Invesco Ltd. Acquires 25,325 Shares of Capital One Financial Corporation $COF

Key Points

• Invesco raised its stake in Capital One by 25,325 shares during the third quarter, increasing its holding to 5,530,940 shares (about 0.87% of the company) valued at roughly $1.18 billion.
• Recent results and stock pressure: Capital One reported quarterly EPS of $3.86 (missing the $4.14 estimate) while revenue grew 53.3% year-over-year, and the stock was trading lower with a market cap near $110.1 billion and a P/E around 60.
• Mixed investor and analyst signals: Institutional ownership stands at about 89.8% with large additions from Vanguard and State Street, the consensus rating is a "Moderate Buy" (target ~$274.70), but some analysts cut targets and insiders sold roughly 67,933 shares (~$14.4M) last quarter.

Invesco Ltd. increased its holdings in shares of Capital One Financial Corporation (NYSE:COF) by 0.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,530,940 shares of the financial services provider's stock after acquiring an additional 25,325 shares during the period. Invesco Ltd. owned about 0.87% of Capital One Financial worth $1,175,767,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in Capital One Financial by 74.8% during the second quarter. Vanguard Group Inc. now owns 56,380,913 shares of the financial services provider's stock worth $11,995,603,000 after purchasing an additional 24,129,990 shares during the period. State Street Corp boosted its holdings in Capital One Financial by 63.4% during the second quarter. State Street Corp now owns 27,780,128 shares of the financial services provider's stock valued at $5,910,500,000 after purchasing an additional 10,776,843 shares in the last quarter. Norges Bank bought a new stake in shares of Capital One Financial in the 2nd quarter valued at approximately $1,701,511,000. Boston Partners bought a new stake in shares of Capital One Financial in the 2nd quarter valued at approximately $534,777,000. Finally, Amundi raised its holdings in shares of Capital One Financial by 321.6% in the 2nd quarter. Amundi now owns 3,108,512 shares of the financial services provider's stock worth $680,174,000 after buying an additional 2,371,214 shares in the last quarter. Institutional investors own 89.84% of the company's stock.

Capital One Financial Trading Down 2.7%

COF stock opened at $177.07 on Friday. The business has a fifty day moving average price of $216.97 and a 200 day moving average price of $221.18. Capital One Financial Corporation has a fifty-two week low of $143.22 and a fifty-two week high of $259.64. The stock has a market capitalization of $110.13 billion, a price-to-earnings ratio of 59.82, a P/E/G ratio of 0.54 and a beta of 1.14. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.04 and a quick ratio of 1.04.

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

Capital One Financial Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Thursday, February 19th were issued a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Thursday, February 19th. Capital One Financial's payout ratio is currently 108.11%.

Key Stories Impacting Capital One Financial

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

• Positive Sentiment: The Motley Fool argues the Discover acquisition makes Capital One a stronger contender in banking and payments, highlighting scale and new revenue pathways if integration succeeds. Capital One: A Strong Contender in the Banking Sector?
• Positive Sentiment: Another Motley Fool piece frames the Discover deal as transformational — moving COF toward payment processing and direct competition with Visa/Mastercard, which could lift long-term revenue and margins if execution and merchant acceptance go well. Here's How Capital One Financial Beats The Market From Here
• Positive Sentiment: TV personality Jim Cramer publicly called COF “a solid buy,” which can bolster retail demand and sentiment in the near term. Jim Cramer on Capital One: “I Think It’s Just a Solid Buy”
• Neutral Sentiment: Coverage questioning COF’s relative performance vs. the Nasdaq examines valuation and comparative returns — useful context but not a direct catalyst on its own. Is Capital One Financial Stock Underperforming the Nasdaq?
• Neutral Sentiment: Unrelated/local financial news items in the feed (CPSS earnings transcript and BRIDGE Housing fund close) are unlikely to move COF stock. CPSS Reports Earnings BRIDGE Housing Exceeds $92 Million at First Close
• Negative Sentiment: Seeking Alpha warns that the Discover deal won’t stop declines in ROE and ROA, flagging that scale alone may not restore profitability metrics and that investors should watch capital returns and integration costs closely. This raises concerns about longer-term EPS and valuation support. Capital One's Acquisition Of Discover Won't Save It From Declining ROE & ROA
• Negative Sentiment: BofA trimmed its price target on COF to $254 (from $280) while maintaining a Buy — signaling weaker market multiples and more cautious near-term upside expectations from some institutional analysts. That repricing pressure can weigh on the stock. BofA Lowers Capital One (COF) Price Objective on Weaker Market Multiples BofA Lowers Capital One (COF) Price Objective on Weaker Market Multiples (InsiderMonkey)

Insider Buying and Selling at Capital One Financial

In other Capital One Financial news, insider Lia Dean sold 3,284 shares of the firm's stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $223.68, for a total value of $734,565.12. Following the completion of the sale, the insider owned 70,162 shares in the company, valued at approximately $15,693,836.16. This trade represents a 4.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Jason P. Hanson sold 3,729 shares of the business's stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $205.00, for a total transaction of $764,445.00. Following the completion of the transaction, the insider directly owned 40,230 shares of the company's stock, valued at approximately $8,247,150. This represents a 8.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 67,933 shares of company stock worth $14,363,897 over the last quarter. Corporate insiders own 1.26% of the company's stock.

Wall Street Analysts Forecast Growth

COF has been the subject of several analyst reports. Citigroup raised their target price on Capital One Financial from $290.00 to $310.00 and gave the stock a "buy" rating in a research report on Wednesday, December 31st. Zacks Research lowered Capital One Financial from a "strong-buy" rating to a "hold" rating in a research note on Monday, November 24th. Morgan Stanley lifted their price objective on Capital One Financial from $280.00 to $300.00 and gave the company an "overweight" rating in a report on Tuesday, January 20th. Truist Financial reduced their target price on shares of Capital One Financial from $290.00 to $275.00 and set a "buy" rating on the stock in a research note on Monday, January 26th. Finally, HSBC lowered their target price on shares of Capital One Financial from $234.00 to $226.00 and set a "hold" rating on the stock in a report on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $274.70.

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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