Stock AnalizCapital One Financial (COF) earnings for the quarter ended September 2026: EPS beats estimates
Capital One Financial reported results for the quarter ended September 2026 on October 20, 2026. Adjusted earnings per share came in at $6.69 against the analysts’ average forecast of $5.50, a beat of 21.6%.
Revenue for the quarter was $16.90 billion, up 0.8% from $16.76 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 3.4% on the first trading day after the report.
The last four quarters
Capital One Financial has beaten the analysts’ EPS forecast in 2 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $6.69 | $5.50 | +21.6% | +1% | +3.4% |
| Jun 2026 | $5.81 | $4.69 | +23.8% | +18% | −2.6% |
| Mar 2026 | $4.42 | $4.57 | −3.3% | +42% | −3.0% |
| Dec 2025 | $3.86 | $4.14 | −6.8% | +42% | −5.9% |
What comes next
Analysts expect EPS of $4.86 for the next quarter on average and $21.73 for the fiscal year ending December 31, 2026.
The average analyst price target is $254.48, 30% above the current price of $195.08.
Valuation and score
Capital One Financial scores 3.4 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 11.2, and its intrinsic value under moderate assumptions is about 29% above the current market value. Full Capital One Financial analysis with 10 years of financials
Frequently asked questions
What was Capital One Financial’s EPS for the quarter ended September 2026?
$6.69 adjusted per share, against an analyst consensus of $5.50.
How much revenue did Capital One Financial report?
$16.90 billion, up 0.8% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.