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BREAD FINANCIAL HOLDINGS, INC.

BFH

Companies in Personal Credit Institutions

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Financial Statements

Values in Millions ($)
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
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Assets
Cash And Cash Equivalents At Carrying Value
3,6373,6043,7643,7994,2123,6793,4514,0533,7893,5903,3803,325
Loans And Leases Receivab…
Financing Receivable Allowance For Credit Losses
-2,078-2,106-2,070-2,098-2,172-2,241-2,190-2,164-2,255-2,328-2,207-2,208
Investments
286284284277272266277264258253240239
Property Plant And Equipment Net
112117122127133142148157166167160162
Intangible Assets Net Including Goodwill
708716723731738746754744753762771780
Other Assets
1,5081,2431,2361,3291,3841,4031,3631,3471,4031,3641,3421,349
Assets
22,30822,66321,71421,82122,38222,89121,73622,14422,29923,14121,60821,609
Deposits
14,07313,91613,53513,34013,09913,08212,84712,99413,32713,62013,26813,048
Other Liabilities
1,0321,1121,0751,0881,0941,2011,1931,2261,2881,3111,2531,127
Liabilities
18,98319,33618,39718,65519,31419,84018,62418,97419,26720,22318,74418,873
Stockholders Equity
Preferred Stock Value
00---0------
Common Stock Value
001111111111
Additional Paid In Capital
---------2,169--
Additional Paid In Capital Common Stock
1,6991,8681,9001,9291,9602,0732,1242,1792,1632,1692,1552,181
Retained Earnings Accumulated Deficit
1,6431,4751,4321,2551,1269991,0031,012890767735574
Accumulated Other Comprehensive Income Loss Net Of…
-17-16-16-19-19-22-16-22-22-19-27-20
Stockholders Equity
3,3253,3273,3173,1663,0683,0513,1123,1703,0322,9182,8642,736
Liabilities And Stockholders Equity
22,30822,66321,71421,82122,38222,89121,73622,14422,29923,14121,60821,609
Variable Interest Entity Primary Beneficiary
10,09110,708-1,179-49511,67412,408-135-27912,05812,8441,350-1,422
Investments Fair Value Disclosure
222-223224220-230224221217--
Trading Securities
222221---217---217--
Preferred Stock Par Or Stated Value Per Share
0.010.01---0.01------
Preferred Stock Shares Authorized
00---0------
Preferred Stock Shares Issued
00---0------
Preferred Stock Shares Outstanding
00---0------
Common Stock Par Or Stated Value Per Share
0.010.010.010.010.010.010.010.010.010.010.010.01
Accumulated Depreciation Depletion And Amortizatio…
---------343--
Common Stock Shares Authorized
200200200200200200200200200200200200
Common Stock Shares Issued
8388929395989999999999100
Shares Outstanding
4144---49------

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Earnings Market Reaction

Fiscal Year
Q1 1 Month
Q1 2 Month
Q1 3 Month
Q2 1 Month
Q2 2 Month
Q2 3 Month
Q3 1 Month
Q3 2 Month
Q3 3 Month
Q4 1 Month
Q4 2 Month
Q4 3 Month
20260.32%18.95%15.35%---------
20254.85%12.09%26.79%-0.31%1.45%-5.63%-0.01%20.55%13.95%0.07%1.19%18.26%
20242.16%7.24%23.70%11.82%3.78%1.17%16.90%26.34%23.86%-22.00%-32.90%-21.62%
202320.34%19.28%47.96%-7.04%-14.00%-28.04%0.81%22.54%15.31%-1.43%-9.14%8.41%

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Performance and Valuation Metrics

