Capital One Financial Corporation (COF)
Coverage summary
Aardvark Labs Capital Research has covered Capital One Financial Corporation (COF) since July 23, 2025. The company is in the Financial Services sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 25, 2026. That report moved the rating from Hold to Outperform. The rating has changed 3 times since coverage began.
Translations: 5 in Chinese.
Rating history
All COF reports
Recap: Q3 2026
Pre-Provision Earnings Jump 10%, ROTCE Hits 21%, and Earnings Power Comes Into View: Upgrading to Outperform
Recap: Q2 2026
Credit Powers a 24% EPS Beat and ROTCE Snaps Back to 18%, but the Operating-Leverage Question and Brex Stay Unanswered — Maintaining Hold
Recap: Q1 2026
Stabilizing, Not Re-Accelerating: The Efficiency Reprieve Is Seasonal, Growth Slips Toward 2027, and Brex Closes — Maintaining Hold
Recap: Q4 2025
The Bill for "Invest to Win" Comes Due, and a Surprise $5.15B Brex Deal Stacks On the Discover Integration — Downgrading to Hold
Recap: Q3 2025
The Capital Return Arrives: $16B Buyback, a 33% Dividend Hike, and an 18.8% ROTCE in the First Clean Combined Quarter — Upgrading to Outperform
Recap: Q2 2025
The Discover Era Opens With an $8.8 Billion Accounting Loss and a $5.48 Adjusted Quarter — Initiating at Hold