TD Cowen raises target for Capital One stock from USD 242.00 to USD 250.00
Published on 10/26/2026 at 10:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSTargets and quarterly performance
- Capital One reported USD 3.50 billion in third-quarter net income on October 20, 2026.
- Net interest margin reached 8.41 percent in the third quarter of 2026.
- Capital One stock trades at EUR 180.43 at 10:31 a.m. CEST at Lang & Schwarz on October 26, 2026.
- The earnings webcast replay remains available through November 3, 2026.
TD Cowen raised its price target for Capital One (ISIN US14040H1059) from USD 242.00 to USD 250.00 after the bank's third-quarter results, according to Benzinga on October 21, 2026. Capital One stock was trading at EUR 180.43 at Lang & Schwarz on October 26, 2026 at 10:31 a.m. CEST.
Three dates explain the setup
On April 7, 2026, Capital One completed its acquisition of Brex, according to the company's third-quarter release. On October 20, 2026, Capital One reported USD 3.50 billion in net income for the third quarter, or USD 5.61 in diluted earnings per share, through its Capital One release. On October 21, 2026, TD Cowen lifted its target from USD 242.00 to USD 250.00, according to Benzinga.
What changed in the third quarter?
The operating figures show why analysts raised targets. Total net revenue reached USD 16.3 billion in the third quarter of 2026, up 3 percent from the second quarter, while pre-provision earnings increased 10 percent to USD 7.5 billion, the company reported. Net interest margin expanded 40 basis points sequentially to 8.41 percent, and total deposits declined 1 percent to USD 480.7 billion.
Credit performance offered a second signal. Provision for credit losses fell USD 73 million from the second quarter to USD 2.9 billion, while period-end loans held for investment increased 1 percent to USD 462.5 billion. The release also showed USD 338 million of Discover integration expenses, keeping the integration cost visible alongside the stronger earnings figures.
Dates investors can track
The next dated item identified in the results release is the earnings webcast replay, which remains archived through November 3, 2026 at 5:00 p.m. ET. The October 20, 2026 earnings call itself took place at 5:00 p.m. ET, giving the analyst revisions a direct results context.
Capital One stock and the results
Capital One's latest reported quarter combined USD 3.50 billion of net income with a 13.8 percent common equity Tier 1 capital ratio as of September 30, 2026. The company had USD 672.9 billion in total assets and USD 480.7 billion in deposits at that date.
Capital One stock was trading at EUR 180.43 at Lang & Schwarz on October 26, 2026 at 10:31 a.m. CEST. A dated Xetra closing value was not used for a percentage comparison.
The further course of trading is shown by the continuously updated real-time quote of Capital One stock.
Capital One stock facts
- Company: Capital One Financial Corporation
- ISIN: US14040H1059
- Ticker: COF
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 26, 2026, 10:31 a.m. CEST): EUR 180.43
- Sector / Industry: Financial Services / Credit Services
- Market capitalization: USD 123.5 billion (as of October 23, 2026)
- 52-week range: USD 174.24-259.64 (as of October 23, 2026)
Market context: Market report S&P 500.
