Capital One stock: Barclays sets USD 238.00 target for Capital One stock

Published on 10/22/2026 at 17:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Third-quarter net interest margin reached 8.41 percent. Capital One stock costs EUR 182.25 on October 22, 2026, down 1.81 percent versus Tradegate close.

Analyst target and earnings

Barclays set a USD 238.00 price target for Capital One on October 21, 2026.
Capital One's third-quarter net interest margin reached 8.41 percent, up 40 basis points from the prior quarter.
Capital One stock costs EUR 182.25 at Lang & Schwarz on October 22, 2026 at 5:43 p.m. CEST, 1.81 percent below the Tradegate close of October 21, 2026.
Capital One had a USD 125.3 billion market capitalization on October 22, 2026.

Moderner Glasgebäude-Komplex des Banken-Campus in McLean Virginia bei blauem Himmel — Capital One Financial Hauptsitz McLean Virginia – moderner Glas-Campus mit Rasenflächen, ISIN US1381731035, Illustration mit AI erstellt.

Capital One (ISIN US14040H1059) has a fresh USD 238.00 price target from Barclays, which implies 16.55 percent upside to the stock's USD 204.21 price on the NYSE. According to Markets Insider on October 21, 2026, Barclays maintained its Buy rating and set the target at USD 238.00. At Lang & Schwarz, Capital One stood at EUR 182.25 on October 22, 2026 at 5:43 p.m. CEST, down 1.81 percent versus the Tradegate close of October 21, 2026 at EUR 185.60.

Barclays leaves room above USD 204.21

The target calculation uses the NYSE price of USD 204.21 at 11:50 a.m. ET on October 22, 2026. The difference between that price and Barclays' USD 238.00 target is 16.55 percent, giving the analyst view a concrete valuation reference without changing the euro price used for the German market perspective.

Margin reached 8.41 percent

Capital One's third-quarter 2026 net interest margin was 8.41 percent, an increase of 40 basis points from the second quarter. The company also reported third-quarter total net revenue of USD 16.3 billion, up 3.00 percent from the prior quarter, while non-interest expense fell 2.00 percent to USD 8.9 billion. These figures came from the company's October 20, 2026 earnings release, carried by Capital One.

Price position and valuation

The primary-market quote puts Capital One's market capitalization at USD 125.3 billion on October 22, 2026, with a price-to-earnings ratio of 12.05. The latest third-quarter release also showed net charge-offs of USD 3.1 billion and a USD 225 million loan reserve release, keeping credit quality relevant alongside the margin improvement.

What the target means for investors

Barclays' target sits above the current NYSE quote, while the euro quotation remains below the latest Tradegate close. The combination gives investors two separate reference points: the firm's USD 238.00 valuation view and the German-market EUR 182.25 indication.

Capital One was trading at EUR 182.25 at Lang & Schwarz on October 22, 2026 at 5:43 p.m. CEST, 1.81 percent below the Tradegate close of October 21, 2026 at EUR 185.60. The further course of trading is shown by the continuously updated real-time quote of Capital One stock.