M.D. Sass LLC Buys 48,780 Shares of Capital One Financial Corporation $COF

M.D. Sass LLC raised its stake in shares of Capital One Financial Corporation (NYSE:COF) by 20.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 292,901 shares of the financial services provider’s stock after buying an additional 48,780 shares during the period. Capital One Financial comprises approximately 4.1% of M.D. Sass LLC’s holdings, making the stock its 13th largest position. M.D. Sass LLC’s holdings in Capital One Financial were worth $53,434,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Evolution Wealth Management Inc. boosted its stake in shares of Capital One Financial by 529.4% in the 4th quarter. Evolution Wealth Management Inc. now owns 107 shares of the financial services provider’s stock worth $26,000 after buying an additional 90 shares during the last quarter. VSM Wealth Advisory LLC purchased a new stake in Capital One Financial during the fourth quarter valued at $27,000. Cherry Tree Wealth Management LLC increased its position in Capital One Financial by 1,312.5% during the fourth quarter. Cherry Tree Wealth Management LLC now owns 113 shares of the financial services provider’s stock valued at $27,000 after acquiring an additional 105 shares during the last quarter. Strive Asset Management LLC bought a new position in Capital One Financial in the third quarter valued at about $28,000. Finally, Frazier Financial Advisors LLC bought a new position in Capital One Financial in the first quarter valued at about $29,000. 89.84% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts have issued reports on COF shares. TD Cowen cut their price target on Capital One Financial from $260.00 to $253.00 and set a “buy” rating for the company in a research note on Tuesday, July 7th. Barclays lowered their price objective on shares of Capital One Financial from $242.00 to $240.00 and set an “overweight” rating on the stock in a research note on Wednesday. JPMorgan Chase & Co. raised their price objective on shares of Capital One Financial from $215.00 to $245.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Piper Sandler started coverage on shares of Capital One Financial in a research report on Monday, June 29th. They set an “overweight” rating and a $254.00 target price for the company. Finally, Rothschild & Co Redburn cut their target price on shares of Capital One Financial from $290.00 to $275.00 and set a “buy” rating for the company in a research report on Wednesday, April 29th. Twenty equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, Capital One Financial presently has an average rating of “Moderate Buy” and a consensus target price of $259.82.

Capital One Financial News Summary

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

• Positive Sentiment: Capital One’s Q2 results topped estimates, with adjusted EPS of $5.81 and revenue of about $15.8 billion, helped by higher revenues, net interest income growth, and lower credit-loss provisions. Capital One Financial Corporation Q2 2026 Earnings Call Summary
• Positive Sentiment: Management said the Discover acquisition integration is on schedule, with synergies being captured and card growth expected to improve as platform migrations progress. COF Q2 Earnings Call Tracks Discover Integration Progress
• Positive Sentiment: Analysts remain constructive, with Morgan Stanley reiterating a Buy rating, signaling continued confidence in Capital One’s outlook after earnings. Morgan Stanley Keeps Their Buy Rating on Capital One Financial (COF)
• Neutral Sentiment: Capital One also unveiled VulnHunter, an open-source AI security tool, which may support its technology leadership but is not likely to be a near-term earnings driver. Capital One Debuts Open-Source Agentic Security Tool VulnHunter
• Negative Sentiment: Some investors are focused on earnings quality concerns, since profit was boosted by a reserve release while net charge-offs remained elevated and non-interest expenses rose due to integration costs. Capital One Financial Falls as Investors Weigh Earnings Quality After Q2 Report
• Negative Sentiment: Recent commentary also highlighted that the big question for COF is whether improving earnings can translate into sustained card growth and cleaner credit trends, leaving some uncertainty around the stock’s next move. Capital One earnings were good enough but didn’t answer the big question hanging over the stock

Capital One Financial Stock Performance

Shares of NYSE COF opened at $200.09 on Friday. The stock has a market cap of $124.52 billion, a PE ratio of 12.38, a price-to-earnings-growth ratio of 0.72 and a beta of 1.02. Capital One Financial Corporation has a 1 year low of $174.24 and a 1 year high of $259.64. The firm has a fifty day moving average price of $195.07 and a 200-day moving average price of $200.54. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.02 and a quick ratio of 1.03.

Capital One Financial (NYSE:COF) last issued its earnings results on Tuesday, July 21st. The financial services provider reported $5.81 earnings per share for the quarter, topping the consensus estimate of $4.79 by $1.02. The company had revenue of $15.83 billion during the quarter, compared to the consensus estimate of $15.76 billion. Capital One Financial had a net margin of 13.37% and a return on equity of 11.28%. Capital One Financial’s quarterly revenue was up 26.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $5.48 EPS. Equities analysts anticipate that Capital One Financial Corporation will post 19.64 earnings per share for the current fiscal year.

Capital One Financial Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Tuesday, May 19th were paid a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend was Tuesday, May 19th. Capital One Financial’s dividend payout ratio (DPR) is 112.28%.

Insider Buying and Selling

In other news, General Counsel Matthew W. Cooper sold 3,500 shares of the business’s stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $208.00, for a total value of $728,000.00. Following the transaction, the general counsel owned 90,194 shares of the company’s stock, valued at approximately $18,760,352. The trade was a 3.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Celia Karam sold 1,749 shares of the company’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $192.58, for a total transaction of $336,822.42. Following the transaction, the insider owned 61,579 shares of the company’s stock, valued at approximately $11,858,883.82. This represents a 2.76% 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. Over the last three months, insiders sold 8,749 shares of company stock worth $1,708,577. 0.78% of the stock is owned by insiders.

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.