Lido Advisors Adds $4M in Capital One Financial Corporation ($COF)
Lido Advisors significantly increased its stake in Capital One Financial, according to the latest 13F filing.
Key Points
- Lido Advisors increased its stake in Capital One Financial by 68.6%, adding 19,285 shares for a total of 47,377 shares.
- Capital One Financial's stock trades near $184.73 with a market cap of $114.96 billion and a forward P/E of 7.61.
- Analysts maintain a 'buy' consensus with a target mean price of $254.67 for Capital One Financial.
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Lido Advisors has significantly increased its stake in Capital One Financial Corporation (NYSE: COF). According to a recent Form 13F filing with the SEC, Lido Advisors boosted its holdings by 19,285 shares, a 68.6% increase, bringing its total to 47,377 shares valued at approximately $8.75 million. This filing reflects the firm's position as of the end of the reporting period and may not represent its current holdings.
What Changed in Lido Advisors' Capital One Position
Lido Advisors made a substantial move by adding 19,285 shares to its holdings in Capital One Financial, increasing its position by 68.6%. The investment firm now holds 47,377 shares, up from 28,092 shares previously, with the stake valued at about $8.75 million. This increase highlights the firm's growing confidence in Capital One's prospects.
Other Institutional Activity in Capital One
Other major institutional investors have also been active in Capital One Financial. BlackRock, Inc. trimmed its holdings by 187,025 shares, ending with 50,818,226 shares valued at approximately $9.27 billion. Vanguard Capital Management LLC maintained a large position with 40,509,585 shares worth around $7.39 billion. State Street Corp reduced its stake by 319,424 shares, now holding 27,553,903 shares valued at about $5.03 billion. Meanwhile, Capital World Investors significantly cut its position by 6,614,887 shares, now holding 18,120,639 shares worth about $3.3 billion. JPMorgan Chase & Co added 451,480 shares, bringing its total to 17,355,846 shares valued at $3.09 billion.
Capital One Financial Corporation Stock Down 7.0%
Shares of Capital One Financial (NYSE: COF) are trading near $184.73. The company has a market cap of approximately $114.96 billion and a forward P/E ratio of 7.61, indicating a potentially attractive valuation for investors. The stock's beta is 1.037, suggesting moderate volatility. Over the past year, the stock has seen a low of $174.24 and a high of $259.64, with a 50-day moving average of $189.34 and a 200-day moving average of $210.37.
$COF stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Capital One Financial reported revenue of $36.31 billion, with a revenue growth rate of 46.3%. The company's net margin stands at 8.88%, and it achieved a return on equity of 3.26%. The next earnings report is scheduled for April 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 pays an annual dividend of $3.20 per share, yielding 1.76%. The dividend payout ratio is 86.12%, indicating a significant portion of earnings is returned to shareholders.
Insider Buying and Selling at Capital One Financial Corporation
Recent insider activity at Capital One Financial shows planned sales by executives. General Counsel & Corporate Secretary Matthew Cooper sold 3,500 shares on both May 12 and June 2, 2026, at average prices of $183.93 and $183.36, respectively. Chief Human Resources Officer Kaitlin Haggerty sold 1,307 shares on May 12 and an additional 119 shares on May 13, at prices of $183.93 and $182.59, respectively. These transactions were conducted under Rule 10b5-1 plans.
Analysts Set New Price Targets
Analysts remain optimistic about Capital One Financial's prospects. On April 23, 2026, Truist Securities maintained a 'buy' rating with a $255 price target. Barclays and BTIG also reiterated their 'buy' ratings with targets of $250 and $224, respectively, on April 22. The consensus among analysts is a 'buy' rating with a mean price target of $254.67, based on 21 analyst opinions.
About Capital One Financial Corporation
Capital One Financial Corporation is a financial services company headquartered in McLean, Virginia. It provides a wide range of financial products and services, including credit cards, consumer banking, and commercial banking. With operations in the United States, Canada, and the United Kingdom, Capital One serves consumers, small businesses, and commercial clients through various channels, including digital platforms and physical branches. Founded in 1988, the company is led by CEO Richard D. Fairbank and employs approximately 77,100 people.
Bottom Line
Lido Advisors' significant increase in its stake in Capital One Financial suggests confidence in the company's future performance. As a major player in the financial services sector, Capital One's stock remains closely watched by investors, with a strong 'buy' consensus among analysts. It's important to remember that 13F filings are historical and may not reflect the current position of the investor.
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