Aprio Wealth Management LLC Increases Stake in Capital One Financial Corporation $COF

Aprio Wealth Management LLC lifted its stake in shares of Capital One Financial Corporation (NYSE:COF) by 72.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,513 shares of the financial services provider’s stock after buying an additional 2,739 shares during the quarter. Aprio Wealth Management LLC’s holdings in Capital One Financial were worth $1,579,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. D.A. Davidson & CO. grew its stake in shares of Capital One Financial by 4.4% during the fourth quarter. D.A. Davidson & CO. now owns 71,497 shares of the financial services provider’s stock worth $17,328,000 after purchasing an additional 2,992 shares in the last quarter. Kestra Private Wealth Services LLC increased its holdings in Capital One Financial by 0.9% in the fourth quarter. Kestra Private Wealth Services LLC now owns 19,091 shares of the financial services provider’s stock valued at $4,627,000 after buying an additional 177 shares during the last quarter. Physician Wealth Advisors Inc. raised its stake in Capital One Financial by 15.1% in the fourth quarter. Physician Wealth Advisors Inc. now owns 388 shares of the financial services provider’s stock valued at $94,000 after buying an additional 51 shares in the last quarter. Deltec Asset Management LLC acquired a new stake in Capital One Financial in the fourth quarter valued at $1,285,000. Finally, Inscription Capital LLC lifted its holdings in Capital One Financial by 3.9% during the 4th quarter. Inscription Capital LLC now owns 1,858 shares of the financial services provider’s stock worth $450,000 after buying an additional 70 shares during the last quarter. 89.84% of the stock is currently owned by hedge funds and other institutional investors.

Capital One Financial Stock Up 0.0%

Shares of NYSE COF opened at $191.43 on Monday. The stock has a market cap of $119.06 billion, a PE ratio of 67.17, a price-to-earnings-growth ratio of 0.70 and a beta of 1.14. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. Capital One Financial Corporation has a 52-week low of $174.72 and a 52-week high of $259.64. The business has a 50-day moving average price of $191.66 and a 200 day moving average price of $213.90.

Capital One Financial (NYSE:COF) last released its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $4.42 EPS for the quarter, missing the consensus estimate of $5.08 by ($0.66). Capital One Financial had a return on equity of 10.59% and a net margin of 4.29%.The firm had revenue of $15.23 billion for the quarter, compared to analyst estimates of $15.68 billion. During the same period last year, the firm earned $4.06 EPS. The company’s quarterly revenue was up 52.3% on a year-over-year basis. Equities research analysts forecast that Capital One Financial Corporation will post 19.17 earnings per share for the current year.

Capital One Financial Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Thursday, February 19th were given a dividend of $0.80 per share. The ex-dividend date was Thursday, February 19th. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.7%. Capital One Financial’s dividend payout ratio (DPR) is 112.28%.

Insider Buying and Selling at Capital One Financial

In other news, insider Lia Dean sold 3,284 shares of Capital One Financial stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $223.68, for a total value of $734,565.12. Following the transaction, the insider directly owned 70,162 shares of the company’s stock, valued at $15,693,836.16. The trade was a 4.47% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Neal Blinde sold 38,135 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $190.51, for a total transaction of $7,265,098.85. Following the completion of the sale, the insider owned 33,551 shares of the company’s stock, valued at approximately $6,391,801.01. This trade represents a 53.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 50,047 shares of company stock valued at $9,742,217. Insiders own 0.78% of the company’s stock.

Trending Headlines about Capital One Financial

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

• Positive Sentiment: BTIG reaffirmed a “Buy” on COF, providing analyst support that can help stabilize investor sentiment. BTIG Research Reaffirms “Buy” Rating for Capital One Financial
• Positive Sentiment: Capital One finalized the Brex acquisition and a related share resale, expanding its commercial card/embedded finance footprint — strategic M&A that could boost long‑term revenue diversification. Capital One Finalizes Brex Acquisition and Share Resale
• Positive Sentiment: Capital One closed a small Hopper tech/employee deal in April as it pursues travel‑related product expansion — a targeted tuck‑in that could support growth in travel card offerings. Capital One Closed Hopper Tech and Employee Deal in April, Focuses on Travel Expansion
• Neutral Sentiment: Argus trimmed its price target to $250 but kept a “Buy” rating — a modest downgrade that still implies upside from current levels. Argus Adjusts Price Target to $250, Maintains Buy
• Neutral Sentiment: Several market writeups and stock‑selection lists are discussing COF’s valuation and whether the recent pullback creates a buying opportunity — these are commentary pieces that may influence sentiment but don’t change fundamentals immediately. 3 Stocks That Might Be Undervalued S&P 500 Stock Buy/Avoid Coverage
• Negative Sentiment: Capital One missed Q1 consensus: EPS of $4.42 vs. ~$5.08 expected and revenue slightly below estimates — a near‑term earnings disappointment that directly pressures the stock. Capital One Missed Earnings and Truist Cut Its Target
• Negative Sentiment: Truist trimmed its price target (to $255) after the earnings miss — analyst target cuts amplify selling pressure even if ratings remain “Buy.” Truist Lowers Price Target
• Negative Sentiment: A judge approved a $425M settlement over 360 Savings account claims; payouts and any related reserve charges are a one‑time P&L hit and a headline risk that weighs on near‑term sentiment. Judge Approves $425 Million Capital One Settlement

Analyst Ratings Changes

Several research analysts have recently issued reports on COF shares. HSBC lowered their price objective on Capital One Financial from $234.00 to $226.00 and set a “hold” rating for the company in a research report on Tuesday, January 20th. Keefe, Bruyette & Woods boosted their target price on Capital One Financial from $260.00 to $290.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Jefferies Financial Group reaffirmed a “buy” rating and issued a $300.00 price target on shares of Capital One Financial in a report on Monday, March 16th. UBS Group dropped their price target on shares of Capital One Financial from $286.00 to $283.00 and set a “buy” rating on the stock in a research note on Tuesday, April 7th. Finally, Wall Street Zen cut shares of Capital One Financial from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat, Capital One Financial has a consensus rating of “Moderate Buy” and an average price target of $258.86.

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.