Capital One Financial Corporation $COF Stock: Annex Advisory Services LLC Reduces Stake

Annex Advisory Services LLC trimmed its position in shares of Capital One Financial Corporation (NYSE:COF) by 20.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,198 shares of the financial services provider's stock after selling 6,048 shares during the period. Annex Advisory Services LLC's holdings in Capital One Financial were worth $4,479,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the company. Bell Investment Advisors Inc increased its stake in shares of Capital One Financial by 17.8% in the first quarter. Bell Investment Advisors Inc now owns 344 shares of the financial services provider's stock worth $63,000 after purchasing an additional 52 shares during the period. Turtle Creek Wealth Advisors LLC grew its holdings in Capital One Financial by 1.6% in the 1st quarter. Turtle Creek Wealth Advisors LLC now owns 3,462 shares of the financial services provider's stock valued at $632,000 after buying an additional 53 shares during the last quarter. Louisbourg Investments Inc. increased its position in Capital One Financial by 6.7% in the 1st quarter. Louisbourg Investments Inc. now owns 870 shares of the financial services provider's stock worth $159,000 after buying an additional 55 shares during the period. Revolve Wealth Partners LLC increased its position in Capital One Financial by 3.1% in the 2nd quarter. Revolve Wealth Partners LLC now owns 2,014 shares of the financial services provider's stock worth $404,000 after buying an additional 60 shares during the period. Finally, North Dakota State Investment Board increased its position in Capital One Financial by 0.3% in the 2nd quarter. North Dakota State Investment Board now owns 18,272 shares of the financial services provider's stock worth $3,666,000 after buying an additional 62 shares during the period. 89.84% of the stock is currently owned by institutional investors.

Capital One Financial Stock Performance

COF opened at $201.72 on Friday. The stock's 50 day simple moving average is $208.08 and its 200-day simple moving average is $200.23. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 0.39. The stock has a market cap of $123.75 billion, a PE ratio of 9.92, a P/E/G ratio of 0.96 and a beta of 1.04. Capital One Financial Corporation has a 1 year low of $174.24 and a 1 year high of $259.64.

Capital One Financial (NYSE:COF - Get Free Report) last issued its 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. Capital One Financial had a return on equity of 11.28% and a net margin of 13.37%. The firm had revenue of $15.83 billion during the quarter, compared to analysts' expectations of $15.76 billion. During the same period last year, the business earned $5.48 earnings per share. Capital One Financial's quarterly revenue was up 26.9% compared to the same quarter last year. Sell-side analysts forecast that Capital One Financial Corporation will post 20.36 EPS for the current year.

Capital One Financial Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Monday, August 17th were issued a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend was Monday, August 17th. Capital One Financial's dividend payout ratio (DPR) is presently 19.80%.

Analyst Ratings Changes

COF has been the subject of several research reports. Weiss Ratings cut Capital One Financial from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Tuesday, October 6th. Evercore set a $220.00 price objective on shares of Capital One Financial in a research note on Thursday, October 1st. BTIG Research boosted their target price on shares of Capital One Financial from $224.00 to $259.00 and gave the stock a "buy" rating in a research report on Tuesday, June 30th. HSBC raised shares of Capital One Financial from a "hold" rating to a "buy" rating and boosted their target price for the stock from $226.00 to $229.00 in a research report on Sunday, July 12th. Finally, UBS Group upped their target price on shares of Capital One Financial from $275.00 to $280.00 and gave the company a "buy" rating in a research note on Monday, August 3rd. Twenty research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Capital One Financial currently has a consensus rating of "Moderate Buy" and an average target price of $255.04.

Insider Buying and Selling at Capital One Financial

In related news, insider Celia Karam sold 2,017 shares of the stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $206.07, for a total value of $415,643.19. Following the completion of the transaction, the insider owned 57,696 shares of the company's stock, valued at $11,889,414.72. This represents a 3.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Lia Dean sold 2,066 shares of the firm's stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $206.07, for a total transaction of $425,740.62. Following the transaction, the insider owned 61,195 shares of the company's stock, valued at approximately $12,610,453.65. This represents a 3.27% 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 sold 33,850 shares of company stock worth $7,167,152 in the last 90 days. 0.78% of the stock is currently owned by insiders.

Key Headlines Impacting Capital One Financial

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

• Positive Sentiment: Analysts remain bullish on Capital One as a leading financial-stock pick, supporting investor confidence in the company’s long-term growth prospects. Analysts Are Bullish on Top Financial Stocks
• Positive Sentiment: Capital One and the Capital One Foundation announced 10 finalists for a $25 million Scaling Pathways to Homeownership initiative. The program could strengthen the company’s community profile and support its broader $265 billion Community Benefits Plan. Capital One’s $25 Million Homeownership Initiative
• Positive Sentiment: Capital One is viewed as a value stock ahead of earnings, with investors potentially attracted by its relatively modest valuation and expectations for possible earnings outperformance. Why Capital One Is a Strong Value Stock
• Neutral Sentiment: Investors are preparing for Capital One’s October 20 third-quarter report. Forecasts call for revenue growth but potentially lower year-over-year earnings, making credit losses, loan demand, expenses and card performance key areas to watch. How Upcoming Earnings Will Impact Capital One Stock Investors
• Neutral Sentiment: The pending Discover acquisition remains a major valuation driver. Analysts are balancing potential strategic benefits against integration and execution risks in a more challenging macroeconomic environment. Capital One Stock Sees Fair Value Cut
• Negative Sentiment: Weak consumer-loan demand, higher provisions for credit losses and rising expenses could pressure third-quarter profit, despite continued strength in credit-card operations. Will Weak Consumer Loan Demand and High Provisions Hurt COF Earnings?
• Negative Sentiment: A valuation update reduced fair value to approximately $252.27 from $258.27, reflecting caution around the Discover transaction, earnings outlook and economic conditions. Capital One is also facing fresh OCC scrutiny of customer-risk policies, adding regulatory uncertainty. Capital One Fair Value Cut

About Capital One Financial

Capital One Financial Corp. is a diversified financial services company headquartered in McLean, Virginia. Founded in 1994, the company provides credit cards, consumer banking products, auto financing and commercial banking services through its Capital One brand.

Capital One offers credit cards for consumers and businesses, checking and savings accounts, certificates of deposit, personal loans and auto loans. Its commercial banking operations serve businesses, institutions and commercial real estate clients with lending, deposit, treasury management and other financial services.

Capital One primarily serves customers in the United States, with additional operations in Canada and the United Kingdom.

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