Recent Investment Analysts’ Ratings Changes for Capital One Financial (COF)

Several analysts have recently updated their ratings and price targets for Capital One Financial (NYSE: COF):

• 4/23/2026 – Capital One Financial had its price target lowered by Argus from $260.00 to $250.00. They now have a “buy” rating on the stock.
• 4/23/2026 – Capital One Financial had its price target lowered by Truist Financial Corporation from $275.00 to $255.00. They now have a “buy” rating on the stock.
• 4/22/2026 – Capital One Financial had its price target lowered by Deutsche Bank Aktiengesellschaft from $256.00 to $250.00. They now have a “hold” rating on the stock.
• 4/22/2026 – Capital One Financial had its price target raised by JPMorgan Chase & Co. from $213.00 to $215.00. They now have an “overweight” rating on the stock.
• 4/22/2026 – Capital One Financial had its price target raised by Barclays PLC from $226.00 to $250.00. They now have an “overweight” rating on the stock.
• 4/22/2026 – Capital One Financial had its “buy” rating reaffirmed by BTIG Research. They now have a $224.00 price target on the stock.
• 4/16/2026 – Capital One Financial had its price target lowered by Morgan Stanley from $300.00 to $273.00. They now have an “overweight” rating on the stock.
• 4/10/2026 – Capital One Financial had its price target lowered by Royal Bank Of Canada from $275.00 to $235.00. They now have a “sector perform” rating on the stock.
• 4/9/2026 – Capital One Financial had its price target lowered by Wells Fargo & Company from $280.00 to $260.00. They now have an “overweight” rating on the stock.
• 4/9/2026 – Capital One Financial was upgraded by JPMorgan Chase & Co. from “neutral” to “overweight”. They now have a $213.00 price target on the stock, down from $256.00.
• 4/7/2026 – Capital One Financial had its price target lowered by UBS Group AG from $286.00 to $283.00. They now have a “buy” rating on the stock.
• 4/7/2026 – Capital One Financial had its price target lowered by The Goldman Sachs Group, Inc. from $300.00 to $260.00. They now have a “buy” rating on the stock.
• 4/6/2026 – Capital One Financial had its price target lowered by Barclays PLC from $287.00 to $226.00. They now have an “overweight” rating on the stock.
• 4/6/2026 – Capital One Financial had its price target lowered by Evercore Inc from $265.00 to $222.00. They now have an “outperform” rating on the stock.
• 3/31/2026 – Capital One Financial had its price target lowered by TD Cowen from $290.00 to $260.00. They now have a “buy” rating on the stock.
• 3/27/2026 – Capital One Financial had its “hold (c)” rating reaffirmed by Weiss Ratings.
• 3/16/2026 – Capital One Financial had its “buy” rating reaffirmed by Jefferies Financial Group Inc.. They now have a $300.00 price target on the stock.

Capital One Financial Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Thursday, February 19th were given a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date of this dividend was Thursday, February 19th. Capital One Financial’s dividend payout ratio (DPR) is currently 112.28%.

Insider Activity

In related news, insider Celia Karam sold 2,108 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $218.25, for a total transaction of $460,071.00. Following the sale, the insider directly owned 59,269 shares in the company, valued at $12,935,459.25. This trade represents a 3.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Lia Dean sold 3,284 shares of Capital One Financial stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $223.68, for a total transaction of $734,565.12. Following the completion of the sale, the insider owned 70,162 shares in the company, valued at $15,693,836.16. The trade was a 4.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 50,047 shares of company stock valued at $9,742,217. 0.78% of the stock is owned by company insiders.

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.