Universal- Beteiligungs- Und Servicegesellschaft Mbh 13F: Adds $920K to COF Stake

Universal Beteiligungs- Und Servicegesellschaft Mbh has increased its investment in Capital One Financial Corporation (NYSE: COF). The firm added 4,588 shares, bringing its total holdings to 342,509 shares valued at approximately $68.8 million, according to the latest 13F filing. This represents a 1.36% increase in their position as of the reporting period.

What Changed in Universal Beteiligungs' Capital One Financial Position

Universal Beteiligungs boosted its stake in Capital One Financial by 4,588 shares, raising its total to 342,509 shares. The value of this holding is now about $68.8 million. This move marks a modest increase of 1.36% from its previous holding of 337,921 shares.

Other Institutional Activity in Capital One Financial

In other institutional activity, BlackRock, Inc. trimmed its Capital One holdings by 187,025 shares, ending with 50,818,226 shares valued at approximately $9.27 billion. Vanguard Capital Management LLC established a significant position with 40,509,585 shares, worth about $7.39 billion. State Street Corp reduced its stake by 319,424 shares, holding 27,553,903 shares valued at $5.03 billion. Meanwhile, Capital World Investors cut its position significantly by 6,614,887 shares, now holding 18,120,639 shares valued at $3.30 billion. JPMorgan Chase & Co increased its holdings by 451,480 shares, reaching a total of 17,355,846 shares worth about $3.09 billion.

Capital One Financial Corporation Stock Up 3.2%

Shares of Capital One Financial (NYSE: COF) are trading around $200.87. The company has a market cap of approximately $125 billion and a forward P/E ratio of 8.27, with a beta of 1.037, indicating moderate volatility. The stock's 52-week range spans from $174.24 to $259.64, with current moving averages of $190.32 (50-day) and $209.76 (200-day).

Recent Earnings

Capital One reported revenues of $36.31 billion, with a revenue growth rate of 46.3%. The company's net margin stands at 8.88%, and it has a return on equity of 3.26%. The next earnings report is scheduled for July 21, 2026.

Dividend

Capital One Financial offers an annual dividend rate of $3.20, yielding 1.6%, with a payout ratio of 86.12%.

Insider Buying and Selling at Capital One Financial Corporation

Recent insider activity at Capital One includes several planned sales. General Counsel & Corporate Secretary Matthew Cooper sold 3,500 shares on May 12 and again on June 2, with prices around $183.36 and $183.93, respectively. Chief Human Resources Officer Kaitlin Haggerty sold 1,307 shares on May 12 and 119 shares on May 13. Additionally, insiders Michael Shepherd and Francois Locoh-Donou each bought 1,294 shares on May 8.

Analysts Set New Price Targets

Several analysts have set new price targets for Capital One Financial. On April 23, Truist Securities maintained a 'buy' rating with a target of $255. Barclays also maintained a 'buy' with a $250 target on April 22. Analysts from BTIG, Morgan Stanley, and JP Morgan have also reiterated or upgraded their 'buy' ratings with targets ranging from $213 to $273. The consensus among 21 analysts is a 'buy' rating, with an average target price of $254.67.

About Capital One Financial

Capital One Financial Corporation is a major player in the financial services sector, headquartered in McLean, Virginia. The company offers a wide array of financial products and services, including credit cards, consumer banking, and commercial banking. With operations in the United States, Canada, and the United Kingdom, Capital One serves consumers and businesses through various channels, including digital platforms and physical locations. Founded in 1988, it employs approximately 77,100 people under the leadership of CEO Richard D. Fairbank.

Bottom Line

Universal Beteiligungs' increased stake in Capital One Financial reflects ongoing interest in the financial services giant. With a strong market position and a forward-looking strategy, Capital One remains a key player in its industry. Investors often track these 13F filings to gauge institutional confidence, though it's important to note that these filings are historical and may not represent current positions.