Capital One Financial Corporation $COF Position Trimmed by U.S. Capital Wealth Advisors LLC

Key Points

• U.S. Capital Wealth Advisors LLC trimmed its holdings in Capital One by 18% in Q4, selling 11,435 shares and leaving 51,973 shares valued at $12.596 million, while overall institutional ownership remains high at 89.84%.
• Analysts have issued mixed price‑target changes—Citigroup raised its target to $310 while Goldman Sachs, Wells Fargo and RBC cut theirs—but the consensus rating is a Moderate Buy with an average price target of $262.95.
• Capital One missed quarterly EPS ($3.86 vs. $4.14) despite a 53% revenue increase; the stock trades near $193 with a P/E of 65.2 and pays a quarterly dividend of $0.80 (annualized $3.20, yield ~1.7%, DPR 108%).

U.S. Capital Wealth Advisors LLC trimmed its holdings in shares of Capital One Financial Corporation (NYSE:COF) by 18.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 51,973 shares of the financial services provider's stock after selling 11,435 shares during the period. U.S. Capital Wealth Advisors LLC's holdings in Capital One Financial were worth $12,596,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its holdings in Capital One Financial by 0.3% during the third quarter. Vanguard Group Inc. now owns 56,537,167 shares of the financial services provider's stock worth $12,018,671,000 after buying an additional 156,254 shares in the last quarter. Franklin Resources Inc. boosted its stake in Capital One Financial by 12.8% in the 3rd quarter. Franklin Resources Inc. now owns 11,838,304 shares of the financial services provider's stock worth $2,516,587,000 after purchasing an additional 1,339,215 shares during the period. Capital Research Global Investors boosted its stake in Capital One Financial by 3.7% in the 3rd quarter. Capital Research Global Investors now owns 8,426,060 shares of the financial services provider's stock worth $1,791,264,000 after purchasing an additional 302,733 shares during the period. Viking Global Investors LP boosted its stake in Capital One Financial by 30.3% in the 3rd quarter. Viking Global Investors LP now owns 7,388,506 shares of the financial services provider's stock worth $1,570,649,000 after purchasing an additional 1,717,148 shares during the period. Finally, Invesco Ltd. boosted its stake in Capital One Financial by 0.5% in the 3rd quarter. Invesco Ltd. now owns 5,530,940 shares of the financial services provider's stock worth $1,175,767,000 after purchasing an additional 25,325 shares during the period. 89.84% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently commented on the stock. Citigroup raised their price objective on shares of Capital One Financial from $290.00 to $310.00 and gave the stock a "buy" rating in a research note on Wednesday, December 31st. Evercore decreased their price objective on shares of Capital One Financial from $265.00 to $222.00 and set an "outperform" rating for the company in a research note on Monday, April 6th. The Goldman Sachs Group decreased 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 note on Tuesday, April 7th. Wells Fargo & Company decreased their price objective on shares of Capital One Financial from $280.00 to $260.00 and set an "overweight" rating for the company in a research note on Thursday. Finally, Wall Street Zen lowered shares of Capital One Financial from a "buy" rating to a "hold" rating in a research note on Saturday, January 10th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $262.95.

Insider Buying and Selling at Capital One Financial

In other news, insider Jason P. Hanson sold 3,729 shares of the firm's stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $205.00, for a total transaction of $764,445.00. Following the transaction, the insider owned 40,230 shares in the company, valued at approximately $8,247,150. This trade represents a 8.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Lia Dean sold 3,284 shares of the business's stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $223.68, for a total transaction of $734,565.12. Following the transaction, the insider owned 70,162 shares in the company, valued at approximately $15,693,836.16. The trade was a 4.47% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 50,047 shares of company stock worth $9,742,217 over the last quarter. Company insiders own 1.26% of the company's stock.

Capital One Financial Trading Down 0.9%

Shares of NYSE:COF opened at $193.02 on Friday. The firm has a fifty day moving average of $195.27 and a two-hundred day moving average of $215.09. The firm has a market capitalization of $120.04 billion, a P/E ratio of 65.21, a price-to-earnings-growth ratio of 0.60 and a beta of 1.14. Capital One Financial Corporation has a 12-month low of $155.83 and a 12-month high of $259.64. The company has a quick ratio of 1.04, a current ratio of 1.04 and a debt-to-equity ratio of 0.44.

Capital One Financial (NYSE:COF - Get Free Report) last issued its earnings results on Thursday, January 22nd. The financial services provider reported $3.86 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $4.14 by ($0.28). The company had revenue of $15.62 billion for the quarter, compared to analyst estimates of $15.49 billion. Capital One Financial had a net margin of 3.54% and a return on equity of 10.68%. The company's quarterly revenue was up 53.3% on a year-over-year basis. During the same period last year, the business earned $2.67 EPS. On average, equities analysts expect that Capital One Financial Corporation will post 15.65 EPS for the current fiscal year.

Capital One Financial Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Thursday, February 19th were paid a dividend of $0.80 per share. The ex-dividend date of this dividend was Thursday, February 19th. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.7%. Capital One Financial's dividend payout ratio (DPR) is 108.11%.

Capital One Financial News Summary

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

• Positive Sentiment: Completion of Brex buyout strengthens Capital One’s digital payments and AI-driven business-payments strategy — this is a clear growth/ cross‑sell catalyst that supports longer‑term revenue diversification. Read More.
• Positive Sentiment: JPMorgan has become more constructive (raised to buy‑equivalent/upgrade), citing expected acquisition synergies — an influential vote of confidence that can support the stock if integration goes smoothly. Read More.
• Positive Sentiment: Media and stock‑picks outlets are listing COF among “undervalued” names and bullish roundups, which can attract retail and thematic flows given the company’s tech/payments push. Read More.
• Positive Sentiment: Prominent market commentators (e.g., Jim Cramer) are encouraging optimism on Capital One, which can buoy retail sentiment and short‑term buying interest. Read More.
• Neutral Sentiment: MarketWatch notes recent outperformance on a strong trading day — a short‑term data point that shows episodic strength but not a trend reversal. Read More.
• Neutral Sentiment: UBS trimmed its price target (note: price‑target moves may reflect updated modeling for integration and rates; UBS’s $283 target remains above current levels). Read More.
• Negative Sentiment: Royal Bank of Canada cut its price target to $235 and moved to “sector perform” — a visible downgrade in surplus optimism that likely pressured the stock today. Read More.
• Negative Sentiment: Goldman Sachs and Wells Fargo trimmed price targets (Goldman to $260; Wells Fargo to $260 but kept an overweight stance) — multiple target cuts compress near‑term upside expectations even where ratings remain favorable. Read More. Read More.

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.

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