Workflow
Capital One(COF)
icon
Search documents
Jim Cramer Says Bank Stocks Are 'All Cheap' — But This One Name Is 'The Cheapest Of All,' Has The 'Most Upside'
Yahoo Finance· 2025-12-11 01:31
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. TV host Jim Cramer is leaning back into the bank trade, saying that depressed valuations across the sector have created an opportunity, and that one stock, in particular, stands out with the most potential. Bank Stocks Are ‘All Cheap’ On Tuesday, in a post on X, the renowned host of CNBC’s “Mad Money” said, “The banks are all cheap,” while mentioning one particular banking stock as the “cheapest of all,” ...
US bank regulator says large banks engaged in 'debanking' of disfavored industries
Yahoo Finance· 2025-12-10 19:03
By Pete Schroeder WASHINGTON, Dec 10 (Reuters) - The nine largest U.S. banks in the past had placed restrictions on providing financial services to some controversial industries in a practice commonly described as "debanking," the regulator overseeing large national banks said in a report released on ​Wednesday. The Office of the Comptroller of the Currency began its review after President Donald Trump signed an executive order in August directing ‌a regulatory review of all banks for any current or pas ...
Jim Cramer Says Bank Stocks Are 'All Cheap' — But This One Name Is 'The Cheapest Of All,' Has The 'Most Upside' - Capital One Finl (NYSE:COF)
Benzinga· 2025-12-10 09:04
TV host Jim Cramer is leaning back into the bank trade, saying that depressed valuations across the sector have created an opportunity, and that one stock, in particular, stands out with the most potential.Bank Stocks Are ‘All Cheap’On Tuesday, in a post on X, the renowned host of CNBC’s “Mad Money” said, “The banks are all cheap,” while mentioning one particular banking stock as the “cheapest of all,” which, as a result, offers the “most upside” relative to others. The stock he's referring to is Virginia-b ...
Capital One Financial Corporation (COF) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
Seeking Alpha· 2025-12-09 21:57
Group 1 - The article does not provide any specific content related to a company or industry [1]
Capital One Financial (NYSE:COF) Conference Transcript
2025-12-09 20:20
Capital One Financial Conference Summary Company Overview - **Company**: Capital One Financial (NYSE: COF) - **Event Date**: December 09, 2025 - **Key Speakers**: Rich Fairbank (Chairman and CEO), Jeff Norris Key Points Industry and Economic Context - The consumer remains a source of strength in the economy despite some uncertainty, with a low unemployment rate and stable consumer debt burden [9][10] - Real wages are positive, but new job growth is low and inflation pressures are present [10][11] - Potential risks include the expiration of Affordable Care Act subsidies and the impact of tax refunds [10][11] Credit Performance - Capital One's credit performance has improved since the pandemic, with charge-offs and delinquencies stabilizing [12][13] - Delinquencies have shown consistent improvement since October of the previous year, indicating a positive trend [13][14] - The company has adjusted its credit policies in anticipation of economic challenges, which may not fully reflect broader market conditions [15][16] Discover Acquisition Insights - The acquisition of Discover has been positively received, with a strong customer-centric culture noted [18][19] - Regulatory issues at Discover require attention, but overall integration is progressing well [20] - Discover's credit card growth has stalled, attributed to previous credit losses and a conservative approach to originations [21][27] - The integration aims to leverage Capital One's broader market strategy to enhance Discover's growth potential [30] Synergies and Financial Goals - Capital One is on track to achieve $2.5 billion in synergies from the Discover acquisition, with revenue synergies expected to materialize first [32][33] - Cost synergies will primarily come from technology platform conversions, which are back-end loaded in the integration timeline [32][33] Technology and Investment Strategy - Capital One has been investing heavily in technology, with a focus on AI and modernization of its tech stack [41][44] - The company anticipates near-term pressure on efficiency due to these investments but expects long-term benefits through growth and automation [46][48] Capital Management and Share Buyback - A $16 billion share buyback program has been announced, with no specific timeline for completion [49][50] - The company aims for a long-term capital need around an 11% CET1 ratio, managing capital conservatively while generating significant capital [49][50] Additional Considerations - The integration of Discover's network and the expansion of its acceptance are critical for future growth [34][39] - The company is focused on building partnerships to enhance Discover's market presence, particularly internationally [34][39] This summary encapsulates the key insights from the Capital One Financial conference, highlighting the company's strategic direction, credit performance, and integration efforts following the Discover acquisition.
