COF Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $194.72
Capitalización Bursátil (MRQ) $119.46B
P/E (TTM) 11.3
BPA (TTM) $17.23
Ingresos (TTM) $62.02B
Rendimiento div. 1.2%
ROE (TTM) 9.4%
Deuda/Capital (MRQ) 0.0
Rango 52S $174–$260

COF Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
rango
barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Divisiones de acciones 1
Fecha ex-dividendo División Tipo
2 de junio de 1999 3-for-1 Adelante

Acerca de Capital One Financial Corporation Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Capital One Financial Corporation is an American bank holding company headquartered in Tysons, Virginia, with operations in the United States, Canada, and the United Kingdom. It is one of the largest banks in the United States, one of the largest car finance companies in the United States, and is the largest issuer of credit cards in the United States. It owns the Discover Card, Diners Club, and Pulse payment networks. The company's three business segments are credit cards, consumer banking, and commercial banking. It has approximately 750 bank branches, including over 60 café style locations, and 7,000 ATMs in the United States. The company's corporate headquarters are in the Capital One Tower and its European headquarters are in Trent House, Nottingham.

The company is ranked 82nd on the Fortune 500. The company helped pioneer the mass marketing of credit cards in the 1990s.

History

1994–2004

Richard Fairbank and Nigel Morris developed the idea of using information technology and statistical analysis to create customized credit card offers for different segments of customers in 1987. At the time, most credit cards would offer the same terms—interest rate and annual fee—to almost everyone, regardless of the financial risks of each customer. However, Fairbank and Morris' idea was to drop the fee and target various credit card terms to specific customers. They consulted with Oracle Corporation on how to compile the demographics and other statistics that would help them sort out and identify those customer market segments.

They then started soliciting banks regarding using their approach, indicating that they anticipated large profits based on the large numbers of customers they projected to enroll. They convinced Richmond, Virginia-based Signet Bank to start a credit card division called Signet Financial in 1988 that would use their approach. As part of the deal, they became employees of Signet. In 1991, Fairbank and Morris were successful with a mass mailing that offered to transfer existing credit card balances from other banks' credit cards for the opportunity of a lower interest rate with Signet.

In July 1994, Signet Financial announced the corporate spin-off of Capital One, at first naming it OakStone Financial with Fairbank as CEO and Morris as COO. After the initial public offering in October 1994, the new company was renamed Capital One. The spin-off was completed in February 1995.

At that time, Capital One was a monoline bank, meaning that all of its revenue came from a single product, in this case, credit cards. This strategy is risky in that it can lead to losses during bad times. Capital One attributed its relative success as a monoline to its use of data collection to build demographic profiles, allowing it to target personalized offers of credit directly to consumers.

1996–2005

In 1996, Capital One moved from relying on teaser rates to generate new clients to adopting more innovative techniques that would attract more customers to their business model. At the time, it was losing customers to competitors who offered higher ceilings on loan balances and no-annual-fee accounts. The company came up with co-branded, secured, and joint account credit cards. In mid-1996, Capital One received approval from the federal government to set up Capital One FSB. This meant that the company could now retain and lend out deposits on secured cards and even issue automobile installment loans.

In 1996, Capital One expanded to the United Kingdom and Canada.

In July 1998, Capital One acquired auto financing company Summit Acceptance Corporation.

In 1999, CEO Richard Fairbank announced moves to use Capital One's experience with collecting consumer data to offer loans, insurance, and phone service.

In October 2001, PeopleFirst Finance was acquired by Capital One. The companies were combined and re-branded as Capital One Auto Finance Corporation in 2003.

In late 2002, Capital One and the United States Postal Service proposed a negotiated services agreement (NSA) for bulk discounts in mailing services. The resulting three-year agreement was extended in 2006. In June 2008, however, Capital One filed a complaint with the USPS regarding the terms of the next agreement, citing the terms of the NSA of Capital One's competitor, Bank of America. Capital One subsequently withdrew its complaint to the Postal Regulatory Commission following a settlement with the USPS.

Automobile loan financer Onyx Acceptance Corporation was acquired by Capital One in January 2005.

2005–present

In 2005, Capital One acquired New Orleans, Louisiana-based Hibernia National Bank for $4.9 billion in cash and stock, becoming the first monoline credit card issuer to buy a bank. This reduced its dependency on the credit-card business.

