Morgan Stanley Optimistic on Capital One Financial (COF) Following Strong Q3 2025 Results

Man GLG holds $11.12 million worth of Capital One Financial Corporation (NYSE:COF) stock, representing 0.02% of its 13-F portfolio as of Q2 2025. The company is included in Man GLG’s list of 10 stock picks with the highest upside potential.

On October 22, 2025, Morgan Stanley raised its price target on Capital One Financial Corporation (NYSE:COF) from $267 to $272, while maintaining an “Overweight” rating.

The raised target by the investment firm reflects Capital One Financial Corporation (NYSE:COF)’s strong third-quarter 2025 results, bolstered by its acquisition of Discover Financial Services earlier in May. The company’s Q3 results surpassed Wall Street estimates, driven by improved credit quality performance.

Morgan Stanley highlighted improving credit trends, supported by a resilient customer base, as well as its subprime auto lending business. Furthermore, the firm cited the company’s capital return program, including a new $16 billion share repurchase authorization, an accelerated buyback plan, and a 33% dividend increase. Capital One Financial Corporation (NYSE:COF)’s new 11% capital target reflects the company’s focus on balance sheet strength and sustained shareholder returns following the Discover acquisition.

Capital One Financial Corporation (NYSE:COF), a financial services holding company, operates through Credit Card, Consumer Banking, and Commercial Banking segments.

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