First Trust Advisors LP Has $44.41 Million Stake in Capital One Financial Corporation $COF

First Trust Advisors LP raised its stake in Capital One Financial Corporation (NYSE:COF) by 145.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 243,415 shares of the financial services provider’s stock after purchasing an additional 144,301 shares during the quarter. First Trust Advisors LP’s holdings in Capital One Financial were worth $44,406,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of COF. Brighton Jones LLC grew its holdings in Capital One Financial by 330.1% during the fourth quarter. Brighton Jones LLC now owns 13,587 shares of the financial services provider’s stock worth $2,423,000 after buying an additional 10,428 shares in the last quarter. Intech Investment Management LLC lifted its stake in Capital One Financial by 44.3% during 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 in the last quarter. Sivia Capital Partners LLC lifted its stake in Capital One Financial by 118.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,300 shares of the financial services provider’s stock valued at $702,000 after acquiring an additional 1,788 shares in the last quarter. Flow Traders U.S. LLC purchased a new position in Capital One Financial during the 2nd quarter worth $218,000. Finally, Jump Financial LLC purchased a new position in Capital One Financial during the 2nd quarter worth $1,086,000. Institutional investors own 89.84% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Capital One Financial in a research note on Wednesday, June 24th. TD Cowen cut their price target on shares of Capital One Financial from $260.00 to $253.00 and set a “buy” rating on the stock in a report on Tuesday, July 7th. BTIG Research upped their price objective on shares of Capital One Financial from $224.00 to $259.00 and gave the stock a “buy” rating in a research report on Tuesday, June 30th. Bank of America decreased their price objective on shares of Capital One Financial from $234.00 to $231.00 and set a “buy” rating for the company in a research note on Thursday, July 9th. Finally, HSBC raised shares of Capital One Financial from a “hold” rating to a “buy” rating and lifted their target price for the stock from $226.00 to $229.00 in a research report on Sunday, July 12th. Twenty investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, Capital One Financial presently has a consensus rating of “Moderate Buy” and an average price target of $259.82.

Trending Headlines about 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 Trading Down 0.2%

Shares of Capital One Financial stock opened at $202.53 on Monday. The firm has a market cap of $126.03 billion, a PE ratio of 12.53, a P/E/G ratio of 0.75 and a beta of 1.02. Capital One Financial Corporation has a 1 year low of $174.24 and a 1 year high of $259.64. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.02 and a quick ratio of 1.02. The stock has a fifty day moving average price of $195.38 and a 200-day moving average price of $200.21.

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

Capital One Financial Announces Dividend

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

Insider Transactions at Capital One Financial

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

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.