Analyst Consensus ?
ConsensusBuy56 ratings
Bullish3562.5%
Neutral1730.4%
Bearish47.1%
FN2 Earnings Intelligence
Capital One Financial Corporation (COF) analyst consensus, price targets, and firm-level rating history from FN2 Research.
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 12, 2026. Not an FN2 forecast.
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wolfe Research | Outperform | Outperform | Maintain | Aug 25, 2026 |
| UBS | Buy | Buy | Maintain | Aug 3, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Jul 28, 2026 |
| Citigroup | Buy | Buy | Maintain | Jul 28, 2026 |
| Barclays | Overweight | Overweight | Maintain | Jul 22, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Jul 13, 2026 |
| HSBC | Buy | Hold | Upgrade | Jul 13, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jul 9, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jul 7, 2026 |
| Piper Sandler | Overweight | Neutral | Upgrade | Jun 30, 2026 |
| BTIG | Buy | Buy | Maintain | Jun 30, 2026 |
| Truist Securities | Buy | Buy | Maintain | Apr 23, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Apr 16, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Apr 9, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Apr 7, 2026 |
| Keefe, Bruyette & Woods | Outperform | Outperform | Maintain | Jan 2, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Jul 23, 2025 |
| Baird | Outperform | Neutral | Upgrade | Mar 11, 2025 |
| Jefferies | Buy | Hold | Upgrade | Jun 6, 2024 |
| BMO Capital | Market Perform | Market Perform | Maintain | Jan 29, 2024 |
| Stephens & Co. | Underweight | Underweight | Maintain | Jul 21, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Apr 28, 2023 |
| Odeon Capital | Sell | Hold | Downgrade | Mar 2, 2023 |
| Deutsche Bank | Buy | Buy | Maintain | Jul 22, 2022 |
| Oppenheimer | Perform | Outperform | Downgrade | Jul 12, 2022 |
| Nomura | Buy | Buy | Maintain | Apr 24, 2020 |
| Piper Jaffray | Overweight | Overweight | Maintain | Sep 11, 2019 |
| PiperJaffray | Overweight | Neutral | Upgrade | Jun 14, 2018 |
| Nomura Instinet | Neutral | Buy | Downgrade | Feb 21, 2018 |
| Instinet | Neutral | Buy | Downgrade | Feb 21, 2018 |
| Buckingham Research | Buy | Buy | Maintain | Jan 24, 2018 |
| Buckingham | Buy | Buy | Maintain | Jan 24, 2018 |
| Compass Point | Buy | Neutral | Upgrade | Dec 22, 2017 |
| Bank of America | Buy | Neutral | Upgrade | Dec 18, 2017 |
| Wedbush | Neutral | Underperform | Upgrade | Oct 25, 2017 |
| Stifel Nicolaus | Hold | Buy | Downgrade | Nov 14, 2016 |
| Stifel | Hold | Buy | Downgrade | Nov 14, 2016 |
| CLSA | Buy | Buy | Maintain | Sep 23, 2016 |
| Rafferty Capital | Hold | Buy | Downgrade | Jul 25, 2016 |
| Rafferty | Hold | Buy | Downgrade | Jul 25, 2016 |
| DA Davidson | Buy | Buy | Maintain | Jul 8, 2016 |
| Sterne Agee CRT | Underperform | Neutral | Downgrade | Jun 8, 2016 |
| Sterne Agee | Underperform | Neutral | Downgrade | Jun 8, 2016 |
| Guggenheim | Neutral | Sell | Upgrade | May 9, 2016 |
| Sandler O'Neil | Buy | Hold | Upgrade | Apr 27, 2016 |
| Bernstein | Outperform | Outperform | Maintain | May 6, 2015 |
