Capital One stock: Morgan Stanley cuts target to USD 267.00
Published on 10/20/2026 at 16:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst target and earnings
- Morgan Stanley cut its Capital One target to USD 267.00 from USD 273.00 on October 12, 2026.
- Capital One earned USD 3.02 billion in the second quarter of 2026 after a USD 4.28 billion loss a year earlier.
- Capital One stock costs EUR 179.75 at Lang & Schwarz on October 20, 2026 at 4:00 p.m. CEST.
Morgan Stanley cut its Capital One target from USD 273.00 to USD 267.00 in a research update dated October 12, 2026, according to MarketScreener. Capital One stock was trading at EUR 179.75 at Lang & Schwarz on October 20, 2026 at 4:00 p.m. CEST.
Second-quarter earnings set the scale
Capital One reported USD 3.02 billion of net income and diluted earnings per share of USD 4.73 for the second quarter of 2026. The result compared with a USD 4.28 billion net loss and a USD 8.58 loss per share in the second quarter of 2025, while total net revenue reached USD 15.85 billion, according to TickerScout.
The standardized financial statements also show a 19.00 percent net profit margin for the second quarter of 2026 and total assets of USD 673.84 billion at June 30, 2026. Those figures give the Morgan Stanley target cut a more demanding earnings backdrop than the headline alone suggests.
Price position and valuation
Capital One's U.S. listing was trading at USD 202.13 on the NYSE on October 20, 2026 at 10:02 a.m. EDT. The quote was up 1.15 percent on the session, with a 52-week range of USD 174.24 to USD 259.64 and a market capitalization of USD 124.0 billion.
The stock's price-to-earnings ratio was 12.50 on October 20, 2026. Morgan Stanley's USD 267.00 target stands 32.09 percent above the U.S. price of USD 202.13, calculated on the same currency and timestamp.
Comparison with peers
Capital One Financial: up 1.15 percent, P/E 12.50, market capitalization USD 124.0 billion.
Synchrony Financial (NYSE, USD): down 0.97 percent, P/E 7.68, market capitalization USD 23.9 billion. Ally Financial (NYSE, USD): up 0.77 percent, P/E 8.98, market capitalization USD 11.5 billion.
What the target cut means
Morgan Stanley's move lowers the target by USD 6.00, or 2.20 percent, while its revised level remains USD 64.87 above the Lang & Schwarz euro quotation when measured only against the U.S. listing in its own currency. The second-quarter earnings comparison remains the clearest operating reference, with net income moving from a USD 4.28 billion loss to USD 3.02 billion profit.
Capital One stock in context
Capital One combines consumer credit cards, banking products and auto financing, giving earnings exposure to both lending volume and credit performance. Its second-quarter net income and USD 15.85 billion of revenue provide the latest periodized company figures for assessing the lower analyst target.
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 20, 2026, 4:00 p.m. CEST): EUR 179.75
- Market capitalization: USD 124.0 billion (as of October 20, 2026)
- 52-week range: USD 174.24-259.64 (as of October 20, 2026)
- Sector / Industry: Financials / Consumer lending
- Volume: 485,776 shares (as of October 20, 2026)
- Price-to-earnings ratio: 12.50 (as of October 20, 2026)
Market context: Market report S&P 500.