Capital One acquired Melville, New York-based North Fork Bank and its subsidiary, GreenPoint Mortgage, for $13.2 billion in cash and stock in 2006. In August 2007, during the subprime mortgage crisis, Capital One closed GreenPoint Mortgage, due in part to investor pressures, cutting 1,900 jobs and leading to $860 million in charges.

In August 2007, Capital One agreed to acquire NetSpend for $700 million. In November 2007, the transaction was modified; Capital One instead acquired just a minority interest in NetSpend.

In 2008, Capital One received an investment of $3.56 billion from the United States Treasury as a result of the Troubled Asset Relief Program. In June 2009, Capital One repurchased the stock the company issued to the U.S. Treasury for $3.67 billion, resulting in a profit of over $100 million to the U.S. Treasury.

In 2008, Capital One debuted its blue and red "swoosh" logo, and began a $13 billion marketing campaign. The similarity of the logo to that of Credit One Bank, which adopted a similar logo in 2006, caused confusion among consumers, with many not realizing they were separate companies. In February 2009, Capital One acquired Chevy Chase Bank for $520 million in cash and stock. In January 2011, Capital One acquired Canada-based Hudson's Bay Company's private credit card portfolio from GE Financial.

In April 2011, Capital One signed a deal with Kohl's to handle Kohl's private label credit card program that was previously serviced by Chase Bank for a seven-year period for an undisclosed amount. The contract was extended several times.

In June 2011, ING Group announced the sale of its ING Direct division to Capital One for $9 billion in cash and stock. The transaction was scrutinized by Barney Frank, Thomas M. Hoenig, and others on the basis of the bank becoming too big to fail, but nevertheless, the acquisition received regulatory approval and was completed in February 2012. ING Direct was rebranded as Capital One 360 in March 2013, a move announced to customers in November 2012.

In August 2011, Capital One acquired the U.S. credit card operations of HSBC. Capital One paid $31.3 billion in exchange for $28.2 billion in loans and $600 million in other assets. The acquisition was completed in May 2012. The acquisition also included private issued credit cards for such companies as Saks Fifth Avenue, Neiman Marcus, and Lord & Taylor that were previously handled by HSBC.

In February 2012, along with several other banks, Capital One announced support for the Isis Mobile Wallet payment system. However, in September 2013, Capital One dropped support for the venture.

In 2012, Capital One closed 41 branch locations.

In February 2014, Capital One amended its terms of use to allow it to "contact you in any manner we choose", including a "personal visit . . . at your home and at your place of employment". It also asserted its right to "modify or suppress caller ID and similar services and identify ourselves on these services in any manner we choose". The company stated that it would not actually make personal visits to customers except "As a last resort, . . . if it becomes necessary to repossess [a] sports vehicle". Capital One also attributed its assertion of a right to "spoof" as necessary because "sometimes the number is 'displayed differently' by 'some local phone exchanges,' something that is 'beyond our control'".

In February 2014, Capital One acquired 25% of ClearXchange, a peer-to-peer transaction money transfer service. ClearXchange was sold to Early Warning in 2016. In October 2014, Capital One acquired Adaptive Path, a San Francisco-based user experience and digital design consultancy. In January 2015, Capital One acquired Level Money, a budgeting app for consumers. In July 2015, the company acquired Monsoon, a design studio, development shop, marketing house and strategic consultancy. In 2015, Capital One acquired General Electric's Healthcare Financial Services unit, which included $8.5 billion in loans made to businesses in the healthcare industry, for $9 billion.

In October 2016, Capital One acquired Paribus, a price tracking service, for an undisclosed amount. The company exited the mortgage origination business in November 2017 due to competition, laying off 1,100 employees.

In January 2018, Capital One sold its online brokerage with more than 1 million brokerage accounts to E-Trade for $170 million. In May 2018, the company acquired Confyrm, a digital identity and fraud alert service. In July 2018, Capital One sold its full-service investment advisory and brokerage division to Woodbury Financial. In November 2018, Capital One acquired Wikibuy, a shopping comparison app and browser extension from an Austin, Texas start-up business and renamed it Capital One Shopping. In June 2019, Capital One acquired BlueTarp Financial, a business-to-business credit services provider. In July 2019, Capital One signed a deal with Walmart to handle Walmart's private label and co-branded credit card programs that was previously serviced by Synchrony Financial. Walmart terminated the deal in April 2024 after customer service failures by Capital One. In August 2019, Capital One acquired KippsDeSanto, an investment bank focused on government contractors.

