Evergreen Capital Management LLC Buys 362,664 Shares of Capital One Financial Corporation $COF

Evergreen Capital Management LLC increased its stake in shares of Capital One Financial Corporation (NYSE:COF) by 5,275.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 369,538 shares of the financial services provider’s stock after purchasing an additional 362,664 shares during the quarter. Capital One Financial accounts for approximately 1.9% of Evergreen Capital Management LLC’s holdings, making the stock its 5th biggest position. Evergreen Capital Management LLC owned approximately 0.06% of Capital One Financial worth $78,556,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Moisand Fitzgerald Tamayo LLC boosted its holdings in shares of Capital One Financial by 103.3% in the second quarter. Moisand Fitzgerald Tamayo LLC now owns 122 shares of the financial services provider’s stock valued at $26,000 after acquiring an additional 62 shares in the last quarter. Olistico Wealth LLC lifted its position in Capital One Financial by 439.1% in the second quarter. Olistico Wealth LLC now owns 124 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 101 shares during the period. RMG Wealth Management LLC purchased a new stake in Capital One Financial in the 2nd quarter valued at approximately $27,000. Atlantic Edge Private Wealth Management LLC increased its position in Capital One Financial by 66.7% during the 2nd 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. Finally, Signature Resources Capital Management LLC purchased a new position in shares of Capital One Financial during the 2nd quarter worth approximately $28,000. 89.84% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, insider Frank G. LapradeIii sold 17,840 shares of the business’s stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $222.03, for a total value of $3,961,015.20. Following the completion of the transaction, the insider owned 48,315 shares of the company’s stock, valued at approximately $10,727,379.45. The trade was a 26.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Celia Karam sold 2,064 shares of the company’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $244.35, for a total transaction of $504,338.40. Following the completion of the transaction, the insider owned 61,373 shares in the company, valued at approximately $14,996,492.55. This trade represents a 3.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 298,895 shares of company stock worth $67,111,541 in the last quarter. Corporate insiders own 1.26% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the company. TD Cowen upped their price objective on Capital One Financial from $261.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Deutsche Bank Aktiengesellschaft upped their price target on shares of Capital One Financial from $240.00 to $263.00 and gave the stock a “hold” rating in a research note on Wednesday, December 17th. Cowen reiterated a “buy” rating on shares of Capital One Financial in a research note on Thursday, January 8th. Morgan Stanley restated an “overweight” rating and set a $280.00 target price on shares of Capital One Financial in a research report on Tuesday, December 16th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Capital One Financial from $237.00 to $256.00 and gave the company a “neutral” rating in a research report on Monday, January 12th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $279.40.

Key Headlines Impacting Capital One Financial

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

• Positive Sentiment: Multiple Wall Street previews and analyst notes highlight solid revenue estimates, card growth and deal-related tailwinds ahead of Q4, supporting expectations for an earnings beat and underpinning investor optimism. Is Capital One Stock Worth Owning Ahead of Q4 Earnings?
• Positive Sentiment: Zacks’ detailed preview of key metrics (loan growth, card receivables, net charge-offs) suggests analysts expect continued top-line strength and favorable catalysts that could support an earnings beat. Stay Ahead of the Game With Capital One (COF) Q4 Earnings: Wall Street’s Insights on Key Metrics
• Positive Sentiment: Zacks notes Capital One’s strong history of earnings surprises and argues the company currently has the setup (estimates and sentiment) consistent with another potential beat — a bullish near-term catalyst. Will Capital One (COF) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: COF cleared an 80-plus relative strength rating benchmark, signaling strong technical momentum versus the market and likely attracting momentum-oriented flows. Capital One Financial hits 80-plus relative strength rating benchmark
• Neutral Sentiment: CNBC’s “week ahead” preview lists Capital One among several major companies reporting next week, keeping the stock in focus for event-driven trading around the print. Cramer’s week ahead: Earnings from Netflix, Intel, Capital One, McCormick
• Neutral Sentiment: Coverage notes that analysts have labeled COF a “Strong Buy,” providing a baseline of institutional support, though headlines also flag political/regulatory uncertainty. Analysts Say Capital One Stock Is a ‘Strong Buy.’ Did Trump Just Change That?
• Negative Sentiment: Jim Cramer commented that the Capital One CEO “will be excoriated,” reflecting elevated media scrutiny and potential investor concerns around management commentary or regulatory questions during the earnings cycle. Capital One (COF) CEO “Will be excoriated,” says Jim Cramer
• Negative Sentiment: MarketBeat’s “Survival Kit” piece cautions investors on unsecured consumer credit exposure, citing potential legislative credit caps and macro/legal risks that could pressure Capital One’s card margins and loan profitability. The 2026 Survival Kit: Gold, Defense, and Trash (COF)

Capital One Financial Stock Performance

Shares of COF opened at $239.15 on Friday. The company has a 50-day moving average of $232.01 and a two-hundred day moving average of $222.92. The stock has a market cap of $152.03 billion, a P/E ratio of 100.91, a PEG ratio of 0.54 and a beta of 1.13. Capital One Financial Corporation has a 12-month low of $143.22 and a 12-month high of $259.64. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 0.45.

Capital One Financial (NYSE:COF) last issued its quarterly earnings data on Monday, November 3rd. The financial services provider reported $5.95 earnings per share for the quarter. The business had revenue of $15.46 billion during the quarter. Capital One Financial had a net margin of 2.24% and a return on equity of 10.94%. As a group, research analysts predict that Capital One Financial Corporation will post 15.65 EPS for the current fiscal year.

Capital One Financial Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 1st. Stockholders of record on Monday, November 17th were given a $0.80 dividend. This is an increase from Capital One Financial’s previous quarterly dividend of $0.60. This represents a $3.20 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Monday, November 17th. Capital One Financial’s dividend payout ratio (DPR) is currently 135.02%.

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.