77,100 Shares in Capital One Financial Corporation $COF Purchased by Helix Partners Management LP

Helix Partners Management LP purchased a new position in Capital One Financial Corporation (NYSE:COF) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 77,100 shares of the financial services provider’s stock, valued at approximately $15,467,802,000. Capital One Financial accounts for 2.1% of Helix Partners Management LP’s holdings, making the stock its 5th biggest position.

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

Insider Activity at Capital One Financial

In other news, CAO Timothy P. Golden sold 3,487 shares of the company’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 completion of the transaction, the chief accounting officer directly owned 7,429 shares of the company’s stock, valued at $1,567,519. This represents a 31.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, General Counsel Matthew W. Cooper sold 3,500 shares of the company’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $208.00, for a total transaction of $728,000.00. Following the transaction, the general counsel owned 90,194 shares of the company’s stock, valued at $18,760,352. This represents a 3.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 26,267 shares of company stock valued at $5,617,648 in the last ninety days. 0.78% of the stock is currently owned by company insiders.

Capital One Financial Stock Up 0.1%

Capital One Financial stock opened at $218.05 on Monday. The business’s 50-day simple moving average is $208.66 and its two-hundred day simple moving average is $198.03. 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 PE ratio of 13.49, a PEG ratio of 0.80 and a beta of 1.02. Capital One Financial Corporation has a fifty-two week low of $174.24 and a fifty-two week high of $259.64.

Capital One Financial (NYSE:COF) last issued its earnings results on Tuesday, July 21st. The financial services provider reported $5.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.79 by $1.02. The firm had revenue of $15.83 billion during the quarter, compared to analysts’ expectations of $15.76 billion. Capital One Financial had a net margin of 13.37% and a return on equity of 11.28%. The firm’s revenue was up 26.9% compared to the same quarter last year. During the same quarter last year, the company posted $5.48 earnings per share. Equities analysts anticipate that Capital One Financial Corporation will post 20.29 EPS for the current year.

Capital One Financial Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors 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 dividend on an annualized basis and a yield of 1.5%. Capital One Financial’s dividend payout ratio is presently 19.80%.

Key Stories Impacting Capital One Financial

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

Wall Street Analyst Weigh In

COF has been the subject of several research reports. Bank of America lowered their price objective on shares of Capital One Financial from $234.00 to $231.00 and set a “buy” rating for the company in a research report on Thursday, July 9th. Barclays decreased their price target on shares of Capital One Financial from $242.00 to $240.00 and set an “overweight” rating for the company in a research note on Wednesday, July 22nd. Rothschild & Co Redburn lowered their price target on Capital One Financial from $290.00 to $275.00 and set a “buy” rating for the company in a report on Wednesday, April 29th. Weiss Ratings upgraded Capital One Financial from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, August 13th. Finally, Wall Street Zen cut 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 issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $259.14.

About Capital One Financial

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.