Capital One Financial Corporation $COF Shares Purchased by Kingswood Wealth Advisors LLC

Key Points

• Kingswood Wealth Advisors LLC increased its stake in Capital One by 432.8%, adding 6,267 shares to hold 7,715 shares valued at about $1.87 million.
• Capital One missed Q1 estimates with adjusted EPS of $4.42 versus a $5.08 consensus and slightly lower revenue, as provisions and expenses rose and pressured the stock.
• Insiders sold 50,047 shares worth roughly $9.74 million over the past three months (insiders now own 0.78%), and a court‑approved $425M settlement over 360 Savings accounts will weigh on capital and near‑term cash flow.

Kingswood Wealth Advisors LLC increased its stake in shares of Capital One Financial Corporation (NYSE:COF) by 432.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,715 shares of the financial services provider's stock after acquiring an additional 6,267 shares during the period. Kingswood Wealth Advisors LLC's holdings in Capital One Financial were worth $1,870,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of COF. Strive Asset Management LLC acquired a new stake in Capital One Financial during the third quarter worth about $28,000. Olistico Wealth LLC acquired a new stake in Capital One Financial in the fourth quarter valued at approximately $30,000. WFA of San Diego LLC acquired a new stake in Capital One Financial in the second quarter valued at approximately $32,000. Crowley Wealth Management Inc. acquired a new stake in Capital One Financial in the third quarter valued at approximately $33,000. Finally, Westfuller Advisors LLC grew its holdings in Capital One Financial by 661.1% in the fourth quarter. Westfuller Advisors LLC now owns 137 shares of the financial services provider's stock valued at $33,000 after purchasing an additional 119 shares during the period. 89.84% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Capital One Financial

In other news, insider Lia Dean sold 1,692 shares of Capital One Financial stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $185.61, for a total value of $314,052.12. Following the sale, the insider directly owned 65,454 shares of the company's stock, valued at $12,148,916.94. The trade was a 2.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jason P. Hanson sold 3,729 shares of Capital One Financial stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $205.00, for a total value of $764,445.00. Following the completion of the sale, the insider directly owned 40,230 shares in the company, valued at $8,247,150. This represents a 8.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 50,047 shares of company stock valued at $9,742,217. Insiders own 0.78% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on COF. Wells Fargo & Company dropped their price objective on Capital One Financial from $280.00 to $260.00 and set an "overweight" rating on the stock in a report on Thursday, April 9th. Evercore dropped their price objective on Capital One Financial from $265.00 to $222.00 and set an "outperform" rating on the stock in a report on Monday, April 6th. HSBC dropped their price objective on Capital One Financial from $234.00 to $226.00 and set a "hold" rating on the stock in a report on Tuesday, January 20th. Jefferies Financial Group reissued a "buy" rating and issued a $300.00 price objective on shares of Capital One Financial in a report on Monday, March 16th. Finally, Barclays raised their price objective on Capital One Financial from $226.00 to $250.00 and gave the company an "overweight" rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $258.86.

Capital One Financial Stock Performance

Shares of NYSE:COF opened at $196.61 on Friday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 1.04. The business's 50 day moving average price is $191.98 and its 200-day moving average price is $214.04. The firm has a market capitalization of $122.27 billion, a PE ratio of 68.99, a P/E/G ratio of 0.63 and a beta of 1.14. Capital One Financial Corporation has a 1 year low of $174.72 and a 1 year high of $259.64.

Capital One Financial (NYSE:COF - Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $4.42 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $5.08 by ($0.66). The firm had revenue of $15.23 billion during the quarter, compared to analyst estimates of $15.68 billion. Capital One Financial had a return on equity of 10.59% and a net margin of 4.29%.The business's revenue was up 52.3% on a year-over-year basis. During the same period in the prior year, the firm earned $4.06 earnings per share. As a group, equities research analysts expect that Capital One Financial Corporation will post 19.43 earnings per share for the current fiscal year.

Capital One Financial Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Thursday, February 19th were paid a $0.80 dividend. 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 1.6%. Capital One Financial's payout ratio is currently 112.28%.

Capital One Financial News Roundup

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

• Positive Sentiment: Management closed the Hopper Tech deal and an employee arrangement in April, positioning Capital One to expand travel offerings and accelerate product integrations. Capital One Closed Hopper Tech and Employee Deal in April, Focuses on Travel Expansion
• Positive Sentiment: Capital One finalized the Brex acquisition and a related share resale, which management says will support commercial platform growth and fee income over time. Capital One Finalizes Brex Acquisition and Share Resale
• Positive Sentiment: Several firms reaffirmed Buy/Overweight ratings or raised targets (Barclays to $250, JPMorgan slight lift to $215, BTIG buy at $224), signaling analyst confidence in longer‑term earnings power despite near‑term noise. Barclays, BTIG coverage
• Neutral Sentiment: Analysts and coverage pieces note integration progress with Discover and cost/AI investments; these are strategic positives but will take time to materialize into measurable EPS gains. COF strategic/deep dive coverage
• Negative Sentiment: Q1 results missed Street estimates: adjusted EPS of $4.42 vs. $5.08 consensus, revenue slightly below expectations, and provisions and expenses rose materially — the primary driver of the stock downward pressure. Q1 earnings/provisions coverage
• Negative Sentiment: The court approved a $425M settlement over past interest on 360 Savings accounts; payouts and related remediation will hit capital and cash flow in the near term (payments expected to be distributed to eligible customers). Settlement approved coverage
• Negative Sentiment: Truist trimmed its price target (to $255) after the earnings miss and Argus trimmed its target slightly; these cuts, even with Buy ratings, add downward pressure on near‑term sentiment. Truist target cut coverage

Capital One Financial 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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