What is Zacks Research’s Forecast for COF FY2026 Earnings?

Capital One Financial Corporation (NYSE:COF) – Analysts at Zacks Research upped their FY2026 earnings per share estimates for Capital One Financial in a report released on Tuesday, October 7th. Zacks Research analyst Team now expects that the financial services provider will earn $17.05 per share for the year, up from their prior forecast of $17.00. The consensus estimate for Capital One Financial’s current full-year earnings is $15.65 per share. Zacks Research also issued estimates for Capital One Financial’s Q4 2026 earnings at $4.79 EPS, Q1 2027 earnings at $4.97 EPS, Q2 2027 earnings at $5.67 EPS and FY2027 earnings at $22.00 EPS.

COF has been the subject of a number of other reports. Royal Bank Of Canada increased their price target on Capital One Financial from $240.00 to $255.00 and gave the stock a “sector perform” rating in a report on Wednesday, July 23rd. Keefe, Bruyette & Woods increased their price target on Capital One Financial from $248.00 to $260.00 and gave the stock an “outperform” rating in a report on Wednesday, July 23rd. JPMorgan Chase & Co. decreased their price target on Capital One Financial from $248.00 to $235.00 and set a “neutral” rating for the company in a report on Tuesday. Barclays increased their price target on Capital One Financial from $253.00 to $257.00 and gave the stock an “overweight” rating in a report on Monday. Finally, Wells Fargo & Company increased their price target on Capital One Financial from $225.00 to $265.00 and gave the stock an “overweight” rating in a report on Friday, July 25th. Three analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $250.44.

Capital One Financial Stock Performance

NYSE COF opened at $211.79 on Wednesday. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 0.47. The stock has a fifty day simple moving average of $219.22 and a 200 day simple moving average of $201.77. Capital One Financial has a twelve month low of $143.22 and a twelve month high of $232.45. The company has a market capitalization of $135.44 billion, a price-to-earnings ratio of 108.61, a PEG ratio of 0.79 and a beta of 1.18.

Capital One Financial (NYSE:COF) last posted its quarterly earnings data on Tuesday, July 22nd. The financial services provider reported $5.48 earnings per share for the quarter, beating analysts’ consensus estimates of $1.93 by $3.55. The company had revenue of $12.49 billion during the quarter, compared to analyst estimates of $12.72 billion. The business’s revenue for the quarter was up 31.4% on a year-over-year basis. During the same quarter in the previous year, the company earned $3.14 earnings per share.

Hedge Funds Weigh In On Capital One Financial

Several large investors have recently added to or reduced their stakes in the business. Eagle Bay Advisors LLC lifted its position in Capital One Financial by 3.6% in the 2nd quarter. Eagle Bay Advisors LLC now owns 1,407 shares of the financial services provider’s stock valued at $299,000 after acquiring an additional 49 shares in the last quarter. Cantor Fitzgerald Investment Advisors L.P. lifted its position in Capital One Financial by 0.3% in the 2nd quarter. Cantor Fitzgerald Investment Advisors L.P. now owns 16,603 shares of the financial services provider’s stock valued at $3,532,000 after acquiring an additional 50 shares in the last quarter. Atlantic Edge Private Wealth Management LLC lifted its position in Capital One Financial by 66.7% in the 2nd quarter. Atlantic Edge Private Wealth Management LLC now owns 125 shares of the financial services provider’s stock valued at $27,000 after acquiring an additional 50 shares in the last quarter. Culbertson A N & Co. Inc. lifted its position in Capital One Financial by 0.4% in the 2nd quarter. Culbertson A N & Co. Inc. now owns 11,365 shares of the financial services provider’s stock valued at $2,418,000 after acquiring an additional 50 shares in the last quarter. Finally, TFB Advisors LLC lifted its position in shares of Capital One Financial by 3.4% during the 1st quarter. TFB Advisors LLC now owns 1,539 shares of the financial services provider’s stock worth $276,000 after buying an additional 51 shares in the last quarter. Institutional investors own 89.84% of the company’s stock.

Insider Transactions at Capital One Financial

In related news, insider Michael Zamsky sold 5,515 shares of the firm’s stock in a transaction dated Monday, August 4th. The shares were sold at an average price of $209.59, for a total value of $1,155,888.85. Following the transaction, the insider owned 27,364 shares of the company’s stock, valued at approximately $5,735,220.76. This trade represents a 16.77% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Timothy P. Golden sold 207 shares of the firm’s stock in a transaction dated Tuesday, August 19th. The shares were sold at an average price of $215.41, for a total transaction of $44,589.87. Following the completion of the transaction, the chief accounting officer directly owned 8,780 shares in the company, valued at approximately $1,891,299.80. The trade was a 2.30% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 23,298 shares of company stock valued at $5,103,824. 1.26% of the stock is currently owned by corporate insiders.

Capital One Financial Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 2nd. Stockholders of record on Friday, August 15th were paid a $0.60 dividend. The ex-dividend date was Friday, August 15th. This represents a $2.40 annualized dividend and a dividend yield of 1.1%. Capital One Financial’s dividend payout ratio (DPR) is currently 123.08%.

Capital One Financial Company Profile

Capital One Financial Corporation operates as the financial services holding company for the Capital One, National Association, which engages in the provision of various financial products and services in the United States, Canada, and the United Kingdom. It operates through three segments: Credit Card, Consumer Banking, and Commercial Banking.