| FBR Capital | Market Perform | Outperform | Downgrade | Apr 24, 2015 |
| Susquehanna | Neutral | Positive | Downgrade | Jan 17, 2014 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Oct 14, 2013 |
| Sandler O'Neill | Hold | Hold | Maintain | May 28, 2013 |
| Janney Montgomery Scott | Neutral | Buy | Downgrade | Jan 18, 2013 |
| Janney Capital | Neutral | Buy | Downgrade | Jan 18, 2013 |
| Edward Jones | Buy | Buy | Maintain | Dec 14, 2012 |
| Rochdale Securities | Buy | Hold | Upgrade | Oct 22, 2012 |
| Drexel Hamilton | Buy | Buy | Maintain | Oct 2, 2012 |
| Argus Research | Hold | Sell | Upgrade | May 8, 2012 |
Upside is calculated against the persisted current price $208.3. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wolfe Research | Analyst unavailable | $275 | $216.27 | +32.0% | Aug 25, 2026 |
| Deutsche Bank | Analyst unavailable | $245 | $215.34 | +17.6% | Aug 20, 2026 |
| UBS | Erika Najarian | $280 | $216.64 | +34.4% | Aug 3, 2026 |
| Barclays | Analyst unavailable | $240 | $206.22 | +15.2% | Jul 22, 2026 |
| HSBC | Saul Martinez | $229 | $201.52 | +9.9% | Jul 12, 2026 |
| Capital One Financial | Analyst unavailable | $231 | $191.95 | +10.9% | Jul 9, 2026 |
| Barclays | Analyst unavailable | $242 | $206.5 | +16.2% | Jul 7, 2026 |
| BTIG | Analyst unavailable | $259 | $202.28 | +24.3% | Jun 30, 2026 |
| Piper Sandler | Analyst unavailable | $254 | $202.28 | +21.9% | Jun 29, 2026 |
| Truist Financial | Brian Foran | $255 | $199.43 | +22.4% | Apr 23, 2026 |
| Morgan Stanley | Analyst unavailable | $273 | $202.37 | +31.1% | Apr 16, 2026 |
| RBC Capital | Jon Arfstrom | $235 | $191.7 | +12.8% | Apr 10, 2026 |
| Wells Fargo | Analyst unavailable | $260 | $194.73 | +24.8% | Apr 9, 2026 |
| Capital One Financial | Analyst unavailable | $213 | $194.73 | +2.3% | Apr 9, 2026 |
| Jefferies | John Hecht | $300 | $180.85 | +44.0% | Mar 16, 2026 |
| Truist Financial | Analyst unavailable | $275 | $220.17 | +32.0% | Jan 26, 2026 |
| Barclays | Analyst unavailable | $287 | $217.3 | +37.8% | Jan 26, 2026 |
| Deutsche Bank | Analyst unavailable | $256 | $222.17 | +22.9% | Jan 23, 2026 |
| Capital One Financial | Analyst unavailable | $270 | $235.07 | +29.6% | Jan 23, 2026 |
| Morgan Stanley | Analyst unavailable | $300 | $234.39 | +44.0% | Jan 20, 2026 |
| RBC Capital | Analyst unavailable | $275 | $231.5 | +32.0% | Jan 12, 2026 |
| Evercore ISI | Analyst unavailable | $290 | $255.26 | +39.2% | Jan 6, 2026 |
| Goldman Sachs | Ryan Nash | $300 | $250.51 | +44.0% | Jan 6, 2026 |
| Barclays | Analyst unavailable | $294 | $250.51 | +41.1% | Jan 6, 2026 |
| Wells Fargo | Donald Fandetti | $280 | $251.94 | +34.4% | Jan 5, 2026 |
| Capital One Financial | Analyst unavailable | $308 | $248.45 | +47.9% | Dec 26, 2025 |
| Truist Financial | Analyst unavailable | $290 | $246.1 | +39.2% | Dec 22, 2025 |
| Morgan Stanley | Analyst unavailable | $280 | $240.59 | +34.4% | Dec 16, 2025 |
| Capital One Financial | Mihir Bhatia | $268 | $240.76 | +28.7% | Dec 15, 2025 |
| Wolfe Research | Darrin Peller | $270 | $230.68 | +29.6% | Dec 8, 2025 |
| Capital One Financial | Moshe Orenbuch | $261 | $218.61 | +25.3% | Nov 26, 2025 |
