Capital One Financial Corporation (COF)
Here's What Key Metrics Tell Us About Capital One (COF) Q1 Earnings
The headline numbers for Capital One (COF) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Capital One (COF) Q1 Earnings and Revenues Miss Estimates
Capital One (COF) came out with quarterly earnings of $4.42 per share, missing the Zacks Consensus Estimate of $4.61 per share. This compares to earnings of $4.06 per share a year ago.
Capital One quarterly profit misses estimates as bad loan provisions rise
Capital One Financial missed Wall Street expectations for first-quarter profit on Tuesday, as the consumer lender set aside more money to cover potential bad loans.
Capital One Financial First-Quarter Revenue Falls
The McLean, Va., bank saw revenue decline 2% to $15.23 billion as provision for credit losses declined.
Capital One Misses Q1 Estimates — Stock Drops
Capital One Financial Corp. (NYSE:COF) reported first-quarter results after Tuesday's closing bell, missing analyst estimates on the top and bottom lines.
Capital One Q1 Earnings on Deck: What's in Store for the Stock?
COF to report Q1 earnings on April 21 after market close, with revenue seen at $15.38B (+53.8% YoY) as the Discover deal and card strength take focus.
Gear Up for Capital One (COF) Q1 Earnings: Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Capital One (COF) for the quarter ended March 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Capital One (COF) Reports Next Week: Wall Street Expects Earnings Growth
Capital One (COF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Capital One Financial - Buy The Dip
Capital One Financial (COF) has integrated Discover, forming a $120B financial powerhouse with strong earnings and robust capital ratios. COF trades at a low double-digit P/E, maintains a 14.3% Tier 1 capital ratio, and continues aggressive share repurchases with a $14B authorization. Credit card charge-offs and elevated allowances highlight risk, but synergies from Discover and Brex acquisitions are expected to accelerate earnings.
Capital One: A Payments Platform Hiding Inside A Bank Stock
Capital One Financial (COF) is undervalued at ~1.8x P/TB on 15.8% FY26E RoTCE, lagging peers despite transformative changes. The $51.8B Discover acquisition structurally repositions COF, granting ownership of payment rails and unique network advantages. Management targets $2.7B in synergies by FY2027E, including $1.2B annual regulatory arbitrage from Durbin Amendment debit exemption.
Capital One: Discover Drag, Subprime Stress, Hold
Capital One Financial earns a hold rating as integration costs from Discover and Brex acquisitions will depress earnings over the next 12–24 months. COF's transformation into a vertically integrated, closed-loop payments network is strategically significant but faces macro headwinds and minimal valuation upside. Rising consumer delinquencies, a softening labor market, and higher-for-longer rates threaten COF's credit quality and net interest margin.
Capital One Completes Brex Buyout, Boosts Digital Payments Strategy
COF completes $5.15B Brex acquisition, boosting its push into AI-driven business payments and financial software with major tech and integration plans.
