BFH BREAD FINANCIAL HOLDINGS, INC.

BULLISH Impact: 8/10 8-K
Horizon immediate Filed Apr 23, 2026 Processed 1mo ago SEC 0001101215-26-000036
8-K Item 2.02: Earnings release
Latest settled — T+20d ⚠ clustered
BFH-PA ▲ +0.76% at T+20d
LONG call ✓ call won +0.76% · α vs SPY -3.88% · entry $25.06 → $25.25
Next anchor: T+60d in 5w
Currently $101.71 · +305.87% from $25.06 entry
Entry anchored
Apr 23, 2026
via day open
T+1d
+0.36%
call +0.36% · α -0.43%
$25.15
settled 7w ago
T+5d
+0.36%
call +0.36% · α -1.12%
$25.15
settled 6w ago
T+20d
+0.76%
call +0.76% · α -3.88%
$25.25
settled 23d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

Bread Financial reported strong Q1 2026 results with earnings per share of $4.15, a 50% year-over-year increase, driven by higher revenue and improved credit metrics. The company also declared dividends on its preferred and common stock.

Actionable Insight

The strong earnings beat and improved credit metrics suggest continued momentum; monitor the upcoming conference call for guidance on full-year 2026 outlook.

Key Facts

  • Q1 2026 EPS of $4.15, up 50% YoY
  • Revenue increased 5% YoY to $1.018 billion
  • Net loss rate improved to 7.33% from 8.16% in Q1 2025
  • Declared $0.23 per share common stock dividend and $21.56 per share preferred stock dividend

Financial Impact

EPS beat expectations by 50% and revenue grew 5% YoY

epsrevenuenet_loss_rate

Risk Factors

  • Macroeconomic uncertainty could impact future credit performance

Market Snapshot

Exchange
NYSE
Sector
Personal Credit Institutions

Documents Analyzed

This report is based on 8 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001101215-26-000036
Exhibit: exh992-1q26bfhfinancials.htm0001101215-26-000036
Exhibit: exh991-1q26bfhepr_final.htm0001101215-26-000036
Exhibit: exhibit993cashandpreferred.htm0001101215-26-000036
Document: 0001101215-26-000036-index-headers.html0001101215-26-000036
Document: 0001101215-26-000036-index.html0001101215-26-000036
Document: 0001101215-26-000036.txt0001101215-26-000036
8-K Data (Synthetic)0001101215-26-000036
13 reports for BFH
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for BFH — sortable, filterable
Type Now
May 20, 2026
24d ago
Press Release
NEUTRAL ★ 2/10
$87.46 $88.23▲ +0.88%▼ −0.92%$101.71 (+16.29%)
May 15, 2026
29d ago
8-K
NEUTRAL ★ 4/10
$24.70 $24.62▼ −0.34%▼ −1.30%$101.71 (+311.80%)
May 12, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$25.19 $25.10▼ −0.36%▼ −0.43%$101.71 (+303.77%)
May 6, 2026
5w ago
Press Release
NEUTRAL ★ 4/10
$88.30 $84.63▼ −4.16%▼ −5.29%$101.71 (+15.19%)
May 5, 2026
5w ago
8-K
NEUTRAL ★ 4/10
$24.98 $25.18▲ +0.80%▼ −1.18%$101.71 (+307.17%)
May 5, 2026
5w ago
Press Release
NEUTRAL ★ 4/10
$85.09 $84.93▼ −0.19%▼ −2.17%$101.71 (+19.53%)
Apr 23, 2026
7w ago
8-K
BEARISH ★ 5/10
$25.06 $25.15▼ −0.36%▲ +1.12%$101.71 (−305.87%)
Apr 23, 2026
7w ago
8-K
BULLISH ★ 8/10
$25.06 $25.15▲ +0.36%▼ −1.12%$101.71 (+305.87%)
Apr 23, 2026
7w ago
Press Release
BEARISH ★ 8/10
$92.12 $85.42▲ +7.27%▲ +8.75%$101.71 (−10.41%)
Apr 23, 2026
7w ago
Press Release
NEUTRAL ★ 3/10
$92.12 $85.42▼ −7.27%▼ −8.75%$101.71 (+10.41%)
Showing 10 of 13

US Market Status

Market Closed — Opens Mon (47h 7m)

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