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BFH

Bread Financial Holdings Inc. Common Stock

Consumer Discretionary · ·

$109.95

$2.39 (-2.1%)

Market Cap

$4.22B

Day Range

$109.69 - $113.06

52-Week Range

$53.83 - $114.12

Beta

Next Earnings

21.10.2026

BFH is a stock from the Consumer Cyclical sectorRetail, automotive, and leisure — demand rises and falls with economic sentiment and consumers' disposable income.

🏢 Similar Stocks in the Same Sector

+90.1% (1Y)

Investor Score
65/ 100B-
🟡 Moderate

This score and all analysis on this page are for informational and educational purposes only and do not constitute investment advice. Read the full disclaimer

📈85ATechnical
💰51C-Fundamental
🚀66B-Growth
💎55CValuation
📰80A-News
🏦50C-Quality
⚠️50C-Risk

Weighted: Technical 25% · Fundamental 20% · Growth 15% · Valuation 15% · News 10% · Quality 10% · Risk 5%

🔍 Cross-Check

Overall Score

🟡 Mixed

Technical Trend

🟢 Bullish

Insiders

🔴 Bearish

✅ Why is the score relatively high?

  • 🟢 Earnings per share (EPS) growth: 98.4%
  • 🟢 Net income growth: 87.0%
  • 🟢 Price is above the 50-day average
  • 🟢 Price is above the 200-day average
  • 🟢 MACD histogram is positive — rising momentum

⚠️ What's concerning?

  • 🔴 Volume is falling despite the price advance — possible weakening
  • 🔴 Return on assets (ROA): 2.3% — weak

🚦 Quality & Risk Checks

🟡 Conservative leverage🟡 Daily volatility (ATR)🟡 Leverage risk

📰 News Trend

Based on real financial news (Finnhub)
🟢 Positive

Everyone's writing about Bread Financial Holdings Inc. Common Stock. News trend score: 80. Reason: 6 of the last 12 articles are positive, versus 1 negative.

News trend analysis is based on article sentiment only, and is not investment advice or financial counsel. Read the full disclaimer

📈 Technical Analysis

Based on the last 251 trading days, calculated from real price data. Click an indicator for details and a chart.

🟢 Most indicators support an uptrend (9 bullish · 1 bearish · 2 neutral)

Conclusions

  • 🟢Price vs. SMA 50Price is above the 50-day average
  • 🟢Price vs. SMA 200Price is above the 200-day average
  • 🟢MACDMACD histogram is positive — rising momentum
  • 🟢RSIRSI 62.2 — healthy positive momentum
  • 🟡Stochastic%K 73.4 — neutral range
  • 🟡ADX (trend strength)ADX 24.3 — weak trend/choppy
  • 🔴Volume trendVolume is falling despite the price advance — possible weakening
  • 🟢Relative strength vs. S&P 500+19.8% over the last 3 months relative to the index
  • 🟢Bollinger BandsPrice is in the upper third of the Bollinger Bands (77%B) — strong momentum (risk of a pullback)
  • 🟢ROC (rate of change)ROC 12 days: 8.1%
  • 🟢Parabolic SARPrice is above the SAR point — uptrend
  • 🟢CMF (money flow)CMF 20 days: 0.17

Wyckoff Method Analysis

A market-structure read based purely on real price and volume data — not full classic Wyckoff schematic identification (Phase A-E), but a quantitative analysis of what can reliably be computed: trading ranges, "effort vs. result", volume within the range, and Spring/Upthrust detection.

Markup

The stock is in a clear uptrend with no defined trading range in the period examined.

Medium confidence

Evidence Behind This Read

  • 🟢Rising price trendA 22.3% change over the last 50 days, with no defined trading range.

The Wyckoff Method, developed by Richard Wyckoff in the early 20th century, reads the balance of supply and demand through price and volume, based on the premise that large investors ("smart money") quietly accumulate shares before rallies and quietly distribute them before declines. The read here is based solely on real price and volume data — full, precise identification of classic Wyckoff patterns (such as Phases A-E) requires human chart-reading experience and judgment, so this is an approximate algorithmic read, not a substitute for professional analysis. This should not be considered investment advice.

🎯 Trade Planning (M.A.E.E Framework)

Based on a mechanical trading method: market structure → value zone → ATR-based exit point. Not investment advice — a calculation tool only.

1️⃣ Market Structure

🟢 Uptrend

The price is above the 200-day average — per the market-structure method, this environment mainly favors looking for buying (Long) opportunities.

2️⃣ Value Zone

🟡 Price far from value zone

The price is currently far from the 50-day average — the method recommends waiting for a "pullback" before entering, rather than chasing prices.

3️⃣ Suggested Exit Point (ATR-based)

Method formula: Stop-loss = support minusone ATR margin — this way the stop adapts to the stock's actual volatility, rather than an arbitrary number.

Entry

$109.95

Stop-Loss

$82.33

Risk per Share

$27.62

Direction

Long

Profit Targets by Risk/Reward Ratio (R)

1:2 R

$165.19

1:3 R

$192.82

1:5 R

$248.06

💰 Position Size Calculator

A core principle of the method: never risk a fixed dollar amount — risk a fixed percentage of equity, and let the position size vary according to the risk per share.

