Morgan Stanley Optimistic on Capital One Financial (COF) Following Strong Q3 2025 Results

Group 1 - Man GLG holds $11.12 million worth of Capital One Financial Corporation (NYSE:COF) stock, representing 0.02% of its 13-F portfolio as of Q2 2025, and it is among the top 10 stock picks with the highest upside potential [1] - Morgan Stanley raised its price target on Capital One Financial Corporation (NYSE:COF) from $267 to $272, maintaining an "Overweight" rating following strong Q3 2025 results [2][3] - The strong Q3 results were driven by improved credit quality performance and the acquisition of Discover Financial Services earlier in May, which surpassed Wall Street estimates [3][4] Group 2 - Morgan Stanley highlighted improving credit trends supported by a resilient customer base and the subprime auto lending business, along with a new $16 billion share repurchase authorization and a 33% dividend increase [4] - Capital One Financial Corporation's new 11% capital target reflects a focus on balance sheet strength and sustained shareholder returns following the Discover acquisition [4] - The company operates through Credit Card, Consumer Banking, and Commercial Banking segments, indicating a diversified business model [5]