Is Capital One Financial (COF) One of the Most Undervalued Stocks to Buy Right Now?
Yahoo Finance· 2025-12-09 16:19
Capital One Financial Corporation (NYSE:COF) is one of the Most Undervalued Stocks to Buy Right Now. On November 26, analyst Moshe Orenbuch of TD Cowen maintained a “Buy” rating on the company’s stock, retaining the price objective of $261.00. The analyst’s rating is backed by a combination of factors, which include potential benefits from Capital One Financial Corporation (NYSE:COF)’s acquisition of Discover. TD Cowen Maintains Buy Rating on Capital One Financial (COF) Stock This deal is anticipated to ...
Capital One takes the premium credit card arms race to the next level with Miami Art Week perks
Yahoo Finance· 2025-12-08 21:00
The installation was open to the public for a limited time, but the most valuable components were reserved for Capital One cardholders. Those included a multicourse dinner staged inside the installation and a second evening of bespoke programming. For select attendees, the activation also included access to the Diana Ross performance, a tier of cultural exclusivity that has become increasingly common as credit card issuers compete through experiential differentiation.“The Mirage Factory allows visitors to e ...
Capital One Financial Corporation (COF) Sees Positive Outlook from Wolfe Research and Institutional Investors
Financial Modeling Prep· 2025-12-08 17:03
Core Viewpoint - Capital One Financial Corporation (COF) is experiencing strong institutional interest and positive market sentiment, with a price target set at $270 by Wolfe Research, indicating a potential upside of 17.05% from its current price of $230.68 [1][5] Institutional Investments - Callodine Capital Management LP has increased its investment in Capital One by 77.1% in Q2, bringing total holdings to 265,708 shares valued at $56.5 million, representing 5.9% of their portfolio [2] - Kingstone Capital Partners Texas LLC has dramatically increased its holdings in Capital One by over 588,668%, now owning 117.4 million shares, indicating strong institutional interest [3] Stock Performance - COF is currently priced at $230.68, with daily fluctuations between $228.56 and $233, and has a yearly high of $233.01 and a low of $143.22 [4] - The market capitalization of COF is approximately $146.65 billion, highlighting its significance in the financial market [4] - The trading volume for COF on the NYSE is 3,919,112 shares, reflecting active investor interest [5]
Jim Cramer Notes Capital One is Challenging Its “Old Highs”
Yahoo Finance· 2025-12-06 05:34
Capital One Financial Corporation (NYSE:COF) is one of the stocks Jim Cramer commented on along with the recent macro rally. While highlighting “important elements” of the rally, Cramer mentioned the stock and said: “Even better, Capital One, COF, and American Express, the lower and higher end credit card companies, are challenging their old highs. I think they [will] take them out.” Photo by Yiorgos Ntrahas on Unsplash Capital One Financial Corporation (NYSE:COF) provides banking and financial servic ...
Capital One Car Buying Outlook finds nearly 70% of Car Buyers View Dealers as Trustworthy
Prnewswire· 2025-12-04 18:06
Core Insights - The 2025 Capital One Car Buying Outlook indicates a significant increase in trust towards car dealers, with nearly 70% of car buyers viewing them as trustworthy, up from 44% in 2023 [1][6] - The combination of online research and in-person experiences is essential for enhancing buyer confidence and satisfaction, as it allows for a balance between convenience and personal connection [3][4] Trust and Digital Tools - Car buyers familiar with digital tools exhibit a higher trust in dealers (71%), and those who trust dealers are almost twice as likely to return for their next purchase (46% vs. 24%) [2][6] - A notable 86% of dealers recognize digital tools as a competitive advantage, marking an increase of over 25 percentage points since 2021 [2][6] In-Person Experience - In-person shoppers report a greater sense of transparency (40% vs. 18% for online shoppers), excitement (67% vs. 56%), and delight (52% vs. 44%) compared to their online counterparts [6] - Buyers who engaged in in-person shopping felt a greater sense of control (43%) compared to those who primarily shopped online (23%) [6] Generational Insights - Gen Z car buyers rely more on external sources for dealership engagement (53%) and are more likely to feel overwhelmed or stressed during the buying process compared to other generations [6] - Despite their challenges, Gen Z ranks car dealerships among their top five most trusted resources, with test drives being the most frequently asked topic (42%) [6] Survey Methodology - The buyer survey included 2,042 U.S. car buyers, with a margin of error of +/-2.2%, while the dealer survey involved over 489 U.S. car dealers, with a margin of error of +/-4.4% [8][9]