16,908 Shares in Capital One Financial Corporation $COF Purchased by Bell & Brown Wealth Advisors LLC

Key Points

• Bell & Brown Wealth Advisors purchased 16,908 shares of Capital One Financial in the second quarter, valued at approximately $3.39 million. Institutional investors collectively own 89.84% of the company.
• Capital One reported quarterly EPS of $5.81, surpassing estimates of $4.79, while revenue rose 26.9% year over year to $15.83 billion. The company also declared a quarterly dividend of $0.80 per share, yielding about 1.5% annually.
• Analysts maintain a generally positive view, with 21 Buy ratings and three Holds producing a consensus “Moderate Buy” rating and a $259.36 price target. Meanwhile, insiders sold 26,267 shares worth $5.62 million over the last quarter.

Bell & Brown Wealth Advisors LLC bought a new stake in Capital One Financial Corporation (NYSE:COF - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 16,908 shares of the financial services provider's stock, valued at approximately $3,392,000.

Several other large investors have also recently bought and sold shares of COF. First Command Advisory Services Inc. lifted its stake in shares of Capital One Financial by 4.5% in the 4th quarter. First Command Advisory Services Inc. now owns 1,067 shares of the financial services provider's stock worth $259,000 after acquiring an additional 46 shares during the period. Dogwood Wealth Management LLC boosted its holdings in shares of Capital One Financial by 26.0% in the fourth quarter. Dogwood Wealth Management LLC now owns 228 shares of the financial services provider's stock valued at $55,000 after acquiring an additional 47 shares in the last quarter. High Note Wealth LLC increased its stake in shares of Capital One Financial by 44.9% during the fourth quarter. High Note Wealth LLC now owns 155 shares of the financial services provider's stock valued at $38,000 after acquiring an additional 48 shares during the period. Fiducient Advisors LLC increased its stake in shares of Capital One Financial by 4.2% during the fourth quarter. Fiducient Advisors LLC now owns 1,196 shares of the financial services provider's stock valued at $290,000 after acquiring an additional 48 shares during the period. Finally, Nicholas Hoffman & Company LLC. raised its holdings in Capital One Financial by 5.0% during the fourth quarter. Nicholas Hoffman & Company LLC. now owns 1,057 shares of the financial services provider's stock worth $256,000 after purchasing an additional 50 shares in the last quarter. Institutional investors and hedge funds own 89.84% of the company's stock.

Insider Activity at Capital One Financial

In related news, CAO Timothy P. Golden sold 3,487 shares of the business's stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $211.00, for a total value of $735,757.00. Following the completion of the sale, the chief accounting officer directly owned 7,429 shares in the company, valued at approximately $1,567,519. The trade was a 31.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, General Counsel Matthew W. Cooper sold 3,500 shares of Capital One Financial stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $208.00, for a total transaction of $728,000.00. Following the completion of the transaction, the general counsel directly owned 90,194 shares in the company, valued at approximately $18,760,352. This represents a 3.74% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 26,267 shares of company stock worth $5,617,648 over the last quarter. 0.78% of the stock is currently owned by corporate insiders.

Capital One Financial Price Performance

COF opened at $220.56 on Thursday. The firm has a market capitalization of $135.31 billion, a P/E ratio of 13.65, a PEG ratio of 0.81 and a beta of 1.02. Capital One Financial Corporation has a 12-month low of $174.24 and a 12-month high of $259.64. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 0.39. The stock has a fifty day moving average of $207.37 and a 200-day moving average of $198.11.

Capital One Financial (NYSE:COF - Get Free Report) last posted its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $5.81 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 firm's revenue was up 26.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $5.48 earnings per share. Equities analysts forecast that Capital One Financial Corporation will post 20.29 EPS for the current fiscal year.

Capital One Financial Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Monday, August 17th will be given a $0.80 dividend. This represents a $3.20 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Monday, August 17th. Capital One Financial's dividend payout ratio is presently 19.80%.

Analyst Ratings Changes

A number of equities research analysts have weighed in on COF shares. Weiss Ratings upgraded Capital One Financial from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Thursday, August 13th. TD Cowen lowered their price target on Capital One Financial from $260.00 to $253.00 and set a "buy" rating on the stock in a research report on Tuesday, July 7th. Citigroup dropped their price objective on Capital One Financial from $310.00 to $295.00 and set a "buy" rating on the stock in a research note on Tuesday, July 28th. Argus reduced their price objective on shares of Capital One Financial from $260.00 to $250.00 and set a "buy" rating for the company in a research report on Thursday, April 23rd. Finally, BTIG Research lifted their price objective on shares of Capital One Financial from $224.00 to $259.00 and gave the stock a "buy" rating in a research note on Tuesday, June 30th. Twenty-one investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Capital One Financial presently has a consensus rating of "Moderate Buy" and a consensus price target of $259.36.

Key Stories Impacting Capital One Financial

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

• Positive Sentiment: TD Cowen maintained a Buy rating on COF, signaling continued confidence in the company’s outlook and valuation. TD Cowen Remains a Buy on Capital One Financial
• Positive Sentiment: Recent coverage continues to highlight Capital One’s latest deals as potential drivers of growth and investor interest. The stock is also being promoted as a long-term value opportunity, supported by a relatively moderate valuation and expectations for approximately $20.29 in full-year earnings per share. What Is Driving Capital One After Its Latest Deals? Why Capital One Is a Top Value Stock for the Long-Term
• Positive Sentiment: Fundamentals remain supportive: Capital One recently exceeded quarterly EPS expectations, reported revenue growth of 26.9% year over year, and declared a quarterly dividend of $0.80 per share.
• Neutral Sentiment: Insiders Celia Karam and Lia Dean sold shares worth roughly $426,000 and $495,000, respectively. Both transactions were executed under pre-arranged Rule 10b5-1 plans, reducing their significance as a direct bearish signal. Celia Karam Sells Shares of Capital One Financial
• Negative Sentiment: A report says Capital One shut down 385 accounts associated with Donald Trump after identifying money-laundering flags, following the company’s $390 million FinCEN penalty. The episode could increase regulatory, political, reputational, and compliance concerns, creating the clearest source of near-term pressure on COF. Capital One Shut Down 385 Trump Accounts

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.

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