Whelan Financial Boosts Stake in Capital One Financial Corporation $COF

Whelan Financial raised its stake in shares of Capital One Financial Corporation (NYSE:COF) by 69.0% during the 3rd quarter, Holdings Channel reports. The fund owned 6,279 shares of the financial services provider’s stock after purchasing an additional 2,563 shares during the period. Capital One Financial comprises approximately 0.4% of Whelan Financial’s holdings, making the stock its 27th largest position. Whelan Financial’s holdings in Capital One Financial were worth $1,335,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently made changes to their positions in COF. Vanguard Group Inc. boosted its position in Capital One Financial by 74.8% during the second quarter. Vanguard Group Inc. now owns 56,380,913 shares of the financial services provider’s stock valued at $11,995,603,000 after purchasing an additional 24,129,990 shares in the last quarter. State Street Corp boosted its holdings in shares of Capital One Financial by 63.4% in the 2nd quarter. State Street Corp now owns 27,780,128 shares of the financial services provider’s stock valued at $5,910,500,000 after buying an additional 10,776,843 shares in the last quarter. Norges Bank purchased a new position in shares of Capital One Financial in the 2nd quarter worth approximately $1,701,511,000. Geode Capital Management LLC raised its stake in shares of Capital One Financial by 64.1% during the 2nd quarter. Geode Capital Management LLC now owns 14,008,841 shares of the financial services provider’s stock worth $2,970,628,000 after acquiring an additional 5,474,328 shares in the last quarter. Finally, Boston Partners bought a new position in shares of Capital One Financial during the 2nd quarter worth approximately $534,777,000. 89.84% of the stock is owned by institutional investors.

Capital One Financial Trading Up 0.9%

Capital One Financial stock opened at $239.15 on Monday. The stock has a 50-day moving average price of $232.01 and a 200 day moving average price of $223.01. The company has a market capitalization of $152.03 billion, a price-to-earnings ratio of 100.91, a price-to-earnings-growth ratio of 0.55 and a beta of 1.13. Capital One Financial Corporation has a 52 week low of $143.22 and a 52 week high of $259.64. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 0.45.

Capital One Financial (NYSE:COF) last posted its quarterly earnings results on Monday, November 3rd. The financial services provider reported $5.95 earnings per share (EPS) for the quarter. The company had revenue of $15.46 billion during the quarter. Capital One Financial had a net margin of 2.24% and a return on equity of 10.94%. Sell-side analysts anticipate that Capital One Financial Corporation will post 15.65 EPS for the current year.

Capital One Financial Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Monday, November 17th were issued a $0.80 dividend. The ex-dividend date of this dividend was Monday, November 17th. This is a positive change from Capital One Financial’s previous quarterly dividend of $0.60. This represents a $3.20 annualized dividend and a yield of 1.3%. Capital One Financial’s dividend payout ratio is currently 135.02%.

Key Headlines Impacting Capital One Financial

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

• Positive Sentiment: Multiple Wall Street previews and analyst notes highlight solid revenue estimates, card growth and deal-related tailwinds ahead of Q4, supporting expectations for an earnings beat and underpinning investor optimism. Is Capital One Stock Worth Owning Ahead of Q4 Earnings?
• Positive Sentiment: Zacks’ detailed preview of key metrics (loan growth, card receivables, net charge-offs) suggests analysts expect continued top-line strength and favorable catalysts that could support an earnings beat. Stay Ahead of the Game With Capital One (COF) Q4 Earnings: Wall Street’s Insights on Key Metrics
• Positive Sentiment: Zacks notes Capital One’s strong history of earnings surprises and argues the company currently has the setup (estimates and sentiment) consistent with another potential beat — a bullish near-term catalyst. Will Capital One (COF) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: COF cleared an 80-plus relative strength rating benchmark, signaling strong technical momentum versus the market and likely attracting momentum-oriented flows. Capital One Financial hits 80-plus relative strength rating benchmark
• Neutral Sentiment: CNBC’s “week ahead” preview lists Capital One among several major companies reporting next week, keeping the stock in focus for event-driven trading around the print. Cramer’s week ahead: Earnings from Netflix, Intel, Capital One, McCormick
• Neutral Sentiment: Coverage notes that analysts have labeled COF a “Strong Buy,” providing a baseline of institutional support, though headlines also flag political/regulatory uncertainty. Analysts Say Capital One Stock Is a ‘Strong Buy.’ Did Trump Just Change That?
• Negative Sentiment: Jim Cramer commented that the Capital One CEO “will be excoriated,” reflecting elevated media scrutiny and potential investor concerns around management commentary or regulatory questions during the earnings cycle. Capital One (COF) CEO “Will be excoriated,” says Jim Cramer
• Negative Sentiment: MarketBeat’s “Survival Kit” piece cautions investors on unsecured consumer credit exposure, citing potential legislative credit caps and macro/legal risks that could pressure Capital One’s card margins and loan profitability. The 2026 Survival Kit: Gold, Defense, and Trash (COF)

Insider Activity at Capital One Financial

In other Capital One Financial news, insider Celia Karam sold 2,064 shares of Capital One Financial stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $244.35, for a total transaction of $504,338.40. Following the completion of the transaction, the insider owned 61,373 shares in the company, valued at approximately $14,996,492.55. This trade represents a 3.25% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Ravi Raghu sold 13,450 shares of the business’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $250.00, for a total value of $3,362,500.00. Following the completion of the transaction, the insider directly owned 30,337 shares of the company’s stock, valued at approximately $7,584,250. This trade represents a 30.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 298,895 shares of company stock worth $67,111,541 in the last three months. Company insiders own 1.26% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have issued reports on COF shares. Jefferies Financial Group lifted their price target on shares of Capital One Financial from $265.00 to $275.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. Deutsche Bank Aktiengesellschaft upped their target price on Capital One Financial from $240.00 to $263.00 and gave the company a “hold” rating in a research report on Wednesday, December 17th. Zacks Research downgraded Capital One Financial from a “strong-buy” rating to a “hold” rating in a report on Monday, November 24th. Truist Financial upped their price objective on shares of Capital One Financial from $270.00 to $290.00 and gave the company a “buy” rating in a report on Friday, December 19th. Finally, Keefe, Bruyette & Woods lifted their target price on shares of Capital One Financial from $260.00 to $290.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $279.40.

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.