COF

In the past six months, Capital One's stock has trended down by 13.01%, with a year-to-date return of -20.65% as of early May 2026. The company missed Wall Street's revenue and adjusted EPS expectations for Q1 2026. Higher provisions for bad loans and an increase in the domestic credit card net charge-off rate weighed on Q1 2026 results. Integration costs associated with the Discover acquisition also impacted Q1 2026 results. A federal judge approved a US$425 million class action settlement against Capital One. The completion of the Discover Financial Services acquisition and the acquisition of Brex are considered key strategic catalysts.