Capital One Financial CorporationCOFNYSE
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Analyst Sentiment

Analysts lean bullish — 77% recommend buying.

Consensus Rating
Buy
22 analysts·High coverage
77%
Rating Distribution
Strong Buy
00%
Buy
1777%
Hold
314%
Sell
29%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see significant upside — consensus target 41% higher.

Bear Case
$218.00
+13%
Consensus
$273.62
+41%
Bull Case
$300.00
+55%
Price Range22 analysts
Low
Consensus
High
$218.00
$300.00
Current Target
Current Price
$193.73
Upside to Target
$79.89

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$20.23(13 analysts)
P/E43x
Current: 42.7x
Actual
Estimate
Range (Low–High)
Stock Alarm Pro
Forward Growth Estimates (YoY)
FY2027
Rev+5.18%
EPS+21.73%
FY2028
Rev+5.81%
EPS+13.36%

Earnings Surprises

Beat rate:58%(7/12 quarters)
Avg surprise:+7.3%
Beat
Miss
Inline
Estimate
Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 26, 2026Truist Financial
Capital One price target lowered to $275 from $290 at Truist
Target:$275.00
+24.9%from $220.17
Jan 26, 2026Barclays
Capital One price target lowered to $287 from $294 at Barclays
Target:$287.00
+32.1%from $217.30
Jan 23, 2026Deutsche Bank
Capital One price target lowered to $256 from $263 at Deutsche Bank
Target:$256.00
+15.2%from $222.17
Jan 23, 2026Capital One Financial
Capital One price target lowered to $270 from $308 at BTIG
Target:$270.00
+14.9%from $235.07
Jan 20, 2026Morgan Stanley
Capital One price target raised to $300 from $280 at Morgan Stanley
Target:$300.00
+28.0%from $234.39
Jan 12, 2026RBC Capital
Capital One price target raised to $275 from $255 at RBC Capital
Target:$275.00
+18.8%from $231.50
Jan 6, 2026Evercore ISI
Capital One price target raised to $290 from $255 at Evercore ISI
Target:$290.00
+13.6%from $255.26
Jan 6, 2026Goldman Sachs
Capital One price target raised to $300 from $276 at Goldman Sachs
Target:$300.00
+19.8%from $250.51
Jan 6, 2026Barclays
Capital One price target raised to $294 from $271 at Barclays
Target:$294.00
+17.4%from $250.51
Jan 5, 2026Wells Fargo
Capital One price target raised to $280 from $265 at Wells Fargo
Target:$280.00
+11.1%from $251.94
Dec 26, 2025Capital One Financial
Capital One price target raised to $308 from $264 at BTIG
Target:$308.00
+24.0%from $248.45
Dec 22, 2025Truist Financial
Capital One price target raised to $290 from $270 at Truist
Target:$290.00
+17.8%from $246.10
Dec 16, 2025Morgan Stanley
Capital One price target raised to $280 from $272 at Morgan Stanley
Target:$280.00
+16.4%from $240.59
Dec 15, 2025Capital One Financial
Capital One Financial (COF) PT Raised to $268 at BofA Securities
Target:$268.00
+11.3%from $240.76
Dec 8, 2025Wolfe Research
Capital One assumed with an Outperform at Wolfe Research
Target:$270.00
+17.0%from $230.68
Nov 26, 2025Capital One Financial
TD Cowen Reiterates Buy Rating on Capital One Financial (COF)
Target:$261.00
+19.4%from $218.61
Oct 22, 2025Robert W. Baird
Capital One price target raised to $270 from $245 at Baird
Target:$270.00
+24.4%from $217.05
Oct 22, 2025Barclays
Capital One price target raised to $271 from $257 at Barclays
Target:$271.00
+21.2%from $223.59
Oct 10, 2025HSBC
Capital One price target raised to $218 from $216 at HSBC
Target:$218.00
+3.4%from $210.74
Oct 7, 2025UBS
Capital One price target lowered to $266 from $270 at UBS
Target:$266.00
+24.8%from $213.15
Oct 6, 2025Barclays
Capital One price target raised to $257 from $253 at Barclays
Target:$257.00
+19.9%from $214.40
Sep 30, 2025Evercore ISI
Capital One price target raised to $255 from $240 at Evercore ISI
Target:$255.00
+14.0%from $223.60
Sep 29, 2025Morgan Stanley
Capital One price target raised to $267 from $261 at Morgan Stanley
Target:$267.00
+19.2%from $224.05
Apr 25, 2025Truist Financial
Capital One price target raised to $225 from $215 at Truist
Target:$225.00
+23.1%from $182.73
Apr 14, 2025RBC Capital
Capital One price target lowered to $190 from $200 at RBC Capital
Target:$190.00
+16.9%from $162.52