$COF

3 theses
bullish 67%neutral 0%bearish 33%
Avg return (1d)
+1.5%
Win rate (1d)
0% (1 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 18, 4:30 PM ET
$COFSEC Form 4bearish
Sold 5,473 @ $218.02 avg · $1,193,223 · 2026-08-10

Form 4: Zamsky Michael sold COF

Zamsky Michael (Chief Credit & Fin'l Risk Off. at CAPITAL ONE FINANCIAL CORP) reported an open-market sale of 5,473 shares of COF at an average $218.02, roughly $1,193,223, in a Form 4 filed 2026-08-11.

At post $218.38Now $202.43-7.3% since postedas of Sep 18, 4:30 PM ET
1d+1.5%
3d+3.7%
1w+1.1%
1m-5.2%
3m—
6m—
1y—
View filing on SEC.gov →
$COFr/ValueInvestingDiscussionbullish
u/Overcat12 · 52d ago1 prior · awaiting results

Undervalued Regional Bank Stocks

Capital One is undervalued with the Discover integration beginning to deliver results. The market's concern about subprime exposure is exaggerated.

At post $218.20Now $202.43-7.2% since postedas of Sep 18, 4:30 PM ET
1d—
3d+1.6%
1w+3.8%
1m-1.9%
3m—
6m—
1y—
original post →
$COFr/ValueInvestingDiscussionbullish
u/TheRaul5677070 · 254d ago4 prior · awaiting results

My 2026 Picks: Stocks that I feel are Undervalued

Capital One's Discover acquisition creates a closed-loop issuer-plus-network system to bypass Visa/Mastercard fees and capture full transaction margins. The company will realize $2.7B in synergies by 2026, or trade at value multiples independently.

At post $226.08Now $202.43-10.5% since postedas of Sep 18, 4:30 PM ET
1d—
3d+2.8%
1w-3.7%
1m-8.2%
3m-9.4%
6m-8.3%
1y—
original post →

End of results.