COF Stock Recent News

Capital One (COF) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Capital One Financial Corporation's preferred stocks are undervalued relative to peers, despite similar coupon yields and investment-grade credit ratings. COF.PR.J and COF.PR.L offer attractive yields of 6.64% and 6.56%, respectively, both trading below par and with wide yield spreads. Compared to other major bank preferreds, COF's preferreds have contracted less in spread, indicating potential for price appreciation.

MCLEAN, Va. , July 1, 2025 /PRNewswire/ -- Capital One Financial Corporation (NYSE: COF) today announced the company's preliminary Stress Capital Buffer Requirement ("SCB"), as calculated by the Board of Governors of the Federal Reserve System (the "Federal Reserve") 2025 Comprehensive Capital Analysis and Review process ("CCAR"), is 4.5 percent, effective October 1, 2025.

COF hits a 52-week high after passing the Fed's stress test and posting strong gains, but valuation raises caution.

JPMorgan Chase (JPM -0.57%) is a massive financial institution with more assets than any other U.S. bank and an $804 billion market cap. To be perfectly clear, it is a remarkable business with fantastic leadership.

Capital One Financial has reportedly entered a “new era” after completing its acquisition of Discover Financial Services. [contact-form-7] With the acquisition, Capital One grew in size and added a debit and credit card network, which could “supercharge” its banking and card businesses, The Wall Street Journal (WSJ) reported Friday (June 27).

Credit-card giant Capital One Financial now owns its own network, just as American Express does. What will it do with it?

Capital One's $35 billion all-stock merger with Discovery Financial makes it the eighth-largest U.S. bank and expands into the payment network vertical. Despite macroeconomic uncertainties, the strength of U.S. consumers and rising consumer sentiment support a bullish outlook for Capital One's core credit card business. I rate Capital One as a "buy," due to its valuation, and with just two rate cuts expected in 2025, their asset-sensitive balance sheet is likely to be less affected.

A Barclays analyst on Monday raised the price target on Capital One stock to 253 from 212 and kept an overweight rating.

COF rides high on Discover buyout, strong card business and rising NII, but asset quality and rising costs remain woes.