target on Synchrony Financial to $90 from $86 and kept an outperform rating, signaling continued confidence in upside after earnings. Article
• Positive Sentiment: Wells Fargo lowered its price target to $88 from $95 but maintained an overweight rating, still implying meaningful upside from current levels. Article
• Positive Sentiment: Bank of America reiterated a Buy rating on Synchrony Financial and set a $89 target, reinforcing the view that the company’s stronger-than-expected results and 2026 outlook remain supportive. Article
• Neutral Sentiment: Synchrony’s Q2 2026 earnings conference call transcript is drawing investor attention for additional detail on management’s outlook and credit trends. Article
• Neutral Sentiment: Coverage discussing how card issuers are looking beyond credit scores highlights a more segmented consumer-credit market, which may be relevant to Synchrony but does not directly change the company’s fundamentals. Article
• Negative Sentiment: Royal Bank of Canada cut its price target to $80 from $85 and kept a sector perform rating, reflecting a more cautious stance after the latest results. Article
• Negative Sentiment: Another article questions whether Synchrony Financial is cheap versus its stronger guidance and weaker share price, suggesting investors are still debating whether the recent run-up in earnings optimism is already priced in. Article

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. BTIG Research cut shares of Synchrony Financial from a “buy” rating to a “neutral” rating in a research note on Wednesday, April 22nd. JPMorgan Chase & Co. reduced their price objective on Synchrony Financial from $81.00 to $78.00 and set a “neutral” rating for the company in a research note on Monday, July 13th. TD Cowen raised their target price on Synchrony Financial from $89.00 to $90.00 and gave the stock a “buy” rating in a report on Tuesday, July 7th. UBS Group lifted their target price on Synchrony Financial from $77.00 to $84.00 and gave the company a “neutral” rating in a research report on Tuesday, July 7th. Finally, Wells Fargo & Company cut their price target on Synchrony Financial from $95.00 to $88.00 and set an “overweight” rating for the company in a report on Wednesday. Twelve research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Synchrony Financial has an average rating of “Moderate Buy” and a consensus target price of $86.89.

Insider Transactions at Synchrony Financial

In other Synchrony Financial news, insider Jonathan S. Mothner sold 51,258 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $71.23, for a total value of $3,651,107.34. Following the completion of the sale, the insider owned 132,664 shares in the company, valued at approximately $9,449,656.72. This represents a 27.87% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.36% of the company’s stock.

Synchrony Financial Price Performance

Shares of NYSE:SYF opened at $71.73 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.22 and a quick ratio of 1.24. Synchrony Financial has a 1-year low of $63.08 and a 1-year high of $88.77. The company has a market capitalization of $24.13 billion, a P/E ratio of 7.35, a P/E/G ratio of 0.68 and a beta of 1.32. The firm’s 50 day simple moving average is $73.27 and its two-hundred day simple moving average is $73.06.

Synchrony Financial (NYSE:SYF) last announced its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $2.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.14 by $0.45. The firm had revenue of $3.72 billion during the quarter, compared to analysts’ expectations of $3.72 billion. Synchrony Financial had a net margin of 15.44% and a return on equity of 23.09%. During the same period in the prior year, the company posted $2.50 earnings per share. Synchrony Financial has set its FY 2026 guidance at 9.250-9.500 EPS. Research analysts expect that Synchrony Financial will post 9.36 EPS for the current fiscal year.

Synchrony Financial Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, August 17th. Investors of record on Wednesday, August 5th will be issued a $0.34 dividend. The ex-dividend date of this dividend is Wednesday, August 5th. This represents a $1.36 annualized dividend and a yield of 1.9%. This is an increase from Synchrony Financial’s previous quarterly dividend of $0.30. Synchrony Financial’s payout ratio is currently 13.93%.

Synchrony Financial announced that its Board of Directors has initiated a stock repurchase plan on Tuesday, April 21st that allows the company to buyback $0.00 in outstanding shares. This buyback authorization allows the financial services provider to reacquire shares of its stock through open market purchases. Shares buyback plans are often a sign that the company’s management believes its shares are undervalued.

Synchrony Financial Company Profile

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.