B. Riley Wealth Advisors Inc. Has $7.80 Million Stock Position in Capital One Financial Corporation $COF

B. Riley Wealth Advisors Inc. grew its holdings in shares of Capital One Financial Corporation (NYSE:COF) by 58.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 36,685 shares of the financial services provider’s stock after acquiring an additional 13,539 shares during the period. B. Riley Wealth Advisors Inc.’s holdings in Capital One Financial were worth $7,798,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Olistico Wealth LLC grew its position in shares of Capital One Financial by 439.1% in the 2nd quarter. Olistico Wealth LLC now owns 124 shares of the financial services provider’s stock valued at $26,000 after buying an additional 101 shares during the last quarter. Atlantic Edge Private Wealth Management LLC raised its position in shares of Capital One Financial by 66.7% during the second quarter. Atlantic Edge Private Wealth Management LLC now owns 125 shares of the financial services provider’s stock worth $27,000 after acquiring an additional 50 shares during the last quarter. RMG Wealth Management LLC acquired a new position in shares of Capital One Financial in the second quarter worth approximately $27,000. Solstein Capital LLC bought a new stake in Capital One Financial in the second quarter valued at approximately $28,000. Finally, Roble Belko & Company Inc acquired a new stake in Capital One Financial during the 2nd quarter valued at approximately $28,000. Institutional investors and hedge funds own 89.84% of the company’s stock.

Insider Activity at Capital One Financial

In other news, insider Ravi Raghu sold 13,450 shares of the stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $250.00, for a total value of $3,362,500.00. Following the completion of the sale, the insider directly owned 30,337 shares of the company’s stock, valued at $7,584,250. This represents a 30.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Frank G. LapradeIii sold 17,840 shares of the firm’s stock in a transaction that occurred on 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 completion of the transaction, the insider owned 48,315 shares in the company, valued at $10,727,379.45. This represents a 26.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 195,409 shares of company stock valued at $43,756,821 over the last quarter. 1.26% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on COF shares. HSBC dropped their price target on shares of Capital One Financial from $234.00 to $226.00 and set a “hold” rating on the stock in a research report on Tuesday, January 20th. Barclays dropped their target price on shares of Capital One Financial from $294.00 to $287.00 and set an “overweight” rating on the stock in a report on Friday. Truist Financial upped their price target on shares of Capital One Financial from $270.00 to $290.00 and gave the company a “buy” rating in a research report on Friday, December 19th. Evercore ISI reissued an “outperform” rating and issued a $290.00 price objective on shares of Capital One Financial in a research report on Tuesday, January 6th. Finally, Royal Bank Of Canada restated a “sector perform” rating and set a $275.00 target price on shares of Capital One Financial in a research report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $276.70.

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

Capital One Financial Trading Down 7.5%

NYSE COF opened at $217.48 on Monday. The company has a market cap of $138.26 billion, a price-to-earnings ratio of 73.47, a P/E/G ratio of 0.49 and a beta of 1.13. Capital One Financial Corporation has a 52 week low of $143.22 and a 52 week high of $259.64. The business has a 50 day moving average price of $233.23 and a 200-day moving average price of $223.40. The company has a quick ratio of 1.04, a current ratio of 1.04 and a debt-to-equity ratio of 0.44.

Capital One Financial (NYSE:COF) last issued its earnings results on Thursday, January 22nd. The financial services provider reported $3.86 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.14 by ($0.28). The firm had revenue of $15.62 billion during the quarter, compared to the consensus estimate of $15.49 billion. Capital One Financial had a return on equity of 10.68% and a net margin of 3.54%.Capital One Financial’s revenue for the quarter was up 53.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.67 earnings per share. As a group, equities analysts expect 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 disclosed a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Monday, November 17th were issued a dividend of $0.80 per share. This is an increase from Capital One Financial’s previous quarterly dividend of $0.60. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Monday, November 17th. Capital One Financial’s dividend payout ratio is 108.11%.

Capital One Financial Company Profile

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.