Capital One stock price target raised to $272 from $267 at Morgan Stanley

Investing.com - Morgan Stanley has raised its price target on Capital One Financial (NYSE:COF) to $272.00 from $267.00 while maintaining an Overweight rating on the stock. Currently trading at $217.05 with a market capitalization of $139 billion, Capital One has garnered strong analyst support, with InvestingPro data showing analyst targets ranging from $210 to $290.

The adjustment follows Capital One’s first full quarter since completing its acquisition of Discover Financial Services, during which the company reported significant beats across most financial metrics.

Morgan Stanley noted that credit conditions are improving due to what it described as a "resilient" consumer, with Capital One’s subprime auto portfolio remaining stable without signs of deterioration.

The firm highlighted Capital One’s substantial capital return program, which includes an accelerated share buyback plan, a new $16 billion buyback authorization, and a dividend increase of 33%.

Capital One has also established a capital target of 11%, further supporting Morgan Stanley’s continued Overweight stance on the financial services company.

In other recent news, Capital One Financial Corporation reported its third-quarter 2025 earnings, showcasing a strong financial performance that exceeded market expectations. The company posted an adjusted earnings per share of $5.95, surpassing the forecast of $4.38, marking a surprise of 35.84%. Revenue also outperformed predictions, reaching $15.36 billion compared to the anticipated $15.08 billion. These results highlight Capital One’s robust performance amidst broader economic uncertainties. Additionally, Wolfe Research raised its price target for Capital One to $262 from $260, maintaining an Outperform rating on the stock. These developments reflect a positive outlook from analysts, with Wolfe Research noting the company’s continued strong performance. Investors may find the earnings beat and the adjusted price target noteworthy as they assess Capital One’s financial health and future prospects.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.