Capital One Financial Corporation $COF Shares Sold by Compound Planning Inc.

Compound Planning Inc. trimmed its stake in Capital One Financial Corporation (NYSE:COF) by 18.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,994 shares of the financial services provider’s stock after selling 2,722 shares during the quarter. Compound Planning Inc.’s holdings in Capital One Financial were worth $2,188,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of COF. Evolution Wealth Management Inc. increased its holdings in shares of Capital One Financial by 529.4% during the 4th quarter. Evolution Wealth Management Inc. now owns 107 shares of the financial services provider’s stock worth $26,000 after buying an additional 90 shares during the last quarter. VSM Wealth Advisory LLC acquired a new position in Capital One Financial in the fourth quarter valued at $27,000. Cherry Tree Wealth Management LLC grew its position in Capital One Financial by 1,312.5% during the fourth quarter. Cherry Tree Wealth Management LLC now owns 113 shares of the financial services provider’s stock valued at $27,000 after acquiring an additional 105 shares during the period. Strive Asset Management LLC purchased a new stake in Capital One Financial during the third quarter valued at about $28,000. Finally, Frazier Financial Advisors LLC acquired a new stake in Capital One Financial during the first quarter worth about $29,000. Institutional investors and hedge funds own 89.84% of the company’s stock.

Capital One Financial Stock Up 1.3%

Shares of NYSE COF opened at $202.53 on Friday. 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 1 year low of $174.24 and a 1 year high of $259.64. The stock’s 50-day simple moving average is $195.38 and its 200-day simple moving average is $200.56. The firm has a market cap of $126.03 billion, a price-to-earnings ratio of 12.53, a PEG ratio of 0.75 and a beta of 1.02.

Capital One Financial (NYSE:COF) last issued its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $5.81 EPS for the quarter, beating analysts’ consensus estimates of $4.79 by $1.02. Capital One Financial had a return on equity of 11.28% and a net margin of 13.37%.The firm had revenue of $15.83 billion during the quarter, compared to the consensus estimate of $15.76 billion. During the same quarter in the prior year, the business posted $5.48 earnings per share. Capital One Financial’s revenue for the quarter was up 26.9% on a year-over-year basis. As a group, equities analysts anticipate that Capital One Financial Corporation will post 19.93 earnings per share for the current fiscal year.

Capital One Financial Dividend Announcement

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

Insider Activity at Capital One Financial

In other news, insider Celia Karam sold 1,749 shares of the firm’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $192.58, for a total transaction of $336,822.42. Following the completion of the sale, the insider owned 61,579 shares of the company’s stock, valued at approximately $11,858,883.82. This trade represents a 2.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Matthew W. Cooper sold 3,500 shares of Capital One Financial stock in a transaction on Tuesday, July 7th. The stock was 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 of the company’s stock, valued at approximately $18,760,352. This trade represents a 3.74% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 8,749 shares of company stock valued at $1,708,577. Company insiders own 0.78% of the company’s stock.

Capital One Financial News Summary

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.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on COF shares. Royal Bank Of Canada cut their price objective on Capital One Financial from $275.00 to $235.00 and set a “sector perform” rating on the stock in a report on Friday, April 10th. Barclays decreased their target price on Capital One Financial from $242.00 to $240.00 and set an “overweight” rating for the company in a report on Wednesday. JPMorgan Chase & Co. increased their target price on shares of Capital One Financial from $215.00 to $245.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Wells Fargo & Company cut their price target on shares of Capital One Financial from $280.00 to $260.00 and set an “overweight” rating on the stock in a report on Thursday, April 9th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Capital One Financial in a research report on Wednesday, June 24th. Twenty analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $259.82.

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.