Capital One Financial (COF) – Investment Analysts’ Weekly Ratings Updates

A number of firms have modified their ratings and price targets on shares of Capital One Financial (NYSE: COF) recently:

• 1/26/2026 – Capital One Financial was given a new $275.00 price target on by analysts at Truist Financial Corporation.
• 1/23/2026 – Capital One Financial had its price target lowered by analysts at Wolfe Research from $294.00 to $280.00. They now have an “outperform” rating on the stock.
• 1/23/2026 – Capital One Financial had its price target lowered by analysts at Barclays PLC from $294.00 to $287.00. They now have an “overweight” rating on the stock.
• 1/23/2026 – Capital One Financial had its price target lowered by analysts at Deutsche Bank Aktiengesellschaft from $263.00 to $256.00. They now have a “hold” rating on the stock.
• 1/23/2026 – Capital One Financial had its price target lowered by analysts at BTIG Research from $308.00 to $270.00. They now have a “buy” rating on the stock.
• 1/20/2026 – Capital One Financial had its price target raised by analysts at Morgan Stanley from $280.00 to $300.00. They now have an “overweight” rating on the stock.
• 1/20/2026 – Capital One Financial had its price target lowered by analysts at HSBC Holdings plc from $234.00 to $226.00. They now have a “hold” rating on the stock.
• 1/12/2026 – Capital One Financial had its “sector perform” rating reaffirmed by analysts at Royal Bank Of Canada. They now have a $275.00 price target on the stock.
• 1/12/2026 – Capital One Financial had its price target raised by analysts at JPMorgan Chase & Co. from $237.00 to $256.00. They now have a “neutral” rating on the stock.
• 1/10/2026 – Capital One Financial was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.
• 1/8/2026 – Capital One Financial had its “buy” rating reaffirmed by analysts at TD Cowen.
• 1/8/2026 – Capital One Financial had its price target raised by analysts at Wolfe Research from $270.00 to $294.00. They now have an “outperform” rating on the stock.
• 1/8/2026 – Capital One Financial had its price target raised by analysts at TD Cowen from $261.00 to $290.00. They now have a “buy” rating on the stock.
• 1/6/2026 – Capital One Financial had its “outperform” rating reaffirmed by analysts at Evercore ISI. They now have a $290.00 price target on the stock.
• 1/6/2026 – Capital One Financial had its “buy” rating reaffirmed by analysts at The Goldman Sachs Group, Inc.. They now have a $300.00 price target on the stock.
• 1/6/2026 – Capital One Financial had its price target raised by analysts at Barclays PLC from $271.00 to $294.00. They now have an “overweight” rating on the stock.
• 1/5/2026 – Capital One Financial had its price target raised by analysts at Wells Fargo & Company from $265.00 to $280.00. They now have an “overweight” rating on the stock.
• 1/2/2026 – Capital One Financial had its price target raised by analysts at Keefe, Bruyette & Woods from $260.00 to $290.00. They now have an “outperform” rating on the stock.
• 12/31/2025 – Capital One Financial had its price target raised by analysts at Citigroup Inc. from $290.00 to $310.00. They now have a “buy” rating on the stock.
• 12/29/2025 – Capital One Financial had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 12/26/2025 – Capital One Financial had its price target raised by analysts at BTIG Research from $264.00 to $308.00. They now have a “buy” rating on the stock.
• 12/22/2025 – Capital One Financial had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 12/19/2025 – Capital One Financial had its price target raised by analysts at Truist Financial Corporation from $270.00 to $290.00. They now have a “buy” rating on the stock.
• 12/17/2025 – Capital One Financial had its price target raised by analysts at Deutsche Bank Aktiengesellschaft from $240.00 to $263.00. They now have a “hold” rating on the stock.
• 12/16/2025 – Capital One Financial had its “overweight” rating reaffirmed by analysts at Morgan Stanley. They now have a $280.00 price target on the stock.
• 12/15/2025 – Capital One Financial had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 12/10/2025 – Capital One Financial had its price target raised by analysts at Jefferies Financial Group Inc. from $265.00 to $275.00. They now have a “buy” rating on the stock.
• 12/8/2025 – Capital One Financial had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 12/8/2025 – Capital One Financial is now covered by analysts at Wolfe Research. They set an “outperform” rating and a $270.00 price target on the stock.
• 12/1/2025 – Capital One Financial had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.

Capital One Financial Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Monday, November 17th were given a $0.80 dividend. The ex-dividend date was Monday, November 17th. This represents a $3.20 annualized dividend and a dividend yield of 1.5%. This is a boost from Capital One Financial’s previous quarterly dividend of $0.60. Capital One Financial’s payout ratio is presently 108.11%.

Insider Transactions at Capital One Financial

In other Capital One Financial news, 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 completion of the transaction, the general counsel directly owned 92,486 shares in the company, valued at approximately $23,121,500. This trade represents a 2.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Celia Karam sold 2,064 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $244.35, for a total transaction of $504,338.40. Following the transaction, the insider directly owned 61,373 shares of the company’s stock, valued at approximately $14,996,492.55. This trade represents a 3.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 195,409 shares of company stock worth $43,756,821 in the last 90 days. Insiders own 1.26% of the company’s stock.

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.