Aventura Private Wealth LLC Purchases Shares of 3,423 Capital One Financial Corporation $COF

Aventura Private Wealth LLC purchased a new position in Capital One Financial Corporation (NYSE:COF) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,423 shares of the financial services provider’s stock, valued at approximately $830,000.

A number of other large investors have also recently made changes to their positions in the stock. Brighton Jones LLC lifted its holdings in Capital One Financial by 330.1% in the 4th quarter. Brighton Jones LLC now owns 13,587 shares of the financial services provider’s stock worth $2,423,000 after purchasing an additional 10,428 shares in the last quarter. Intech Investment Management LLC increased its holdings in Capital One Financial by 44.3% in the 1st quarter. Intech Investment Management LLC now owns 8,968 shares of the financial services provider’s stock valued at $1,608,000 after acquiring an additional 2,753 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in Capital One Financial by 118.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,300 shares of the financial services provider’s stock worth $702,000 after purchasing an additional 1,788 shares in the last quarter. Empowered Funds LLC lifted its stake in Capital One Financial by 74.3% in the 2nd quarter. Empowered Funds LLC now owns 18,216 shares of the financial services provider’s stock worth $3,876,000 after purchasing an additional 7,767 shares in the last quarter. Finally, TD Waterhouse Canada Inc. boosted its holdings in shares of Capital One Financial by 547.2% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 15,319 shares of the financial services provider’s stock valued at $3,294,000 after purchasing an additional 12,952 shares during the last quarter. 89.84% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Capital One Financial

In related news, insider Jason P. Hanson sold 3,729 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $205.00, for a total transaction of $764,445.00. Following the transaction, the insider directly owned 40,230 shares in the company, valued at approximately $8,247,150. The trade was a 8.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, insider Ravi Raghu sold 13,450 shares of the company’s stock in a transaction dated 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 sale, the insider directly owned 30,337 shares of the company’s stock, valued at approximately $7,584,250. This represents a 30.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 67,933 shares of company stock valued at $14,363,897. Company insiders own 1.26% of the company’s stock.

Wall Street Analysts Forecast Growth

COF has been the topic of several research reports. Wolfe Research reduced their target price on Capital One Financial from $294.00 to $280.00 and set an “outperform” rating on the stock in a report on Friday, January 23rd. JPMorgan Chase & Co. raised their price target on Capital One Financial from $237.00 to $256.00 and gave the company a “neutral” rating in a report on Monday, January 12th. Zacks Research cut Capital One Financial from a “strong-buy” rating to a “hold” rating in a report on Monday, November 24th. Keefe, Bruyette & Woods increased their target price on Capital One Financial from $260.00 to $290.00 and gave the company an “outperform” rating in a research report on Friday, January 2nd. Finally, Wall Street Zen lowered shares of Capital One Financial from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $275.95.

Capital One Financial Trading Up 0.8%

COF stock opened at $181.23 on Friday. Capital One Financial Corporation has a 12-month low of $143.22 and a 12-month high of $259.64. The business’s 50-day moving average is $208.37 and its 200 day moving average is $219.31. The company has a current ratio of 1.04, a quick ratio of 1.04 and a debt-to-equity ratio of 0.44. The stock has a market cap of $112.71 billion, a price-to-earnings ratio of 61.23, a PEG ratio of 0.54 and a beta of 1.14.

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). Capital One Financial had a net margin of 3.54% and a return on equity of 10.68%. The firm had revenue of $15.62 billion during the quarter, compared to analysts’ expectations of $15.49 billion. During the same quarter last year, the business earned $2.67 EPS. The business’s revenue was up 53.3% compared to the same quarter last year. On average, sell-side analysts anticipate that Capital One Financial Corporation will post 15.65 EPS for the current fiscal year.

Capital One Financial Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Thursday, February 19th were paid a $0.80 dividend. This represents a $3.20 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend was Thursday, February 19th. Capital One Financial’s dividend payout ratio (DPR) is currently 108.11%.

Key Stories Impacting Capital One Financial

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

• Positive Sentiment: Capital One is taking full control of its travel portal by acquiring Hopper technology, supplier relationships and employees — a move aimed at boosting cardholder engagement, rewards monetization and cross‑sell opportunities within its cards franchise. This can increase revenue per card and improve retention over time. Capital One Brings Travel Platform In House To Deepen Cardholder Engagement
• Positive Sentiment: Capital One Auto’s ProtectID won a 2026 Fraud Prevention Innovation Award — a recognition that underscores the bank’s investment in fraud controls and could help reduce loss rates and protect margins in auto lending and payments. Capital One Auto’s ProtectID Wins 2026 Fraud Prevention Innovation Award
• Positive Sentiment: A federal judge granted Capital One’s motion to dismiss a suit from the Trump Organization alleging political discrimination in account closures; the dismissal reduces an immediate legal overhang, though the judge allowed the plaintiff to refile. Net effect is modestly positive for risk removal but not risk‑free. Trump’s Suit Against Capital One Dismissed But Can Be Refiled
• Neutral Sentiment: Capital One UK signed a partnership with NotifyNOW to streamline end‑of‑life account admin — a CSR/customer‑service initiative that may improve brand trust but has limited near‑term financial impact. Capital One UK Signs New Partnership With NotifyNOW
• Neutral Sentiment: Capital One set its Q1 2026 earnings release and conference call for April 21 — this scheduled event is the primary near‑term catalyst and could drive volatility depending on loan performance, credit costs and card spend trends. Capital One Financial Corporation to Webcast Conference Call on First Quarter 2026 Earnings
• Neutral Sentiment: Several analyst/sector pieces highlight banks (including Capital One) as potential bargains in a choppy market — these articles can support investor interest but don’t change fundamentals. Citigroup and 5 More Bank Stocks Set to Thrive in a Choppy Market
• Neutral Sentiment: Capital One provided data cited by TheStreet showing Walmart’s huge sales lead — demonstrates Capital One’s data capabilities but has no direct material effect on COF’s core earnings. Retail giant Walmart issues economic warning
• Negative Sentiment: MarketWatch noted Capital One underperformed peers recently — a reminder that sentiment and relative performance can weigh on the stock, and upcoming earnings will be a test for whether fundamentals catch up to expectations. Capital One Financial Corp. stock underperforms Wednesday when compared to competitors

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.