Bread Financial reports lower net loss and delinquency rates

Published 13/05/2025, 12:06
Bread Financial reports lower net loss and delinquency rates

COLUMBUS, Ohio - Bread Financial Holdings, Inc. (NYSE: BFH), a company specializing in personalized payment, lending, and saving solutions, has released its latest performance update, showing a decline in both net loss and delinquency rates. With a market capitalization of $2.51 billion and an overall "GOOD" Financial Health Score according to InvestingPro, the company continues to demonstrate resilience in the financial services sector.

The financial services provider reported an end-of-period credit card and other loans balance of $17.721 billion for the month ending April 30, 2025, a slight decrease from the $17.891 billion reported for the same period in the previous year. The average balance of credit card and other loans also saw a year-over-year decrease of 2%, standing at $17.712 billion.

Significantly, the net loss rate, which indicates the percentage of loans that the company does not expect to be repaid, has improved from 8.6% to 7.8%. Similarly, the delinquency rate, which tracks loans overdue by 30 days or more, has decreased from 6.0% to 5.7%.

Bread Financial attributes the modest reduction in net principal losses and net loss rates in the fourth quarter of 2024 to the company’s decision to freeze delinquency progression for cardholders in areas affected by hurricanes Helene and Milton. This action was taken in zones identified by the Federal Emergency Management Agency and is expected to negatively impact the net principal losses and net loss rates in the second quarter of 2025.

The company continues to offer a range of credit cards and savings products designed to meet the needs of U.S. consumers, and it partners with well-known brands in various sectors to provide private label and co-brand credit cards and pay-over-time products.

This performance update is based on a press release statement and reflects the company’s financial health as of the end of April 2025. Bread Financial’s commitment to growth and consumer empowerment remains central to its business strategy as it navigates the dynamic financial landscape.

In other recent news, Bread Financial Holdings reported strong financial results for the first quarter of 2025, surpassing Wall Street expectations. The company achieved an earnings per share (EPS) of $2.86, significantly higher than the forecasted $2.28, marking a 25.4% surprise. Revenue also exceeded predictions, totaling $970 million against the anticipated $957.48 million. Despite these positive results, Bread Financial expressed caution regarding near-term growth due to macroeconomic uncertainties, particularly inflationary pressures from tariffs. Management highlighted their improved ability to return capital to shareholders, citing enhanced capital ratios and substantial balance sheet progress. Citizens JMP analysts maintained a Market Perform rating on Bread Financial, noting competitive challenges from Buy Now, Pay Later services and uncertainty surrounding net interest margin due to a shift toward co-branded card offerings. The stock is currently trading at a valuation that appears fair, approximately 6 times their normalized 2026 earnings per share estimate. The company also emphasized strategic growth through new partnerships and innovations, including a new card program with crypto.com.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.