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NYSE: BFH BREAD FINANCIAL HOLDINGS, INC. 8-K

Bread Financial launches public offering of preferred stock depositary shares

Filed May 5, 2026 · Period ending May 5, 2026 · ~1 min read

2 key changes 1 high relevance 2 sections

Key Changes

  • high

    Company announced public offering of depositary shares representing Series B Preferred Stock, with $25 liquidation preference per depositary share (each share represents 1/40th interest in preferred stock).

  • medium

    Net proceeds will be used for general corporate purposes, potentially including capital contributions to subsidiary bank Comenity Capital Bank or share repurchases.

Summary

Bread Financial announced a public offering of depositary shares representing fractional interests in newly created Series B Preferred Stock. Each depositary share carries a $25 liquidation preference and represents 1/40th of a preferred share. This capital raise will dilute existing common shareholders while providing the company with fresh funding.

The company plans to use proceeds flexibly, including potentially strengthening its banking subsidiary Comenity Capital Bank's capital position or buying back shares. The dual-purpose approach suggests management is balancing regulatory capital requirements at the bank level with shareholder return priorities.

Retail holders should watch for the final pricing and size of this offering, which will determine the actual dilution impact. Also monitor whether proceeds flow to the bank subsidiary, which would signal regulatory capital concerns, versus share buybacks, which would indicate confidence in current capital levels.

Section-by-Section Diff

Event · Item 8.01 — Other Events

~200 words

Item 8.01 — Other Events filed; see Key Changes for terms.

2 Added
Added Preferred stock offering high

Added in current filing · verify on EDGAR →

On May 5, 2026, Bread Financial Holdings, Inc. (the “Company”) issued a press release announcing the launch of a public offering of depositary shares (the “Depositary Shares”), each representing a 1/40th interest in a share of its Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B, par value $0.01 per share (the “Series B Preferred Stock”), with a liquidation preference of $25 per Depositary Share (equivalent to $1,000 per share of Series B Preferred Stock).

The company is launching a public offering of depositary shares representing fractional interests in new Series B Preferred Stock. Each depositary share has a $25 liquidation preference and represents 1/40th of a preferred share. This is a capital-raising transaction that will dilute existing equity holders while providing the company with new funding.

Added Use of proceeds medium

Added in current filing · verify on EDGAR →

The Company intends to use the net proceeds from the sale of the Depositary Shares for general corporate purposes, which may include contributing or lending all or a portion of the proceeds to one of its subsidiary banks, Comenity Capital Bank, and share repurchases.

The company plans to use proceeds for general corporate purposes, potentially including capital contributions to its subsidiary bank Comenity Capital Bank or share buybacks. The flexibility in use of proceeds suggests the company has multiple strategic priorities, including strengthening its banking subsidiary's capital position.

Event · Item 9.01 — Financial Statements and Exhibits

~100 words

Item 9.01 — Financial Statements and Exhibits filed; see Key Changes for terms.

1 Added
Added Series B Preferred Stock offering high

Added in current filing · verify on EDGAR →

Press release announcing the launch of the offering of Depositary Shares representing interests in Series B Preferred Stock, dated May 5, 2026.

Bread Financial is launching an offering of Depositary Shares that represent interests in a new Series B Preferred Stock. This is a capital-raising event where the company will issue preferred equity securities to investors. The 8-K references a press release with details, but does not include pricing, size, or terms of the offering in the filing itself.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jun 2, 2026 · How we verify