Capital One Financial Corporation $COF Holdings Lifted by Neville Rodie & Shaw Inc.

05 Oct 2026, 17:28 by Kim Johansen · The Markets Daily

Neville Rodie & Shaw Inc. boosted its position in Capital One Financial Corporation (NYSE:COF) by 117.3% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 8,149 shares of the financial services provider’s stock after purchasing an additional 4,399 shares during the period. Neville Rodie & Shaw Inc.’s holdings in Capital One Financial were worth $1,573,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of COF. First Command Advisory Services Inc. lifted its holdings in Capital One Financial by 4.5% during the fourth quarter. First Command Advisory Services Inc. now owns 1,067 shares of the financial services provider’s stock worth $259,000 after acquiring an additional 46 shares during the period. Bell Investment Advisors Inc increased its holdings in Capital One Financial by 17.8% during the first quarter. Bell Investment Advisors Inc now owns 344 shares of the financial services provider’s stock worth $63,000 after buying an additional 52 shares during the last quarter. Turtle Creek Wealth Advisors LLC raised its position in Capital One Financial by 1.6% in the first quarter. Turtle Creek Wealth Advisors LLC now owns 3,462 shares of the financial services provider’s stock worth $632,000 after acquiring an additional 53 shares during the period. VeraBank N.A. boosted its stake in Capital One Financial by 2.7% in the fourth quarter. VeraBank N.A. now owns 2,063 shares of the financial services provider’s stock valued at $500,000 after acquiring an additional 55 shares during the last quarter. Finally, Louisbourg Investments Inc. lifted its stake in Capital One Financial by 6.7% in the first quarter. Louisbourg Investments Inc. now owns 870 shares of the financial services provider’s stock valued at $159,000 after purchasing an additional 55 shares during the last quarter. Institutional investors own 89.84% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently weighed in on the company. JPMorgan Chase & Co. increased their price target on Capital One Financial from $215.00 to $245.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Wall Street Zen lowered shares of Capital One Financial from a “buy” rating to a “hold” rating in a research report on Sunday, August 2nd. Evercore set a $220.00 target price on shares of Capital One Financial in a research note on Thursday. BTIG Research boosted their price target on shares of Capital One Financial from $224.00 to $259.00 and gave the company a “buy” rating in a research report on Tuesday, June 30th. Finally, Barclays cut their price objective on shares of Capital One Financial from $240.00 to $237.00 and set an “overweight” rating for the company in a report on Monday. Twenty-one equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $258.27.

Check Out Our Latest Research Report on Capital One Financial

Insiders Place Their Bets

In other news, insider Ravi Raghu sold 9,726 shares of the business’s stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $209.78, for a total value of $2,040,320.28. Following the completion of the sale, the insider directly owned 26,328 shares in the company, valued at approximately $5,523,087.84. The trade was a 26.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michael Zamsky sold 5,473 shares of the company’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $218.02, for a total transaction of $1,193,223.46. Following the completion of the sale, the insider directly owned 27,992 shares of the company’s stock, valued at $6,102,815.84. This trade represents a 16.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 33,850 shares of company stock valued at $7,208,382 over the last 90 days. Company insiders own 0.78% of the company’s stock.

Capital One Financial Price Performance

COF stock traded up $1.65 during midday trading on Monday, reaching $196.37. The company had a trading volume of 931,629 shares, compared to its average volume of 4,666,057. The firm has a 50-day moving average price of $211.41 and a 200-day moving average price of $199.22. The company has a market capitalization of $120.47 billion, a P/E ratio of 12.14, a P/E/G ratio of 0.72 and a beta of 1.04. Capital One Financial Corporation has a 1 year low of $174.24 and a 1 year high of $259.64. 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 (NYSE:COF – Get Free Report) last posted its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $5.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.79 by $1.02. Capital One Financial had a net margin of 13.37% and a return on equity of 11.28%. The company had revenue of $15.83 billion during the quarter, compared to the consensus estimate of $15.76 billion. During the same period in the previous year, the firm posted $5.48 EPS. The firm’s revenue was up 26.9% compared to the same quarter last year. On average, research analysts anticipate that Capital One Financial Corporation will post 20.32 earnings per share for the current fiscal year.

Capital One Financial Dividend Announcement

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

Capital One Financial Profile

(Free Report)

Capital One Financial Corp. is a diversified financial services company headquartered in McLean, Virginia. Founded in 1994, the company provides credit cards, consumer banking products, auto financing and commercial banking services through its Capital One brand.

Capital One offers credit cards for consumers and businesses, checking and savings accounts, certificates of deposit, personal loans and auto loans. Its commercial banking operations serve businesses, institutions and commercial real estate clients with lending, deposit, treasury management and other financial services.