We recently published Jim Cramer Discussed Trump, CEOs & These 10 Stocks. Capital One Financial Corporation (NYSE:COF) is one of the stocks Jim Cramer discussed.
Banking giant Capital One Financial Corporation (NYSE:COF) has been in the news lately due to President Trump’s suggestion of capping credit card interest rates. The firm also generated headlines lately after it announced that it would acquire corporate card issuer Brex. Following the deal, BTIG kept a Buy rating on the shares but lowered the price target to $270 from $308. The financial firm pointed towards earnings dilution and lower share repurchases from the deal. Wolfe Research also cut Capital One Financial Corporation (NYSE:COF)’s share price target to $280 from $294 and kept an Outperform rating on the stock. Wolfe Research based its coverage on the expected marketing and operating expenses after the bank’s earnings report. Cramer commented on the Brex acquisition and the recent weakness in Capital One Financial Corporation (NYSE:COF)’s shares:
“This was an amazing conference call. They bought this terrific company Brex. I didn’t nearly even know how much business that Brex does. That’s for corporate, they want to go directly against American Express. Yes, did they admit disappointing the quarter? Don’t be a lilliputian, don’t be a small thinker. This is the one you want to own, it’s already down enough from here. Let it, there’s people who don’t understand it, they will sell it. Let them out. Don’t take them out, let them out. But Richard Fairbank put on a clinic, if not tutorial, about those, about how credit cards really work. Openly dismissive of the President. Pretty funny, actually. But he did it in a way that was light handed.
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RGA Investment Advisors also discussed Capital One Financial Corporation (NYSE:COF) in its third quarter 2025 investor letter:
“We recently added shares of Capital One Financial Corporation (NYSE:COF) to our portfolios. At one point, through our shares in ING years ago, we owned COF indirectly. This resulted from ING’s divestiture of ING Direct to Capital One, in exchange for cash and shares totaling just shy of 10% of the company. This acquisition gave Capital One a low-cost, digitally native (branchless) deposit base with a state-of-the-art user interface and consumer experience. Though we never owned COF directly, we watched it admirably for years. When COF announced their Discover (DFS) acquisition, we thought it was too good to be true and feared regulators could prevent the tie-up from happening, but we did our work as we watched to see what would happen. As luck would have it, regulators eventually approved the deal and we now own COF directly.
