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Capital One Financial Corporation

COF · NYSE

Analyst Consensus

Buy

25 analysts

$217

Current

—

Low

$254

Average

—

High

Average target implies +17.05% versus the current price.

Analyst Ratings Synthesis

Consensus is Buy across 25 analysts, with a mean price target of $253.50. The supplied consensus does not report low or high targets, so target clustering and the width of the overall spread cannot be established. The evidence also does not identify the most or least bullish analyst. Available revisions lean downward on valuation: Bank of America’s Mihir Bhatia cut the target to $229 from $231 while keeping Buy, and JPMorgan lowered its target to $213 from $256 even as it upgraded COF from Neutral to Overweight. The substantive disagreement is whether Discover’s processing opportunity and Capital One’s volume growth justify a bullish rating despite weaker earnings conversion and lower individual targets.

Rating Actions

No individual rating actions have been captured for COFyet. Consensus figures above come from Nasdaq's aggregate feed.

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

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Symbol: COF
Type: Stock
Sector: Finance
Industry: Major Banks
Exchange: NYSE

Capital One Financial Corporation (NYSE: COF) is a leading technology-based financial services company with $484.3 billion in deposits and $673.8 billion in total assets as of June 30, 2026. Headquartered in McLean, Virginia, the company operates as a premier global payments provider and diversified financial institution, delivering a broad suite of products and consumer lifestyle and shopping experiences through its Credit Card, Consumer Banking including its Global Payment Network, and Commercial Banking lines of business.

Key Issues

Bullish view

Capital One bought Discover to expand its card-processing business, and the combined franchise could benefit from network ownership and stronger purchase volumes. Capital One’s purchase volume grew 26%, supporting the case for operating momentum.

Bearish view

Legacy Discover purchase volume rose less than 2%, indicating that the acquired network may not yet be producing broad volume growth. Integration and execution could prevent the acquisition from delivering the expected payments benefits.

Analyst Consensus

See all

Buy

25 analysts

$217

Current

—

Low

$254

Average

—

High

Average target implies +17.05% versus the current price.

Earnings History

BeatMissNo estimate

Capital One Financial Corporation

Analyst Consensus

Analyst Ratings Synthesis

Rating Actions

Research Reports

Covering Firms

Peers