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Research Alert: CFRA Keeps Buy Opinion On Shares Of Synchrony Financial

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our 12-month target price by $7 to $103, applying a forward P/E of 9.6x our 2027 EPS estimate, below the peer average of 10.4x given SYF's lower FICO score customer base. We decrease our 2026 adjusted EPS estimate to $9.55 from $9.57 and increase 2027's to $10.70 from $10.58. Despite recovering from March lows, shares remain down 8% YTD, creating an attractive entry point for a stock we believe should be positive for the year. SYF's fundamentals are improving across all key metrics: credit quality is strengthening, purchase volume growth is accelerating, and loans have returned to growth for the first time in five quarters. The active account base is most encouraging, as it appears poised to grow in 2026 after declining throughout 2025. Given that the share price has not yet reflected this improved financial position, we view management's aggressive capital return strategy favorably. The company has reduced shares outstanding by 11.5% Y/Y and raised its quarterly dividend by 13% to $0.34 per share.

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Research Alert: CFRA Keeps Buy Opinion On Shares Of Synchrony Financial | FINWIRES