TRB Wealth Management LLC Buys Shares of 3,158 Capital One Financial Corporation $COF

TRB Wealth Management LLC bought a new stake in shares of Capital One Financial Corporation (NYSE:COF) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 3,158 shares of the financial services provider’s stock, valued at approximately $634,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Evolution Wealth Management Inc. grew its position in Capital One Financial by 529.4% in the 4th quarter. Evolution Wealth Management Inc. now owns 107 shares of the financial services provider’s stock valued at $26,000 after acquiring an additional 90 shares during the last quarter. VSM Wealth Advisory LLC purchased a new stake in Capital One Financial in the fourth quarter worth $27,000. Cherry Tree Wealth Management LLC lifted its position in shares of Capital One Financial by 1,312.5% during the fourth quarter. Cherry Tree Wealth Management LLC now owns 113 shares of the financial services provider’s stock worth $27,000 after purchasing an additional 105 shares during the last quarter. Osterweis Capital Management Inc. bought a new stake in shares of Capital One Financial during the fourth quarter worth $29,000. Finally, CrossGen Wealth LLC purchased a new stake in shares of Capital One Financial during the fourth quarter valued at $30,000. 89.84% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on COF shares. Rothschild & Co Redburn cut their price target on shares of Capital One Financial from $290.00 to $275.00 and set a “buy” rating on the stock in a report on Wednesday, April 29th. Piper Sandler assumed coverage on shares of Capital One Financial in a report on Monday, June 29th. They set an “overweight” rating and a $254.00 price objective for the company. UBS Group upped their target price on shares of Capital One Financial from $275.00 to $280.00 and gave the stock a “buy” rating in a research note on Monday, August 3rd. Bank of America reduced their target price on shares of Capital One Financial from $234.00 to $231.00 and set a “buy” rating on the stock in a research report on Thursday, July 9th. Finally, Wall Street Zen downgraded shares of Capital One Financial from a “buy” rating to a “hold” rating in a research note on Sunday, August 2nd. Twenty-one research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $259.14.

Capital One Financial Stock Performance

Shares of Capital One Financial stock opened at $218.05 on Friday. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 0.39. The stock’s fifty day moving average price is $208.66 and its 200-day moving average price is $198.21. The firm has a market cap of $133.77 billion, a P/E ratio of 13.49, a P/E/G ratio of 0.78 and a beta of 1.02. Capital One Financial Corporation has a 12 month low of $174.24 and a 12 month high of $259.64.

Capital One Financial (NYSE:COF) last released its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $5.81 earnings per share for the quarter, topping 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 company had revenue of $15.83 billion during the quarter, compared to analyst estimates of $15.76 billion. During the same period in the prior year, the firm earned $5.48 earnings per share. The firm’s revenue for the quarter was up 26.9% compared to the same quarter last year. On average, equities research analysts expect that Capital One Financial Corporation will post 20.29 earnings per share for the current fiscal year.

Capital One Financial Dividend Announcement

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

Insider Transactions at Capital One Financial

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

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.