Capital One Financial (NYSE:COF) Price Target Raised to $241.00

Posted by Brian Himes on Oct 24th, 2026

Capital One Financial (NYSE:COF – Free Report) had its price objective boosted by JPMorgan Chase & Co. from $227.00 to $241.00 in a research note issued to investors on Wednesday,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the financial services provider’s stock.

COF has been the subject of a number of other reports. BMO Capital Markets initiated coverage on Capital One Financial in a report on Friday, October 9th. They issued a “market perform” rating and a $219.00 price objective for the company. Bank of America cut their target price on Capital One Financial from $234.00 to $231.00 and set a “buy” rating on the stock in a report on Thursday, July 9th. UBS Group upped their price target on Capital One Financial from $275.00 to $280.00 and gave the company a “buy” rating in a research report on Monday, August 3rd. Citigroup upped their price target on Capital One Financial from $280.00 to $285.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Barclays increased their price target on Capital One Financial from $237.00 to $238.00 and gave the company an “overweight” rating in a research note on Wednesday. Twenty research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $256.32.

Get Our Latest Research Report on COF

Capital One Financial Price Performance

COF stock opened at $201.26 on Wednesday. The company has a fifty day moving average price of $206.09 and a 200-day moving average price of $200.95. The company has a market capitalization of $123.47 billion, a P/E ratio of 9.79, a PEG ratio of 0.96 and a beta of 1.04. Capital One Financial has a 52-week low of $174.24 and a 52-week high of $259.64. The company has a debt-to-equity ratio of 0.45, a quick ratio of 1.02 and a current ratio of 1.02.

Capital One Financial (NYSE:COF – Get Free Report) last issued its quarterly earnings results on Tuesday, October 20th. The financial services provider reported $6.69 EPS for the quarter, topping analysts’ consensus estimates of $5.53 by $1.16. Capital One Financial had a net margin of 13.70% and a return on equity of 11.64%. The company had revenue of $16.31 billion for the quarter, compared to analyst estimates of $16.25 billion. During the same quarter in the previous year, the business earned $5.95 earnings per share. Capital One Financial’s revenue was up 6.4% compared to the same quarter last year. As a group, equities analysts expect that Capital One Financial will post 20.85 EPS for the current year.

Capital One Financial Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Monday, August 17th were paid a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend was Monday, August 17th. Capital One Financial’s dividend payout ratio is currently 19.80%.

Insider Activity at Capital One Financial

In other news, insider Celia Karam sold 1,927 shares of the stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $195.86, for a total transaction of $377,422.22. Following the completion of the sale, the insider directly owned 55,774 shares in the company, valued at $10,923,895.64. This represents a 3.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Lia Dean sold 1,887 shares of Capital One Financial stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $195.86, for a total transaction of $369,587.82. Following the transaction, the insider directly owned 59,308 shares of the company’s stock, valued at $11,616,064.88. This represents a 3.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 37,664 shares of company stock valued at $7,914,162 over the last 90 days. 0.78% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in COF. Compass Wealth Management LLC bought a new stake in shares of Capital One Financial during the 3rd quarter valued at about $25,000. Solstein Capital LLC acquired a new stake in Capital One Financial during the second quarter worth approximately $26,000. Gilpin Wealth Management LLC bought a new stake in Capital One Financial in the third quarter worth approximately $27,000. Ballast Advisors LLC bought a new stake in Capital One Financial in the first quarter worth approximately $27,000. Finally, Pension & Wealth Management Advisors Inc. bought a new stake in Capital One Financial in the second quarter worth approximately $31,000. 89.84% of the stock is owned by institutional investors.

Capital One Financial News Summary

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

Positive Sentiment: Q3 results exceeded expectations. Capital One reported adjusted earnings per share of $6.69, up 12% year over year, while revenue increased 6% to $16.3 billion. The double beat initially supported bullish investor sentiment. Capital One Earnings: After a Double Beat the Rally Is On
Positive Sentiment: Discover integration is showing early operating benefits. Net interest margin expanded to 8.41%, pre-provision earnings rose 10% sequentially to $7.5 billion, and the efficiency ratio improved. Global Payment Network volume climbed 25% to $190.9 billion, supporting the case for greater long-term earnings power from the acquisition. Capital One Grows Quarterly Profit as Card Lending and Discover Integrate
Positive Sentiment: Capital return and analyst support remain favorable. Capital One repurchased $2.6 billion of stock during the quarter and has bought back approximately $7.9 billion in 2026. JPMorgan raised its price target, while BMO’s analysis points to potential appreciation despite retaining a Hold rating. Capital One Stock Gets Price Target Boost from JPMorgan
Neutral Sentiment: Credit metrics are mixed but not clearly deteriorating. Domestic card delinquencies increased sequentially to 3.74%, although they remained below the year-ago level. Net charge-offs declined to 3.98%, and the company released $225 million from credit-loss reserves. Investors remain focused on whether the broader consumer credit cycle worsens. Capital One: Discover Makes It Interesting But The Credit Cycle Decides
Negative Sentiment: Recent price-target reductions and conflicting ratings are limiting enthusiasm. BMO maintained a Hold rating, analysts remain divided, and separate reports cited roughly 20% reductions in targets for Capital One preferred stock. Those preferred-stock revisions do not directly value COF common shares but may add to cautious sentiment. BMO Capital Sticks to Its Hold Rating

Capital One Financial Company Profile

(Get Free Report)

Capital One Financial Corporation is a diversified financial services company headquartered in McLean, Virginia. Founded in 1994, the company operates as a bank holding company through Capital One, N.A., providing financial products and services to consumers, small businesses and commercial customers.

Capital One is best known for its credit card business, which offers a range of consumer and business cards. Its other activities include consumer banking products such as checking and savings accounts, auto loans and retail banking services, as well as commercial banking services for businesses and institutions.

The company primarily serves customers in the United States through digital channels, branches and other distribution networks.