B. Riley Wealth Advisors Inc. Boosts Stock Holdings in Capital One Financial Corporation $COF

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

Other hedge funds have also recently made changes to their positions in the company. Olistico Wealth LLC increased its holdings in Capital One Financial by 439.1% in the 2nd quarter. Olistico Wealth LLC now owns 124 shares of the financial services provider’s stock worth $26,000 after acquiring an additional 101 shares during the last quarter. Atlantic Edge Private Wealth Management LLC boosted its position in 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 purchasing an additional 50 shares during the period. RMG Wealth Management LLC bought a new position in Capital One Financial during the second quarter worth about $27,000. Solstein Capital LLC purchased a new position in shares of Capital One Financial in the second quarter worth about $28,000. Finally, Roble Belko & Company Inc bought a new stake in shares of Capital One Financial in the second quarter valued at approximately $28,000. 89.84% of the stock is currently owned by institutional investors.

Capital One Financial Trading Down 7.5%

Shares of Capital One Financial stock opened at $217.48 on Monday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.04 and a quick ratio of 1.04. Capital One Financial Corporation has a 1 year low of $143.22 and a 1 year high of $259.64. The firm has a market cap of $138.26 billion, a PE ratio of 73.47, a PEG ratio of 0.49 and a beta of 1.13. The company has a 50 day simple moving average of $233.23 and a two-hundred day simple moving average of $223.40.

Capital One Financial (NYSE:COF) last posted its quarterly earnings data 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 company had revenue of $15.62 billion for the quarter, compared to analysts’ expectations of $15.49 billion. During the same quarter last year, the business posted $2.67 EPS. The business’s quarterly revenue was up 53.3% compared to the same quarter last year. 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 company also recently announced a quarterly dividend, which was paid on Monday, December 1st. Investors of record on Monday, November 17th were given a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date was Monday, November 17th. This is a positive change from Capital One Financial’s previous quarterly dividend of $0.60. Capital One Financial’s dividend payout ratio is presently 108.11%.

Insider Transactions at Capital One Financial

In related news, insider Lia Dean sold 3,163 shares of Capital One Financial stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $244.35, for a total value of $772,879.05. Following the transaction, the insider owned 66,692 shares in the company, valued at $16,296,190.20. This trade represents a 4.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 owned 30,337 shares of the company’s stock, valued at approximately $7,584,250. The trade was a 30.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 195,409 shares of company stock worth $43,756,821. Corporate insiders own 1.26% of the company’s stock.

Wall Street Analyst Weigh In

COF has been the subject of several analyst reports. Zacks Research downgraded shares of Capital One Financial from a “strong-buy” rating to a “hold” rating in a report on Monday, November 24th. TD Cowen restated a “buy” rating on shares of Capital One Financial in a research report on Thursday, January 8th. BTIG Research reduced their price target on Capital One Financial from $308.00 to $270.00 and set a “buy” rating for the company in a research report on Friday. The Goldman Sachs Group reissued a “buy” rating and set a $300.00 price objective on shares of Capital One Financial in a report on Tuesday, January 6th. Finally, Wolfe Research cut their target price on Capital One Financial from $294.00 to $280.00 and set an “outperform” rating for the company in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $276.70.

Key Stories Impacting Capital One Financial

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 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.