Capital One Financial Corporation $COF Shares Sold by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. cut its stake in shares of Capital One Financial Corporation (NYSE:COF) by 9.0% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 32,961 shares of the financial services provider’s stock after selling 3,261 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Capital One Financial were worth $7,007,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of COF. Moisand Fitzgerald Tamayo LLC lifted its position in shares of Capital One Financial by 103.3% during the second quarter. Moisand Fitzgerald Tamayo LLC now owns 122 shares of the financial services provider’s stock worth $26,000 after purchasing an additional 62 shares in the last quarter. Olistico Wealth LLC increased its stake in Capital One Financial by 439.1% during the 2nd quarter. Olistico Wealth LLC now owns 124 shares of the financial services provider’s stock worth $26,000 after buying an additional 101 shares during the period. Atlantic Edge Private Wealth Management LLC lifted 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 worth $27,000 after buying an additional 50 shares in the last quarter. RMG Wealth Management LLC purchased a new position in Capital One Financial in the 2nd quarter valued at about $27,000. Finally, Solstein Capital LLC acquired a new stake in shares of Capital One Financial during the second quarter valued at about $28,000. Hedge funds and other institutional investors own 89.84% of the company’s stock.

Capital One Financial News Summary

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

• Positive Sentiment: Strategic upside — The Brex acquisition accelerates Capital One’s push into AI-enabled business payments, spend management and stablecoin-capable payments, expanding addressable markets (management cites a target of up to $2T in business payments). Article Title
• Positive Sentiment: Investor/manager interest — Some institutional investors and managers are publicly buying COF on the pullback, signaling conviction in the company’s longer-term fintech strategy. Article Title
• Neutral Sentiment: Mixed quarter — Revenue topped estimates and grew strongly year-over-year (helpful for top-line momentum), but the company reported an adjusted EPS shortfall versus consensus. That leaves fundamentals mixed in the near term. Article Title
• Neutral Sentiment: Deal mechanics — The Brex purchase is a mix of cash and Capital One stock (roughly half/half), which preserves cash but introduces share issuance and potential near-term dilution. Article Title
• Negative Sentiment: Earnings miss and cost pressure — Adjusted Q4 EPS fell short of consensus, driven by higher expenses and increased credit-loss provisions, which is the primary near-term catalyst for selling pressure. Article Title
• Negative Sentiment: Analyst caution and price-target trims — Several firms adjusted price targets and reiterated concerns around integration, credit and regulatory risk; that analyst reaction amplifies near-term downside risk. Article Title
• Negative Sentiment: Market reaction — Traders are selling on the combination of the EPS miss and the large acquisition, increasing volume and volatility as investors weigh near-term headwinds against long-term strategy. Article Title

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Truist Financial boosted their price target on Capital One Financial from $270.00 to $290.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Deutsche Bank Aktiengesellschaft dropped their price objective on Capital One Financial from $263.00 to $256.00 and set a “hold” rating on the stock in a report on Friday. Weiss Ratings reiterated a “hold (c)” rating on shares of Capital One Financial in a research note on Monday, December 29th. Keefe, Bruyette & Woods lifted their price target on shares of Capital One Financial from $260.00 to $290.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Finally, UBS Group cut their price target on shares of Capital One Financial from $270.00 to $266.00 and set a “buy” rating on the stock in a report on Tuesday, October 7th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $276.70.

Capital One Financial Stock Performance

COF stock opened at $217.48 on Friday. The stock’s 50 day simple moving average is $233.23 and its 200 day simple moving average is $223.36. Capital One Financial Corporation has a 12-month low of $143.22 and a 12-month high of $259.64. The firm has a market cap of $138.26 billion, a P/E ratio of 73.47, a P/E/G ratio of 0.49 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 Thursday, January 22nd. The financial services provider reported $3.86 earnings per share for the quarter, missing the consensus estimate of $4.14 by ($0.28). The business had revenue of $15.62 billion for the quarter, compared to the consensus estimate of $15.49 billion. Capital One Financial had a net margin of 3.54% and a return on equity of 11.17%. The firm’s revenue for the quarter was up 53.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.67 EPS. As a group, equities research analysts predict that Capital One Financial Corporation will post 15.65 EPS for the current year.

Capital One Financial Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Monday, November 17th were paid a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a yield of 1.5%. This is a positive change from Capital One Financial’s previous quarterly dividend of $0.60. The ex-dividend date was Monday, November 17th. Capital One Financial’s dividend payout ratio (DPR) is currently 108.11%.

Insider Activity

In other Capital One Financial news, insider Frank G. LapradeIii sold 17,840 shares of the firm’s stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $222.03, for a total value of $3,961,015.20. Following the transaction, 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 sale was disclosed in a legal filing with the SEC, which is available at this link. Also, General Counsel Matthew W. Cooper sold 2,000 shares of the company’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $250.00, for a total value of $500,000.00. Following the transaction, the general counsel directly owned 92,486 shares of the company’s stock, 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. Insiders have sold 298,895 shares of company stock valued at $67,111,541 over the last quarter. Corporate 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.