Geneos Wealth Management Inc. Sells 5,729 Shares of Capital One Financial Corporation $COF

Geneos Wealth Management Inc. trimmed its holdings in Capital One Financial Corporation (NYSE:COF) by 58.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,056 shares of the financial services provider’s stock after selling 5,729 shares during the period. Geneos Wealth Management Inc.’s holdings in Capital One Financial were worth $862,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Mather Group LLC. boosted its position in Capital One Financial by 1.0% during the third quarter. Mather Group LLC. now owns 4,540 shares of the financial services provider’s stock worth $965,000 after purchasing an additional 47 shares during the period. Eagle Bay Advisors LLC lifted its stake in shares of Capital One Financial by 3.6% during the 2nd quarter. Eagle Bay Advisors LLC now owns 1,407 shares of the financial services provider’s stock worth $299,000 after buying an additional 49 shares during the last quarter. Optas LLC boosted its holdings in shares of Capital One Financial by 1.4% during the 3rd quarter. Optas LLC now owns 3,484 shares of the financial services provider’s stock worth $741,000 after buying an additional 49 shares during the period. Cantor Fitzgerald Investment Advisors L.P. grew its stake 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 buying an additional 50 shares during the last quarter. Finally, Atlantic Edge Private Wealth Management LLC raised its holdings 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 during the period. 89.84% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Capital One Financial

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

• Positive Sentiment: Multiple brokerages have raised price targets and reiterated buy/outperform ratings (Goldman Sachs, Citi, BTIG, Keefe Bruyette, Cowen/TD Cowen), supporting longer-term upside and institutional interest. Analyst Coverage Summary
• Positive Sentiment: CNBC’s Jim Cramer and other media commentators have publicly endorsed COF as a buy, which tends to boost retail demand and trading flows. Jim Cramer Praise
• Positive Sentiment: Capital One raised its quarterly dividend to $0.80 (annualized $3.20), a signal of cash-return confidence that supports yield-focused investor interest. MarketBeat: Dividend & Company Snapshot
• Neutral Sentiment: Options volume around COF has surged, indicating speculative positioning and hedging; this can magnify intraday moves but doesn’t change fundamentals. Options Activity Analysis
• Neutral Sentiment: Momentum and comparative valuation pieces (Zacks, Globe & Mail) frame positive technical and relative arguments for COF but are less likely to move the stock intraday versus new ratings or filings. Zacks Momentum Note
• Negative Sentiment: Significant insider selling has been reported this week (multiple filings totaling millions), which can create near-term selling pressure or raise questions about insider conviction. Insider Sales Report
• Negative Sentiment: Capital One’s General Counsel sold 2,000 shares (~$500k) on Jan. 6 (SEC Form 4 disclosure); routine sales can still weigh on sentiment when clustered. InsiderTrades: Matthew Cooper Sale

Insider Buying and Selling

In related news, CEO Richard D. Fairbank sold 103,487 shares of the company’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $220.68, for a total transaction of $22,837,511.16. Following the completion of the sale, the chief executive officer directly owned 4,001,228 shares in the company, valued at $882,990,995.04. This represents a 2.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Ravi Raghu sold 13,450 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $250.00, for a total transaction of $3,362,500.00. Following the completion of the sale, the insider owned 30,337 shares in the company, valued at $7,584,250. This represents a 30.72% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 298,895 shares of company stock worth $67,111,541. 1.26% of the stock is owned by company insiders.

Capital One Financial Stock Down 2.5%

Shares of NYSE COF opened at $249.41 on Friday. The stock has a market capitalization of $158.55 billion, a P/E ratio of 105.23, a PEG ratio of 0.58 and a beta of 1.13. The stock’s fifty day moving average is $230.47 and its 200 day moving average is $222.05. Capital One Financial Corporation 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 0.45, a quick ratio of 1.03 and a current ratio of 1.03.

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

Capital One Financial Increases Dividend

The firm also recently announced 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 represents a $3.20 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from Capital One Financial’s previous quarterly dividend of $0.60. Capital One Financial’s dividend payout ratio (DPR) is 135.02%.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the company. Robert W. Baird boosted their price objective on Capital One Financial from $245.00 to $270.00 and gave the stock an “outperform” rating in a report on Wednesday, October 22nd. Barclays boosted their price target on Capital One Financial from $271.00 to $294.00 and gave the company an “overweight” rating in a research note on Tuesday. Zacks Research lowered Capital One Financial from a “strong-buy” rating to a “hold” rating in a report on Monday, November 24th. The Goldman Sachs Group reissued a “buy” rating and set a $300.00 target price on shares of Capital One Financial in a report on Tuesday. Finally, Morgan Stanley reissued an “overweight” rating and issued a $280.00 target price on shares of Capital One Financial in a research report on Tuesday, December 16th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $276.25.

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.