Capital One Financial Corporation $COF Shares Acquired by MBL Wealth LLC

MBL Wealth LLC increased its holdings in shares of Capital One Financial Corporation (NYSE:COF) by 293.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,096 shares of the financial services provider’s stock after acquiring an additional 5,292 shares during the quarter. MBL Wealth LLC’s holdings in Capital One Financial were worth $1,370,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Compass Wealth Management LLC acquired a new stake in Capital One Financial during the 3rd quarter valued at $25,000. Culbertson A N & Co. Inc. increased its holdings in shares of Capital One Financial by 15.6% in the third quarter. Culbertson A N & Co. Inc. now owns 26,685 shares of the financial services provider’s stock valued at $5,152,000 after purchasing an additional 3,607 shares during the last quarter. Root Financial Partners LLC increased its holdings in shares of Capital One Financial by 22.4% in the third quarter. Root Financial Partners LLC now owns 3,848 shares of the financial services provider’s stock valued at $743,000 after purchasing an additional 704 shares during the last quarter. Carter Financial Group INC. increased its holdings in shares of Capital One Financial by 19.3% in the third quarter. Carter Financial Group INC. now owns 1,253 shares of the financial services provider’s stock valued at $242,000 after purchasing an additional 203 shares during the last quarter. Finally, E. Ohman J or Asset Management AB raised its position in shares of Capital One Financial by 1.7% in the third quarter. E. Ohman J or Asset Management AB now owns 201,161 shares of the financial services provider’s stock valued at $38,838,000 after purchasing an additional 3,382 shares during the period. Institutional investors own 89.84% of the company’s stock.

Insider Activity

In other news, CAO Timothy Golden sold 3,487 shares of the company’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $211.00, for a total transaction of $735,757.00. Following the completion of the sale, the chief accounting officer directly owned 7,429 shares in the company, valued at approximately $1,567,519. This represents a 31.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, General Counsel Matthew W. Cooper sold 3,500 shares of the stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $214.10, for a total value of $749,350.00. Following the sale, the general counsel directly owned 83,194 shares in the company, valued at approximately $17,811,835.40. This trade represents a 4.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 37,664 shares of company stock worth $7,914,162. 0.78% of the stock is currently owned by insiders.

Capital One Financial News Roundup

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

• Positive Sentiment: Q3 results exceeded expectations. Adjusted EPS was $6.69 versus the $5.53 consensus estimate, while revenue reached $16.31 billion, slightly above forecasts and up 6.4% year over year. Net interest income, non-interest income and loan growth helped offset higher expenses and provisions. Capital One Stock Gains as Q3 Earnings Beat Estimates on Higher NII
• Positive Sentiment: Discover integration is showing tangible progress. Management said annualized synergies have reached about $1.8 billion ahead of schedule. Global Payment Network volume rose 25% to approximately $190.9 billion, while net interest margin improved to 8.41% and pre-provision earnings increased 10% sequentially to $7.5 billion. Capital One Q3 2026 Earnings Call Transcript
• Positive Sentiment: Analysts raised their targets. JPMorgan increased its target from $227 to $241 and maintained an overweight rating, while BMO raised its target from $219 to $225 with a market perform rating. Capital One also repurchased $2.6 billion of stock during the quarter. JPMorgan Capital One Analyst Rating
• Neutral Sentiment: Management plans heavier marketing and network investment to compete with rivals and support the combined business. These investments could strengthen long-term growth but may limit near-term expense leverage. Capital One Will Step Up Marketing to Take On Rivals
• Negative Sentiment: Credit and sentiment concerns remain. Domestic card delinquencies increased sequentially, and Discover integration expenses totaled $338 million. In addition, reported insider trading showed sales and no purchases among several executives over the past six months. These concerns, along with a broader market sell-off, likely explain why COF has not sustained its post-earnings gains. Capital One Climbs After Quarterly Profit Tops Expectations

Capital One Financial Stock Performance

Shares of NYSE:COF opened at $202.94 on Friday. Capital One Financial Corporation has a 12-month low of $174.24 and a 12-month high of $259.64. The company’s 50 day moving average price is $206.61 and its two-hundred day moving average price is $200.95. The firm has a market cap of $124.50 billion, a PE ratio of 11.98, a PEG ratio of 0.98 and a beta of 1.04. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 0.45.

Capital One Financial (NYSE:COF) last announced its earnings results on Tuesday, October 20th. The financial services provider reported $6.69 EPS for the quarter, topping the consensus estimate of $5.53 by $1.16. Capital One Financial had a net margin of 13.70% and a return on equity of 11.64%. The company had revenue of $16.31 billion for the quarter, compared to analysts’ expectations of $16.25 billion. During the same period last year, the firm earned $5.95 earnings per share. The business’s revenue for the quarter was up 6.4% on a year-over-year basis. Equities research analysts predict that Capital One Financial Corporation will post 20.67 earnings per share for the current year.

Capital One Financial Announces Dividend

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

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on COF shares. Wall Street Zen downgraded shares of Capital One Financial from a “buy” rating to a “hold” rating in a research report on Sunday, August 2nd. UBS Group reaffirmed a “buy” rating on shares of Capital One Financial in a report on Thursday. Citigroup increased their price objective on Capital One Financial from $280.00 to $285.00 and gave the stock a “buy” rating in a research report on Wednesday. JPMorgan Chase & Co. increased their price objective on Capital One Financial from $227.00 to $241.00 and gave the stock an “overweight” rating in a research report on Wednesday. Finally, BTIG Research lifted their target price on Capital One Financial from $224.00 to $259.00 and gave the stock a “buy” rating in a report on Tuesday, June 30th. Twenty research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Capital One Financial presently has a consensus rating of “Moderate Buy” and a consensus price target of $256.32.

Capital One Financial Profile

Capital One Financial Corporation is a diversified financial services company headquartered in McLean, Virginia. Founded in 1994, the company operates as a bank holding company through Capital One, N.A., providing financial products and services to consumers, small businesses and commercial customers.

Capital One is best known for its credit card business, which offers a range of consumer and business cards. Its other activities include consumer banking products such as checking and savings accounts, auto loans and retail banking services, as well as commercial banking services for businesses and institutions.

The company primarily serves customers in the United States through digital channels, branches and other distribution networks.