Sumitomo Life Insurance Co. Takes $1.17 Million Position in Capital One Financial Corporation $COF

Key Points

• Sumitomo Life Insurance bought 5,828 Capital One shares worth approximately $1.17 million in the second quarter. Institutional investors collectively own about 89.84% of the company.
• Capital One reported strong quarterly results, with earnings of $5.81 per share versus the $4.79 consensus estimate and revenue of $15.83 billion, up 26.9% year over year.
• Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $259.14, although elevated consumer-credit delinquencies, slower card growth, and recent insider selling present risks.

Sumitomo Life Insurance Co. purchased a new position in shares of Capital One Financial Corporation (NYSE:COF) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 5,828 shares of the financial services provider's stock, valued at approximately $1,169,000.

Other institutional investors have also recently made changes to their positions in the company. HighTower Advisors LLC boosted its holdings in Capital One Financial by 18.1% during the 4th quarter. HighTower Advisors LLC now owns 353,767 shares of the financial services provider's stock valued at $85,739,000 after acquiring an additional 54,263 shares during the period. Swiss Life Asset Management Ltd increased its stake in Capital One Financial by 11.2% during the fourth quarter. Swiss Life Asset Management Ltd now owns 115,843 shares of the financial services provider's stock worth $28,076,000 after purchasing an additional 11,651 shares during the period. Vanguard Group Inc. lifted its position in shares of Capital One Financial by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 56,897,238 shares of the financial services provider's stock worth $13,789,615,000 after purchasing an additional 360,071 shares in the last quarter. Nomura Asset Management Co. Ltd. lifted its position in shares of Capital One Financial by 2.9% during the fourth quarter. Nomura Asset Management Co. Ltd. now owns 223,977 shares of the financial services provider's stock worth $54,283,000 after purchasing an additional 6,225 shares in the last quarter. Finally, Sculptor Capital LP purchased a new position in shares of Capital One Financial in the first quarter valued at approximately $33,932,000. Hedge funds and other institutional investors own 89.84% of the company's stock.

Insiders Place Their Bets

In related news, insider Michael Zamsky sold 5,473 shares of the business's stock in a transaction 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 completion of the transaction, the insider owned 27,992 shares in the company, valued at approximately $6,102,815.84. The trade was a 16.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Celia Karam sold 1,888 shares of the stock in a transaction on Monday, August 17th. The shares were sold at an average price of $225.52, for a total value of $425,781.76. Following the completion of the transaction, the insider directly owned 59,708 shares in the company, valued at $13,465,348.16. This trade represents a 3.07% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 26,267 shares of company stock worth $5,617,648. 0.78% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of brokerages recently weighed in on COF. JPMorgan Chase & Co. lifted their price objective on shares of Capital One Financial from $215.00 to $245.00 and gave the company an "overweight" rating in a report on Monday, July 13th. BTIG Research increased their target price on shares of Capital One Financial from $224.00 to $259.00 and gave the stock a "buy" rating in a report on Tuesday, June 30th. TD Cowen decreased their price target on shares of Capital One Financial from $260.00 to $253.00 and set a "buy" rating for the company in a research report on Tuesday, July 7th. Deutsche Bank Aktiengesellschaft set a $245.00 price target on shares of Capital One Financial in a research note on Thursday. Finally, Barclays cut their price objective on Capital One Financial from $242.00 to $240.00 and set an "overweight" rating on the stock in a research report on Wednesday, July 22nd. Twenty-one equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat, Capital One Financial has a consensus rating of "Moderate Buy" and an average target price of $259.14.

Capital One Financial Stock Performance

Shares of Capital One Financial stock opened at $218.05 on Friday. The business has a 50-day simple moving average of $208.66 and a 200-day simple moving average of $198.21. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.02 and a current ratio of 1.02. Capital One Financial Corporation has a one year low of $174.24 and a one year high of $259.64. The company has a market cap of $133.77 billion, a PE ratio of 13.49, a P/E/G ratio of 0.78 and a beta of 1.02.

Capital One Financial (NYSE:COF - Get Free Report) last issued its earnings results on Tuesday, July 21st. The financial services provider reported $5.81 earnings per share for the quarter, beating the consensus estimate of $4.79 by $1.02. Capital One Financial had a net margin of 13.37% and a return on equity of 11.28%. The firm had revenue of $15.83 billion for the quarter, compared to analysts' expectations of $15.76 billion. During the same quarter last year, the company earned $5.48 earnings per share. The firm's revenue was up 26.9% compared to the same quarter last year. On average, equities research analysts forecast that Capital One Financial Corporation will post 20.29 EPS for the current fiscal year.

Capital One Financial Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Monday, August 17th will be given a $0.80 dividend. The ex-dividend date of this dividend 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 dividend payout ratio is currently 19.80%.

Key Stories Impacting Capital One Financial

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

• Positive Sentiment: COF’s latest quarterly results exceeded expectations, with earnings per share of $5.81 versus the $4.79 consensus and revenue of $15.83 billion. The company’s revenue increased 26.9% year over year, helping drive a roughly 9.6% gain since the earnings release. Capital One Up 9.6% Since Last Earnings Report
• Positive Sentiment: Analyst expectations remain constructive. The recent median price target cited for COF is $254.50, above the stock’s referenced trading level, while Bank of America reportedly maintained a Buy rating. Investors are also looking for continued earnings growth and potential valuation expansion. Bank of America Maintains Buy Rating Why Capital One Could See Earnings Growth and Multiple Expansion
• Neutral Sentiment: Capital One will redeem all 1 million outstanding shares of its Series M fixed-rate reset non-cumulative perpetual preferred stock on September 1, 2026. The action is a capital-management decision with limited direct impact on operating earnings, though investors may monitor its effect on the company’s capital structure. Capital One Announces Series M Preferred Stock Redemption
• Negative Sentiment: Consumer-credit concerns are weighing on the shares. Industry credit-card delinquencies remain elevated, and Capital One’s 30-plus-day delinquency rate reportedly edged up to 3.48% in July, despite an improvement in net charge-offs. This mixed data is particularly important because Capital One has substantial credit-card exposure. Capital One Falls as Investors Weigh Consumer Credit Pressure
• Negative Sentiment: Bank of America also noted slower card growth, adding to concerns that future loan and revenue growth could moderate. Separately, reported insider activity showed substantial selling and no open-market purchases during the past six months, a potentially cautious signal, although insider sales can reflect compensation or diversification. Bank of America Sends Message on Capital One Stock

Capital One Financial Company 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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