Concurrent Investment Advisors LLC Trims Position in Capital One Financial Corporation $COF

Concurrent Investment Advisors LLC trimmed its stake in Capital One Financial Corporation (NYSE:COF) by 14.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 16,924 shares of the financial services provider’s stock after selling 2,895 shares during the period. Concurrent Investment Advisors LLC’s holdings in Capital One Financial were worth $3,598,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. CPC Advisors LLC boosted its holdings in shares of Capital One Financial by 22.9% in the third quarter. CPC Advisors LLC now owns 10,666 shares of the financial services provider’s stock valued at $2,267,000 after purchasing an additional 1,986 shares during the period. Quent Capital LLC raised its position in Capital One Financial by 2.5% during the 3rd quarter. Quent Capital LLC now owns 4,157 shares of the financial services provider’s stock valued at $884,000 after purchasing an additional 102 shares in the last quarter. Nordea Investment Management AB lifted its holdings in shares of Capital One Financial by 5.6% in the 3rd quarter. Nordea Investment Management AB now owns 78,074 shares of the financial services provider’s stock worth $16,396,000 after buying an additional 4,106 shares during the period. Harbor Investment Advisory LLC grew its position in shares of Capital One Financial by 114.2% during the 3rd quarter. Harbor Investment Advisory LLC now owns 7,232 shares of the financial services provider’s stock worth $1,537,000 after buying an additional 3,855 shares in the last quarter. Finally, Allen Capital Group LLC increased its stake in shares of Capital One Financial by 4.6% during the third quarter. Allen Capital Group LLC now owns 1,180 shares of the financial services provider’s stock valued at $251,000 after buying an additional 52 shares during the period. 89.84% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms recently weighed in on COF. JPMorgan Chase & Co. upped their price objective on shares of Capital One Financial from $237.00 to $256.00 and gave the stock a “neutral” rating in a research note on Monday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Capital One Financial in a research report on Monday, December 29th. Wells Fargo & Company increased their price objective on shares of Capital One Financial from $265.00 to $280.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Citigroup boosted their price objective on shares of Capital One Financial from $290.00 to $310.00 and gave the stock a “buy” rating in a research note on Wednesday, December 31st. Finally, Robert W. Baird upped their target price on Capital One Financial from $245.00 to $270.00 and gave the stock an “outperform” rating in a report on Wednesday, October 22nd. Three research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $278.20.

Capital One Financial Price Performance

Shares of COF opened at $234.35 on Thursday. The company has a 50 day moving average of $231.18 and a two-hundred day moving average of $222.64. 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 Corporation has a twelve month low of $143.22 and a twelve month high of $259.64. The company has a market cap of $148.98 billion, a price-to-earnings ratio of 98.88, a price-to-earnings-growth ratio of 0.53 and a beta of 1.13.

Capital One Financial (NYSE:COF) last issued its quarterly earnings data on Monday, November 3rd. The financial services provider reported $5.95 EPS for the quarter. Capital One Financial had a return on equity of 10.94% and a net margin of 2.24%.The firm had revenue of $15.46 billion during the quarter. As a group, analysts predict 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 declared a quarterly dividend, which was paid on Monday, December 1st. Shareholders of record on Monday, November 17th were issued a $0.80 dividend. This is a boost from Capital One Financial’s previous quarterly dividend of $0.60. This represents a $3.20 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Monday, November 17th. Capital One Financial’s dividend payout ratio is 135.02%.

Key Headlines Impacting Capital One Financial

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

• Positive Sentiment: JPMorgan raised its price target on COF to $256, providing institutional validation and supporting upside expectations for the stock. Read More.
• Positive Sentiment: Unusually high call‑option volume on COF suggests speculative and institutional buyers are positioning for a rebound, which can amplify intraday upside. Read More.
• Positive Sentiment: Several analysts and outlets have reiterated buy/strong‑buy views and framed the recent pullback as a long‑term opportunity, supporting demand from value and momentum investors. Read More.
• Neutral Sentiment: “Buy the dip” commentary from options- and data‑focused pieces argues the swing lower may be a tactical entry for long‑term holders, but these are opinion pieces rather than new fundamentals. Read More.
• Negative Sentiment: Industry executives and bank chiefs are warning that President Trump’s proposed 10% cap on credit‑card APRs would sharply compress credit-card income, potentially reducing lending and hurting banks’ net interest margins — a direct threat to Capital One’s core business model. Read More.
• Negative Sentiment: Multiple reports and CEO/CFO comments say the cap could freeze lending, lower card account counts and materially reduce future profits for card-heavy lenders like COF, increasing regulatory uncertainty and stock volatility. Read More.
• Negative Sentiment: Capital One will pay roughly $425M in a settlement related to 360 Savings accounts, which is an immediate cash cost and reminder of legacy‑retail/legal risks that can pressure sentiment. Read More.
• Negative Sentiment: Market commentary positions consumer‑credit lenders as vulnerable in the current political/regulatory backdrop (rotating flow into defensive sectors); that narrative increases downside risk until regulatory clarity arrives. Read More.

Insider Buying and Selling at Capital One Financial

In other news, General Counsel Matthew W. Cooper sold 2,000 shares of the company’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $250.00, for a total transaction of $500,000.00. Following the transaction, the general counsel owned 92,486 shares in the company, valued at $23,121,500. This represents a 2.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Frank G. LapradeIii sold 17,840 shares of Capital One Financial stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $222.03, for a total transaction of $3,961,015.20. Following the completion of the sale, the insider owned 48,315 shares of the company’s stock, valued at $10,727,379.45. This trade represents a 26.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 298,895 shares of company stock valued at $67,111,541. Insiders own 1.26% of the company’s stock.

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.