Sage Private Wealth Group LLC Purchases New Stake in Capital One Financial Corporation $COF

Sage Private Wealth Group LLC purchased a new stake in shares of Capital One Financial Corporation (NYSE:COF) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 2,705 shares of the financial services provider’s stock, valued at approximately $522,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Sowell Financial Services LLC increased its holdings in Capital One Financial by 1.6% in the 3rd quarter. Sowell Financial Services LLC now owns 13,336 shares of the financial services provider’s stock valued at $2,575,000 after purchasing an additional 209 shares in the last quarter. City State Bank raised its position in Capital One Financial by 3.3% in the third quarter. City State Bank now owns 1,992 shares of the financial services provider’s stock valued at $385,000 after purchasing an additional 64 shares during the period. Quadrant Capital Group LLC raised its position in Capital One Financial by 8.0% in the third quarter. Quadrant Capital Group LLC now owns 26,588 shares of the financial services provider’s stock valued at $5,266,000 after purchasing an additional 1,962 shares during the period. Physician Wealth Advisors Inc. lifted its stake in shares of Capital One Financial by 57.7% during the third quarter. Physician Wealth Advisors Inc. now owns 287 shares of the financial services provider’s stock worth $55,000 after purchasing an additional 105 shares in the last quarter. Finally, Pinnacle Associates Ltd. lifted its stake in shares of Capital One Financial by 2.8% during the third quarter. Pinnacle Associates Ltd. now owns 48,265 shares of the financial services provider’s stock worth $9,319,000 after purchasing an additional 1,334 shares in the last quarter. 89.84% of the stock is owned by institutional investors and hedge funds.

Capital One Financial Price Performance

COF opened at $205.98 on Thursday. Capital One Financial Corporation has a twelve month low of $174.24 and a twelve month high of $259.64. The firm has a market cap of $126.37 billion, a price-to-earnings ratio of 12.16, a PEG ratio of 0.97 and a beta of 1.04. 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 company has a fifty day simple moving average of $207.03 and a 200 day simple moving average of $200.80.

Capital One Financial (NYSE:COF) last issued its quarterly earnings data on Tuesday, October 20th. The financial services provider reported $6.69 EPS for the quarter, topping analysts’ consensus estimates of $5.53 by $1.16. Capital One Financial had a net margin of 13.70% and a return on equity of 11.54%. The firm had revenue of $16.31 billion for the quarter, compared to analyst estimates of $16.25 billion. During the same quarter in the previous year, the business posted $5.95 EPS. The firm’s revenue was up 6.4% compared to the same quarter last year. Equities research analysts expect that Capital One Financial Corporation will post 20.36 EPS for the current fiscal year.

Capital One Financial Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Monday, August 17th were paid a dividend of $0.80 per share. The ex-dividend date was Monday, August 17th. This represents a $3.20 annualized dividend and a dividend yield of 1.6%. Capital One Financial’s dividend payout ratio (DPR) is currently 19.80%.

Insider Activity at Capital One Financial

In other news, insider Michael Zamsky sold 5,473 shares of Capital One Financial stock in a transaction dated 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 sale, the insider directly owned 27,992 shares of the company’s stock, valued at approximately $6,102,815.84. The trade was a 16.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, General Counsel Matthew Cooper sold 3,500 shares of the business’s stock in a transaction dated Tuesday, October 6th. The stock was sold at an average price of $196.22, for a total value of $686,770.00. Following the completion of the transaction, the general counsel owned 79,694 shares in the company, valued at approximately $15,637,556.68. This trade represents a 4.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 37,664 shares of company stock valued at $7,914,162. 0.78% of the stock is currently owned by insiders.

Key Headlines Impacting Capital One Financial

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

• Positive Sentiment: Capital One reported adjusted earnings of $6.69 per share, above the roughly $5.45–$5.50 analyst consensus, while revenue reached approximately $16.3 billion, up about 6% year over year. Net income rose to $3.54 billion, helping drive the favorable market reaction. Capital One Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: Profitability trends improved: net interest margin expanded to 8.41%, pre-provision earnings increased, and the provision for credit losses declined from the prior quarter. Domestic credit-card net charge-offs also improved to 3.98%. Capital One Reports $3.5 Billion Q3 Profit
• Positive Sentiment: Management said the Discover acquisition is progressing ahead of schedule, with annualized synergies reported at approximately $1.8 billion. Investors also noted share repurchases and continued growth in Global Payment Network transaction volume. Capital One Q3 Earnings Call Transcript
• Positive Sentiment: JPMorgan raised its COF price target from $227 to $241 and assigned an overweight rating. BMO also lifted its target from $219 to $225, though it retained a market perform rating, signaling upside potential but some analyst caution.
• Neutral Sentiment: Capital One plans to increase marketing and network investment to compete more aggressively, which could support long-term growth but may pressure near-term expenses. Capital One Will Step Up Marketing
• Negative Sentiment: Credit metrics were mixed: credit-card delinquencies of 30 days or more increased to 3.74%. In addition, several insiders have sold shares recently, although at least one transaction was conducted under a pre-arranged trading plan.

Analysts Set New Price Targets

COF has been the subject of several analyst reports. UBS Group upped their target price on Capital One Financial from $275.00 to $280.00 and gave the stock a “buy” rating in a research report on Monday, August 3rd. Deutsche Bank Aktiengesellschaft set a $245.00 target price on Capital One Financial in a research note on Thursday, August 20th. Piper Sandler raised their target price on Capital One Financial from $260.00 to $269.00 and gave the company an “overweight” rating in a report on Wednesday. Weiss Ratings raised Capital One Financial from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday. Finally, Barclays boosted their price target on Capital One Financial from $237.00 to $238.00 and gave the stock an “overweight” rating in a research report on Wednesday. Twenty equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $256.32.

About Capital One Financial

Capital One Financial Corporation is a diversified financial services company headquartered in McLean, Virginia. Founded in 1994, the company operates as a bank holding company through Capital One, N.A., providing financial products and services to consumers, small businesses and commercial customers.

Capital One is best known for its credit card business, which offers a range of consumer and business cards. Its other activities include consumer banking products such as checking and savings accounts, auto loans and retail banking services, as well as commercial banking services for businesses and institutions.

The company primarily serves customers in the United States through digital channels, branches and other distribution networks.