Capital One Financial Corporation $COF Stake Boosted by Cerity Partners LLC

Posted by Brenda Bartman on Jun 10th, 2026

Cerity Partners LLC grew its stake in shares of Capital One Financial Corporation (NYSE:COF) by 5.3% in the 4th quarter, Holdings Channel reports. The firm owned 347,759 shares of the financial services provider’s stock after acquiring an additional 17,351 shares during the quarter. Cerity Partners LLC’s holdings in Capital One Financial were worth $84,280,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Evolution Wealth Management Inc. grew its holdings in Capital One Financial by 529.4% in 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 in the last quarter. VSM Wealth Advisory LLC bought a new position in Capital One Financial in the 4th quarter worth approximately $27,000. Cherry Tree Wealth Management LLC grew its holdings in Capital One Financial by 1,312.5% in the 4th quarter. Cherry Tree Wealth Management LLC now owns 113 shares of the financial services provider’s stock worth $27,000 after buying an additional 105 shares in the last quarter. Olistico Wealth LLC bought a new position in Capital One Financial in the 4th quarter worth approximately $30,000. Finally, Rakuten Securities Inc. grew its holdings in Capital One Financial by 550.0% in the 4th quarter. Rakuten Securities Inc. now owns 130 shares of the financial services provider’s stock worth $32,000 after buying an additional 110 shares in the last quarter. 89.84% of the stock is owned by institutional investors.

Insider Activity

In other news, General Counsel Matthew W. Cooper sold 3,500 shares of the stock in a transaction 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 sale, the general counsel owned 97,194 shares in the company, valued at approximately $17,876,892.42. This represents a 3.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Lia Dean sold 1,692 shares of the stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $185.61, for a total value of $314,052.12. Following the sale, the insider owned 65,454 shares of the company’s stock, valued at $12,148,916.94. This trade represents a 2.52% 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. In the last 90 days, insiders sold 8,040 shares of company stock worth $1,498,615. Insiders own 0.78% of the company’s stock.

Wall Street Analyst Weigh In

COF has been the subject of a number of recent analyst reports. TD Cowen decreased their price objective on Capital One Financial from $290.00 to $260.00 and set a “buy” rating for the company in a report on Tuesday, March 31st. The Goldman Sachs Group decreased their price objective on Capital One Financial from $300.00 to $260.00 and set a “buy” rating for the company in a report on Tuesday, April 7th. Rothschild & Co Redburn decreased their price target on Capital One Financial from $290.00 to $275.00 and set a “buy” rating for the company in a research note on Wednesday, April 29th. Jefferies Financial Group reaffirmed a “buy” rating and set a $300.00 price target on shares of Capital One Financial in a research note on Monday, March 16th. Finally, Barclays increased their price target on Capital One Financial from $226.00 to $250.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Seventeen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, Capital One Financial has a consensus rating of “Moderate Buy” and an average target price of $258.75.

Check Out Our Latest Report on Capital One Financial

Capital One Financial Stock Performance

Shares of NYSE COF opened at $183.11 on Wednesday. The stock has a fifty day moving average price of $189.14 and a two-hundred day moving average price of $207.87. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.03 and a current ratio of 1.03. The firm has a market cap of $113.95 billion, a P/E ratio of 64.25, a PEG ratio of 0.66 and a beta of 1.03. Capital One Financial Corporation has a 1 year low of $174.98 and a 1 year high of $259.64.

Capital One Financial (NYSE:COF – Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The financial services provider reported $4.42 EPS for the quarter, missing analysts’ consensus estimates of $5.08 by ($0.66). Capital One Financial had a net margin of 4.29% and a return on equity of 10.59%. The company had revenue of $15.23 billion for the quarter, compared to analyst estimates of $15.68 billion. During the same quarter last year, the company posted $4.06 EPS. Capital One Financial’s revenue was up 52.3% on a year-over-year basis. Research analysts forecast that Capital One Financial Corporation will post 19.13 EPS for the current fiscal year.

Capital One Financial Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Tuesday, May 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 was Tuesday, May 19th. Capital One Financial’s dividend payout ratio is 112.28%.

Capital One Financial Profile

(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.