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BFH · Bread Financial Holdings, Inc.

$109.80 -2.54 (-2.26%)
Market Cap
$4.22B
Shares
38.42M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$112.34 Open$112.52 Day$111.93–114.12 52W$53.34–114.12 Avg vol 30d691K Short int2.9M · 7.5% float · 4.4d Short vol59% Last earningsJul 23, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 28

Up next

Next earnings call
Oct 22, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 28, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
      Market backdrop VIX 15.8 · calm Equity put/call 0.60
      Technical
      price trend
      Strong Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +39%
      above
      Price vs 50-day avg +12%
      above
      RSI (14) 69
      neutral
      MACD trend Positive
      52-week position 97%
      near high
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +20%
      trailing
      6-month return +49%
      trailing
      YTD return +53%
      this year
      Relative strength +37%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $100 › 200d $81 — 50d above 200d
      Institutional flow Accumulating
      151 of 390 funds reported for Jun 30 · net +91.9K sh shares · +32 new
      Insider flow Distributing
      Net -$1.6M over 90 days · 67% sells
      Short interest Rising
      7.54% of float · ▲ +3.0% MoM · 4.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      390 holders — near 3-yr high, broad support
      Squeeze score 76
      high risk · 0–100
      Fundamentals
      Strong
      Revenue growth −19%
      Y/Y
      EPS growth +98%
      Y/Y
      Valuation P/E 8.5
      below peers
      Buyback $449.0M
      remaining
      Balance sheet $842.9M
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 39%
      annualized · 1-yr
      Max drawdown −19%
      past year
      ATR 3.2%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Jul 23, 2026
      Net loss rate · full year 2026 Initiated 7% – 7.1%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Strong Buy
      0 · 3 · 4
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +39% Bullish
      Price vs 50-day avg
      +12% Bullish
      RSI (14)
      69 Neutral
      MACD trend
      Positive Bullish
      52-week position
      97% Bullish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $100 › 200d $81 — 50d above 200d
      Institutional flow Accumulating
      151 of 390 funds reported for Jun 30 · net +91.9K sh shares · +32 new
      Insider flow Distributing
      Net -$1.6M over 90 days · 67% sells
      Short interest Rising
      7.54% of float · ▲ +3.0% MoM · 4.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      390 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $53 Now $112 · 97% 52-wk high $114
      vs 200-day avg +39% vs 50-day avg +12%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Capital returned via common share repurchases $241M 2Q26
      Common shares repurchased 2.8M 2Q26
      Direct-to-consumer deposits year-over-year change 16% 2Q26
      End-of-period loan growth 5% 2Q26
      Tangible book value per common share year-over-year change non-GAAP 22% 2Q26
      Credit sales 6.5B first quarter of 2026
      Direct-to-consumer deposits 8.7B first quarter of 2026
      First quarter delinquency rate 5.59% first quarter of 2026
      Return on average equity 21.2% first quarter of 2026
      Average direct-to-consumer deposits as percentage of total funding 48% fourth quarter of 2025
      Capital returned to shareholders $350M full year 2025
      Common share repurchases $310M full year 2025
      Reserve rate 11.2% full year 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Credit Services — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      BFH
      Bread Financial Holdings, Inc.
      this stock
      $4.22B +52.6% -19.0% 8.5 7.5%
      V
      Visa Inc.
      $657.63B +5.5% +12.3% 1.3%
      MA
      Mastercard Inc
      $499.75B +0.4% +16.4% 31.4 1.0%
      AXP
      American Express Co
      $231.36B -4.9% +13.4% 20.8 1.7%
      COF
      Capital One Financial Corp
      $136.90B -7.8% +36.6% 56.1 2.1%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      408
      % held
      106.1%
      Reported
      151 of 390
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      353
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      2.9M
      Days to cover
      4.4d
      Change
      +85.2K sh
      View
      Short Volume
      Short vol %
      59%
      As of
      Aug 6, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      3.0K
      Value
      $324.7K
      As of
      Jul 1, 2026
      View
      Off-Exchange
      Off-exchange %
      38.4%
      Week of
      Jun 29, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$1.6M
      Buyers / Sellers
      1 / 2
      Buyers Sellers
      View
      Financials
      Financials
      Revenue (FY)
      $4.5B
      Net income (FY)
      $518.0M
      EPS diluted
      $10.89
      View
      Buybacks
      Authorized
      $0
      Remaining
      $449.0M
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Jul 28, 2026
      This year
      22
      View
      Proposed Sales
      Value
      $297.3K
      Shares
      2.8K
      Filed
      Jul 28, 2026
      View
      Exempt Offerings
      Offering
      $157.0M
      Filed
      Dec 18, 2020
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 23, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      BFH +5.0% +19.7% +48.6% +4.0% +52.6%
      SPY +5.5% +3.3% +11.3% +3.1% +12.9%
      vs SPY -0.5% +16.5% +37.3% +0.9% +39.7%

      Capital returns

      Latest dividend
      $0.23 / share · ex May 29, 2026
      Raised 9.5%
      Paid (TTM)
      $0.90 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.80%
      Buyback program · as of Jun 30, 2026
      Authorized
      $0
      Spent (derived)
      Remaining
      $449.00M

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1101215 CUSIP 018581108 13F (30d) 147 filings 132 filers Visit website Investor relations