In October 2021, Capital One acquired the healthcare investment bank of TripleTree Holdings.

In November 2021, the company introduced Venture X, an incentive program credit card, with a $395 annual fee.

In March 2022, Capital One announced a partnership with Vivid Seats to launch Capital One Entertainment, a rewards programs for cardholders.

In February 2024, Capital One agreed to acquire Discover Financial in an all-stock deal worth $35.3 billion, making it the largest credit card issuer in the U.S. The deal was approved by U.S. banking regulators in April 2025 after an investigation by the Attorney General of New York and a proposed consumer class action lawsuit by customers on anti-trust concerns. The acquisition was completed in May 2025.

In November 2025, Capital One acquired Hopper Travel Software, which powered Capital One Travel. In March 2026, Capital One announced it would lay off over 1,100 employees from the former Discover headquarters. In April 2026, the company acquired Brex for $5.15 billion. Brex had around 1,100 employees.

Television advertisements

Between 2010 and 2013, Alec Baldwin was the spokesperson for Capital One's television ad campaigns. Following his 2013 confrontation with a videographer reported by TMZ, his contract was not renewed, and he was succeeded in the campaign by Jennifer Garner.

In 2012, Capital One released an advert featuring British power metal band DragonForce. The advert showed Herman Li and Sam Totman playing guitar on an asteroid while using Capital One's mobile app.

Sports sponsorships

From 2001 to 2014, Capital One was the principal sponsor of the college football Florida Citrus Bowl, which was called the Capital One Bowl from 2003 to 2014. It sponsored a mascot challenge every year, announcing the winner on the day of the Capital One Bowl. The name of the bowl game was changed in 2015 to the Buffalo Wild Wings Citrus Bowl. Capital One is the title sponsor of the Orange Bowl since 2015. Capital One Venture X is the presenting sponsor of the Rose Bowl Game since 2022.

Capital One has been a major sponsor of the NCAA since 2010. As of 2013, it paid an estimated $35 million annually in exchange for advertising and access to consumer data. Capital One also sponsored the EFL Cup, an English soccer knockout tournament, from 2012 to 2016. The company sponsored English soccer clubs Nottingham Forest from 2003 to 2009 and Sheffield United from 2006 to 2008. From 2009 to 2022, the company owned the naming rights to the field at SECU Stadium (formerly Byrd Stadium), inherited in the bank's acquisition of Chevy Chase Bank.

In August 2017, the company agreed to pay $100 million for a 10-year deal for the naming rights of the Capital One Arena in Washington, D.C. In August 2026, Capital One agreed to a 20-year extension of its naming rights deal.

To celebrate the Washington Capitals' appearance in the 2018 Stanley Cup Final, the firm temporarily changed its logo by replacing the word "Capital" with the Capitals' titular logo, without the "s" plural.

In March 2022, Capital One agreed to pay $125 million over 5 years to become the "official bank and credit card partner" of Major League Baseball and a presenting sponsor for the World Series.

Legal actions

Fines for misleading customers to pay extra for services

In July 2012, Capital One was fined by the Office of the Comptroller of the Currency and the Consumer Financial Protection Bureau for misleading millions of its customers, for example by requiring customers to pay extra for payment protection or credit monitoring when they took out a card. The company agreed to pay $210 million to settle the legal action and to refund two million customers. This was the CFPB's first public enforcement action.

Automated dialing to customers' phones

In August 2014, Capital One and three collection agencies entered into an agreement to pay $75.5 million to end a consolidated class action lawsuit pending in the United States District Court for the Northern District of Illinois alleging that the companies used an automated dialer to call customers' cellphones without consent, which is a violation of the Telephone Consumer Protection Act of 1991. This legal action involved informational telephone calls, which are not subject to the "prior express written consent" requirements in place for telemarketing calls since October 2013.

July 2019 data breach

In July 2019, in one of the largest data breaches of personal information, Capital One found unauthorized access had occurred by an individual who had breached the account and identity security of 106 million people in the United States and Canada.

The FBI arrested Paige Thompson, who had previously worked as a software engineer for Amazon Web Services, a cloud computing hosting company used by Capital One. Thompson had accessed about 140,000 Social Security numbers, a million Canadian Social insurance numbers; 80,000 bank account numbers, and an unknown number of names and addresses of customers. Capital One began offering free credit report monitoring services and identity theft protection to those affected by the breach. It was ultimately determined there was no evidence the data was shared by Thompson.

