Clearbridge Investments 13F: Adds $68M to COF Stake

Clearbridge Investments has boosted its stake in Capital One Financial Corporation (NYSE:COF), increasing its holdings by 16.8%. According to the latest Form 13F filing with the SEC, Clearbridge added 339,108 shares, bringing its total to approximately 2.35 million shares valued at about $457.9 million. This data reflects holdings as of the end of the reporting period and may not represent Clearbridge's current position.

What Changed in Clearbridge Investments' Capital One Position

Clearbridge Investments increased its position in Capital One by 16.8%, adding 339,108 shares to its portfolio. Before this change, the firm held about 2.01 million shares. The new total of approximately 2.35 million shares is valued at roughly $457.9 million, indicating a strong confidence in the company's future prospects.

Other Institutional Activity in Capital One

Among other major investors, BlackRock, Inc. reduced its Capital One holdings by 187,025 shares, leaving it with 50.8 million shares worth about $9.27 billion. Vanguard Capital Management LLC maintained its position, holding 40.5 million shares valued at approximately $7.39 billion. State Street Corp decreased its stake by 319,424 shares, resulting in 27.55 million shares valued at $5.03 billion. Meanwhile, Capital World Investors significantly cut its position by 6,614,887 shares, ending with 18.12 million shares worth $3.3 billion. JPMorgan Chase & Co increased its holdings by 451,480 shares to a total of 17.36 million shares valued at $3.09 billion.

Capital One Financial Corporation Stock Up 3.2%

Shares of Capital One Financial Corporation (NYSE:COF) traded near $194.62. The company has a market cap of approximately $121.1 billion, with a P/E ratio of 59.88 and a forward P/E of 8.01, indicating expectations of future earnings growth. The stock's 52-week range is between $174.24 and $259.64. Its 50-day moving average is $189.60, while the 200-day moving average is $210.02. Capital One has a beta of 1.037, reflecting moderate volatility compared to the market.

Recent Earnings

Capital One reported revenue of $36.31 billion, with a revenue growth rate of 46.3%. The company achieved a net margin of 8.88% and a return on equity of 3.26%. Its next earnings release is scheduled for July 21, 2026.

Dividend

Capital One offers an annual dividend rate of $3.20 per share, yielding 1.64%. The dividend payout ratio stands at 86.12%, reflecting a substantial return of earnings to shareholders.

Insider Buying and Selling at Capital One Financial Corporation

Recent insider activity at Capital One includes planned sales by Matthew Cooper, General Counsel & Corp Secy, who sold 3,500 shares on both May 12 and June 2, 2026, at prices of $183.93 and $183.36, respectively. Kaitlin Haggerty, Chief Human Resources Officer, also sold shares on May 12 and May 13, 2026, totaling 1,426 shares at an average price of around $183. Michael Shepherd and Francois Locoh-Donou each purchased 1,294 shares on May 8, 2026, not under a planned sale.

Analysts Set New Price Targets

Analysts remain optimistic about Capital One's prospects. On April 23, 2026, Truist Securities maintained a 'buy' rating with a price target of $255. Barclays and BTIG also reiterated their 'buy' ratings with targets of $250 and $224, respectively, on April 22. Morgan Stanley, on April 16, maintained a 'buy' rating and set a target of $273. The consensus among analysts is a 'buy', with a mean price target of $254.67 based on 21 opinions.

About Capital One Financial Corporation

Capital One Financial Corporation is a major financial services company headquartered in McLean, Virginia. It provides a wide range of financial products and services, including credit cards, banking, and commercial lending. The company operates primarily in the United States but also serves customers in Canada and the United Kingdom. Founded in 1988, Capital One is led by CEO Richard D. Fairbank and employs approximately 77,100 people.

Bottom Line

Clearbridge Investments' decision to increase its stake in Capital One by 16.8% signals confidence in the company's potential. With a diverse array of financial products and a strong market presence, Capital One remains a significant player in the financial services sector. This 13F filing provides a snapshot of Clearbridge's holdings as of the reporting period, offering insight into institutional investment trends.