Orion Porfolio Solutions LLC Raises Holdings in Capital One Financial Corporation $COF

Orion Porfolio Solutions LLC boosted its holdings in shares of Capital One Financial Corporation (NYSE:COF) by 9.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 32,006 shares of the financial services provider’s stock after acquiring an additional 2,812 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Capital One Financial were worth $6,804,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in COF. Mather Group LLC. grew its holdings in shares of Capital One Financial by 1.0% during the 3rd quarter. Mather Group LLC. now owns 4,540 shares of the financial services provider’s stock worth $965,000 after purchasing an additional 47 shares during the period. Optas LLC raised its holdings in Capital One Financial by 1.4% in the 3rd quarter. Optas LLC now owns 3,484 shares of the financial services provider’s stock valued at $741,000 after buying an additional 49 shares during the period. Nations Financial Group Inc. IA ADV lifted its position in Capital One Financial by 1.1% in the third quarter. Nations Financial Group Inc. IA ADV now owns 4,450 shares of the financial services provider’s stock valued at $946,000 after buying an additional 49 shares during the last quarter. Bridges Investment Management Inc. boosted its stake in Capital One Financial by 0.4% during the third quarter. Bridges Investment Management Inc. now owns 11,251 shares of the financial services provider’s stock worth $2,392,000 after buying an additional 49 shares during the period. Finally, Culbertson A N & Co. Inc. increased its position in shares of Capital One Financial by 0.4% during the second quarter. Culbertson A N & Co. Inc. now owns 11,365 shares of the financial services provider’s stock valued at $2,418,000 after acquiring an additional 50 shares during the last quarter. Hedge funds and other institutional investors own 89.84% of the company’s stock.

Capital One Financial Stock Performance

NYSE:COF opened at $187.51 on Friday. The company has a fifty day simple moving average of $221.87 and a two-hundred day simple moving average of $222.10. The company has a market cap of $116.62 billion, a price-to-earnings ratio of 63.35, a price-to-earnings-growth ratio of 0.58 and a beta of 1.14. The company has a quick ratio of 1.04, a current ratio of 1.04 and a debt-to-equity ratio of 0.44. Capital One Financial Corporation has a 52 week low of $143.22 and a 52 week high of $259.64.

Capital One Financial (NYSE:COF) last announced its quarterly earnings data on Thursday, January 22nd. The financial services provider reported $3.86 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.14 by ($0.28). Capital One Financial had a net margin of 3.54% and a return on equity of 10.68%. Capital One Financial’s revenue for the quarter was up 53.3% on a year-over-year basis. During the same period last year, the firm earned $2.67 earnings per share. As a group, equities analysts anticipate that Capital One Financial Corporation will post 15.65 earnings per share for the current fiscal year.

Capital One Financial Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Thursday, February 19th were issued a $0.80 dividend. The ex-dividend date of this dividend was Thursday, February 19th. This represents a $3.20 annualized dividend and a yield of 1.7%. Capital One Financial’s dividend payout ratio (DPR) is 108.11%.

Capital One Financial News Summary

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

• Positive Sentiment: Wall Street remains broadly constructive: multiple recent buy/overweight ratings and a median price target materially above current levels support longer‑term upside expectations. Read More.
• Positive Sentiment: Celebrity investor commentary (Jim Cramer) urged holders to “stick with” Capital One, which can help stabilize sentiment among retail investors. Read More.
• Neutral Sentiment: Strategic positioning: management completed the Discover integration and is pursuing the Brex acquisition/partnerships that shift COF toward corporate spend and payments — these are longer‑term drivers but may take time to translate into predictable EPS. Read More.
• Neutral Sentiment: Product / distribution tie‑ups continue (example: Capital One pre‑qualification available at a Texas truck dealer) — small operational wins that help originations but are unlikely to move the stock materially on their own. Read More.
• Negative Sentiment: Sector risk: renewed concerns about the private‑credit market and spillover/liquidity risks have triggered a financials selloff — Capital One, as a consumer lender with sizable card and auto exposures, is trading like a higher‑beta play and is vulnerable to widening credit stress. Read More.
• Negative Sentiment: Layoffs at former Discover HQ: filings and local reports show roughly 1,100+ employees being cut in the Riverwoods/Chicago area as Capital One integrates Discover — a risk to local sentiment and a signal of integration disruption, though it also reduces costs. Read More.
• Negative Sentiment: Insider selling: public filings and tracking services show extensive insider sales by multiple senior executives in recent months, which can weigh on investor confidence even if sales are for diversification or tax reasons. Read More.

Analyst Ratings Changes

A number of research firms recently weighed in on COF. The Goldman Sachs Group reaffirmed a “buy” rating and set a $300.00 price objective on shares of Capital One Financial in a research report on Tuesday, January 6th. Royal Bank Of Canada restated a “sector perform” rating and set a $275.00 price target on shares of Capital One Financial in a research report on Monday, January 12th. TD Cowen reaffirmed a “buy” rating on shares of Capital One Financial in a research note on Thursday, January 8th. Morgan Stanley boosted their price objective on Capital One Financial from $280.00 to $300.00 and gave the company an “overweight” rating in a report on Tuesday, January 20th. Finally, Wall Street Zen lowered Capital One Financial from a “buy” rating to a “hold” rating in a research note on Saturday, January 10th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, Capital One Financial has a consensus rating of “Moderate Buy” and a consensus target price of $274.70.

Insider Transactions at Capital One Financial

In related news, insider Celia Karam sold 2,108 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $218.25, for a total value of $460,071.00. Following the completion of the transaction, the insider directly owned 59,269 shares of the company’s stock, valued at $12,935,459.25. This represents a 3.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Lia Dean sold 3,284 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $223.68, for a total transaction of $734,565.12. Following the completion of the transaction, the insider owned 70,162 shares in the company, valued at $15,693,836.16. This represents a 4.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 67,933 shares of company stock valued at $14,363,897 over the last quarter. Insiders own 1.26% of the company’s stock.

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.