Capital One stock rose 1.83 percent as Q3 date nears

Published on 09/28/2026 at 14:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Capital One stock heads toward its October 20 earnings date after Q2 adjusted EPS reached USD 5.81. Analysts report an average USD 258.91 target.

CGI-Render eines gläsernen Bankhochhauses bei Abendbeleuchtung mit dramatischem Wolkenhimmel — Capital One Financial Konzernhochhaus – Architektur-Render im Zwielicht mit Glasfassade, ISIN US1381731035, Illustration mit AI erstellt.

Capital One stock (ISIN US14040H1059) was last at USD 200.20 on the NYSE on September 25, 2026, up 1.83 percent from the prior close of USD 196.61. The immediate calendar catalyst is the company's scheduled third quarter report on October 20, 2026, according to Capital One.

October 20 report date

Capital One will release its third quarter 2026 results at 4:05 p.m. ET on October 20, 2026, followed by a conference call at 5:00 p.m. ET. The reporting date gives investors a defined checkpoint for the Discover integration and the temporary pressure on loan growth described by management.

The same release listed USD 484.3 billion in deposits and USD 673.8 billion in total assets as of June 30, 2026. Those figures show the scale of the combined financial institution before the next quarterly update.

Q2 earnings set a high bar

In the second quarter of 2026, Capital One earned USD 3.0 billion, or USD 4.73 in GAAP diluted earnings per share. Adjusted diluted EPS was USD 5.81, while revenue increased 4 percent from the first quarter, according to Fortune.

The quarter also included a 27 percent sequential reduction in the provision for credit losses to USD 3.0 billion and a second-quarter net interest margin of 8.01 percent. Management said the Discover integration was 14 months into a planned 24-month process and remained on track for USD 2.5 billion in total synergies.

Target remains above the market

MarketBeat reports a Moderate Buy consensus from 24 analysts, including 21 Buy ratings and three Holds, with an average 12-month price target of USD 258.91. That target lies 29.33 percent above the USD 200.20 reference price, creating a clear valuation checkpoint ahead of the October report.

The counter-factor is execution. Management said 50 percent of Discover originations were already on Capital One's technology platform in the second-quarter discussion, while the back-book migration is scheduled in waves through the first quarter of 2027. The integration therefore combines a large synergy opportunity with a temporary loan-growth brownout.

NYSE price and market value

Capital One stock was last at USD 200.20 on the NYSE on September 25, 2026 at 4:00 p.m. ET, with a session high of USD 201.69 and a session low of USD 195.40. Market capitalization stood at USD 122.8 billion, and volume reached 3,892,954 shares.