Suggested Position Size

3 sh.

💰 Financial Health

Profitability

Gross Margin

Operating Margin

Net Margin

EBITDA Margin

Efficiency

ROE

15.6%

ROA

2.3%

ROIC

EPS

$11.07

Balance Sheet

Cash

$3.60B

Total Debt

$4.31B

Current Ratio

Debt/Equity

1.29

Conclusions

  • 🟡Return on equity (ROE)Return on equity (ROE): 15.6% — reasonable
  • 🔴Return on assets (ROA)Return on assets (ROA): 2.3% — weak
  • 🟡Debt-to-equityDebt/equity: 1.29

🚀 Growth

Revenue

Earnings per Share (EPS)

Net Income

Free Cash Flow (FCF)

אין נתונים היסטוריים זמינים.

Conclusions

  • 🟢Earnings per share (EPS) growthEarnings per share (EPS) growth: 98.4%
  • 🟢Net income growthNet income growth: 87.0%

💵 Dividends

Total dividend per share paid each year, over the last 5 years.

Annual Dividend per Share

Ex-Dividend DateAmount per Share
29.5.2026$0.230
27.2.2026$0.230
7.11.2025$0.230
8.8.2025$0.210
9.5.2025$0.210
14.2.2025$0.210
8.11.2024$0.210
9.8.2024$0.210
9.5.2024$0.210
8.2.2024$0.210
10.11.2023$0.210
10.8.2023$0.210

💎 Fair Value (Valuation)

Not enough cash-flow data to calculate a DCF model for this stock.

Book Value per Share

$69.89

Tangible Book Value per Share (Tangible NAV)

$54.85

Conclusions

  • 🟡Tangible Net Asset Value (NAV)NAV per share: $54.85
  • 🟢P/EP/E: 10.1

🕴️ Insider Trading

Real transactions by officers and insiders, as reported to the SEC on Form 4 — 1 purchases and 4 sales out of the last 25 filings.

NameTransaction TypeDateSharesChangePrice
Gerspach John CGrant/Award from Employer15.7.202649,574+730
THERIAULT TIMOTHY JGrant/Award from Employer15.6.202627,384+1,638
Gerspach John CGrant/Award from Employer15.6.202648,844+1,638
TURNEY SHAREN JGrant/Award from Employer15.6.202623,174+1,638
Tucker Laurie AnneGrant/Award from Employer15.6.202635,459+1,638
St Clair JoyceGrant/Award from Employer15.6.202611,307+1,638
Fawcett John J.Grant/Award from Employer15.6.202612,638+1,638
Natarajan RajeshGrant/Award from Employer15.6.202621,442+1,638
Lakhwara PranitiGrant/Award from Employer15.6.20267,260+1,638
Andretta Ralph JOpen Market Sale29.5.2026595,741-1,500$88.23
Andretta Ralph JOpen Market Sale29.5.2026583,241-12,500$89.17
Andretta Ralph JOpen Market Sale29.5.2026582,241-1,000$89.57
Fawcett John J.Open Market Purchase21.5.202611,000+698$86.43
BALLOU ROGER HOpen Market Sale24.4.202630,079-9,687$90.32
Gerspach John CGrant/Award from Employer15.4.202647,206+483
BALLOU ROGER HGift19.2.202639,766-1,351
Driscoll Allegra STax Withholding in Shares18.2.202659,968-2,564$73.74
Campbell Jonathan BryanTax Withholding in Shares18.2.202637,149-1,310$73.74
Motes Joseph L IIITax Withholding in Shares18.2.2026129,617-1,470$73.74
McConnaughey Tammy MTax Withholding in Shares18.2.2026123,320-1,606$73.74
Andretta Ralph JTax Withholding in Shares18.2.2026597,241-5,326$73.74
Greer Valerie ETax Withholding in Shares18.2.2026155,352-2,003$73.74
Beberman Perry STax Withholding in Shares18.2.2026121,570-2,014$73.74
Driscoll Allegra STax Withholding in Shares18.2.202660,780-1,752$73.74
Driscoll Allegra SGrant/Award from Employer17.2.202654,656+7,109

📉 Short Interest

Official FINRA data — the number of shares open in short positions, plus daily short-sale activity.

Monthly Trend — Open Short Interest

+3.0%

2,897,085 shares short as of 2026-07-15 · vs. 2,811,844 on 2026-06-30

Official biweekly report (FINRA Rule 4560) — no real higher-frequency data exists for this metric.

Weekly Trend — Daily Short-Sale Activity

+2.7%

74.1% of trading volume this week was short selling, vs. 72.1% the prior week

Based on daily short-sale volume (Reg SHO) — a different metric from the open short interest above: this is daily trading volume, not an open position, so it updates weekly rather than biweekly.

📰 News & Sentiment

Sentiment based on basic keywords (not AI) — 6 positive, 5 neutral, 1 negative out of the last 12 articles.