BREAD FINANCIAL ($BFH) posted quarterly earnings results for Q1 2026 on Thursday, April 23rd. The company reported earnings of $4.18 per share, beating estimates of $3.11 by $1.07. The company also reported revenue of $1,018,000,000, beating estimates of $1,005,309,923 by $12,690,077.
You can see Quiver Quantitative's $BFH stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
BREAD FINANCIAL Hedge Fund Activity
We have seen 169 institutional investors add shares of BREAD FINANCIAL stock to their portfolio, and 174 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MACQUARIE GROUP LTD removed 744,100 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $55,085,723
- TURTLE CREEK ASSET MANAGEMENT INC. removed 732,114 shares (-22.3%) from their portfolio in Q4 2025, for an estimated $54,198,399
- MILLENNIUM MANAGEMENT LLC added 459,916 shares (+223.4%) to their portfolio in Q4 2025, for an estimated $34,047,581
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 362,641 shares (-70.4%) from their portfolio in Q4 2025, for an estimated $26,846,313
- UBS GROUP AG added 359,088 shares (+100.4%) to their portfolio in Q4 2025, for an estimated $26,583,284
- SG AMERICAS SECURITIES, LLC added 315,034 shares (+899.4%) to their portfolio in Q1 2026, for an estimated $23,592,896
- FRANKLIN RESOURCES INC added 299,439 shares (+17.3%) to their portfolio in Q4 2025, for an estimated $22,167,469
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
BREAD FINANCIAL Analyst Ratings
Wall Street analysts have issued reports on $BFH in the last several months. We have seen 0 firms issue buy ratings on the stock, and 3 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 01/30/2026
- Morgan Stanley issued a "Underweight" rating on 01/20/2026
- JP Morgan issued a "Underweight" rating on 12/04/2025
To track analyst ratings and price targets for BREAD FINANCIAL, check out Quiver Quantitative's $BFH forecast page.
BREAD FINANCIAL Price Targets
Multiple analysts have issued price targets for $BFH recently. We have seen 8 analysts offer price targets for $BFH in the last 6 months, with a median target of $89.5.
Here are some recent targets:
- Jeffrey Adelson from Morgan Stanley set a target price of $91.0 on 04/16/2026
- Terry Ma from Barclays set a target price of $67.0 on 04/06/2026
- John Pancari from Evercore ISI Group set a target price of $87.0 on 04/06/2026
- Vincent Caintic from BTIG set a target price of $98.0 on 01/30/2026
- Moshe Orenbuch from TD Cowen set a target price of $88.0 on 01/30/2026
- Nicholas Holowko from UBS set a target price of $92.0 on 01/08/2026
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $92.0 on 01/02/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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