JPMorgan cuts target for Capital One stock to USD 227.00

Published on 10/16/2026 at 10:00 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Third-quarter results are due October 20, 2026. Capital One stock costs EUR 177.18 on October 16, 2026 against USD 122.0 billion in value.

Analyst reset and quarterly evidence

JPMorgan cut its Capital One target from USD 246.00 to USD 227.00 in a note reported on October 15, 2026.
Capital One posted USD 15.85 billion in total net revenue in the second quarter of 2026, up 26.9 percent year over year.
Capital One stock trades at EUR 177.18 at 9:48 a.m. CEST at Lang & Schwarz on October 16, 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 stock is trading at EUR 177.18 at Lang & Schwarz on October 16, 2026 at 9:48 a.m. CEST. JPMorgan cut its price target for Capital One from USD 246.00 to USD 227.00 in a research note reported by The Stock Observer on October 15, 2026. The cut gives investors a clear test ahead of the next earnings release.

JPMorgan lowers its target

JPMorgan retained an overweight view while reducing its target by USD 19.00, a 7.72 percent cut from the previous level. The same report listed Barclays at USD 237.00 after a reduction from USD 240.00, while Morgan Stanley lowered its target from USD 273.00 to USD 267.00.

Capital One's upcoming third-quarter results will show whether credit costs and integration expenses are offsetting revenue growth. The company is scheduled to publish results after the US market close on October 20, 2026, with a conference call at 5:00 p.m. ET, according to Capital One.

What will the report need to prove?

Consensus expectations center on USD 5.50 in earnings per share and USD 16.25 billion in revenue for the third quarter of 2026, compared with USD 5.95 and USD 15.46 billion a year earlier, according to MarketBeat. That combination implies higher revenue but lower expected earnings per share, placing credit provisions and expenses at the center of the release.

Quarterly evidence sets the baseline

Capital One reported USD 15.85 billion in total net revenue for the second quarter of 2026, up 26.9 percent from the same quarter of 2025. Net income reached USD 3.02 billion, or USD 4.73 in diluted earnings per share, compared with a net loss of USD 4.28 billion and a loss of USD 8.58 per share a year earlier, according to Ticker Scout.

Nasdaq identified higher expenses, weaker deposit trends and credit-loss provisions as counterweights to card-business support in the third quarter. Its cited consensus was USD 16.11 billion for revenue and USD 5.45 for earnings per share, showing that estimates vary by provider.

Market value frames the setup

Capital One's US listing is on the NYSE, where the stock was last quoted at USD 198.86 after hours on October 15, 2026. Its market capitalization was USD 122.0 billion, while the 52-week range stood at USD 174.24 to USD 259.64. The euro quote places the German investor view alongside the US listing without combining the two currencies.

The next reporting date is October 20, 2026. Until then, JPMorgan's USD 227.00 target and the gap between expected revenue growth and earnings per share form the clearest market benchmarks.

Capital One stock before the report

Capital One was trading at EUR 177.18 at Lang & Schwarz on October 16, 2026 at 9:48 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Capital One stock.