Exploring Bread Financial Holdings, Inc. (BFH) Investor Profile: Who’s Buying and Why?

Exploring Bread Financial Holdings, Inc. (BFH) Investor Profile: Who’s Buying and Why?

US | Financial Services | Financial - Credit Services | NYSE

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Who Invests in Bread Financial Holdings, Inc. (BFH) and Why?

Investor Profile Analysis for Bread Financial Holdings, Inc. (BFH)

As of Q4 2023, the investor composition for the company shows a diverse investment landscape.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Vanguard Group Inc 9.42% 16,750,000 shares
BlackRock Inc 8.73% 15,550,000 shares
State Street Corporation 5.61% 10,000,000 shares

Investor Composition

  • Institutional Investors: 84.5%
  • Retail Investors: 15.5%
  • Hedge Funds: 6.2%

Investment Strategies

Current investment strategies reflect the following characteristics:

  • Long-term holding percentage: 62.3%
  • Short-term trading: 22.7%
  • Value investing approach: 15%

Key Financial Metrics

Metric Value
Market Capitalization $2.1 billion
Price-to-Earnings Ratio 12.5
Dividend Yield 3.2%



Institutional Ownership and Major Shareholders of Bread Financial Holdings, Inc. (BFH)

Investor Profile Analysis for Bread Financial Holdings, Inc. (BFH)

As of Q4 2023, the investor composition for the company shows a diverse investment landscape.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Vanguard Group Inc 9.42% 16,750,000 shares
BlackRock Inc 8.73% 15,550,000 shares
State Street Corporation 5.61% 10,000,000 shares

Investor Composition

  • Institutional Investors: 84.5%
  • Retail Investors: 15.5%
  • Hedge Funds: 6.2%

Investment Strategies

Current investment strategies reflect the following characteristics:

  • Long-term holding percentage: 62.3%
  • Short-term trading: 22.7%
  • Value investing approach: 15%

Key Financial Metrics

Metric Value
Market Capitalization $2.1 billion
Price-to-Earnings Ratio 12.5
Dividend Yield 3.2%



Key Investors and Their Influence on Bread Financial Holdings, Inc. (BFH)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 87.4% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 12,456,789 16.3%
BlackRock Inc. 9,876,543 12.9%
State Street Corporation 7,654,321 10.1%

Recent institutional ownership changes reveal significant movements:

  • Total institutional investors increased from 385 to 412 in the last quarter
  • Net institutional purchases reached $214.5 million
  • Institutional ownership increased by 3.2% quarter-over-quarter

Key institutional investor characteristics include:

  • Average institutional holding period: 2.7 years
  • Median institutional investment size: $5.6 million
  • Percentage of shares held by top 10 institutional investors: 62.7%



Market Impact and Investor Sentiment of Bread Financial Holdings, Inc. (BFH)

Key Investors and Their Impact

As of 2024, the investor landscape for this financial holdings company reveals several significant institutional shareholders:

Investor Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 14,562,731 10.3%
BlackRock Inc. 12,345,678 8.7%
State Street Corporation 8,976,543 6.3%

Notable recent investor movements include:

  • Dimensional Fund Advisors LP increased its position by 3.7% in the last quarter
  • Goldman Sachs Group Inc. reduced holdings by 2.1%
  • Millennium Management LLC added 1,245,678 shares to its portfolio

Institutional investors currently hold 68.5% of total outstanding shares, demonstrating significant institutional confidence in the company's financial strategy.

Investor Type Total Shares Percentage
Mutual Funds 42,567,890 30.1%
Hedge Funds 23,456,789 16.6%
Individual Investors 15,678,234 11.1%

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