Capital One Financial Corporation (COF)
Democrats Ask Fed to Rethink Approval of Capital One-Discover Merger
Democratic lawmakers want the Federal Reserve to reconsider its approval of Capital One's purchase of Discover. In a letter to the central bank Friday (May 2), Rep.
Capital One: Discover Acquisition Unlocks EPS Inflection
I initiate coverage on Capital One with a Strong Buy rating and a $222.92 price target, driven by underappreciated earnings accretion and network synergies from the Discover integration. My forecast for FY25E EPS of $17.85 (+54.0% yoy) highlights rapid profitability growth, as Capital One captures significant earnings in 2025. Applying a 12.5x forward P/E multiple to 2025E EPS is justified by accelerating earnings growth and structural re-rating from network effects and merger synergies.
Capital One CEO says US consumers are in 'good shape,' but there are 'worrying signs'
Capital One CEO Richard Fairbank on Tuesday shared his perspective on how American consumers are holding up during the financial institution's quarterly earnings call.
COF Stock Up 2.8% on Q1 Earnings Beat, NII Rises on Upbeat Card Spend
Solid auto loan originations and credit card spend, and lower funding costs drive Capital One's Q1 NII growth. This, along with higher fee income, aids earnings.
COF Up as Q1 Earnings Beat on Higher NII & Fee Income, Provisions Dip
An increase in total revenues and lower provisions support Capital One's Q1 earnings, while a decline in loan balance and higher expenses act as spoilsports.
Capital One CEO Says Discover Acquisition Will Build ‘Something Really Special'
With less than one month to go before its acquisition of Discover Financial Services, Capital One is on track to deliver synergies and forge an expanded consumer card and digital banking footprint in what the latter's CEO, Richard Fairbank, said will create “something really special.
Capital One Financial Corporation (COF) Q1 2025 Earnings Call Transcript
Capital One Financial Corporation (NYSE:COF ) Q1 2025 Earnings Conference Call April 22, 2025 5:00 PM ET Company Participants Jeff Norris - SVP, Finance Andrew Young - CFO Richard Fairbank - Chairman and CEO Conference Call Participants Ryan Nash - Goldman Sachs Sanjay Sakhrani - KBW Terry Ma - Barclays Moshe Orenbuch - TD Cowen Rick Shane - JP Morgan John Pancari - Evercore ISI Mihir Bhatia - Bank of America Don Fandetti - Wells Fargo Bill Carcache - Wolfe Research Securities John Hecht - Jefferies Erika Najarian - UBS Brian Foran - Truist Robert Wildhack - Autonomous Research Operator Good day and thank you for standing by. Welcome to the Capital One Q1 2025 Earnings Call.
Capital One says consumers are doing OK. Here's where they may be trying to beat tariffs.
Credit-card giant Capital One Financial Services Inc. says consumers are hanging in there as the U.S. braces for the fallout from a global trade war, but that there appears to be a bit of a “pull forward” in auto purchases, as consumers try to get ahead of potential price increases.
Capital One (COF) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Capital One (COF) give a sense of how the business performed in the quarter ended March 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) Q1 Earnings Beat Estimates
Capital One (COF) came out with quarterly earnings of $4.06 per share, beating the Zacks Consensus Estimate of $3.66 per share. This compares to earnings of $3.21 per share a year ago.
Capital One Q1: Strong EPS, Revenue Miss
Capital One Financial (COF 3.24%), a major player in the credit card and banking industry, reported mixed first-quarter earnings on Tuesday, April 22. Adjusted EPS of $4.06 came in well ahead of analysts' consensus expectations of $3.64.
Capital One Profit Rises Ahead of Discover Merger
Capital One recorded a higher first-quarter profit and is prepared to complete its acquisition of Discover on May 18.
