Associated Banc Corp Has $50.35 Million Holdings in Capital One Financial Corporation $COF

Associated Banc Corp trimmed its position in shares of Capital One Financial Corporation (NYSE:COF) by 4.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 236,870 shares of the financial services provider’s stock after selling 9,894 shares during the quarter. Capital One Financial makes up about 1.3% of Associated Banc Corp’s investment portfolio, making the stock its 18th largest holding. Associated Banc Corp’s holdings in Capital One Financial were worth $50,354,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in COF. Forum Financial Management LP lifted its stake in Capital One Financial by 5.1% in the third quarter. Forum Financial Management LP now owns 17,770 shares of the financial services provider’s stock valued at $3,778,000 after acquiring an additional 858 shares during the last quarter. Phillips Financial Management LLC acquired a new position in shares of Capital One Financial during the 3rd quarter worth $258,000. ORG Wealth Partners LLC raised its holdings in shares of Capital One Financial by 48.5% during the 3rd quarter. ORG Wealth Partners LLC now owns 931 shares of the financial services provider’s stock valued at $198,000 after purchasing an additional 304 shares in the last quarter. Avion Wealth lifted its stake in shares of Capital One Financial by 103.0% in the 3rd quarter. Avion Wealth now owns 406 shares of the financial services provider’s stock valued at $86,000 after purchasing an additional 206 shares during the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd boosted its holdings in Capital One Financial by 3.4% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 92,393 shares of the financial services provider’s stock worth $19,641,000 after purchasing an additional 3,040 shares in the last quarter. Institutional investors own 89.84% of the company’s stock.

More Capital One Financial News

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

Analysts Set New Price Targets

Several equities analysts have weighed in on COF shares. Wolfe Research started coverage on Capital One Financial in a report on Monday, December 8th. They set an “outperform” rating and a $270.00 target price on the stock. TD Cowen boosted their target price on Capital One Financial from $261.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday. Morgan Stanley reiterated an “overweight” rating and set a $280.00 price target on shares of Capital One Financial in a report on Tuesday, December 16th. Weiss Ratings reissued a “hold (c)” rating on shares of Capital One Financial in a research report on Monday, December 29th. Finally, Barclays upped their price objective on shares of Capital One Financial from $271.00 to $294.00 and gave the stock an “overweight” rating in a report on Tuesday. Three research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $276.25.

Insider Activity

In other Capital One Financial news, CEO Richard D. Fairbank sold 103,487 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $220.68, for a total value of $22,837,511.16. Following the completion of the transaction, the chief executive officer owned 4,001,228 shares of the company’s stock, valued at $882,990,995.04. This represents a 2.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Neal Blinde sold 43,200 shares of the firm’s stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $221.83, for a total value of $9,583,056.00. Following the completion of the sale, the insider owned 73,020 shares of the company’s stock, valued at $16,198,026.60. This represents a 37.17% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 298,895 shares of company stock valued at $67,111,541. Corporate insiders own 1.26% of the company’s stock.

Capital One Financial Trading Down 2.5%

Shares of Capital One Financial stock opened at $249.41 on Friday. Capital One Financial Corporation has a 1 year low of $143.22 and a 1 year high of $259.64. The company’s fifty day simple moving average is $230.47 and its 200-day simple moving average is $222.16. The company has a market cap of $158.55 billion, a price-to-earnings ratio of 105.23, a PEG ratio of 0.57 and a beta of 1.13. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 0.45.

Capital One Financial (NYSE:COF) last released its earnings results on Monday, November 3rd. The financial services provider reported $5.95 EPS for the quarter. The firm 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%. As a group, sell-side analysts expect that Capital One Financial Corporation will post 15.65 EPS for the current year.

Capital One Financial Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Monday, November 17th were given a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a yield of 1.3%. This is a boost from Capital One Financial’s previous quarterly dividend of $0.60. The ex-dividend date of this dividend was Monday, November 17th. Capital One Financial’s dividend payout ratio (DPR) is 135.02%.

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.