NYSE: BFH

BREAD FINANCIAL HOLDINGS, INC.

CIK 0001101215 · SIC 6141 · Personal Credit Institutions

Large Revenue $4.5B Assets $22.5B as of Sep 13, 2026

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8-K Filed Sep 15, 2026 · Period ending Sep 15, 2026

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8-K Filed Sep 8, 2026 · Period ending Sep 3, 2026

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8-K Filed Aug 17, 2026 · Period ending Aug 17, 2026

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10-Q Filed Jul 28, 2026 · Period ending Jun 30, 2026

BFH Q2 2026: net income $146.0M. Earnings rise on 5.0% credit sales growth, 78bp margin expansion, preferred issued

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8-K Filed Jul 23, 2026 · Period ending Jul 23, 2026

Bread Financial reports Q2 net income up 5% to $146M, raises full-year guidance

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8-K Filed Jul 23, 2026 · Period ending Jul 23, 2026

Bread Financial reports 6.88% net loss rate, 5.25% delinquency in June credit update

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8-K Filed Jul 14, 2026 · Period ending Jul 8, 2026

Bread Financial CCO Valerie Greer to retire after 6 years; Dennis McCarthy promoted to CRO

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8-K Filed Jun 10, 2026 · Period ending Jun 10, 2026

Bread Financial issues May 2026 performance update under Regulation FD

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8-K Filed May 22, 2026 · Period ending May 19, 2026

Bread Financial shareholders approve new employee stock plan, elect 9 directors at annual meeting

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8-K Filed May 15, 2026 · Period ending May 15, 2026

Bread Financial issues mid-quarter performance update for period ending April 30, 2026

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8-K Filed May 12, 2026 · Period ending May 12, 2026

Bread Financial raises capital with preferred stock offering, restricts common dividends

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424B5 Filed May 6, 2026

Bread Financial prices $120M perpetual preferred offering at $25/depositary share, 8.875% initial rate

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8-K Filed May 6, 2026 · Period ending May 5, 2026

Bread Financial prices $120M preferred stock offering at 8.875% dividend rate

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8-K Filed May 5, 2026 · Period ending May 5, 2026

Bread Financial launches public offering of preferred stock depositary shares

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424B5 Filed May 5, 2026

Bread Financial offers depositary shares representing Series B Preferred Stock with fixed-to-floating dividend rate; size and pricing terms not yet disclosed

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10-Q Filed Apr 28, 2026 · Period ending Mar 31, 2026

net income $181.0M. Bread Financial reports stronger credit metrics, faces + in LVI spinoff litigation

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10-K Filed Feb 13, 2026 · Period ending Dec 31, 2025

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424B5 Filed Nov 21, 2025

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10-Q Filed Oct 28, 2025 · Period ending Sep 30, 2025

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10-Q Filed Jul 29, 2025 · Period ending Jun 30, 2025

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10-Q Filed Apr 29, 2025 · Period ending Mar 31, 2025

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10-K Filed Feb 14, 2025 · Period ending Dec 31, 2024

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Latest financial statements

From 10-Q filed Jul 28, 2026 (period ending Jun 30, 2026). As printed on the EDGAR/iXBRL face — not generated by the model.

As filed

Consolidated Statements of Income (Unaudited)

(Millions, except per share amounts)

Description Three months ended June 30, 2026 Three months ended June 30, 2025 Six months ended June 30, 2026 Six months ended June 30, 2025
Interest income
Interest and fees on loans 1,195 1,148 2,419 2,333
Interest on cash and investment securities 39 46 75 91
Total interest income 1,234 1,194 2,494 2,424
Interest expense
Interest on deposits 139 139 272 277
Interest on borrowings 56 81 116 167
Total interest expense 195 220 388 444
Net interest income 1,039 974 2,106 1,980
Non-interest income
Interchange revenue, net of retailer share arrangements (110) (95) (216) (178)
Other 64 50 120 97
Total non-interest income (46) (45) (96) (81)
Total net interest and non-interest income 993 929 2,010 1,899
Provision for credit losses 313 274 616 570
Total net interest and non-interest income, after provision for credit losses 680 655 1,394 1,329
Non-interest expenses
Employee compensation and benefits 225 212 445 426
Card and processing expenses 81 81 161 163
Information processing and communication 80 77 156 158
Marketing expenses 36 34 71 68
Depreciation and amortization 19 20 37 42
Other 42 57 85 101
Total non-interest expenses 483 481 955 958
Income from continuing operations before income taxes 197 174 439 371
Provision for income taxes 51 35 111 91
Income from continuing operations 146 139 328 280
Loss from discontinued operations, net of income taxes (1) (4)
Net income 146 139 328 276
Dividends declared to preferred stockholders (2) (4)
Net income available to common stockholders 144 139 324 276
Basic earnings per common share (Note 13)
Income from continuing operations 3.62 2.96 7.83 5.86
Income (loss) from discontinued operations 0.01 (0.08)
Net income per share 3.62 2.97 7.83 5.78
Diluted earnings per common share (Note 13)
Income from continuing operations 3.55 2.93 7.72 5.79
Income (loss) from discontinued operations 0.01 (0.08)
Net income per share 3.55 2.94 7.72 5.71
Weighted average common shares outstanding (Note 13)
Basic 39.9 46.7 41.3 47.8
Diluted 40.7 47.2 41.9 48.4

