SY

SYF SYNCHRONY FINANCIAL

2026Q2 · CUSIP 87165B103 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,007
Institutions that reported holding it to the SEC
Net increase in holders
+40
Last quarter 967 → now 1,007
How unusual is that
Top 20%
Stronger buying than 89% of US stocks
What the filings say, in one paragraph

1,007 funds held SYF at the end of 2026Q2, up 40 from the quarter before. That is stronger buying than 89.3% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 7.8x, return on equity is 20.1%. SYF has had 23 buying rushes in its history, and the price moved -1.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q3: holders=127 2014Q4: holders=189 2015Q1: holders=216 2015Q2: holders=217 2015Q3: holders=258 2015Q4: holders=561 2016Q1: holders=564 2016Q2: holders=563 2016Q3: holders=565 2016Q4: holders=618 2017Q1: holders=620 2017Q2: holders=572 2017Q3: holders=592 2017Q4: holders=672 2018Q1: holders=686 2018Q2: holders=674 2018Q3: holders=650 2018Q4: holders=658 2019Q1: holders=664 2019Q2: holders=671 2019Q3: holders=667 2019Q4: holders=706 2020Q1: holders=590 2020Q2: holders=585 2020Q3: holders=594 2020Q4: holders=640 2021Q1: holders=693 2021Q2: holders=705 2021Q3: holders=725 2021Q4: holders=757 2022Q1: holders=698 2022Q2: holders=654 2022Q3: holders=623 2022Q4: holders=690 2023Q1: holders=648 2023Q2: holders=657 2023Q3: holders=652 2023Q4: holders=672 2024Q1: holders=706 2024Q2: holders=726 2024Q3: holders=779 2024Q4: holders=901 2025Q1: holders=870 2025Q2: holders=876 2025Q3: holders=929 2025Q4: holders=997 2026Q1: holders=967 2026Q2: holders=1007 -303 -151.5 +0 +151.5 +303 1145861058 14Q316Q117Q319Q120Q322Q123Q325Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 23 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2025Q4 Top 10% -5.1% +0.1%
2025Q3 Top 5% +22.6% +3.0%
2024Q4 Top 5% -15.9% -6.2%
2024Q3 Top 5% +5.2% -3.8%
2024Q2 Top 20% +5.9% +39.8%
2024Q1 Top 10% +6.3% +9.0%
2022Q4 Top 5% -17.2% -15.2%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
324
Change in large funds
+34
Total value they hold
$26.3B
Funds buying for the first time
123
Funds that sold out entirely
83
Price change that quarter
+13.7%
Funds holding puts (bearish)
15
Funds holding calls (bullish)
16

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
7.8
EPS (TTM)
$9.57
EPS YoY
+4.4%
Revenue (TTM)
—
Revenue YoY
—
Net margin
—
ROE
20.1%
Debt ratio
86.5%
FCF (TTM)
—
Dividend (TTM)
$1.24
Quarterly Revenue & EPS
2021-12-31: EPS 1.49 2022-03-31: EPS 1.77 2022-06-30: EPS 1.60 2022-09-30: EPS 1.47 2022-12-31: EPS 1.31 2023-03-31: EPS 1.35 2023-06-30: EPS 1.32 2023-09-30: EPS 1.48 2023-12-31: EPS 1.04 2024-03-31: EPS 3.14 2024-06-30: EPS 1.55 2024-09-30: EPS 1.94 2024-12-31: EPS 1.92 2025-03-31: EPS 1.89 2025-06-30: EPS 2.50 2025-09-30: EPS 2.86 2025-12-31: EPS 2.03 2026-03-31: EPS 2.27 2026-06-30: EPS 2.59 2026-09-30: EPS 2.68 0.00 1.73 3.45 20212022202320242025202609/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 7 4 7 9 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-09-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.