| Robert W. Baird | David George | $270 | $217.05 | +29.6% | Oct 22, 2025 |
| Barclays | Terry Ma | $271 | $223.59 | +30.1% | Oct 22, 2025 |
| HSBC | Analyst unavailable | $218 | $210.74 | +4.7% | Oct 10, 2025 |
| UBS | Analyst unavailable | $266 | $213.14 | +27.7% | Oct 7, 2025 |
| Barclays | Analyst unavailable | $257 | $214.4 | +23.4% | Oct 6, 2025 |
| Evercore ISI | Analyst unavailable | $255 | $223.6 | +22.4% | Sep 30, 2025 |
| Morgan Stanley | Jeffrey Adelson | $267 | $224.05 | +28.2% | Sep 29, 2025 |
| Truist Financial | Analyst unavailable | $225 | $182.73 | +8.0% | Apr 25, 2025 |
| RBC Capital | Jon Arfstrom | $190 | $162.52 | -8.8% | Apr 14, 2025 |
| Truist Financial | Analyst unavailable | $215 | $174.82 | +3.2% | Mar 21, 2025 |
| Evercore ISI | John Pancari | $200 | $165.4 | -4.0% | Mar 12, 2025 |
| Wells Fargo | Donald Fandetti | $210 | $178.89 | +0.8% | Jan 3, 2025 |
| Deutsche Bank | Mark DeVries | $215 | $178.89 | +3.2% | Jan 3, 2025 |
| Capital One Financial | Keith Horowitz | $225 | $182.64 | +8.0% | Nov 21, 2024 |
| Capital One Financial | Keith Horowitz | $190 | $151.98 | -8.8% | Sep 20, 2024 |
| Jefferies | John Hecht | $165 | $135.48 | -20.8% | Jun 6, 2024 |
| Capital One Financial | Moshe Orenbuch | $150 | $144.35 | -28.0% | May 15, 2024 |
| Wolfe Research | Bill Carcache | $189 | $143.27 | -9.3% | Apr 4, 2024 |
| Capital One Financial | Mihir Bhatia | $129 | $113.77 | -38.1% | Dec 6, 2023 |
| Stephens | Vincent Caintic | $140 | $108.29 | -32.8% | Aug 2, 2022 |
| Citigroup | Analyst unavailable | $157 | $108.93 | -24.6% | Jul 25, 2022 |
| Deutsche Bank | Analyst unavailable | $170 | $108.77 | -18.4% | Jul 22, 2022 |
| Morgan Stanley | Analyst unavailable | $121 | $114.27 | -41.9% | Jul 22, 2022 |
| Robert W. Baird | David George | $145 | $102.11 | -30.4% | Jun 17, 2022 |
| Piper Sandler | Kevin Barker | $143 | $124.35 | -31.3% | Apr 28, 2022 |
| Capital One Financial | Analyst unavailable | $188 | $125.43 | -9.7% | Apr 27, 2022 |
| Stephens | Analyst unavailable | $193 | $125.98 | -7.3% | Apr 27, 2022 |
| Morgan Stanley | Analyst unavailable | $152 | $132.23 | -27.0% | Apr 27, 2022 |
| Wells Fargo | Analyst unavailable | $160 | $132.23 | -23.2% | Apr 27, 2022 |
| Oppenheimer | Dominick Gabriele | $163 | $130.42 | -21.7% | Apr 5, 2022 |
| Bank of America Securities | Mihir Bhatia | $167 | $133.25 | -19.8% | Mar 28, 2022 |
| BMO Capital | James Fotheringham | $194 | $144.35 | -6.9% | Jan 26, 2022 |
| Deutsche Bank | Meng Jiao | $192 | $144.35 | -7.8% | Jan 26, 2022 |
| Stephens | Vincent Caintic | $205 | $144.35 | -1.6% | Jan 26, 2022 |
| Credit Suisse | Moshe Orenbuch | $185 | $144.35 | -11.2% | Jan 26, 2022 |
| RBC Capital | Jon Arfstrom | $177 | $151.58 | -15.0% | Jan 25, 2022 |
| J.P. Morgan | Richard Shane | $177 | $151.03 | -15.0% | Jan 19, 2022 |
| Goldman Sachs | Ryan Nash | $174 | $150.16 | -16.5% | Jan 6, 2022 |
| Barclays | Jason Goldberg | $207 | $147.77 | -0.6% | Jan 3, 2022 |
| UBS | Eric Wasserstrom | $200 | $151.84 | -4.0% | Nov 1, 2021 |
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