BofA reaffirms Synchrony Financial stock with $85 target

Published 07/03/2025, 12:28
BofA reaffirms Synchrony Financial stock with $85 target

On Friday, BofA Securities maintained a positive outlook on Synchrony Financial (NYSE:SYF) shares, reiterating a Buy rating and an $85.00 price target. The endorsement comes amidst discussions about the sustainability of certain mitigant actions in the face of potential regulatory changes. According to InvestingPro data, the stock currently trades at an attractive P/E ratio of 6.27x and has maintained dividend payments for 10 consecutive years, demonstrating consistent shareholder returns despite market volatility. BofA Securities analysts have expressed confidence in the company’s business model, suggesting that even if the period of ’over earning’ comes to an end sooner than anticipated, the valuation remains attractive.

Synchrony Financial’s current trading price is below 7 times BofA Securities’ estimated earnings per share (EPS) for the year 2025. Analysts at BofA Securities argue that even with a faster pullback of mitigants, the stock would only trade at around 8 times the forecasted 2025 earnings, which they believe presents an appealing investment opportunity. The firm’s analysts highlight the company’s improving credit situation as a positive factor. InvestingPro analysis indicates the stock is currently undervalued, with analysts setting targets ranging from $57 to $88, suggesting significant upside potential.

The BofA Securities team also counters the bearish perspective by suggesting that the mitigants in question are likely to have a more enduring impact than some investors fear. They point to the potential for credit improvements to provide additional benefits to the stock’s value.

The reiteration of the Buy rating by BofA Securities underscores their belief in the inherent strengths of Synchrony Financial’s business model and its future prospects. Despite potential regulatory changes, the analysts see the current stock valuation as an opportunity for investors, with the potential for credit improvements to enhance the stock’s performance further.

In other recent news, Synchrony Financial reported its fourth-quarter 2024 earnings, revealing an earnings per share (EPS) of $1.91, slightly above analyst expectations of $1.89. However, the company’s revenue of $3.8 billion fell short of the projected $3.84 billion. In a strategic move, Synchrony Financial also announced the issuance of $800 million in senior notes due in 2031, aimed at enhancing its financial flexibility. Meanwhile, Goldman Sachs maintained its Buy rating for Synchrony Financial with a price target of $82, noting improvements in key credit metrics like delinquencies and net charge-offs. The company continues to provide monthly credit statistics, reflecting its commitment to transparency and investor engagement. Additionally, Synchrony Financial renewed significant partnerships with J.C. Penney and Sam’s Club, integrating its Synchrony Pay Later product, which highlights its focus on expanding its multi-product ecosystem. These developments underscore Synchrony Financial’s ongoing efforts to strengthen its market position and financial health.

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