CAPITAL ONE FINANCIAL ($COF) posted quarterly earnings results for Q4 2025 on Thursday, January 22nd. The company reported earnings of $3.86 per share, missing estimates of $4.15 by $0.29. The company also reported revenue of $15,583,000,000, missing estimates of $15,636,232,119 by $-53,232,119.
You can see Quiver Quantitative's $COF stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
CAPITAL ONE FINANCIAL Insider Trading Activity
CAPITAL ONE FINANCIAL insiders have traded $COF stock on the open market 33 times in the past 6 months. Of those trades, 0 have been purchases and 33 have been sales.
Here’s a breakdown of recent trading of $COF stock by insiders over the last 6 months:
- RICHARD D FAIRBANK (Chairman and CEO) has made 0 purchases and 17 sales selling 206,973 shares for an estimated $46,192,770.
- NEAL BLINDE (President, Commercial Banking) sold 43,200 shares for an estimated $9,583,056
- FRANK G. LAPRADE,III (Chief Enterprise Srvcs Officer) has made 0 purchases and 2 sales selling 17,840 shares for an estimated $3,961,081.
- RAVI RAGHU (Pres, Software, Intl & Sm Bus) sold 13,450 shares for an estimated $3,362,500
- MATTHEW W COOPER (General Counsel & Corp Secy) has made 0 purchases and 5 sales selling 10,000 shares for an estimated $2,252,680.
- LIA DEAN (Pres, Banking & Prem. Products) has made 0 purchases and 2 sales selling 6,432 shares for an estimated $1,486,011.
- MICHAEL ZAMSKY (Chief Credit & Fin'l Risk Off.) sold 5,515 shares for an estimated $1,155,888
- CELIA KARAM (Pres, Retail Bank) has made 0 purchases and 2 sales selling 5,000 shares for an estimated $1,144,826.
- TIMOTHY P GOLDEN (SVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 3,669 shares for an estimated $772,579.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CAPITAL ONE FINANCIAL Hedge Fund Activity
We have seen 970 institutional investors add shares of CAPITAL ONE FINANCIAL stock to their portfolio, and 806 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 117,439,435 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $24,965,275,092
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 5,966,005 shares (+76.8%) to their portfolio in Q3 2025, for an estimated $1,268,253,342
- CAPITAL INTERNATIONAL INVESTORS added 2,097,208 shares (+107.9%) to their portfolio in Q3 2025, for an estimated $445,824,476
- JPMORGAN CHASE & CO added 1,956,792 shares (+12.8%) to their portfolio in Q3 2025, for an estimated $415,974,843
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,887,957 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $401,341,899
- SOUNDWATCH CAPITAL LLC removed 1,797,951 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $382,208,423
- VIKING GLOBAL INVESTORS LP added 1,717,148 shares (+30.3%) to their portfolio in Q3 2025, for an estimated $365,031,321
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CAPITAL ONE FINANCIAL Congressional Stock Trading
Members of Congress have traded $COF stock 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $COF stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 2 purchases worth up to $200,000 on 12/29, 11/10 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 08/14.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CAPITAL ONE FINANCIAL Analyst Ratings
Wall Street analysts have issued reports on $COF in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 01/20/2026
- TD Cowen issued a "Buy" rating on 01/08/2026
- Barclays issued a "Overweight" rating on 01/06/2026
- Citigroup issued a "Buy" rating on 12/31/2025
- BTIG issued a "Buy" rating on 12/26/2025
- UBS issued a "Buy" rating on 10/07/2025
- Evercore ISI Group issued a "Outperform" rating on 09/30/2025
To track analyst ratings and price targets for CAPITAL ONE FINANCIAL, check out Quiver Quantitative's $COF forecast page.
CAPITAL ONE FINANCIAL Price Targets
Multiple analysts have issued price targets for $COF recently. We have seen 13 analysts offer price targets for $COF in the last 6 months, with a median target of $290.0.
Here are some recent targets:
- Jeffrey Adelson from Morgan Stanley set a target price of $300.0 on 01/20/2026
- Richard Shane from JP Morgan set a target price of $256.0 on 01/12/2026
- Moshe Orenbuch from TD Cowen set a target price of $290.0 on 01/08/2026
- Terry Ma from Barclays set a target price of $294.0 on 01/06/2026
- Donald Fandetti from Wells Fargo set a target price of $280.0 on 01/05/2026
- Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $290.0 on 01/02/2026
- Keith Horowitz from Citigroup set a target price of $310.0 on 12/31/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
