Gladstone Institutional Advisory LLC Has $2.65 Million Holdings in Capital One Financial Corporation $COF

Posted by Anthony Miller on Jan 7th, 2026

Gladstone Institutional Advisory LLC raised its stake in shares of Capital One Financial Corporation (NYSE:COF) by 23.9% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 12,441 shares of the financial services provider’s stock after purchasing an additional 2,396 shares during the period. Gladstone Institutional Advisory LLC’s holdings in Capital One Financial were worth $2,645,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Earned Wealth Advisors LLC purchased a new stake in Capital One Financial in the second quarter worth $254,000. Plancorp LLC purchased a new position in Capital One Financial during the second quarter valued at $272,000. CIBC Asset Management Inc boosted its holdings in shares of Capital One Financial by 53.9% during 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 buying an additional 30,991 shares in the last quarter. Smith Chas P & Associates PA Cpas grew its position 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 buying an additional 40,751 shares during the period. Finally, Montecito Bank & Trust purchased a new stake in shares of Capital One Financial in the 3rd quarter worth about $647,000. 89.84% of the stock is owned by institutional investors.

Capital One Financial Stock Up 2.9%

COF stock opened at $257.72 on Wednesday. The stock has a market capitalization of $163.84 billion, a P/E ratio of 108.74, a P/E/G ratio of 0.57 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 Corporation has a 1-year low of $143.22 and a 1-year high of $259.64. The business has a fifty day moving average price of $228.44 and a 200-day moving average price of $221.26.

Capital One Financial (NYSE:COF – Get Free Report) last released its quarterly earnings data on Monday, November 3rd. The financial services provider reported $5.95 EPS for the quarter. Capital One Financial had a return on equity of 10.94% and a net margin of 2.24%.The company had revenue of $15.46 billion for the quarter. Equities analysts forecast that Capital One Financial Corporation will post 15.65 earnings per share for the current fiscal year.

Capital One Financial Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Monday, November 17th were paid a $0.80 dividend. This is a boost from Capital One Financial’s previous quarterly dividend of $0.60. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Monday, November 17th. Capital One Financial’s dividend payout ratio (DPR) is presently 135.02%.

Insider Transactions at Capital One Financial

In other news, insider Lia Dean sold 3,163 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $244.35, for a total transaction of $772,879.05. Following the completion of the transaction, the insider directly owned 66,692 shares of the company’s stock, valued at $16,296,190.20. The trade was a 4.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Ravi Raghu sold 13,450 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $250.00, for a total transaction of $3,362,500.00. Following the completion of the sale, the insider owned 30,337 shares in the company, valued at $7,584,250. This represents a 30.72% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 296,895 shares of company stock valued at $66,611,541. Company insiders own 1.26% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on COF shares. Weiss Ratings reissued a “hold (c)” rating on shares of Capital One Financial in a research note on Monday, December 29th. Jefferies Financial Group lifted their target price on shares of Capital One Financial from $265.00 to $275.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Cowen restated a “buy” rating on shares of Capital One Financial in a research note on Wednesday, November 26th. Truist Financial lifted their price objective on Capital One Financial from $270.00 to $290.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Finally, Zacks Research downgraded Capital One Financial from a “strong-buy” rating to a “hold” rating in a report on Monday, November 24th. Three research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Capital One Financial currently has a consensus rating of “Moderate Buy” and a consensus target price of $274.80.

Get Our Latest Stock Analysis on COF

Key Capital One Financial News

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

Positive Sentiment: Wells Fargo reiterated a Buy on COF, supporting demand by reinforcing analyst confidence in the bank’s outlook and franchise strength. Wells Fargo Reaffirms Their Buy Rating on Capital One Financial (COF)
Positive Sentiment: Analysis highlights Capital One’s recent strong growth and market-share gains, which could strengthen its negotiating position or strategic rationale in any potential Discover-related or other partnership transactions — a positive catalyst for valuation expectations. How Strong Recent Growth and Market Share Gains Could Shape Capital One Financial’s (COF) Discover Deal Narrative
Neutral Sentiment: Coverage of retailers adding branded cafes notes Capital One as an example of banks/brands using in-person experiences to drive customer engagement. This is a brand/experience tailwind but likely a modest, longer-term influence on revenue. Uniqlo and Coach are opening cafes — joining longtime coffee players Ralph Lauren and Capital One. Here’s why it’s become a retail trend
Negative Sentiment: Insider sale — Celia Karam sold 2,064 shares at ~$244.35 (reducing her stake ~3.25%), a disclosure that can be perceived negatively by some investors. Celia Karam Form 4
Negative Sentiment: Insider sale — Lia Dean sold 3,163 shares at ~$244.35 (a ~4.53% reduction), another disposal that may weigh on sentiment. Lia Dean Form 4
Negative Sentiment: Large insider sale — Ravi Raghu sold 13,450 shares at ~$250.00, cutting his holding by ~30.7%; this larger reduction is the most notable insider trade and could raise questions about near-term insider conviction. Ravi Raghu Form 4

Capital One Financial Profile

(Free Report)

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.