Amazon stated that the security vulnerability used to access the Capital One records could have been discovered by anyone, the information that facilitated her activity was not gained from work at Amazon, and that she gained access via "a misconfiguration of the (Capital One-designed) web application and not the underlying (Amazon-designed) cloud-based infrastructure".

In 2022, Thompson was convicted of five felonies and two misdemeanors. She was sentenced to time served and five years of probation.

Capital One was alerted to the breach on July 17, 2019, 12 days before it was publicly acknowledged. Several Capital One customers stated that the first time they heard about the hack was through the media and the bank did not disclose the breach or explain its implications to affected customers. On social media and in the mainstream press, Capital One's contradictory July 2019 press statement was mocked for saying "No bank account numbers or Social Security numbers were compromised," but then listing hundreds of thousands of bank account numbers and Social Security numbers that were compromised.

In August 2020, the Federal Reserve Board of Governors announced a cease and desist order against Capital One resulting from the data breach. The order mandated, among other things, significant improvements in Capital One's governance, risk management and compliance (GRC) practices. The Federal Reserve ended the enforcement action in 2023.

Lawsuits were filed against Capital One and its employees in federal and circuit courts.

Understatement of losses

The U.S. Securities and Exchange Commission alleged that Capital One understated auto loan losses during the 2008 financial crisis. In 2013, Capital One paid $3.5 million to settle the case, but was not required to directly address the allegations of wrongdoing.

Bank fraud, money laundering, and possible racketeering

In 2018, Capital One was fined $100 million by the Office of the Comptroller of the Currency for failure to monitor, detect, and prevent money laundering. The bank allegedly failed to file suspicious activity reports, had deficiencies in its risk assessment, remote deposit capture, and generally had weaknesses that compromised national bank security controls. The bank was the subject of a larger investigation that alleged funds were siphoned out of US jurisdiction to safe havens.

In January 2021, Capital One was fined $390 million by FINCEN for anti-money laundering control failure concerning a now-defunct small portfolio of check-cashing businesses that Capital One acquired around 2008 and sold in 2014. Capital One later admitted that it failed to file thousands of suspicious activity reports and lapsed on filing currency transaction reports on around 50,000 reportable cash transactions valued around $16 billion.

Alleged misleading interest rates on savings accounts

In July 2023, a lawsuit claimed that, since February 2013, the company unfairly began offering a savings account with higher yield but didn't tell legacy customers.

In January 2025, the Consumer Financial Protection Bureau sued Capital One for cheating savings account holders out of $2 billion by "deceptive, abusive and illegal" practices which obscured the difference between the high-interest "360 Performance Savings" accounts vs. low-interest "360 Savings" accounts; however, the following month, after Donald Trump became president of the United States, the suit was dropped.

The State of New York filed a similar lawsuit against Capital One in May 2025 on behalf of depositors promised "one of the country's highest interest rates" on their "360 Savings" accounts; however, they were only paid an annual interest rate of 0.30%; the higher rates were paid on the similarly-named "360 Performance Savings" accounts. The company agreed to a $425 million settlement, which was approved by a judge in April 2026.

Trump account closures

The Donald J. Trump Revocable Trust, into which Donald Trump had transferred his business assets in light of his presidencies, and 11 other plaintiffs sued Capital One in March 2025 for the closure of more than 300 years-old Trump-affiliated bank accounts in March 2021. The accounts were for a variety of Trump-branded businesses, including a golf course and a winery. The plaintiffs brought a case in Florida claiming unfair treatment and political motives following the January 6 attacks on the Capitol. However, there is no legal entitlement to a bank account in the USA, where such rules and regulations exist to protect the financial system. The bank gave the Trump companies months – extended several times – to move their money elsewhere, which they did, and "never publicized the termination decision nor its confidential internal process that brought about the closure". The case was dismissed by Judge Roy K. Altman in March 2026 on the grounds that the plaintiffs had ignored contractual provisions, which gave the bank the right to "close any account in our sole discretion at any time, for any or no reason and without notice to [the account holder]". The "without prejudice" ruling by Judge Altman, whom Trump had nominated in 2019, allowed the plaintiffs to refile.

