TD Cowen Lowers Capital One Financial (NYSE:COF) Price Target to $260.00

Capital One Financial (NYSE:COF) had its target price dropped by stock analysts at TD Cowen from $290.00 to $260.00 in a research report issued to clients and investors on Tuesday,MarketScreener reports. The firm presently has a “buy” rating on the financial services provider’s stock. TD Cowen’s price target suggests a potential upside of 39.30% from the company’s current price.

Several other equities research analysts also recently weighed in on COF. Citigroup raised their target price on shares of Capital One Financial from $290.00 to $310.00 and gave the company a “buy” rating in a research note on Wednesday, December 31st. Wolfe Research reduced their price target on Capital One Financial from $294.00 to $280.00 and set an “outperform” rating on the stock in a research report on Friday, January 23rd. The Goldman Sachs Group reissued a “buy” rating and issued a $300.00 price objective on shares of Capital One Financial in a research report on Tuesday, January 6th. Jefferies Financial Group restated a “buy” rating and set a $300.00 target price on shares of Capital One Financial in a research note on Monday, March 16th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Capital One Financial in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, fifteen 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 has an average rating of “Moderate Buy” and a consensus target price of $274.45.

Capital One Financial Stock Up 2.3%

Shares of COF stock traded up $4.21 during mid-day trading on Tuesday, hitting $186.64. 1,119,032 shares of the stock traded hands, compared to its average volume of 5,675,877. The stock has a market cap of $116.08 billion, a P/E ratio of 63.06, a P/E/G ratio of 0.54 and a beta of 1.14. The stock’s fifty day moving average is $200.95 and its two-hundred day moving average is $217.22. Capital One Financial has a 52-week low of $143.22 and a 52-week high of $259.64. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.04 and a quick ratio of 1.04.

Capital One Financial (NYSE:COF) last issued its quarterly earnings data on Thursday, January 22nd. The financial services provider reported $3.86 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.14 by ($0.28). The firm had revenue of $15.62 billion during the quarter, compared to analysts’ expectations of $15.49 billion. Capital One Financial had a return on equity of 10.68% and a net margin of 3.54%.The firm’s quarterly revenue was up 53.3% on a year-over-year basis. During the same period in the previous year, the firm earned $2.67 EPS. Equities analysts predict that Capital One Financial will post 15.65 EPS for the current year.

Insider Buying and Selling at Capital One Financial

In other news, insider Jason P. Hanson sold 3,729 shares of the business’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $205.00, for a total transaction of $764,445.00. Following the sale, the insider directly owned 40,230 shares of the company’s stock, valued at $8,247,150. The trade was a 8.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, General Counsel Matthew W. Cooper sold 2,000 shares of the business’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $250.00, for a total transaction of $500,000.00. Following the sale, the general counsel directly owned 92,486 shares in the company, valued at $23,121,500. This trade represents a 2.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 67,933 shares of company stock valued at $14,363,897. Company insiders own 1.26% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the company. Cortland Associates Inc. MO purchased a new stake in shares of Capital One Financial during the third quarter worth about $14,391,000. CIBC Asset Management Inc lifted its stake in Capital One Financial by 53.9% in the 2nd quarter. CIBC Asset Management Inc now owns 88,505 shares of the financial services provider’s stock valued at $18,830,000 after buying an additional 30,991 shares in the last quarter. Meridian Wealth Management LLC boosted its holdings in Capital One Financial by 334.8% in the 3rd quarter. Meridian Wealth Management LLC now owns 9,404 shares of the financial services provider’s stock worth $1,999,000 after buying an additional 7,241 shares during the last quarter. Montecito Bank & Trust purchased a new stake in Capital One Financial during the 3rd quarter worth approximately $647,000. Finally, National Pension Service increased its stake in Capital One Financial by 4.0% during the 3rd quarter. National Pension Service now owns 1,552,736 shares of the financial services provider’s stock worth $330,081,000 after buying an additional 59,100 shares in the last quarter. 89.84% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Capital One Financial

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

• Positive Sentiment: Capital One rolled out upgrades to its Databolt platform to strengthen data security and enable safer AI adoption for enterprises — a product move that can support new revenue streams, reduce operational risk, and improve the bank’s competitive positioning on AI-related services. Capital One Financial (COF) Upgrades Databolt to Enhance Data Security and AI Adoption
• Positive Sentiment: High-profile endorsement: Jim Cramer said he will “continue to own” Capital One, a retail-investor-friendly signal that can spur short-term buying interest and supports sentiment. Jim Cramer on Capital One Financial: “We’re Going to Continue to Own Ours”
• Neutral Sentiment: Market action context: coverage notes the stock rose Tuesday but still underperforms the broader market — suggests momentum exists but relative weakness remains. Capital One Financial Corp. stock rises Tuesday, still underperforms market
• Neutral Sentiment: Macro/industry pressure: multiple consumer pieces highlight rising CD rates (above ~4% APY), which could raise deposit costs across banks and compress net interest margins — an industry headwind to monitor for Capital One. Best CD rates today, April 1, 2026 (Earn up to 4.1% APY)
• Neutral Sentiment: Preferred-share analysis: recent Seeking Alpha pieces value Capital One’s Series J and Series L preferreds as fairly priced with limited near-term capital-gain potential — relevant for income investors but not a direct catalyst for common stock appreciation. Capital One’s Series L Preferred Stock Valued Fairly With An Unlikely Chance Of Capital Gains Any Time Soon Capital One’s Series J Preferred Stock Valued Fairly With Slight Chance Of Capital Gain

About Capital One Financial

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.