Capital One Financial Corporation $COF Holdings Lifted by 44 Wealth Management LLC

44 Wealth Management LLC increased its holdings in Capital One Financial Corporation (NYSE:COF) by 152.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,238 shares of the financial services provider’s stock after acquiring an additional 3,162 shares during the period. 44 Wealth Management LLC’s holdings in Capital One Financial were worth $956,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Evolution Wealth Management Inc. grew its stake in shares of Capital One Financial by 529.4% in the 4th quarter. Evolution Wealth Management Inc. now owns 107 shares of the financial services provider’s stock valued at $26,000 after buying an additional 90 shares in the last quarter. VSM Wealth Advisory LLC bought a new stake in Capital One Financial in the fourth quarter worth approximately $27,000. Cherry Tree Wealth Management LLC increased its stake in shares of Capital One Financial by 1,312.5% during the 4th quarter. Cherry Tree Wealth Management LLC now owns 113 shares of the financial services provider’s stock worth $27,000 after purchasing an additional 105 shares during the last quarter. Osterweis Capital Management Inc. acquired a new position in shares of Capital One Financial during the 4th quarter worth $29,000. Finally, CrossGen Wealth LLC bought a new position in shares of Capital One Financial during the 4th quarter valued at $30,000. 89.84% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Capital One Financial

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

• Positive Sentiment: Capital One’s Q2 results showed improved profitability, with the company swinging back to net income and posting higher net interest income, reinforcing the view that its core business momentum remains solid.
• Positive Sentiment: Multiple reports highlighted bullish analyst sentiment, including Piper Sandler and Morgan Stanley maintaining buy ratings, while one note set a $260 price target, suggesting meaningful upside from current levels.
• Positive Sentiment: Several articles pointed to Capital One’s technology and AI advantages, including its cloud-native infrastructure and open-source security tool VulnHunter, which support the company’s long-term competitive positioning.
• Neutral Sentiment: Capital One is also being viewed as a value stock after earnings, with coverage noting that the shares trade at a discount to peers on forward earnings and tangible book value.
• Negative Sentiment: The stock is facing overhang from legal and regulatory headlines, including a Zelle fraud lawsuit, a Canada data-breach settlement, and reports that customer payouts from a separate $425 million settlement may be delayed after an appeal.

Capital One Financial Stock Performance

NYSE:COF opened at $202.53 on Friday. The firm’s 50-day moving average is $195.38 and its 200-day moving average is $200.56. The company has a market cap of $126.03 billion, a price-to-earnings ratio of 12.53, a PEG ratio of 0.76 and a beta of 1.02. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.03 and a current ratio of 1.02. Capital One Financial Corporation has a 52-week low of $174.24 and a 52-week high of $259.64.

Capital One Financial (NYSE:COF) last released its earnings results on Tuesday, July 21st. The financial services provider reported $5.81 earnings per share for the quarter, beating the consensus estimate of $4.79 by $1.02. Capital One Financial had a net margin of 13.37% and a return on equity of 11.28%. The business had revenue of $15.83 billion during the quarter, compared to analysts’ expectations of $15.76 billion. During the same quarter last year, the company earned $5.48 earnings per share. The firm’s revenue was up 26.9% on a year-over-year basis. Equities research analysts anticipate that Capital One Financial Corporation will post 20.13 earnings per share for the current year.

Capital One Financial Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 19th were issued a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend was Tuesday, May 19th. Capital One Financial’s payout ratio is presently 19.80%.

Insider Buying and Selling

In other news, insider Celia Karam sold 1,749 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $192.58, for a total value of $336,822.42. Following the sale, the insider directly owned 61,579 shares in the company, valued at approximately $11,858,883.82. This represents a 2.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Matthew W. Cooper sold 3,500 shares of the stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $208.00, for a total value of $728,000.00. Following the completion of the transaction, the general counsel directly owned 90,194 shares of the company’s stock, valued at approximately $18,760,352. The trade was a 3.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 8,749 shares of company stock worth $1,708,577 over the last ninety days. Company insiders own 0.78% of the company’s stock.

Wall Street Analysts Forecast Growth

COF has been the subject of several analyst reports. Royal Bank Of Canada reduced their price objective on shares of Capital One Financial from $275.00 to $235.00 and set a “sector perform” rating for the company in a research note on Friday, April 10th. HSBC raised shares of Capital One Financial from a “hold” rating to a “buy” rating and increased their target price for the stock from $226.00 to $229.00 in a research report on Sunday, July 12th. Truist Financial decreased their target price on Capital One Financial from $275.00 to $255.00 and set a “buy” rating for the company in a research report on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft lowered their price target on Capital One Financial from $256.00 to $250.00 and set a “hold” rating on the stock in a report on Wednesday, April 22nd. Finally, The Goldman Sachs Group dropped their price target on shares of Capital One Financial from $300.00 to $260.00 and set a “buy” rating on the stock in a research report on Tuesday, April 7th. Twenty analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $259.82.

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.