Bread Financial Likely to Benefit From Tailwinds, RBC Says

MT Newswires Live06-12

Bread Financial (BFH) is expected to benefit from tailwinds across the company, RBC Capital Markets said in a Friday note after hosting investor meetings with the management.

The report said the management provided a confident message on the outlook following the release of positive May monthly card data earlier this week.

"Our sense is that credit remains on an improving trajectory (ahead of prior expectations) with loan growth improving on a year over year basis," the note said.

Consumer is showing resilience with growth improving and credit

remaining on a favorable trajectory, the report said, adding the firm reaffirmed its focus on delivering profitable growth and ROTCE in the mid-20% range over time.

RBC analysts raised their EPS estimates to $11.50 from $11.15 for 2026 and to $13.00 from $12.85 for 2027.

RBC kept its sector perform rating and raised its price target to $115 from $105.

Price: 102.39, Change: +0.76, Percent Change: +0.74

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