NewEdge Wealth LLC Makes New $1.46 Million Investment in Capital One Financial Corporation $COF

NewEdge Wealth LLC purchased a new position in shares of Capital One Financial Corporation (NYSE:COF) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 7,268 shares of the financial services provider’s stock, valued at approximately $1,458,000.

A number of other institutional investors have also made changes to their positions in the stock. Evolution Wealth Management Inc. lifted its stake in shares of Capital One Financial by 529.4% in the fourth quarter. Evolution Wealth Management Inc. now owns 107 shares of the financial services provider’s stock worth $26,000 after buying an additional 90 shares during the last quarter. VSM Wealth Advisory LLC acquired a new position in Capital One Financial in the 4th quarter valued at $27,000. Cherry Tree Wealth Management LLC grew its stake in Capital One Financial by 1,312.5% in the 4th quarter. Cherry Tree Wealth Management LLC now owns 113 shares of the financial services provider’s stock valued at $27,000 after buying an additional 105 shares during the last quarter. Osterweis Capital Management Inc. bought a new position in Capital One Financial in the 4th quarter worth $29,000. Finally, CrossGen Wealth LLC bought a new position in Capital One Financial in the 4th quarter worth $30,000. 89.84% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, CAO Timothy P. Golden sold 3,487 shares of the business’s stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $211.00, for a total transaction of $735,757.00. Following the sale, the chief accounting officer directly owned 7,429 shares in the company, valued at approximately $1,567,519. The trade was a 31.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Michael Zamsky sold 5,473 shares of the company’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $218.02, for a total value of $1,193,223.46. Following the completion of the transaction, the insider owned 27,992 shares of the company’s stock, valued at $6,102,815.84. The trade was a 16.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 26,267 shares of company stock worth $5,617,648. 0.78% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on COF shares. Bank of America decreased their price target on shares of Capital One Financial from $234.00 to $231.00 and set a “buy” rating for the company in a report on Thursday, July 9th. Weiss Ratings raised Capital One Financial from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, August 13th. TD Cowen decreased their target price on Capital One Financial from $260.00 to $253.00 and set a “buy” rating for the company in a research note on Tuesday, July 7th. Piper Sandler assumed coverage on Capital One Financial in a report on Monday, June 29th. They issued an “overweight” rating and a $254.00 target price on the stock. Finally, Barclays dropped their price target on Capital One Financial from $242.00 to $240.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 22nd. Twenty-one equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $259.14.

Capital One Financial Stock Performance

NYSE:COF opened at $218.05 on Friday. The firm’s 50-day moving average is $208.66 and its 200-day moving average is $198.21. Capital One Financial Corporation has a 52-week low of $174.24 and a 52-week high of $259.64. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.02 and a current ratio of 1.02. The company has a market cap of $133.77 billion, a price-to-earnings ratio of 13.49, a PEG ratio of 0.78 and a beta of 1.02.

Capital One Financial (NYSE:COF) last announced its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $5.81 EPS for the quarter, beating analysts’ consensus estimates of $4.79 by $1.02. Capital One Financial had a net margin of 13.37% and a return on equity of 11.28%. The business had revenue of $15.83 billion during the quarter, compared to analyst estimates of $15.76 billion. During the same quarter in the prior year, the business earned $5.48 earnings per share. The firm’s revenue for the quarter was up 26.9% on a year-over-year basis. Equities research analysts anticipate that Capital One Financial Corporation will post 20.29 earnings per share for the current year.

Capital One Financial Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Monday, August 17th will be issued a $0.80 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $3.20 annualized dividend and a yield of 1.5%. Capital One Financial’s dividend payout ratio is 19.80%.

More Capital One Financial News

Here are the key news stories impacting Capital One Financial this week:

• Positive Sentiment: COF’s latest quarterly results exceeded expectations, with earnings per share of $5.81 versus the $4.79 consensus and revenue of $15.83 billion. The company’s revenue increased 26.9% year over year, helping drive a roughly 9.6% gain since the earnings release. Capital One Up 9.6% Since Last Earnings Report
• Positive Sentiment: Analyst expectations remain constructive. The recent median price target cited for COF is $254.50, above the stock’s referenced trading level, while Bank of America reportedly maintained a Buy rating. Investors are also looking for continued earnings growth and potential valuation expansion. Bank of America Maintains Buy Rating Why Capital One Could See Earnings Growth and Multiple Expansion
• Neutral Sentiment: Capital One will redeem all 1 million outstanding shares of its Series M fixed-rate reset non-cumulative perpetual preferred stock on September 1, 2026. The action is a capital-management decision with limited direct impact on operating earnings, though investors may monitor its effect on the company’s capital structure. Capital One Announces Series M Preferred Stock Redemption
• Negative Sentiment: Consumer-credit concerns are weighing on the shares. Industry credit-card delinquencies remain elevated, and Capital One’s 30-plus-day delinquency rate reportedly edged up to 3.48% in July, despite an improvement in net charge-offs. This mixed data is particularly important because Capital One has substantial credit-card exposure. Capital One Falls as Investors Weigh Consumer Credit Pressure
• Negative Sentiment: Bank of America also noted slower card growth, adding to concerns that future loan and revenue growth could moderate. Separately, reported insider activity showed substantial selling and no open-market purchases during the past six months, a potentially cautious signal, although insider sales can reflect compensation or diversification. Bank of America Sends Message on Capital One Stock

Capital One Financial Profile

Capital One Financial Corporation (NYSE: COF) is a diversified bank holding company headquartered in McLean, Virginia. The company’s core businesses include credit card lending, consumer and commercial banking, and auto finance. Capital One issues a wide range of credit card products for consumers and small businesses, and it operates deposit and digital banking services aimed at retail customers and small to midsize enterprises.

Products and services include credit and charge cards, checking and savings accounts (including the online-focused Capital One 360 platform), auto loans, and commercial lending solutions.