UBS Remains Bullish on Capital One Financial Corporation (COF) Amid Substantial Sector Gains in Q2

With significant hedge fund interest, Capital One Financial Corporation (NYSE:COF) secures a spot on our list of the 13 best Fortune 500 stocks to invest in now.

On October 7, 2025, UBS modestly reduced its price target on Capital One Financial Corporation (NYSE:COF) from $270 to $266, maintaining a “Buy” rating.

The investment firm’s bullish stance on Capital One Financial Corporation (NYSE:COF) comes amid the banking sector’s substantial Q2 gains, with share price gains outpacing analysts’ estimate revisions by nearly fivefold. UBS identified deregulation, robust loan growth, and improving capital markets activity as key factors driving the momentum.

Furthermore, UBS believes the recently announced merger between Fifth Third Bancorp and Comerica Inc. could draw investor attention toward regional banks if management indicates a rebound in middle-market commercial lending and stronger net interest margins amid a backdrop of a ‘steepening yield curve’. However, the analysts suggest that investors should be selective, considering the robust gains.

Capital One Financial Corporation (NYSE:COF) offers diversified financial products through digital and physical channels.

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