An amended complaint was filed on July 17, 2026, adding a fraud claim over Capital One's silence about its justification. Large parts of the complaint, including a section titled "January 6, 2021: The Political Trigger," were placed under seal by court order. Capital One filed a second motion to dismiss on July 31, 2026, revealing for the first time that the closures followed "months of analysis and a careful review" by its anti-money laundering team of experts with "decades of law enforcement experience". Without accusing the plaintiffs of money laundering and without disclosing the review's findings, the bank asked the court to dismiss the case with prejudice to prevent another refiling. It separately asked the court to keep sealed parts of an exhibit which bore employee names, account numbers and unrelated pay details, citing the Bank Secrecy Act; the plaintiffs did not object to sealing the account numbers but contested other redactions.

Snopes confirmed that Capital One closed around 300 Trump accounts over money-laundering concerns, while noting the bank never disclosed proof of actual laundering. Capital One's filings put the number of account closures near 300, while the plaintiffs cited about 385. There were rumours circulating tying the closures to Trump's property sales to Russian buyers but Snopes found no evidence as to their veracity.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorFinancial Services industriaFinancial Services empleados78 400 paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$53.43B
2016-12-31 → 2025-12-31
BPA$4.03
2016-12-31 → 2025-12-31
Flujo de caja libre$26.14B
2016-12-31 → 2025-12-31
Margen neto17.0%
2016-12-31 → 2025-12-31
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años COF promedio 5A Mediana de Pares Veredicto
P/E (TTM) 11.3promedio 5A ≈19.4 ≈19.4 16.0 Infravalorado
P/S (TTM) 1.9promedio 5A ≈1.8 ≈1.8 1.9 Sobrevalorado
P/C (MRQ) 1.0promedio 5A ≈1.0 ≈1.0 2.1 Infravalorado
Precio / FCF (TTM) 4.0promedio 5A ≈4.1 ≈4.1 · ·
Precio / Flujo de Caja (TTM) 3.8promedio 5A ≈3.8 ≈3.8 4.1 Sobrevalorado
Precio / Valor Contable Tangible (MRQ) 1.2promedio 5A ≈1.4 ≈1.4 · ·

