4,996 Shares in Bread Financial Holdings, Inc. $BFH Acquired by Quantbot Technologies LP

Posted by George Bondi on Aug 28th, 2026

Quantbot Technologies LP acquired a new position in shares of Bread Financial Holdings, Inc. (NYSE:BFH – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,996 shares of the company’s stock, valued at approximately $541,000.

Several other large investors also recently added to or reduced their stakes in BFH. Fifth Third Bancorp raised its stake in Bread Financial by 5,814.5% during the first quarter. Fifth Third Bancorp now owns 17,566 shares of the company’s stock worth $1,315,000 after purchasing an additional 17,269 shares during the period. UBS Group AG grew its stake in shares of Bread Financial by 100.4% in the 4th quarter. UBS Group AG now owns 716,725 shares of the company’s stock valued at $53,059,000 after buying an additional 359,088 shares during the period. Northwestern Mutual Wealth Management Co. grew its stake in shares of Bread Financial by 38,301.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 215,815 shares of the company’s stock valued at $15,977,000 after buying an additional 215,253 shares during the period. Bank of America Corp DE increased its holdings in shares of Bread Financial by 18.1% during the 1st quarter. Bank of America Corp DE now owns 630,225 shares of the company’s stock worth $47,198,000 after buying an additional 96,771 shares during the last quarter. Finally, Intech Investment Management LLC increased its holdings in shares of Bread Financial by 240.1% during the 4th quarter. Intech Investment Management LLC now owns 156,689 shares of the company’s stock worth $11,600,000 after buying an additional 110,616 shares during the last quarter. 99.52% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Bread Financial news, Director Praniti Lakhwara sold 2,802 shares of the stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $106.12, for a total transaction of $297,348.24. Following the sale, the director directly owned 4,458 shares in the company, valued at $473,082.96. This represents a 38.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 1.30% of the stock is currently owned by insiders.

Bread Financial Price Performance

BFH opened at $108.14 on Friday. The stock’s 50-day moving average price is $105.24 and its 200 day moving average price is $90.17. Bread Financial Holdings, Inc. has a 12-month low of $53.83 and a 12-month high of $114.53. The firm has a market cap of $4.15 billion, a price-to-earnings ratio of 8.44, a PEG ratio of 0.68 and a beta of 1.11. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 0.25.

Bread Financial (NYSE:BFH – Get Free Report) last released its earnings results on Thursday, July 23rd. The company reported $3.55 earnings per share for the quarter, beating the consensus estimate of $2.74 by $0.81. The company had revenue of $993.00 million during the quarter, compared to the consensus estimate of $959.32 million. Bread Financial had a return on equity of 18.42% and a net margin of 11.95%.Bread Financial’s revenue was up 6.9% compared to the same quarter last year. During the same period in the previous year, the company posted $3.15 EPS. As a group, sell-side analysts expect that Bread Financial Holdings, Inc. will post 12.1 earnings per share for the current year.

Bread Financial Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be issued a $0.23 dividend. The ex-dividend date is Monday, August 31st. This represents a $0.92 dividend on an annualized basis and a dividend yield of 0.9%. Bread Financial’s payout ratio is 7.18%.

Analyst Upgrades and Downgrades

A number of research firms recently commented on BFH. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $115.00 price objective on shares of Bread Financial in a report on Friday, July 24th. Seaport Research Partners restated a “buy” rating and issued a $119.00 target price on shares of Bread Financial in a research report on Monday, July 27th. The Goldman Sachs Group upped their price target on Bread Financial from $94.00 to $108.00 and gave the company a “neutral” rating in a research note on Tuesday, July 7th. Evercore reiterated an “outperform” rating and set a $116.00 price target on shares of Bread Financial in a report on Monday, July 6th. Finally, Bank of America reissued a “buy” rating and set a $108.00 price objective on shares of Bread Financial in a research report on Wednesday, June 10th. Eight research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Bread Financial presently has an average rating of “Hold” and a consensus target price of $112.08.

Check Out Our Latest Stock Analysis on Bread Financial

About Bread Financial

(Free Report)

Bread Financial, formerly known as Alliance Data Systems, is a Columbus, Ohio–based financial services company that specializes in providing private label credit programs, co-brand credit cards and digital payment solutions for retail partners. The company designs, issues and services proprietary credit products, enabling merchants to offer branded financing options that drive customer loyalty and increase basket sizes at the point of sale. Through its Bread technology platform, Bread Financial delivers installment-based payment options that integrate directly into e-commerce and in-store checkout experiences.

In addition to its core credit offerings, Bread Financial provides analytics, marketing and loyalty services to help merchants better understand consumer behavior and optimize promotional strategies.