Envestnet Portfolio Solutions Inc. Increases Position in Capital One Financial Corporation $COF

Posted by Geri Gentry on May 20th, 2026

Envestnet Portfolio Solutions Inc. raised its holdings in Capital One Financial Corporation (NYSE:COF) by 92.5% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 63,447 shares of the financial services provider’s stock after acquiring an additional 30,486 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Capital One Financial were worth $15,377,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. grew its position in Capital One Financial by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 56,897,238 shares of the financial services provider’s stock valued at $13,789,615,000 after acquiring an additional 360,071 shares during the last quarter. Franklin Resources Inc. lifted its holdings in Capital One Financial by 12.8% during the 3rd quarter. Franklin Resources Inc. now owns 11,838,304 shares of the financial services provider’s stock valued at $2,516,587,000 after buying an additional 1,339,215 shares in the last quarter. Davis Selected Advisers lifted its holdings in Capital One Financial by 2.8% during the 4th quarter. Davis Selected Advisers now owns 8,614,766 shares of the financial services provider’s stock valued at $2,087,878,000 after buying an additional 234,649 shares in the last quarter. Capital Research Global Investors lifted its holdings in Capital One Financial by 3.7% during the 3rd quarter. Capital Research Global Investors now owns 8,426,060 shares of the financial services provider’s stock valued at $1,791,264,000 after buying an additional 302,733 shares in the last quarter. Finally, Viking Global Investors LP lifted its holdings in Capital One Financial by 30.3% during the 3rd quarter. Viking Global Investors LP now owns 7,388,506 shares of the financial services provider’s stock valued at $1,570,649,000 after buying an additional 1,717,148 shares in the last quarter. Institutional investors own 89.84% of the company’s stock.

Insider Transactions at Capital One Financial

In other news, insider Jason P. Hanson sold 3,729 shares of Capital One Financial stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $205.00, for a total value of $764,445.00. Following the transaction, the insider owned 40,230 shares of the company’s stock, valued at $8,247,150. The trade was a 8.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, General Counsel Matthew W. Cooper sold 3,500 shares of Capital One Financial stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $183.93, for a total transaction of $643,755.00. Following the completion of the transaction, the general counsel directly owned 97,194 shares in the company, valued at approximately $17,876,892.42. The trade was a 3.48% 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 90 days, insiders have sold 49,904 shares of company stock worth $9,528,159. 0.78% of the stock is owned by corporate insiders.

Capital One Financial Stock Down 2.8%

Shares of NYSE COF opened at $182.02 on Wednesday. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 0.46. The stock has a market capitalization of $113.27 billion, a PE ratio of 63.86, a price-to-earnings-growth ratio of 0.68 and a beta of 1.05. Capital One Financial Corporation has a 12-month low of $174.98 and a 12-month high of $259.64. The stock’s fifty day simple moving average is $188.17 and its two-hundred day simple moving average is $211.09.

Capital One Financial (NYSE:COF – Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The financial services provider reported $4.42 earnings per share for the quarter, missing analysts’ consensus estimates of $5.08 by ($0.66). Capital One Financial had a return on equity of 10.59% and a net margin of 4.29%.The company had revenue of $15.23 billion for the quarter, compared to analysts’ expectations of $15.68 billion. During the same quarter last year, the company earned $4.06 earnings per share. The company’s revenue for the quarter was up 52.3% compared to the same quarter last year. As a group, analysts expect that Capital One Financial Corporation will post 19.17 EPS for the current fiscal year.

Capital One Financial Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Shareholders of record on Tuesday, May 19th will be paid a $0.80 dividend. This represents a $3.20 annualized dividend and a yield of 1.8%. The ex-dividend date is Tuesday, May 19th. Capital One Financial’s payout ratio is 112.28%.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on COF. Morgan Stanley decreased their price objective on shares of Capital One Financial from $300.00 to $273.00 and set an “overweight” rating for the company in a report on Thursday, April 16th. Jefferies Financial Group reissued a “buy” rating and issued a $300.00 price objective on shares of Capital One Financial in a research note on Monday, March 16th. Truist Financial dropped their price objective on Capital One Financial from $275.00 to $255.00 and set a “buy” rating on the stock in a research note on Thursday, April 23rd. Weiss Ratings reissued a “hold (c)” rating on shares of Capital One Financial in a research note on Friday, March 27th. Finally, HSBC decreased their price objective on Capital One Financial from $234.00 to $226.00 and set a “hold” rating for the company in a report on Tuesday, January 20th. Eighteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, Capital One Financial presently has an average rating of “Moderate Buy” and a consensus target price of $257.52.

Read Our Latest Research Report on Capital One Financial

About Capital One Financial

(Free Report)

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.