Whelan Financial Buys 2,563 Shares of Capital One Financial Corporation $COF

Whelan Financial grew its stake in shares of Capital One Financial Corporation (NYSE:COF) by 69.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,279 shares of the financial services provider’s stock after buying an additional 2,563 shares during the period. Capital One Financial accounts for 0.4% of Whelan Financial’s portfolio, making the stock its 27th biggest holding. Whelan Financial’s holdings in Capital One Financial were worth $1,335,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Earned Wealth Advisors LLC purchased a new stake in shares of Capital One Financial during the 2nd quarter valued at about $254,000. Cortland Associates Inc. MO bought a new stake in Capital One Financial during the third quarter worth approximately $14,391,000. Plancorp LLC purchased a new stake in Capital One Financial during the second quarter valued at approximately $272,000. CIBC Asset Management Inc lifted its stake in shares of Capital One Financial by 53.9% in the 2nd quarter. CIBC Asset Management Inc now owns 88,505 shares of the financial services provider’s stock valued at $18,830,000 after purchasing an additional 30,991 shares during the last quarter. Finally, Smith Chas P & Associates PA Cpas boosted its holdings in shares of Capital One Financial by 1,490.0% in the 2nd quarter. Smith Chas P & Associates PA Cpas now owns 43,486 shares of the financial services provider’s stock worth $9,252,000 after purchasing an additional 40,751 shares during the period. 89.84% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. UBS Group decreased their price target on Capital One Financial from $270.00 to $266.00 and set a “buy” rating on the stock in a report on Tuesday, October 7th. Keefe, Bruyette & Woods increased their target price on shares of Capital One Financial from $260.00 to $290.00 and gave the company an “outperform” rating in a research note on Friday, January 2nd. Wall Street Zen cut shares of Capital One Financial from a “buy” rating to a “hold” rating in a research note on Saturday, January 10th. Citigroup upped their price target on shares of Capital One Financial from $290.00 to $310.00 and gave the company a “buy” rating in a report on Wednesday, December 31st. Finally, Morgan Stanley reissued an “overweight” rating and issued a $280.00 price objective on shares of Capital One Financial in a research note on Tuesday, December 16th. Three investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $279.40.

Capital One Financial News Summary

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

• Positive Sentiment: Multiple Wall Street previews and analyst notes highlight solid revenue estimates, card growth and deal-related tailwinds ahead of Q4, supporting expectations for an earnings beat and underpinning investor optimism. Is Capital One Stock Worth Owning Ahead of Q4 Earnings?
• Positive Sentiment: Zacks’ detailed preview of key metrics (loan growth, card receivables, net charge-offs) suggests analysts expect continued top-line strength and favorable catalysts that could support an earnings beat. Stay Ahead of the Game With Capital One (COF) Q4 Earnings: Wall Street’s Insights on Key Metrics
• Positive Sentiment: Zacks notes Capital One’s strong history of earnings surprises and argues the company currently has the setup (estimates and sentiment) consistent with another potential beat — a bullish near-term catalyst. Will Capital One (COF) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: COF cleared an 80-plus relative strength rating benchmark, signaling strong technical momentum versus the market and likely attracting momentum-oriented flows. Capital One Financial hits 80-plus relative strength rating benchmark
• Neutral Sentiment: CNBC’s “week ahead” preview lists Capital One among several major companies reporting next week, keeping the stock in focus for event-driven trading around the print. Cramer’s week ahead: Earnings from Netflix, Intel, Capital One, McCormick
• Neutral Sentiment: Coverage notes that analysts have labeled COF a “Strong Buy,” providing a baseline of institutional support, though headlines also flag political/regulatory uncertainty. Analysts Say Capital One Stock Is a ‘Strong Buy.’ Did Trump Just Change That?
• Negative Sentiment: Jim Cramer commented that the Capital One CEO “will be excoriated,” reflecting elevated media scrutiny and potential investor concerns around management commentary or regulatory questions during the earnings cycle. Capital One (COF) CEO “Will be excoriated,” says Jim Cramer
• Negative Sentiment: MarketBeat’s “Survival Kit” piece cautions investors on unsecured consumer credit exposure, citing potential legislative credit caps and macro/legal risks that could pressure Capital One’s card margins and loan profitability. The 2026 Survival Kit: Gold, Defense, and Trash (COF)

Capital One Financial Trading Up 0.9%

COF stock opened at $239.15 on Monday. Capital One Financial Corporation has a 12 month low of $143.22 and a 12 month high of $259.64. The firm’s 50-day moving average is $232.01 and its 200 day moving average is $223.01. The company has a market capitalization of $152.03 billion, a PE ratio of 100.91, a P/E/G ratio of 0.55 and a beta of 1.13. The company has a debt-to-equity ratio of 0.45, a current ratio of 1.03 and a quick ratio of 1.03.

Capital One Financial (NYSE:COF) last issued its earnings results on Monday, November 3rd. The financial services provider reported $5.95 EPS for the quarter. Capital One Financial had a net margin of 2.24% and a return on equity of 10.94%. The business had revenue of $15.46 billion for the quarter. On average, research analysts anticipate that Capital One Financial Corporation will post 15.65 EPS for the current year.

Capital One Financial Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Monday, November 17th were given a dividend of $0.80 per share. This is a boost from Capital One Financial’s previous quarterly dividend of $0.60. The ex-dividend date of this dividend was Monday, November 17th. This represents a $3.20 dividend on an annualized basis and a yield of 1.3%. Capital One Financial’s dividend payout ratio is presently 135.02%.

Insiders Place Their Bets

In related news, insider Frank G. LapradeIii sold 17,840 shares of the company’s stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $222.03, for a total value of $3,961,015.20. Following the completion of the sale, the insider directly owned 48,315 shares of the company’s stock, valued at $10,727,379.45. This represents a 26.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, General Counsel Matthew W. Cooper sold 2,000 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $250.00, for a total transaction of $500,000.00. Following the transaction, the general counsel directly owned 92,486 shares in the company, valued at $23,121,500. This trade represents a 2.12% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 298,895 shares of company stock worth $67,111,541. 1.26% of the stock is owned by company insiders.

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.