Consolidated Balance Sheets (Unaudited)

(Millions, except per share amounts)

Description June 30, 2026 December 31, 2025
ASSETS
Cash and cash equivalents 3,683 3,604
Credit card and other loans
Total credit card and other loans (includes loans available to settle obligations of consolidated variable interest entities: June 30, 2026, $10,034; December 31, 2025, $10,708) 18,477 18,805
Allowance for credit losses (2,075) (2,106)
Credit card and other loans, net 16,402 16,699
Investments (includes investment securities carried at fair value: June 30, 2026, $218; December 31, 2025, $221) 288 284
Property and equipment, net 104 117
Goodwill and intangible assets, net 701 716
Other assets 1,274 1,243
Total assets 22,452 22,663
LIABILITIES AND STOCKHOLDERS’ EQUITY
Deposits 14,732 13,916
Debt issued by consolidated variable interest entities 2,447 3,422
Long-term and other debt 838 886
Other liabilities 1,070 1,112
Total liabilities 19,087 19,336
Commitments and contingencies (Note 15)
Stockholders’ equity
Preferred stock, $0.01 par value; authorized, 210.0 thousand shares; issued and outstanding: 210.0 thousand shares as of June 30, 2026 and 75.0 thousand shares as of December 31, 2025
Common stock, $0.01 par value; authorized, 200.0 million shares; issued and outstanding: 38.7 million shares as of June 30, 2026 and 44.1 million shares as of December 31, 2025.
Additional paid-in capital 1,603 1,868
Retained earnings 1,779 1,475
Accumulated other comprehensive loss (17) (16)
Total stockholders’ equity 3,365 3,327
Total liabilities and stockholders’ equity 22,452 22,663

Consolidated Statements of Cash Flows (Unaudited)

(Millions)

Description Six months ended June 30, 2026 Six months ended June 30, 2025
CASH FLOWS FROM OPERATING ACTIVITIES
Net income 328 276
Adjustments to reconcile net income to net cash provided by operating activities
Provision for credit losses 616 570
Depreciation and amortization 37 42
Deferred income taxes 8 17
Non-cash stock-based compensation 31 28
Amortization of deferred financing costs 8 8
Amortization of deferred origination costs 36 38
Originations of loans held-for-sale (1) (387)
Proceeds from sales and paydowns of loans held-for-sale (1) 370
Change in other operating assets and liabilities
Change in other assets 15 53
Change in other liabilities (46) (118)
Other 4 5
Net cash provided by operating activities 1,020 919
CASH FLOWS FROM INVESTING ACTIVITIES
Change in credit card and other loans (343) 487
Purchases of investments (10) (15)
Maturities of investments 9 10
Other, including capital expenditures (11) (12)
Net cash (used in) provided by investing activities (355) 470
CASH FLOWS FROM FINANCING ACTIVITIES
Unsecured borrowings under debt agreements 400
Repayments/maturities of unsecured borrowings under debt agreements (51) (272)
Debt issued by consolidated variable interest entities 150
Repayments/maturities of debt issued by consolidated variable interest entities (1,126) (1,470)
Net increase in deposits 815 258
Payment of deferred financing costs (1) (10)
Net proceeds from the issuance of preferred stock 130
Repurchases of common stock (396) (150)
Dividends and dividend equivalent rights paid (25) (22)
Other (30) (19)
Net cash used in financing activities (534) (1,285)
Change in cash, cash equivalents and restricted cash 131 104
Cash, cash equivalents and restricted cash at beginning of period 3,628 3,714
Cash, cash equivalents and restricted cash at end of period 3,759 3,818
SUPPLEMENTAL CASH FLOW INFORMATION
Cash and cash equivalents reconciliation
Cash and cash equivalents 3,683 3,799
Restricted cash included within Other assets 76 19
Total cash, cash equivalents and restricted cash 3,759 3,818

Amounts as printed on the EDGAR/iXBRL face — (Millions, except per share amounts); (Millions). Labels, columns, and figures are the filing face, not a GAAP stencil. Interactive statements & notes on EDGAR ↗

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