MBL Wealth 13F: Adds $1M to Capital One Financial (COF) Stake

MBL Wealth boosted its holdings in Capital One Financial Corporation COF by 5,292 shares during the quarter, according to a Form 13F filing on October 22, 2026. The reported value of the fund's investment reached $1,370,025.0.

COF Capital One Financial Corporation

$201.34 ▼ -17.84% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in MBL Wealth's Capital One Financial Position

The fund grew its stake by 293.3%, moving from 1,804 shares up to 7,096 shares. That sizable addition lifted its investment in the credit services firm significantly.

Other Institutional Activity in Capital One Financial

Other institutional investors also adjusted their positions in the company. Guardian Partners trimmed its holdings by 4,025 shares, ending with 2,300 shares worth about $444,061.0. Davidson Investment Advisors picked up 71,256 shares valued at about $13.8 million. Franklin Resources, Inc. reduced its stake by 288,302 shares, or 2.1%, leaving it with 13,440,351 shares worth about $2.71 billion. Harris Associates L.P. added 1,134,182 shares, a 10.9% increase, for a total of 11,492,010 shares valued at about $2.31 billion.

Capital One Financial Corporation Stock Down 2.6%

Capital One Financial shares recently traded around $201.34 as of October 24, 2026, down about 1.0% from the $203.43 close on the filing date. The stock sits below its 50-day moving average of $206.72 and its 200-day moving average of $202.37. Shares have traded in a 52-week range between $174.24 and $259.64, leaving the recent price 22.5% below the high and 15.6% above the low.

Recent Earnings

Capital One Financial reported trailing-twelve-month revenue of $48.89 billion and earnings of $16.06 per share. The company posted a net profit margin of 22.2% and a return on equity of 9.4%. Its next earnings report is scheduled for January 19, 2027.

Dividend

The company pays an annual dividend of $3.20 per share, yielding 1.57% with a payout ratio of 19.3%.

Insider Buying and Selling at Capital One Financial Corporation

Insiders completed several transactions in October 2026. General Counsel Matthew W. Cooper sold 3,500 shares on October 6, 2026, for $686,770.0. Retail Bank President Celia Karam sold 1,927 shares on October 15, 2026, for $377,422.22. Banking and Premium Products President Lia Dean sold 1,887 shares on October 15, 2026, for $369,587.82. Officer Celia Edwards Karam sold 1,927 shares on October 15, 2026, for $377,422.0.

Analysts Set New Price Targets

Analysts updated their outlooks ahead of the filing. Citigroup maintained a Buy rating with a $285.0 price target on October 21, 2026. BMO Capital maintained a Market Perform rating and a $225.0 target on October 21, 2026. JP Morgan maintained an Overweight rating and lifted its target to $241.0 on October 21, 2026. Piper Sandler maintained an Overweight rating with a $269.0 target on October 21, 2026. TD Cowen maintained a Buy rating with a $250.0 target on October 21, 2026. Overall, the stock carries a consensus buy rating with a mean price target of $254.55 across 22 analyst opinions.

About Capital One Financial

Capital One Financial Corporation operates as a financial services holding company for Capital One, National Association, providing banking and lending products. It serves customers across the United States, Canada, and the United Kingdom through its credit card, consumer banking, and commercial banking segments. The bank accepts various deposit accounts while managing large consumer and commercial loan portfolios.

Bottom Line

Investors will look toward the company's next earnings update on January 19, 2027, for further insight into profitability and credit trends. Institutional filings will continue to show how larger wealth managers adjust their exposure to the stock.