NEOS Investment Management LLC Has $20.47 Million Holdings in Capital One Financial Corporation $COF

Posted by Stanley Muller on Sep 5th, 2026

NEOS Investment Management LLC lifted its position in Capital One Financial Corporation (NYSE:COF) by 12.1% in the 2nd quarter, Holdings Channel reports. The fund owned 102,029 shares of the financial services provider’s stock after buying an additional 11,029 shares during the period. NEOS Investment Management LLC’s holdings in Capital One Financial were worth $20,469,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in COF. First Command Advisory Services Inc. lifted its holdings in shares of Capital One Financial by 4.5% in the fourth quarter. First Command Advisory Services Inc. now owns 1,067 shares of the financial services provider’s stock valued at $259,000 after purchasing an additional 46 shares in the last quarter. Dogwood Wealth Management LLC boosted its position in shares of Capital One Financial by 26.0% in the fourth quarter. Dogwood Wealth Management LLC now owns 228 shares of the financial services provider’s stock worth $55,000 after buying an additional 47 shares during the period. High Note Wealth LLC grew its holdings in shares of Capital One Financial by 44.9% during the fourth quarter. High Note Wealth LLC now owns 155 shares of the financial services provider’s stock valued at $38,000 after buying an additional 48 shares in the last quarter. Fiducient Advisors LLC grew its holdings in shares of Capital One Financial by 4.2% during the fourth quarter. Fiducient Advisors LLC now owns 1,196 shares of the financial services provider’s stock valued at $290,000 after buying an additional 48 shares in the last quarter. Finally, Allen Capital Group LLC raised its position in Capital One Financial by 4.2% during the fourth quarter. Allen Capital Group LLC now owns 1,230 shares of the financial services provider’s stock valued at $298,000 after buying an additional 50 shares during the period. 89.84% of the stock is currently owned by hedge funds and other institutional investors.

Capital One Financial Stock Performance

Shares of NYSE COF opened at $219.43 on Friday. The business’s 50-day moving average price is $211.80 and its two-hundred day moving average price is $198.07. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.02 and a quick ratio of 1.02. Capital One Financial Corporation has a one year low of $174.24 and a one year high of $259.64. The company has a market capitalization of $134.62 billion, a P/E ratio of 13.58, a price-to-earnings-growth ratio of 0.81 and a beta of 1.02.

Capital One Financial (NYSE:COF – Get Free Report) last issued its earnings results on Tuesday, July 21st. The financial services provider reported $5.81 earnings per share for the quarter, topping the consensus estimate of $4.79 by $1.02. Capital One Financial had a return on equity of 11.28% and a net margin of 13.37%.The company had revenue of $15.83 billion for the quarter, compared to analyst estimates of $15.76 billion. During the same period in the prior year, the firm posted $5.48 EPS. The business’s revenue was up 26.9% compared to the same quarter last year. Analysts anticipate that Capital One Financial Corporation will post 20.29 earnings per share for the current fiscal year.

Capital One Financial Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Monday, August 17th were paid a $0.80 dividend. The ex-dividend date of this dividend was Monday, August 17th. This represents a $3.20 annualized dividend and a dividend yield of 1.5%. Capital One Financial’s payout ratio is presently 19.80%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Weiss Ratings raised Capital One Financial from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, August 13th. Wolfe Research upped their target price on Capital One Financial from $255.00 to $275.00 and gave the company an “outperform” rating in a report on Tuesday, August 25th. UBS Group increased their price target on shares of Capital One Financial from $275.00 to $280.00 and gave the stock a “buy” rating in a research report on Monday, August 3rd. Barclays decreased their price target on shares of Capital One Financial from $242.00 to $240.00 and set an “overweight” rating for the company in a report on Wednesday, July 22nd. Finally, Citigroup lowered their price objective on shares of Capital One Financial from $310.00 to $295.00 and set a “buy” rating on the stock in a research report on Tuesday, July 28th. Twenty-one research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Capital One Financial presently has an average rating of “Moderate Buy” and a consensus price target of $258.91.

Get Our Latest Report on Capital One Financial

Insider Transactions at Capital One Financial

In related news, insider Lia Dean sold 2,193 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $225.52, for a total transaction of $494,565.36. Following the transaction, the insider owned 63,261 shares of the company’s stock, valued at approximately $14,266,620.72. This trade represents a 3.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Matthew Cooper sold 3,500 shares of Capital One Financial stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $214.10, for a total transaction of $749,350.00. Following the completion of the sale, the general counsel owned 83,194 shares of the company’s stock, valued at $17,811,835.40. This trade represents a 4.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 29,767 shares of company stock valued at $6,366,998 in the last ninety days. 0.78% of the stock is currently owned by insiders.

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.