Clearbridge Investments Adds $68M in Capital One Financial Corporation ($COF)
Clearbridge Investments adds 339,108 shares of Capital One, boosting its position by 16.8%.
Key Points
- Clearbridge Investments increased its stake in Capital One Financial Corporation by 16.8%, adding 339,108 shares to hold 2.35 million shares valued at $457.9 million.
- Capital One shares are trading near $194.62 with a market cap of $121.1 billion and a forward P/E ratio of 8.01.
- Analysts maintain a 'buy' rating for Capital One, with price targets ranging from $213 to $273, and the company offers a dividend yield of 1.64%.
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Clearbridge Investments has boosted its stake in Capital One Financial Corporation (NYSE:COF), increasing its holdings by 16.8%. According to the latest Form 13F filing with the SEC, Clearbridge added 339,108 shares, bringing its total to approximately 2.35 million shares valued at about $457.9 million. This data reflects holdings as of the end of the reporting period and may not represent Clearbridge's current position.
What Changed in Clearbridge Investments' Capital One Position
Clearbridge Investments increased its position in Capital One by 16.8%, adding 339,108 shares to its portfolio. Before this change, the firm held about 2.01 million shares. The new total of approximately 2.35 million shares is valued at roughly $457.9 million, indicating a strong confidence in the company's future prospects.
Other Institutional Activity in Capital One
Among other major investors, BlackRock, Inc. reduced its Capital One holdings by 187,025 shares, leaving it with 50.8 million shares worth about $9.27 billion. Vanguard Capital Management LLC maintained its position, holding 40.5 million shares valued at approximately $7.39 billion. State Street Corp decreased its stake by 319,424 shares, resulting in 27.55 million shares valued at $5.03 billion. Meanwhile, Capital World Investors significantly cut its position by 6,614,887 shares, ending with 18.12 million shares worth $3.3 billion. JPMorgan Chase & Co increased its holdings by 451,480 shares to a total of 17.36 million shares valued at $3.09 billion.
Capital One Financial Corporation Stock Down 7.0%
Shares of Capital One Financial Corporation (NYSE:COF) traded near $194.62. The company has a market cap of approximately $121.1 billion, with a P/E ratio of 59.88 and a forward P/E of 8.01, indicating expectations of future earnings growth. The stock's 52-week range is between $174.24 and $259.64. Its 50-day moving average is $189.60, while the 200-day moving average is $210.02. Capital One has a beta of 1.037, reflecting moderate volatility compared to the market.
$COF stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Capital One reported revenue of $36.31 billion, with a revenue growth rate of 46.3%. The company achieved a net margin of 8.88% and a return on equity of 3.26%. Its next earnings release is scheduled for July 21, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 target cuts vs 1 raises.
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EPS & revenue
EPS missed estimates by 3.9%. Revenue beat estimates by 24.5%.
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Profit surprise
Operating income missed by 63 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
1 target raise, 2 target cuts.
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Earnings quality
Gross margin up 0.9 points. Operating margin up 1.1 points. Positive free cash flow.
Earnings Call Summary
Capital One reported stronger revenue than expected at $19.3 billion, driven by the Discover acquisition, though earnings per share of $4.42 missed the $4.61 consensus slightly. Credit quality remained strong with card charge-offs improving 109 basis points year-over-year to 5.1 percent and auto delinquencies improving 72 basis points. The company closed the Brex acquisition for about $4.5 billion in April and is investing to grow these new businesses while completing the Discover technology integration.
Guidance Capital One reaffirmed that earnings power after the Discover deal integration would match expectations from when the deal was announced, including Brex and travel business. They expect expense synergies to come mostly in the second half of 2026 and into 2027 as technology conversions complete. The company plans to continue investing heavily in growth opportunities including Brex, travel, and converting Discover customers onto Capital One platforms.
Very weak report. The release materially worsened the forward outlook.
Dividend
Capital One offers an annual dividend rate of $3.20 per share, yielding 1.64%. The dividend payout ratio stands at 86.12%, reflecting a substantial return of earnings to shareholders.
Insider Buying and Selling at Capital One Financial Corporation
Recent insider activity at Capital One includes planned sales by Matthew Cooper, General Counsel & Corp Secy, who sold 3,500 shares on both May 12 and June 2, 2026, at prices of $183.93 and $183.36, respectively. Kaitlin Haggerty, Chief Human Resources Officer, also sold shares on May 12 and May 13, 2026, totaling 1,426 shares at an average price of around $183. Michael Shepherd and Francois Locoh-Donou each purchased 1,294 shares on May 8, 2026, not under a planned sale.
Analysts Set New Price Targets
Analysts remain optimistic about Capital One's prospects. On April 23, 2026, Truist Securities maintained a 'buy' rating with a price target of $255. Barclays and BTIG also reiterated their 'buy' ratings with targets of $250 and $224, respectively, on April 22. Morgan Stanley, on April 16, maintained a 'buy' rating and set a target of $273. The consensus among analysts is a 'buy', with a mean price target of $254.67 based on 21 opinions.
About Capital One Financial Corporation
Capital One Financial Corporation is a major financial services company headquartered in McLean, Virginia. It provides a wide range of financial products and services, including credit cards, banking, and commercial lending. The company operates primarily in the United States but also serves customers in Canada and the United Kingdom. Founded in 1988, Capital One is led by CEO Richard D. Fairbank and employs approximately 77,100 people.
Bottom Line
Clearbridge Investments' decision to increase its stake in Capital One by 16.8% signals confidence in the company's potential. With a diverse array of financial products and a strong market presence, Capital One remains a significant player in the financial services sector. This 13F filing provides a snapshot of Clearbridge's holdings as of the reporting period, offering insight into institutional investment trends.
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