Ibex Wealth Advisors Increases Stock Position in Capital One Financial Corporation $COF

Posted by Stanley Muller on Jun 17th, 2026

Ibex Wealth Advisors increased its holdings in Capital One Financial Corporation (NYSE:COF – Free Report) by 8.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 60,502 shares of the financial services provider’s stock after acquiring an additional 4,797 shares during the quarter. Capital One Financial makes up about 1.4% of Ibex Wealth Advisors’ holdings, making the stock its 14th biggest position. Ibex Wealth Advisors’ holdings in Capital One Financial were worth $14,663,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Lombard Odier Asset Management Switzerland SA purchased a new stake in shares of Capital One Financial in the fourth quarter valued at about $10,264,000. Clark Capital Management Group Inc. grew its holdings in shares of Capital One Financial by 42.7% during the fourth quarter. Clark Capital Management Group Inc. now owns 3,542 shares of the financial services provider’s stock worth $859,000 after buying an additional 1,060 shares during the last quarter. Captrust Financial Advisors grew its holdings in shares of Capital One Financial by 15.5% during the fourth quarter. Captrust Financial Advisors now owns 93,022 shares of the financial services provider’s stock worth $22,545,000 after buying an additional 12,468 shares during the last quarter. &PARTNERS increased its position in Capital One Financial by 11.6% in the 4th quarter. &PARTNERS now owns 62,884 shares of the financial services provider’s stock valued at $15,245,000 after acquiring an additional 6,545 shares during the period. Finally, Siemens Fonds Invest GmbH raised its stake in Capital One Financial by 7.5% during the 4th quarter. Siemens Fonds Invest GmbH now owns 9,600 shares of the financial services provider’s stock valued at $2,342,000 after acquiring an additional 673 shares during the last quarter. Institutional investors and hedge funds own 89.84% of the company’s stock.

Analyst Ratings Changes

COF has been the subject of a number of recent research reports. 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 research report on Tuesday, April 7th. Jefferies Financial Group reissued a “buy” rating and issued a $300.00 target price on shares of Capital One Financial in a report on Monday, March 16th. TD Cowen cut their price target on Capital One Financial from $290.00 to $260.00 and set a “buy” rating for the company in a research note on Tuesday, March 31st. Royal Bank Of Canada decreased their price target on Capital One Financial from $275.00 to $235.00 and set a “sector perform” rating for the company in a report on Friday, April 10th. Finally, Morgan Stanley lowered their price objective on shares of Capital One Financial from $300.00 to $273.00 and set an “overweight” rating on the stock in a research report on Thursday, April 16th. Seventeen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $258.75.

Get Our Latest Stock Analysis on Capital One Financial

Insiders Place Their Bets

In other Capital One Financial news, insider Lia Dean sold 1,692 shares of the stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $185.61, for a total transaction of $314,052.12. Following the sale, the insider owned 65,454 shares in the company, valued at approximately $12,148,916.94. This represents a 2.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Celia Karam sold 1,749 shares of the firm’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $192.58, for a total value of $336,822.42. Following the transaction, the insider directly owned 61,579 shares of the company’s stock, valued at $11,858,883.82. The trade was a 2.76% 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. Over the last quarter, insiders sold 8,040 shares of company stock worth $1,498,615. Insiders own 0.78% of the company’s stock.

Capital One Financial Trading Up 3.1%

Shares of Capital One Financial stock opened at $200.69 on Wednesday. The company has a 50-day moving average of $189.76 and a two-hundred day moving average of $207.09. The stock has a market cap of $124.89 billion, a PE ratio of 70.42, a price-to-earnings-growth ratio of 0.70 and a beta of 1.03. Capital One Financial Corporation has a 12-month low of $174.24 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 0.46.

Capital One Financial (NYSE:COF – Get Free Report) last announced its quarterly earnings results 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). The firm had revenue of $15.23 billion during the quarter, compared to analysts’ expectations of $15.68 billion. Capital One Financial had a net margin of 4.29% and a return on equity of 10.59%. The company’s quarterly revenue was up 52.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.06 EPS. On average, research analysts anticipate that Capital One Financial Corporation will post 19.51 EPS for the current fiscal year.

Capital One Financial Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Tuesday, May 19th were given a dividend of $0.80 per share. The ex-dividend date was Tuesday, May 19th. This represents a $3.20 dividend on an annualized basis and a yield of 1.6%. Capital One Financial’s payout ratio is presently 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.