Rising delinquency rates for subprime auto loans pose a "significant concern," the New York Fed warned Wednesday, amid anxieties from analysts and carmakers that the auto market and the borrowing that has fueled it is at risk of stalling.

The bank's assessment of that subprime borrowing came in a broader quarterly analysis of household debt. While the bank said most auto loans were "still performing well," its analysis indicated that around 6 million people were at least 90 days late on repaying their car loans.

"The worsening in the delinquency rate of subprime auto loans is pronounced, with a notable increase during the past few years," the New York Fed said in a blog post on Wednesday.

The flow into 90-plus days' delinquency for subprime auto loans hit 1.95% in the third quarter, the highest since 2010, up from 1.37% in Q3 2012, according to a Wall Street Journal analysis of the New York Fed figures.

The overall auto-loan 90-plus day delinquency rate ticked up to 3.6% from 3.5% in Q2 2016.

The big automakers are set to report November sales Thursday. Sales fell in October but largely topped expectations.

J.D. Power and LMC Automotive estimate a seasonally adjusted annualized rate of 17.9 million vehicles, down from 18.3 million in October and 18.25 million a year earlier.

Ford (F) shares climbed 0.3% on the stock market today, Fiat Chrysler (FCAU) rose 1.3% and General Motors (GM) dipped 0.1%. Toyota (TM) added 0.2%, while Volkswagen (VLKAY) fell 1.1%.

IBD'S TAKE: While auto sales may be reaching a plateau as more borrowers struggle with their debts, automakers have put more effort into developing electric-vehicle charging stations and self-driving cars.

The New York Fed also noted that "a worsening performance among auto loans issued by auto finance companies is masked by improvements in the delinquency rates of auto loans issued by banks and credit unions."

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