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

13
Rendimiento por Dividendo1.2%
Ratio de Pago61.8%
Pago anualizado≈$3.20Pago trimestral
CAGR de Dividendos a 5 años≈19.1%Por acción, ajustado por splits
Racha de Crecimiento≈1Años consecutivos de crecimiento de dividendos
Fecha ex-dividendoMontoMonedaRendimiento
Ago 17, 2026$0,80USD≈1.4%
May 19, 2026$0,80USD≈1.6%
Feb 19, 2026$0,80USD≈1.4%
Nov 17, 2025$0,80USD≈1.3%
Ago 15, 2025$0,60USD≈1.1%
May 23, 2025$0,60USD≈1.3%
Feb 18, 2025$0,60USD≈1.2%
Nov 14, 2024$0,60USD≈1.3%
Ago 12, 2024$0,60USD≈1.8%
May 10, 2024$0,60USD≈1.7%
Feb 9, 2024$0,60USD≈1.8%
Nov 10, 2023$0,60USD≈2.3%
Ago 4, 2023$0,60USD≈2.1%
May 12, 2023$0,60USD≈2.8%
Feb 3, 2023$0,60USD≈2.0%
Nov 10, 2022$0,60USD≈2.1%
Ago 5, 2022$0,60USD≈3.4%
May 13, 2022$0,60USD≈2.6%
Feb 11, 2022$0,60USD≈1.8%
Nov 12, 2021$0,60USD≈1.7%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Sorpresa Media 16.6%
Próximo informe Oct 19, 2026
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de junio de 2026 Jul 20, 2026 $5.81 $4.80 21.0%
31 de marzo de 2026 $4.42 $4.60 -3.9%
31 de diciembre de 2025 $3.86 $4.16 -7.1%
30 de septiembre de 2025 $5.95 $4.41 34.9%
30 de junio de 2025 $5.48 $3.75 46.0%
31 de marzo de 2025 $4.06 $3.73 8.8%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 10
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue $53.43B$39.11B$36.79B$34.25B$30.43B$28.52B$28.59B$28.08B$27.24B$25.50B$23.41B$22.29B
Interest Expense ··$12.70B$4.12B$1.60B$3.12B$5.17B$4.30B$2.76B$2.02B$1.62B$1.58B
Interest Income $58.70B$46.03B$41.94B$31.24B$25.77B$26.03B$28.51B$27.18B$25.22B$22.89B$20.46B$19.40B
Pretax Income $2.28B$5.91B$6.04B$9.24B$15.81B$3.20B$6.87B$7.32B$5.49B$5.48B$5.88B$6.57B
Income Tax $193M$1.16B$1.16B$1.88B$3.42B$486M$1.34B$1.29B$3.38B$1.71B$1.87B$2.15B
Net Income $2.45B$4.75B$4.89B$7.36B$12.39B$2.71B$5.55B$6.01B$1.98B$3.75B$4.05B$4.43B
EPS (Basic) $4.03$11.61$11.98$17.98$27.04$5.19$11.10$11.90$3.52$6.96$7.15$7.71
EPS (Diluted) $4.03$11.59$11.95$17.91$26.94$5.18$11.05$11.82$3.49$6.89$7.07$7.59
Shares (Basic) 540,700,000382,700,000382,400,000391,800,000442,500,000457,800,000467,600,000479,900,000484,200,000504,900,000541,800,000563,100,000
Shares (Diluted) 541,300,000383,600,000383,400,000393,200,000444,200,000458,900,000469,900,000483,100,000488,600,000509,800,000548,000,000571,900,000
Balance general 18
Métrica Tendencia 202520242023202220212020201920182017201620152014
PP&E (Net) $5.60B$4.51B$4.38B$4.35B$4.21B$4.29B$4.38B$4.19B$4.03B$3.67B$3.58B$3.69B
PP&E (Gross) $12.20B$10.11B$9.56B$9.36B$8.74B$8.99B$9.19B$8.73B$8.26B$7.49B$7.00B$6.88B
Accum. Depreciation $6.60B$5.60B$5.18B$5.00B$4.53B$4.71B$4.81B$4.54B$4.23B$3.81B$3.42B$3.20B
Goodwill $28.51B$15.06B$15.06B$14.78B$14.78B$14.65B$14.65B$14.54B$14.53B$14.52B$14.48B$13.98B
Intangibles $16.58B$233M$310M$159M$111M$90M$174M$254M$421M$665M$1.04B$1.32B
Total Assets $669.01B$490.14B$478.46B$455.25B$432.38B$421.60B$390.37B$372.54B$365.69B$357.03B$334.05B$308.17B
Short-term Debt $1.09B$562M$538M$883M$820M$668M$7.31B$9.40B$576M$992M$981M$17.08B
Total Liabilities $555.39B$429.36B$420.38B$402.67B$371.35B$361.40B$332.35B$320.87B$316.96B$309.52B$286.76B$263.11B
Long-term Debt ···········$31.38B
Total Debt $1.09B$562M$538M$883M$820M$668M$7.31B$9.40B$576M·$981M$17.08B
Common Stock $7M$7M$7M$7M$7M$7M$7M$7M$7M$7M$6M$6M
Paid-in Capital $64.03B$36.43B$35.54B$34.73B$34.11B$33.48B$32.98B$32.04B$31.66B$31.16B$29.66B$27.87B
Retained Earnings $65.19B$64.50B$60.95B$57.18B$51.01B$40.09B$40.34B$35.88B$30.70B$29.77B$27.05B$23.97B
