Bread Financial Holdings, Inc. $BFH Stock Bought by VIRGINIA RETIREMENT SYSTEMS ET Al

Posted by Geri Gentry on Nov 5th, 2026

VIRGINIA RETIREMENT SYSTEMS ET Al boosted its position in Bread Financial Holdings, Inc. (NYSE:BFH – Free Report) by 389.3% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 13,700 shares of the company’s stock after purchasing an additional 10,900 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in Bread Financial were worth $1,339,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of BFH. BlackRock Inc. acquired a new position in Bread Financial during the second quarter worth approximately $421,314,000. Hsbc Holdings PLC acquired a new stake in shares of Bread Financial in the second quarter valued at approximately $98,764,000. Bank of America Corp DE acquired a new stake in shares of Bread Financial in the second quarter valued at approximately $65,806,000. Copeland Capital Management LLC acquired a new stake in shares of Bread Financial in the third quarter valued at approximately $55,054,000. Finally, Empowered Funds LLC bought a new position in shares of Bread Financial during the 2nd quarter worth approximately $50,051,000. Institutional investors own 99.52% of the company’s stock.

Bread Financial Price Performance

Shares of NYSE BFH opened at $104.79 on Thursday. The firm has a market cap of $3.98 billion, a P/E ratio of 8.26, a price-to-earnings-growth ratio of 0.81 and a beta of 1.26. The company has a current ratio of 1.16, a quick ratio of 1.16 and a debt-to-equity ratio of 0.24. Bread Financial Holdings, Inc. has a 1-year low of $59.26 and a 1-year high of $114.53. The business’s 50 day moving average is $103.78 and its 200-day moving average is $92.15.

Bread Financial (NYSE:BFH – Get Free Report) last released its quarterly earnings results on Thursday, October 22nd. The company reported $3.84 earnings per share for the quarter, topping the consensus estimate of $3.34 by $0.50. The business had revenue of $1.02 billion during the quarter, compared to analysts’ expectations of $1.01 billion. Bread Financial had a return on equity of 17.24% and a net margin of 11.19%. The firm’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same period last year, the firm posted $4.02 EPS. Equities research analysts predict that Bread Financial Holdings, Inc. will post 12.51 earnings per share for the current year.

Bread Financial Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, November 30th will be given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 1.0%. The ex-dividend date is Monday, November 30th. This is a positive change from Bread Financial’s previous quarterly dividend of $0.23. Bread Financial’s dividend payout ratio (DPR) is 7.26%.

Insiders Place Their Bets

In other news, Director John Fawcett bought 5,000 shares of the company’s stock in a transaction dated Wednesday, October 28th. The stock was bought at an average price of $24.70 per share, with a total value of $123,500.00. Following the completion of the acquisition, the director owned 5,000 shares of the company’s stock, valued at $123,500. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. 1.30% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research analysts recently weighed in on BFH shares. Royal Bank Of Canada reissued a “sector perform” rating and set a $115.00 target price on shares of Bread Financial in a report on Friday, July 24th. Seaport Research Partners set a $123.00 price target on Bread Financial in a report on Friday, October 23rd. Wells Fargo & Company initiated coverage on shares of Bread Financial in a research report on Friday, September 11th. They set an “equal weight” rating and a $115.00 price objective for the company. Wall Street Zen raised shares of Bread Financial from a “hold” rating to a “buy” rating in a research report on Saturday, October 24th. Finally, TD Cowen upped their price objective on shares of Bread Financial from $111.00 to $113.00 and gave the company a “hold” rating in a report on Friday, October 23rd. Eight equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $111.71.

Check Out Our Latest Analysis on BFH

Bread Financial Profile

(Free Report)

Bread Financial Holdings, Inc (NYSE: BFH) is a financial services company that provides payment, lending and savings solutions to consumers and businesses. Its offerings include private-label and co-branded credit cards, installment lending, buy now, pay later services and deposit products.

The company operates through its Bread platform, which supports merchants with financing options, payment processing and customer loyalty solutions. Its consumer products have included Bread Cashback credit cards, Bread Pay installment payment services and Bread Savings deposit accounts.

Bread Financial primarily serves consumers and merchants in the United States, with solutions designed for retail, travel, home improvement and other industries.