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Bread Financial reports rise in net loss and delinquency rates

EditorNatashya Angelica
Published 25/04/2024, 19:16
BFH
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COLUMBUS, Ohio - Bread Financial Holdings, Inc. (NYSE: BFH), a provider of personalized payment, lending, and saving solutions, released its performance update indicating an increase in both net loss and delinquency rates.

The company’s net loss rate for the month ending March 31, 2024, stood at 8.8%, up from 8.5% for the three months ending the same date. Moreover, 30-day-plus delinquencies as of March 31, 2024, were reported at 6.2%, compared to 5.7% on March 31, 2023.

The end-of-period credit card and other loans were valued at $18,185 million for the month and three-month period ending March 31, 2024. This represents a year-over-year change in average credit card and other loans of a 3% increase for the month and a 4% decrease for the quarter. Net principal losses were reported at $135 million for the month and $394 million for the quarter.

Bread Financial, which has revised its calculation methods to align more closely with industry practice, stated that the changes are reflected in the reported figures. The company highlighted that the transition of its credit card processing services in June 2022 impacted the delinquency rates reported for March 2023.

The press release statement also included forward-looking statements regarding the company’s anticipated operating or financial results and the potential impacts of external factors such as macroeconomic conditions, market trends, and regulatory changes.

Bread Financial, headquartered in Columbus, Ohio, continues to emphasize its digital-first approach and commitment to sustainable business practices. The company's performance metrics are a critical indicator for investors and market watchers, providing insight into the financial health and risk profile of the company.

This report is based on a press release statement from Bread Financial Holdings, Inc. and presents the company's performance figures without speculation or subjective assessment.

InvestingPro Insights

Bread Financial Holdings, Inc. (NYSE: BFH) has recently reported an uptick in its net loss and delinquency rates, which could be cause for concern among investors. However, a deeper dive into the company's financials through InvestingPro data and tips provides a broader perspective on its current standing and future prospects.

According to InvestingPro data, Bread Financial has a market capitalization of $1.76 billion, which is a significant figure indicating the company's size and presence in the market. The company's P/E ratio, a measure of its current share price relative to its per-share earnings, stands at a low 2.45, suggesting that the stock could be undervalued relative to its earnings capacity.

Furthermore, Bread Financial has experienced substantial revenue growth in the last twelve months as of Q4 2023, with an impressive 37.1% increase, showcasing its ability to expand its financial top line amidst challenging conditions.

InvestingPro Tips highlight that despite weak gross profit margins, analysts predict Bread Financial will be profitable this year. This is substantiated by the company's profitability over the last twelve months.

Moreover, Bread Financial has maintained dividend payments for nine consecutive years, which could be a sign of its commitment to returning value to shareholders even during periods of volatility. With a dividend yield of 2.36% as of February 2024, the company offers a steady income stream for dividend-focused investors.

For those considering an investment in Bread Financial, the company's stock price movements have been quite volatile, which could present opportunities for traders with an appetite for risk. On the upside, the stock has seen a large price uptick over the last six months, with a 29.49% total return, indicating a positive trend in investor sentiment.

For more detailed analysis and additional InvestingPro Tips about Bread Financial Holdings, investors can visit Investing.com/pro/BFH. There are currently 9 additional tips available on InvestingPro, which can provide further insights into the company's financial health and investment potential. To access these insights, users can use the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription.

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

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