The company delivered a stellar earnings report. Based on the stock price and analyst reaction immediately following the report, it's a good time to buy the financial services company's stock.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Capital One stock jumps 4.6% after Q3 earnings beat, fueled by the Discover Financial deal and robust NII growth, and a fresh $16B buyback plan.
Capital One Financial Corporation (NYSE:COF ) Q3 2025 Earnings Call October 21, 2025 5:00 PM EDT Company Participants Jeff Norris - Senior Vice President of Finance Andrew Young - Chief Financial Officer Richard Fairbank - Founder, Chairman, CEO & President Conference Call Participants Sanjay Sakhrani - Keefe, Bruyette, & Woods, Inc., Research Division Terry Ma - Barclays Bank PLC, Research Division Ryan Nash - Goldman Sachs Group, Inc., Research Division Richard Shane - JPMorgan Chase & Co, Research Division Moshe Orenbuch - TD Cowen, Research Division Donald Fandetti - Wells Fargo Securities, LLC, Research Division Jeffrey Adelson - Morgan Stanley, Research Division John Pancari - Evercore ISI Institutional Equities, Research Division L. Erika Penala - UBS Investment Bank, Research Division John Hecht - Jefferies LLC, Research Division Presentation Operator Good day and thank you for standing by.
Capital One Financial is upgraded to a buy as credit performance remains strong and integration of Discover progresses smoothly. COF's robust capital position supports a $16 billion buyback program and a 33% dividend increase, enhancing shareholder returns. Despite a surprising reserve release boosting Q3 earnings, underlying credit trends and conservative capital stance provide confidence in stability.
While the top- and bottom-line numbers for Capital One (COF) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Capital One (COF) came out with quarterly earnings of $5.95 per share, beating the Zacks Consensus Estimate of $4.2 per share. This compares to earnings of $4.51 per share a year ago.
Five mobile payment stocks, namely, MA, V, PYPL, COF and GDOT are poised to gain as digital transactions surge worldwide.
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
Capital One settled a lawsuit by social media creators who said a free browser extension used by millions of people to find discounts stole their sales commissions when shoppers bought their products and services.
COF, PYPL, MQ and VYX are driving mobile payments growth with better integration, AI, digital wallets and seamless checkout solutions.
COF's Discover deal and SYF's partnerships fuel growth but which stock is the better buy now? Let's find out.