Portfolio Design Labs LLC Buys Shares of 8,061 Capital One Financial Corporation $COF

Key Points

• Portfolio Design Labs LLC initiated a position in Capital One Financial by purchasing 8,061 shares valued at approximately $1.62 million. Institutional investors collectively own 89.84% of the company.
• Capital One reported quarterly EPS of $5.81, exceeding the $4.79 consensus estimate, while revenue rose 26.9% year over year to $15.83 billion. Analysts maintain a “Moderate Buy” consensus with an average price target of $259.14.
• The company declared a quarterly dividend of $0.80 per share, equating to $3.20 annually and a roughly 1.5% yield. Investors remain cautious about elevated consumer-credit delinquencies and recent insider selling.

Portfolio Design Labs LLC purchased a new position in Capital One Financial Corporation (NYSE:COF - Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 8,061 shares of the financial services provider's stock, valued at approximately $1,617,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. HighTower Advisors LLC raised its holdings in Capital One Financial by 18.1% in the 4th quarter. HighTower Advisors LLC now owns 353,767 shares of the financial services provider's stock worth $85,739,000 after acquiring an additional 54,263 shares during the last quarter. Swiss Life Asset Management Ltd lifted its position in Capital One Financial by 11.2% in the 4th quarter. Swiss Life Asset Management Ltd now owns 115,843 shares of the financial services provider's stock valued at $28,076,000 after acquiring an additional 11,651 shares in the last quarter. Vanguard Group Inc. boosted its stake in Capital One Financial by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 56,897,238 shares of the financial services provider's stock valued at $13,789,615,000 after purchasing an additional 360,071 shares during the last quarter. Nomura Asset Management Co. Ltd. boosted its stake in Capital One Financial by 2.9% during the 4th quarter. Nomura Asset Management Co. Ltd. now owns 223,977 shares of the financial services provider's stock valued at $54,283,000 after purchasing an additional 6,225 shares during the last quarter. Finally, Truist Financial Corp increased its holdings in shares of Capital One Financial by 2.5% in the 4th quarter. Truist Financial Corp now owns 640,050 shares of the financial services provider's stock worth $155,122,000 after purchasing an additional 15,644 shares in the last quarter. Hedge funds and other institutional investors own 89.84% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on COF. Deutsche Bank Aktiengesellschaft set a $245.00 price target on Capital One Financial in a research note on Thursday. UBS Group lifted their price objective on Capital One Financial from $275.00 to $280.00 and gave the stock a "buy" rating in a report on Monday, August 3rd. Argus decreased their target price on 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. Bank of America lowered their target price on shares of Capital One Financial from $234.00 to $231.00 and set a "buy" rating on the stock in a research note on Thursday, July 9th. Finally, BTIG Research raised their price target on shares of Capital One Financial from $224.00 to $259.00 and gave the company a "buy" rating in a report 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's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $259.14.

Capital One Financial Price Performance

NYSE COF opened at $212.55 on Friday. The company has a market capitalization of $130.40 billion, a PE ratio of 13.15, a price-to-earnings-growth ratio of 0.81 and a beta of 1.02. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.02 and a current ratio of 1.02. The business's fifty day moving average is $207.98 and its 200 day moving average is $198.07. Capital One Financial Corporation has a fifty-two week low of $174.24 and a fifty-two week high of $259.64.

Capital One Financial (NYSE:COF - Get Free Report) last issued its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $5.81 EPS for the quarter, topping analysts' consensus estimates 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 business had revenue of $15.83 billion during the quarter, compared to analysts' expectations of $15.76 billion. During the same quarter in the prior year, the business posted $5.48 earnings per share. The business's quarterly revenue was up 26.9% on a year-over-year basis. Sell-side analysts predict that Capital One Financial Corporation will post 20.29 earnings per share for the current year.

Capital One Financial Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Monday, August 17th will be paid a dividend of $0.80 per share. The ex-dividend date is Monday, August 17th. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.5%. Capital One Financial's payout ratio is 19.80%.

Key Capital One Financial News

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

• Positive Sentiment: Capital One’s latest quarterly results exceeded expectations, with earnings per share of $5.81 versus the $4.79 consensus and revenue of $15.83 billion, up 26.9% year over year. The stock remains up about 9.6% since that report, while analysts continue to see upside, with reported price targets generally ranging from $231 to $275. Capital One Up 9.6% Since Last Earnings Report
• Positive Sentiment: Bank of America maintained a Buy rating despite slower card growth, indicating that the bank’s credit performance and longer-term outlook remain supportive. Capital One also continues to benefit from investor interest in potential earnings growth and valuation expansion. Bank of America Maintains Buy Rating
• Positive Sentiment: The company announced the full redemption of its Series M fixed-rate reset non-cumulative perpetual preferred stock on September 1, 2026. The move may simplify Capital One’s capital structure and reduce preferred-stock obligations, although the immediate effect on common-stock earnings is likely limited. Capital One Announces Series M Preferred Stock Redemption
• Neutral Sentiment: Capital One’s quarterly dividend remains $0.80 per share, or $3.20 annualized, representing an indicated yield of roughly 1.4%. The payout ratio is relatively modest at approximately 20%, leaving room for capital flexibility.
• Negative Sentiment: Renewed concerns about consumer credit are weighing on the stock. Industry credit-card delinquency rates remain elevated, and Capital One’s 30-plus-day delinquency rate reportedly edged up to 3.48% in July, even though net charge-offs improved. Because Capital One has significant credit-card exposure, investors remain cautious about whether credit normalization will continue. Investors Weigh Consumer Credit Pressure
• Negative Sentiment: Recent disclosures show extensive insider selling, with multiple executives selling shares and no reported insider purchases over the past six months. Several sales were conducted under pre-arranged Rule 10b5-1 plans, limiting their significance, but the pattern may still add to short-term investor caution.

Insider Buying and Selling

In other Capital One Financial news, insider Michael Zamsky sold 5,473 shares of the firm's stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $218.02, for a total transaction of $1,193,223.46. Following the sale, the insider owned 27,992 shares in the company, valued at approximately $6,102,815.84. This trade represents a 16.35% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Ravi Raghu sold 9,726 shares of the firm's stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $209.78, for a total transaction of $2,040,320.28. Following the sale, the insider owned 26,328 shares in the company, valued at approximately $5,523,087.84. The trade was a 26.98% 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 a total of 26,267 shares of company stock worth $5,617,648 in the last ninety days. Corporate insiders own 0.78% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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