Technical Support in Focus: Traders on social media highlighted Capital One shares slipping below the 200-day moving average, sparking conversations about whether long-term trend lines will hold amid broader market shifts.
Valuation Debates Heat Up: Discussions centered on the stock's current pricing, with participants questioning its reasonableness while referencing expected synergies from the Discover integration that remain on track for 2027.
Consumer Insights Shared: Some users pointed to the company's role as a bellwether for middle-class spending patterns, noting how recent earnings data offers mixed signals on consumer resilience.
Note: This discussion summary was generated from an AI condensation of post data.
Capital One Financial Insider Trading Activity
Capital One Financial insiders have traded $COF stock on the open market 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 have been sales.
Here’s a breakdown of recent trading of $COF stock by insiders over the last 6 months:
- MATTHEW W COOPER (General Counsel & Corp Secy) has made 0 purchases and 4 sales selling 14,000 shares for an estimated $2,781,170.
- RAVI RAGHU (Pres, Software, Intl & Sm Bus) has made 0 purchases and 4 sales selling 9,776 shares for an estimated $2,051,284.
- MICHAEL ZAMSKY (Chief Credit & Fin'l Risk Off.) sold 5,473 shares for an estimated $1,193,223
- CELIA KARAM (Pres, Retail Bank) has made 0 purchases and 4 sales selling 4,736 shares for an estimated $966,589.
- LIA DEAN (Pres, Banking & Prem. Products) has made 0 purchases and 3 sales selling 3,885 shares for an estimated $808,617.
- TIMOTHY P GOLDEN (SVP, Chief Accounting Officer) sold 3,487 shares for an estimated $735,757
- MARK DANIEL MOUADEB (President, Card) has made 0 purchases and 3 sales selling 3,072 shares for an estimated $678,385.
- KAITLIN HAGGERTY (Chief Human Resources Officer) has made 0 purchases and 2 sales selling 1,426 shares for an estimated $262,124.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Capital One Financial Revenue
Capital One Financial had revenues of $15.8B in Q2 2026. This is an increase of 26.88% from the same period in the prior year.
You can track COF financials on Quiver Quantitative's COF stock page.
You can access data on COF stock through the Quiver Quantitative API.
Capital One Financial Congressional Stock Trading
Members of Congress have traded $COF stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $COF stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Capital One Financial Hedge Fund Activity
We have seen 1,026 institutional investors add shares of Capital One Financial stock to their portfolio, and 1,149 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 17,785,818 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,568,190,807
- CAPITAL WORLD INVESTORS removed 10,749,314 shares (-59.3%) from their portfolio in Q2 2026, for an estimated $2,156,527,374
- CAPITAL RESEARCH GLOBAL INVESTORS removed 5,887,545 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $1,074,064,834
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,312,586 shares (+inf%) to their portfolio in Q2 2026, for an estimated $865,191,003
- BERKSHIRE HATHAWAY INC removed 4,150,000 shares (-58.0%) from their portfolio in Q2 2026, for an estimated $832,573,000
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,990,399 shares (+98.4%) to their portfolio in Q2 2026, for an estimated $599,933,847
- LONE PINE CAPITAL LLC removed 2,267,056 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $454,816,774
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Capital One Financial Price Targets
Multiple analysts have issued price targets for $COF recently. We have seen 12 analysts offer price targets for $COF in the last 6 months, with a median target of $254.5.
Here are some recent targets:
- Mihir Bhatia from B of A Securities set a target price of $231.0 on 07/09/2026
- Moshe Orenbuch from TD Cowen set a target price of $253.0 on 07/07/2026
- Erika Najarian from UBS set a target price of $275.0 on 07/07/2026
- Vincent Caintic from BTIG set a target price of $259.0 on 06/30/2026
- Bill Carcache from Piper Sandler set a target price of $254.0 on 06/30/2026
- Brian Foran from Truist Securities set a target price of $255.0 on 04/23/2026
- Terry Ma from Barclays set a target price of $250.0 on 04/22/2026
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.
