Capital One stock price target raised to $262 from $260 at Wolfe Research

Investing.com - Wolfe Research has raised its price target on Capital One Financial (NYSE:COF) to $262.00 from $260.00 while maintaining an Outperform rating on the stock. Currently trading at $217.05, the financial giant commands a market capitalization of $138.81 billion. According to InvestingPro data, analyst targets range from $210 to $290, with a strong consensus recommendation favoring the stock.

Capital One shares have gained approximately 22% year-to-date, outperforming both the Wolfe Research Consumer Finance Index, which is up about 14%, and the S&P 500, which has risen around 15% during the same period.

Wolfe Research adjusted its earnings per share (EPS) estimates for Capital One, increasing its 2026 forecast to $20.80 from $20.72 and its 2027 projection to $25.44 from $25.25, reflecting the company’s recent quarterly earnings beat and stronger-than-expected growth trajectory.

The firm’s updated EPS estimates for 2026 and 2027 are approximately 5% higher than the previous consensus estimates of $19.76 and $24.19, respectively.

Capital One currently trades at 11.2 times next-twelve-months EPS compared to its historical one-year average of 11.6 times, and at 2.1 times tangible book value versus its historical one-year average of 1.8 times, with the new price target implying approximately 21% upside potential over the next 15 months.

In other recent news, Capital One Financial Corporation reported its third-quarter 2025 earnings, surpassing market expectations. The company achieved an adjusted earnings per share of $5.95, significantly exceeding the forecast of $4.38. Revenue also outperformed predictions, reaching $15.36 billion compared to the anticipated $15.08 billion. These results highlight a robust financial performance for Capital One. Despite the strong earnings report, broader economic uncertainties remain a consideration for investors. Additionally, there were no recent updates on mergers or acquisitions involving Capital One. Analyst ratings or changes have not been reported in the latest updates. These developments provide a snapshot of Capital One’s financial health and recent market activities.

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