BREAD FINANCIAL ($BFH) posted quarterly earnings results for Q4 2025 on Thursday, January 29th. The company reported earnings of $2.07 per share, beating estimates of $0.36 by $1.71. The company also reported revenue of $975,000,000, beating estimates of $963,030,576 by $11,969,424.
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 167 institutional investors add shares of BREAD FINANCIAL stock to their portfolio, and 172 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CURAT GLOBAL, LLC removed 449,930 shares (-99.9%) from their portfolio in Q3 2025, for an estimated $25,092,596
- TURTLE CREEK ASSET MANAGEMENT INC. removed 311,050 shares (-8.7%) from their portfolio in Q3 2025, for an estimated $17,347,258
- ALLIANZ ASSET MANAGEMENT GMBH added 290,803 shares (+44.5%) to their portfolio in Q3 2025, for an estimated $16,218,083
- JBF CAPITAL, INC. added 273,850 shares (+5477.0%) to their portfolio in Q3 2025, for an estimated $15,272,614
- HUDSON BAY CAPITAL MANAGEMENT LP added 252,642 shares (+inf%) to their portfolio in Q3 2025, for an estimated $14,089,844
- TREXQUANT INVESTMENT LP added 246,520 shares (+inf%) to their portfolio in Q3 2025, for an estimated $13,748,420
- GOLDMAN SACHS GROUP INC added 245,278 shares (+26.4%) to their portfolio in Q3 2025, for an estimated $13,679,154
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 1 firms issue buy ratings on the stock, and 4 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Underweight" rating on 01/20/2026
- Barclays issued a "Underweight" rating on 01/06/2026
- JP Morgan issued a "Underweight" rating on 12/04/2025
- Goldman Sachs issued a "Sell" rating on 10/24/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 10/01/2025
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 10 analysts offer price targets for $BFH in the last 6 months, with a median target of $71.0.
Here are some recent targets:
- Jeffrey Adelson from Morgan Stanley set a target price of $62.0 on 01/20/2026
- Nicholas Holowko from UBS set a target price of $92.0 on 01/08/2026
- Moshe Orenbuch from TD Cowen set a target price of $85.0 on 01/08/2026
- Terry Ma from Barclays set a target price of $61.0 on 01/06/2026
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $92.0 on 01/02/2026
- Reginald Smith from JP Morgan set a target price of $72.0 on 12/04/2025
- John Pancari from Evercore ISI Group set a target price of $72.0 on 10/30/2025
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.
