Portfolio Design Labs LLC Takes $1.62 Million Position in Capital One Financial Corporation $COF

Portfolio Design Labs LLC acquired a new position in Capital One Financial Corporation (NYSE:COF) in the second quarter, HoldingsChannel.com reports. The institutional investor acquired 8,061 shares of the financial services provider’s stock, valued at approximately $1,617,000.

Several other institutional investors have also recently made changes to their positions in the business. Evolution Wealth Management Inc. lifted its holdings 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 worth $26,000 after purchasing an additional 90 shares in the last quarter. VSM Wealth Advisory LLC bought a new position in Capital One Financial in the 4th quarter worth approximately $27,000. Cherry Tree Wealth Management LLC grew its holdings in Capital One Financial by 1,312.5% during 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 in the last quarter. Osterweis Capital Management Inc. purchased a new stake in Capital One Financial during the 4th quarter valued at approximately $29,000. Finally, CrossGen Wealth LLC bought a new stake in shares of Capital One Financial during the fourth quarter valued at approximately $30,000. Hedge funds and other institutional investors own 89.84% of the company’s stock.

Capital One Financial Trading Down 3.7%

Shares of NYSE COF opened at $212.55 on Friday. Capital One Financial Corporation has a 1-year low of $174.24 and a 1-year high of $259.64. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.02 and a quick ratio of 1.02. The business’s 50 day moving average is $207.98 and its two-hundred day moving average is $198.07. The stock has a market capitalization of $130.40 billion, a P/E ratio of 13.15, a PEG ratio of 0.81 and a beta of 1.02.

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

Capital One Financial Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Monday, August 17th will be given a $0.80 dividend. The ex-dividend date 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 (DPR) is currently 19.80%.

Analysts Set New Price Targets

Several research firms have recently commented on COF. Bank of America lowered 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 report on Thursday, July 9th. Deutsche Bank Aktiengesellschaft set a $245.00 target price on shares of Capital One Financial in a research note on Thursday. Citigroup decreased their price target on shares of Capital One Financial from $310.00 to $295.00 and set a “buy” rating on the stock in a research note on Tuesday, July 28th. Piper Sandler initiated 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. Finally, Truist Financial cut their price objective on Capital One Financial from $275.00 to $255.00 and set a “buy” rating for the company in a research report on Thursday, April 23rd. Twenty-one equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $259.14.

Insider Buying and Selling

In other news, insider Michael Zamsky sold 5,473 shares of the 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 sale, the insider owned 27,992 shares of the company’s stock, valued at approximately $6,102,815.84. This represents a 16.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Timothy P. Golden sold 3,487 shares of the firm’s stock in a transaction dated 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 sale, the chief accounting officer owned 7,429 shares of the company’s stock, valued at $1,567,519. This trade represents a 31.94% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 26,267 shares of company stock valued at $5,617,648 over the last 90 days. 0.78% of the stock is currently owned by insiders.

More Capital One Financial News

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

• Positive Sentiment: Capital One’s latest quarterly results exceeded expectations, with earnings per share of $5.81 versus the $4.79 consensus and revenue of $15.83 billion, up 26.9% year over year. The stock remains up about 9.6% since that report, while analysts continue to see upside, with reported price targets generally ranging from $231 to $275. Capital One Up 9.6% Since Last Earnings Report
• Positive Sentiment: Bank of America maintained a Buy rating despite slower card growth, indicating that the bank’s credit performance and longer-term outlook remain supportive. Capital One also continues to benefit from investor interest in potential earnings growth and valuation expansion. Bank of America Maintains Buy Rating
• Positive Sentiment: The company announced the full redemption of its Series M fixed-rate reset non-cumulative perpetual preferred stock on September 1, 2026. The move may simplify Capital One’s capital structure and reduce preferred-stock obligations, although the immediate effect on common-stock earnings is likely limited. Capital One Announces Series M Preferred Stock Redemption
• Neutral Sentiment: Capital One’s quarterly dividend remains $0.80 per share, or $3.20 annualized, representing an indicated yield of roughly 1.4%. The payout ratio is relatively modest at approximately 20%, leaving room for capital flexibility.
• Negative Sentiment: Renewed concerns about consumer credit are weighing on the stock. Industry credit-card delinquency rates remain elevated, and Capital One’s 30-plus-day delinquency rate reportedly edged up to 3.48% in July, even though net charge-offs improved. Because Capital One has significant credit-card exposure, investors remain cautious about whether credit normalization will continue. Investors Weigh Consumer Credit Pressure
• Negative Sentiment: Recent disclosures show extensive insider selling, with multiple executives selling shares and no reported insider purchases over the past six months. Several sales were conducted under pre-arranged Rule 10b5-1 plans, limiting their significance, but the pattern may still add to short-term investor caution.

Capital One Financial Company 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.