Capital One Financial Corporation $COF Stock Position Reduced by Compound Planning Inc.

Compound Planning Inc. decreased its position in Capital One Financial Corporation (NYSE:COF) by 18.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,994 shares of the financial services provider’s stock after selling 2,722 shares during the quarter. Compound Planning Inc.’s holdings in Capital One Financial were worth $2,188,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Evolution Wealth Management Inc. lifted its stake in Capital One Financial by 529.4% during the fourth quarter. Evolution Wealth Management Inc. now owns 107 shares of the financial services provider’s stock worth $26,000 after purchasing an additional 90 shares during the last quarter. VSM Wealth Advisory LLC bought a new stake in Capital One Financial during the fourth quarter valued at $27,000. Cherry Tree Wealth Management LLC increased its stake in Capital One Financial by 1,312.5% during the fourth quarter. Cherry Tree Wealth Management LLC now owns 113 shares of the financial services provider’s stock valued at $27,000 after purchasing an additional 105 shares during the last quarter. Strive Asset Management LLC acquired a new stake in shares of Capital One Financial during the third quarter worth $28,000. Finally, Frazier Financial Advisors LLC acquired a new stake in shares of Capital One Financial during the first quarter worth $29,000. 89.84% of the stock is currently owned by institutional investors.

Insider Transactions at Capital One Financial

In other Capital One Financial news, General Counsel Matthew W. Cooper sold 3,500 shares of the firm’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $208.00, for a total value of $728,000.00. Following the sale, the general counsel owned 90,194 shares in the company, valued at approximately $18,760,352. This trade represents a 3.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 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 that occurred on Friday, May 1st. The shares were sold at an average price of $192.58, for a total value of $336,822.42. Following the sale, the insider directly owned 61,579 shares in the company, valued at approximately $11,858,883.82. This trade represents a 2.76% decrease in their position. 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. Insiders have sold a total of 8,749 shares of company stock valued at $1,708,577 over the last three months. 0.78% of the stock is currently owned by company insiders.

Capital One Financial Stock Performance

COF stock opened at $202.53 on Friday. Capital One Financial Corporation has a 1 year low of $174.24 and a 1 year high of $259.64. The stock has a market capitalization of $126.03 billion, a price-to-earnings ratio of 12.53, a PEG ratio of 0.75 and a beta of 1.02. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.03 and a current ratio of 1.02. The stock’s fifty day moving average is $195.38 and its two-hundred day moving average is $200.56.

Capital One Financial (NYSE:COF) last released its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $5.81 EPS for the quarter, topping the consensus estimate of $4.79 by $1.02. The business had revenue of $15.83 billion during the quarter, compared to analyst estimates of $15.76 billion. Capital One Financial had a net margin of 13.37% and a return on equity of 11.28%. The company’s quarterly revenue was up 26.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $5.48 earnings per share. On average, research analysts predict that Capital One Financial Corporation will post 19.93 EPS for the current year.

Capital One Financial Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 19th were paid a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend was Tuesday, May 19th. Capital One Financial’s payout ratio is presently 19.80%.

Analysts Set New Price Targets

A number of research firms have recently issued reports on COF. Evercore reduced their price target on shares of Capital One Financial from $265.00 to $222.00 and set an “outperform” rating on the stock in a research report on Monday, April 6th. Piper Sandler started coverage on shares of Capital One Financial in a research note on Monday, June 29th. They set an “overweight” rating and a $254.00 price objective on the stock. Truist Financial dropped their price objective on shares of Capital One Financial from $275.00 to $255.00 and set a “buy” rating on the stock in a research note on Thursday, April 23rd. Argus cut their target price on shares of Capital One Financial from $260.00 to $250.00 and set a “buy” rating on the stock in a report on Thursday, April 23rd. Finally, Rothschild & Co Redburn decreased their target price on Capital One Financial from $290.00 to $275.00 and set a “buy” rating for the company in a research note on Wednesday, April 29th. Twenty analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $259.82.

Trending Headlines about Capital One Financial

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

• Positive Sentiment: Capital One’s Q2 results showed improved profitability, with the company swinging back to net income and posting higher net interest income, reinforcing the view that its core business momentum remains solid.
• Positive Sentiment: Multiple reports highlighted bullish analyst sentiment, including Piper Sandler and Morgan Stanley maintaining buy ratings, while one note set a $260 price target, suggesting meaningful upside from current levels.
• Positive Sentiment: Several articles pointed to Capital One’s technology and AI advantages, including its cloud-native infrastructure and open-source security tool VulnHunter, which support the company’s long-term competitive positioning.
• Neutral Sentiment: Capital One is also being viewed as a value stock after earnings, with coverage noting that the shares trade at a discount to peers on forward earnings and tangible book value.
• Negative Sentiment: The stock is facing overhang from legal and regulatory headlines, including a Zelle fraud lawsuit, a Canada data-breach settlement, and reports that customer payouts from a separate $425 million settlement may be delayed after an appeal.

About Capital One Financial

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.