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

NewEdge Wealth LLC acquired a new stake in shares of Capital One Financial Corporation (NYSE:COF) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 7,268 shares of the financial services provider’s stock, valued at approximately $1,458,000.

A number of other institutional investors also recently added to or reduced their stakes in COF. Evolution Wealth Management Inc. lifted its position in shares of Capital One Financial by 529.4% during the 4th 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 period. VSM Wealth Advisory LLC acquired a new position in Capital One Financial during the fourth quarter worth $27,000. Cherry Tree Wealth Management LLC raised its stake in 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 acquiring an additional 105 shares in the last quarter. Ballast Advisors LLC bought a new position in shares of Capital One Financial during the first quarter valued at $27,000. Finally, Strive Asset Management LLC bought a new position in shares of Capital One Financial during the third quarter valued at $28,000. 89.84% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about 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

Analysts Set New Price Targets

Several research firms have recently weighed in on COF. Wall Street Zen lowered shares of Capital One Financial from a “buy” rating to a “hold” rating in a report on Sunday, August 2nd. JPMorgan Chase & Co. lifted their price target on shares of Capital One Financial from $215.00 to $245.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Deutsche Bank Aktiengesellschaft set a $245.00 price target on shares of Capital One Financial in a research report on Thursday. HSBC raised shares of Capital One Financial from a “hold” rating to a “buy” rating and upped their price objective for the stock from $226.00 to $229.00 in a research note on Sunday, July 12th. Finally, Bank of America dropped 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 report on Thursday, July 9th. Twenty-one 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 a consensus rating of “Moderate Buy” and an average target price of $259.14.

Insider Buying and Selling

In other Capital One Financial news, insider Lia Dean sold 2,193 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $225.52, for a total value of $494,565.36. Following the completion of the transaction, the insider directly owned 63,261 shares of the company’s stock, valued at approximately $14,266,620.72. The trade was a 3.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ravi Raghu sold 9,726 shares of the company’s stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $209.78, for a total transaction of $2,040,320.28. Following the transaction, the insider owned 26,328 shares in the company, valued at $5,523,087.84. The trade was a 26.98% 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. In the last 90 days, insiders sold 26,267 shares of company stock valued at $5,617,648. Insiders own 0.78% of the company’s stock.

Capital One Financial Price Performance

Shares of COF stock opened at $218.05 on Friday. The stock’s fifty day moving average is $208.66 and its 200-day moving average is $198.21. 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 stock has a market capitalization of $133.77 billion, a PE ratio of 13.49, a PEG ratio of 0.78 and a beta of 1.02. Capital One Financial Corporation has a 52 week low of $174.24 and a 52 week high of $259.64.

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

Capital One Financial Dividend Announcement

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

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.