Metrics
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
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Leverage & Debt
Interest Coverage TTM
-0.84
-0.85
-0.87
-0.91
-0.90
-0.73
-0.44
0.19
1.55
2.08
1.86
1.92
Per Share Metrics
Diluted EPS TTM
12.94
10.88
9.96
6.08
5.67
5.50
6.14
9.60
7.99
14.36
10.80
10.02
Free Cash Flow Per Share TTM
51.07
44.70
43.08
39.70
36.84
37.48
40.18
43.75
41.13
39.90
37.11
36.35
Dividend Per Share TTM
0.89
0.85
1.38
1.20
0.94
0.91
0.87
0.87
0.89
0.88
0.92
0.94
Margin Metrics
Gross Profit Margin TTM
78.89%
77.79%
76.65%
75.94%
75.45%
74.99%
69.87%
70.76%
71.76%
74.42%
80.53%
82.32%
Operating Profit Margin TTM
16.98%
15.99%
14.23%
10.09%
10.22%
9.93%
10.87%
15.38%
12.98%
22.57%
17.24%
16.60%
Net Profit Margin TTM
14.36%
13.47%
12.46%
7.54%
7.36%
7.22%
7.96%
12.12%
9.95%
16.74%
12.57%
11.85%
Growth Metrics
Net Revenue Growth (1Y)
1.99%
0.18%
-3.44%
-4.30%
-4.36%
-10.52%
-8.71%
-6.47%
-4.84%
12.10%
18.01%
12.86%
Net Income Growth (1Y)
98.93%
87.00%
51.12%
-40.46%
-29.22%
-61.42%
-42.14%
-4.37%
-15.17%
221.97%
45.04%
8.86%
EPS Growth (1Y)
127.75%
98.19%
61.52%
-36.76%
-28.50%
-61.27%
-41.91%
-3.40%
-14.31%
222.62%
44.75%
8.20%
Valuation Metrics
P/E TTM
5.72
6.65
5.43
9.18
8.59
10.71
7.38
4.46
4.49
2.20
3.01
2.96
P/B TTM
0.96
1.04
0.77
0.83
0.79
0.97
0.74
0.68
0.59
0.54
0.57
0.55
P/S TTM
0.82
0.90
0.68
0.69
0.63
0.77
0.59
0.54
0.45
0.37
0.38
0.35
Market Cap
3.20B
3.45B
2.57B
2.63B
2.41B
2.97B
2.31B
2.15B
1.78B
1.58B
1.63B
1.49B
Enterprise Value
-440.04M
-182.43M
-1.21B
-1.18B
-1.82B
-746.46M
-1.14B
-1.92B
-2.01B
-2.04B
-1.77B
-1.86B
Calculated Values
Free Cash Flow TTM
2.19B
2.09B
2.00B
1.85B
1.81B
1.86B
2.00B
2.17B
2.04B
1.99B
1.85B
1.82B
Net Debt
-3.64B
-3.63B
-3.78B
-3.82B
-4.24B
-3.71B
-3.45B
-4.07B
-3.79B
-3.62B
-3.40B
-3.35B
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-05-29Sale
Owner: Andretta, Ralph J
Title: President and CEO
Shares: 15,000
Price/Share: $88.99
Value: $1,334,850.00
Shares Owned: 582,241
Relationship: Director,Officer
Ownership: Direct
2026-05-21Purchase
Owner: Fawcett, John J.
Title: -
Shares: 698
Price/Share: $86.43
Value: $60,328.14
Shares Owned: 11,000
Relationship: Director
Ownership: Direct
2026-04-24Sale
Owner: Ballou, Roger H
Title: -
Shares: 9,687
Price/Share: $90.32
Value: $874,929.84
Shares Owned: 30,079
Relationship: Director
Ownership: Direct
2025-07-30Purchase
Owner: Fawcett, John J.
Title: -
Shares: 1,027
Price/Share: $61.80
Value: $63,468.60
Shares Owned: 10,302
Relationship: Director
Ownership: Direct
2024-10-28Purchase
Owner: Fawcett, John J.
Title: -
Shares: 1,000
Price/Share: $51.02
Value: $51,020.00
Shares Owned: 6,473
Relationship: Director
Ownership: Direct

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Institutional Ownership

No data available for chart
2026-03-31
103.58%
Inst. Shares: 44,332,258
Shares Outstanding: 42,800,000
2025-12-31
96.00%
Inst. Shares: 44,927,681
Shares Outstanding: 46,800,000
2025-09-30
101.56%
Inst. Shares: 47,226,944
Shares Outstanding: 46,500,000
2025-06-30
100.77%
Inst. Shares: 47,059,686
Shares Outstanding: 46,700,000
2025-03-31
96.50%
Inst. Shares: 47,282,768
Shares Outstanding: 49,000,000

BREAD FINANCIAL HOLDINGS, INC. (BFH) — SEC Financial Statements & Analysis

BREAD FINANCIAL HOLDINGS, INC. (BFH) is a personal credit institutions company, incorporated in DE. BREAD FINANCIAL HOLDINGS, INC. trades on BFH-PA: NYSE as: BFH: NYSE. Based on its latest SEC filing (Form 10-Q, period ending 2026-03-31), BREAD FINANCIAL HOLDINGS, INC. reported a 1.99% year-over-year revenue growth, a Gross Profit Margin of 78.89% (TTM), a Price-to-Sales (P/S) ratio of 0.82x (TTM), a Price-to-Book (P/B) ratio of 0.96 (TTM), at a market cap of $3.20B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y
1.99%
Gross Profit Margin TTM
78.89%
P/S TTM
0.82x
P/B TTM
0.96
Market Cap
$3.20B

Data as of 2026-03-31 · Source: SEC EDGAR

Frequently Asked Questions

What industry is BREAD FINANCIAL HOLDINGS, INC. in?

BREAD FINANCIAL HOLDINGS, INC. (BFH) operates in the Personal Credit Institutions industry.

What is BFH's market cap?

BREAD FINANCIAL HOLDINGS, INC. (BFH) has a market capitalization of $3.20B as of 2026-03-31.

What is BFH's P/E ratio?

BREAD FINANCIAL HOLDINGS, INC. (BFH)'s trailing twelve month P/E ratio is 5.72x as of 2026-03-31.

What exchange does BFH trade on?

BREAD FINANCIAL HOLDINGS, INC. (BFH) trades on the BFH-PA: NYSE.

Where is BREAD FINANCIAL HOLDINGS, INC. incorporated?

BREAD FINANCIAL HOLDINGS, INC. is incorporated in DE.

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BREAD FINANCIAL HOLDINGS, INC. (BFH) financial data sourced directly from SEC EDGAR filings — including the latest 10-K annual report, 10-Q quarterly filings, insider transactions (SEC Form 4), institutional ownership (SEC Form 13F), Earning Marker Reaction Heat Map and 50+ calculated financial metrics like Price to Earnings Ratio (P/E), Return on Equity (ROE), Debt to Equity (D/E), Free Cash Flow Per Share (FCF/S), and Return on Invested Capital (ROIC). Unlike platforms that rely on third-party data aggregators, GeminIQ parses raw SEC filings directly — delivering institutional-grade accuracy at a fraction of the cost of Bloomberg Terminal or S&P Capital IQ.