Patron Partners LLC Invests $652,000 in Capital One Financial Corporation $COF

Patron Partners LLC bought a new position in shares of Capital One Financial Corporation (NYSE:COF) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 3,252 shares of the financial services provider’s stock, valued at approximately $652,000.

Several other institutional investors have also bought and sold shares of the stock. Evolution Wealth Management Inc. raised its stake in Capital One Financial by 529.4% during the fourth quarter. Evolution Wealth Management Inc. now owns 107 shares of the financial services provider’s stock worth $26,000 after acquiring an additional 90 shares in the last quarter. VSM Wealth Advisory LLC bought a new position in shares of Capital One Financial during the fourth quarter valued at $27,000. Cherry Tree Wealth Management LLC boosted its stake in shares of Capital One Financial by 1,312.5% in the 4th quarter. Cherry Tree Wealth Management LLC now owns 113 shares of the financial services provider’s stock valued at $27,000 after purchasing an additional 105 shares in the last quarter. Ballast Advisors LLC acquired a new stake in shares of Capital One Financial in the 1st quarter valued at $27,000. Finally, Strive Asset Management LLC bought a new stake in shares of Capital One Financial in the 3rd quarter worth about $28,000. Institutional investors and hedge funds own 89.84% of the company’s stock.

Capital One Financial Price Performance

Shares of COF stock opened at $218.05 on Friday. Capital One Financial Corporation has a 1 year low of $174.24 and a 1 year high of $259.64. The firm’s 50 day moving average is $208.66 and its 200-day moving average is $198.21. The firm has a market capitalization of $133.77 billion, a price-to-earnings ratio of 13.49, a PEG ratio of 0.78 and a beta of 1.02. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 0.39.

Capital One Financial (NYSE:COF) last posted its quarterly earnings data 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. 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 during the quarter, compared to analysts’ expectations of $15.76 billion. During the same quarter in the previous year, the company posted $5.48 EPS. Capital One Financial’s revenue was up 26.9% on a year-over-year basis. Sell-side analysts forecast that Capital One Financial Corporation will post 20.29 EPS for the current fiscal year.

Capital One Financial Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Monday, August 17th will be given 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 presently 19.80%.

Analyst Ratings Changes

A number of brokerages recently issued reports on COF. Citigroup dropped their target price on shares of Capital One Financial from $310.00 to $295.00 and set a “buy” rating for the company in a research report on Tuesday, July 28th. Weiss Ratings upgraded shares of Capital One Financial from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, August 13th. Piper Sandler initiated coverage on shares of Capital One Financial in a research note on Monday, June 29th. They set an “overweight” rating and a $254.00 price objective on the stock. Bank of America dropped their price objective on shares of Capital One Financial from $234.00 to $231.00 and set a “buy” rating for the company in a report on Thursday, July 9th. Finally, Barclays cut their target price on shares of Capital One Financial from $242.00 to $240.00 and set an “overweight” rating for the company in a research note on Wednesday, July 22nd. Twenty-one equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $259.14.

Capital One Financial News Roundup

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

Insider Activity at Capital One Financial

In other news, insider Celia Karam sold 1,888 shares of the company’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $225.52, for a total transaction of $425,781.76. Following the transaction, the insider owned 59,708 shares of the company’s stock, valued at $13,465,348.16. This represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Lia Dean sold 2,193 shares of the firm’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $225.52, for a total value of $494,565.36. Following the completion of the transaction, the insider owned 63,261 shares in the company, valued at approximately $14,266,620.72. This represents a 3.35% 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 have sold a total of 26,267 shares of company stock valued at $5,617,648 over the last quarter. 0.78% of the stock is currently owned by corporate 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.