Xcel Wealth Management LLC Boosts Holdings in Capital One Financial Corporation $COF

Xcel Wealth Management LLC boosted its holdings in Capital One Financial Corporation (NYSE:COF) by 17.7% in the 1st quarter, HoldingsChannel reports. The firm owned 54,396 shares of the financial services provider’s stock after purchasing an additional 8,166 shares during the quarter. Capital One Financial makes up approximately 2.7% of Xcel Wealth Management LLC’s portfolio, making the stock its 11th largest holding. Xcel Wealth Management LLC’s holdings in Capital One Financial were worth $9,923,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in COF. Victory Capital Management Inc. grew its holdings in Capital One Financial by 16.6% during the 3rd quarter. Victory Capital Management Inc. now owns 378,450 shares of the financial services provider’s stock valued at $80,451,000 after buying an additional 53,961 shares in the last quarter. APG Asset Management N.V. increased its stake in Capital One Financial by 12.9% in the 3rd quarter. APG Asset Management N.V. now owns 416,935 shares of the financial services provider’s stock worth $88,632,000 after acquiring an additional 47,627 shares during the last quarter. Swiss Life Asset Management Ltd raised its holdings in shares of Capital One Financial by 16.4% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 104,192 shares of the financial services provider’s stock worth $22,149,000 after acquiring an additional 14,700 shares in the last quarter. Waverton Investment Management Ltd raised its holdings in shares of Capital One Financial by 1,390.9% during the 3rd quarter. Waverton Investment Management Ltd now owns 1,181,834 shares of the financial services provider’s stock worth $251,323,000 after acquiring an additional 1,102,563 shares in the last quarter. Finally, Picton Mahoney Asset Management boosted its position in shares of Capital One Financial by 41.1% during the 3rd quarter. Picton Mahoney Asset Management now owns 165,686 shares of the financial services provider’s stock valued at $35,220,000 after acquiring an additional 48,243 shares during the last quarter. 89.84% of the stock is owned by hedge funds and other institutional investors.

Capital One Financial Stock Performance

NYSE COF opened at $204.81 on Friday. The company has a market cap of $127.45 billion, a P/E ratio of 71.86, a P/E/G ratio of 0.72 and a beta of 1.03. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.03 and a current ratio of 1.03. The business’s 50 day moving average price is $191.07 and its 200-day moving average price is $205.96. Capital One Financial Corporation has a fifty-two week low of $174.24 and a fifty-two week high of $259.64.

Capital One Financial (NYSE:COF) last released its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $4.42 earnings per share for the quarter, missing the consensus estimate of $5.08 by ($0.66). The company had revenue of $15.23 billion for the quarter, compared to analysts’ expectations of $15.68 billion. Capital One Financial had a net margin of 4.29% and a return on equity of 10.59%. The business’s quarterly revenue was up 52.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.06 EPS. Sell-side analysts predict that Capital One Financial Corporation will post 19.51 earnings per share for the current year.

Capital One Financial Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 19th were paid a $0.80 dividend. The ex-dividend date of this dividend was Tuesday, May 19th. This represents a $3.20 annualized dividend and a dividend yield of 1.6%. Capital One Financial’s dividend payout ratio is currently 112.28%.

Key Headlines Impacting Capital One Financial

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

• Positive Sentiment: Capital One’s stock is benefiting from the broader bank rally after the Federal Reserve’s 2026 stress test showed large U.S. banks remained above minimum capital requirements, supporting confidence in capital returns such as dividends and buybacks.
• Positive Sentiment: Capital One disclosed its company-run stress test results and said it will release second-quarter 2026 earnings on July 21, followed by a conference call, keeping investors focused on upcoming catalysts and the company’s capital position.
• Neutral Sentiment: Capital One also announced a $3 million, three-year partnership in Canada with Junior Achievement focused on youth financial literacy; this is positive for brand and community relations, but likely not a major stock driver.
• Negative Sentiment: Some commentary cited a “regulatory overhang” and recent insider selling activity, which could temper sentiment, though these items appear less important than the stress-test-driven optimism.

Insider Transactions at Capital One Financial

In other news, insider Lia Dean sold 1,692 shares of the firm’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $185.61, for a total value of $314,052.12. Following the completion of the sale, the insider owned 65,454 shares in the company, valued at approximately $12,148,916.94. This trade represents a 2.52% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Celia Karam sold 1,749 shares of Capital One Financial stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $192.58, for a total transaction of $336,822.42. Following the transaction, the insider directly owned 61,579 shares of the company’s stock, valued at approximately $11,858,883.82. This represents a 2.76% decrease in their ownership of the stock. 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. In the last quarter, insiders sold 8,040 shares of company stock worth $1,498,615. 0.78% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on COF shares. Jefferies Financial Group restated a “buy” rating and issued a $300.00 price target on shares of Capital One Financial in a research report on Monday, March 16th. The Goldman Sachs Group lowered their price objective on shares of Capital One Financial from $300.00 to $260.00 and set a “buy” rating for the company in a research report on Tuesday, April 7th. Barclays lifted their price objective on shares of Capital One Financial from $226.00 to $250.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. BTIG Research restated a “buy” rating and issued a $224.00 target price on shares of Capital One Financial in a report on Wednesday, April 22nd. Finally, TD Cowen decreased their target price on shares of Capital One Financial from $290.00 to $260.00 and set a “buy” rating on the stock in a research report on Tuesday, March 31st. Seventeen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Capital One Financial currently has a consensus rating of “Moderate Buy” and a consensus target price of $258.75.

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.