Capital One might be "what's in your wallet." Should it be in your portfolio?
Capital One is buying Brex in a $5.15 billion stock-and-cash deal that underscores how traditional banks are turning to fintech startups to modernize the way businesses manage money.
Capital One stock slips after Q4 earnings miss as expenses and provisions jump year over year, even as revenues surge and the bank announces a $5.15B Brex deal.
Capital One Financial Corp (NYSE:COF) shares are down 4.2% to trade at $225.61 at last glance, after the bank's fourth-quarter profits missed estimates.
Costco (COST) is poised for near-term sales growth as consumers pantry-load ahead of a major winter storm impacting half the U.S. population. Dine-in restaurants and discretionary retailers are likely to face Q1 revenue headwinds as consumers shelter indoors during the storm.
Capital One Financial Corporation (COF) Q4 2025 Earnings Call Transcript
Capital One paired its fourth-quarter earnings report Thursday (Jan. 22) with the announcement of its acquisition of Brex, positioning the deal as a structural move deeper into business banking and payments. The deal, CEO Richard Fairbank told analysts on the earnings call, expands Capital One's reach across payables, receivables and spend management.
Although the revenue and EPS for Capital One (COF) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Capital One plans to acquire expense management platform Brex for $5.15 billion. The companies have signed a definitive agreement, and the transaction is expected to close in the middle of the year, subject to customary closing conditions, Capital One said in a press release.
There's a feeling of schadenfreude in Silicon Valley when a unicorn stumbles. So when the WSJ broke the news Thursday afternoon that Capital One will acquire Brex for $5.15 billion in cash and stock (Capital One issued an official release confirming the details thirty minutes later), you could practically hear the collective snickering from Sand Hill Road to San Francisco's South Park.
Capital One (COF) came out with quarterly earnings of $3.86 per share, missing the Zacks Consensus Estimate of $4.12 per share. This compares to earnings of $3.09 per share a year ago.
The deal would give the credit-card issuer access to technology used by thousands of companies for corporate credit cards.