Treasury Stock $10.15B$30.87B$30.14B$29.42B$24.47B$16.86B$16.47B$14.99B$12.71B$12.47B$8.81B$6.37B
AOCI $-5.47B$-9.29B$-8.27B$-9.92B$374M$3.49B$1.16B$-1.26B$-926M$-949M$-616M$-430M
Stockholders' Equity $113.62B$60.78B$58.09B$52.58B$61.03B$60.20B$58.01B$51.67B$48.73B$47.51B$47.28B$45.05B
Liabilities + Equity $669.01B$490.14B$478.46B$455.25B$432.38B$421.60B$390.37B$372.54B$365.69B$357.03B$334.05B$308.17B
Shares Outstanding 625,102,271381,230,343380,389,609381,318,702413,858,537458,972,202456,562,399467,717,306485,525,340480,218,547527,259,920553,391,311
Flujo de Efectivo 17
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A $5.26B$3.24B$3.23B$3.21B$3.48B$3.50B$3.34B$2.40B$2.44B$2.43B$2.10B$2.00B
Stock-based Comp $776M$569M$513M$314M$331M$203M$239M$170M$244M$239M$161M$205M
Deferred Tax $-1.91B$-853M$-723M$-772M$605M$-1.63B$-296M$714M$1.43B$-686M$-402M$-76M
Amort. of Intangibles $1.33B$77M$82M$60M$29M$60M$112M$174M$245M$386M$430M$532M
Restructuring ······$28M$34M$184M$0$120M·
Operating Cash Flow $27.72B$18.16B$20.57B$13.81B$12.31B$16.70B$16.64B$12.98B$14.18B$11.86B$10.13B$9.30B
CapEx $1.58B$1.20B$961M$934M$698M$710M$887M$874M$1.02B$779M$532M$502M
Investing Cash Flow $-444M$-26.41B$-21.92B$-29.74B$-31.50B$-14.84B$-23.00B$-15.62B$-15.54B$-25.63B$-29.73B$-15.99B
Stock Issued $400M$323M$299M$276M$253M$241M$199M$175M$164M$131M$111M$100M
Stock Repurchased $4.10B$734M$718M$4.95B$7.61B$393M$1.48B$2.28B$240M$3.66B$2.44B$2.04B
Net Stock Activity $-3.70B$-411M$-419M$-4.67B$-7.35B$-152M$-1.28B$-2.11B$-76M$-3.53B$-2.33B$-1.95B
Dividends Paid $1.52B$932M$931M$950M$1.15B$460M$753M$773M$780M$812M$816M$679M
Financing Cash Flow $-8.85B$8.17B$13.84B$25.13B$474M$25.16B$6.62B$1.78B$3.22B$17.23B$21.16B$7.64B
Net Change in Cash $18.42B$-84M$12.50B$9.20B$-18.72B$27.02B$260M$-863M$1.86B$3.45B$1.56B$951M
Taxes Paid $806M$1.10B$1.35B·········
Free Cash Flow $26.14B$16.95B$19.61B$12.88B$11.61B$15.99B$15.75B$12.10B$13.16B$11.08B$9.60B$8.80B
Levered FCF ··$9.35B$9.59B$10.36B$13.34B$11.59B$8.56B$12.10B$9.69B$8.49B$7.74B
Rentabilidad 4
Métrica Tendencia 202520242023202220212020201920182017201620152014
Net Margin 4.6%12.1%13.3%21.5%40.7%9.5%19.4%21.4%7.3%14.7%17.3%19.9%
Pretax Margin 4.3%15.1%16.4%27.0%51.9%11.2%24.0%26.1%20.2%21.5%25.1%29.5%
ROA 0.42%0.98%1.1%1.7%2.9%0.67%1.5%1.6%0.55%·1.3%1.5%
ROE 2.2%7.7%8.8%14.2%19.9%4.6%9.5%11.8%4.1%·8.8%9.9%
Liquidez y Solvencia 1
Métrica Tendencia 202520242023202220212020201920182017201620152014
Debt / Equity 0.00.00.00.00.00.00.10.20.0·0.00.4
Eficiencia 1
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 0.10.10.10.10.10.10.10.10.1·0.10.1
Por Acción 5
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share $181.76$159.44$152.71$137.90$147.46$131.17$127.06$110.47$100.37·$89.68$81.41
Revenue / Share $98.71$101.96$95.95$87.11$68.52$62.16$60.85$58.12$55.74$50.02$42.72$38.98
Cash Flow / Share $51.21$47.34$53.66$35.12$27.71$36.39$35.41$26.86$29.03$23.26$18.48$16.27
Dividend / Share ········$1.60$1.60$1.50$1.20
EPS (TTM) $4.03$11.59$11.95$17.91$26.94$5.18$11.05$11.82$3.49$6.89$7.07$7.59
Tasas de Crecimiento 10
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 36.6%6.3%7.4%12.5%6.7%·······
Revenue CAGR 3Y 16.0%8.7%8.8%·········
Revenue CAGR 5Y 13.4%···········
EPS YoY -65.2%-3.0%-33.3%-33.5%420.1%·······
EPS CAGR 3Y -39.2%-24.5%32.1%·········
EPS CAGR 5Y -4.9%···········
Net Income YoY -48.4%-2.8%-33.6%-40.6%356.5%·······
Net Income CAGR 3Y -30.7%-27.4%21.7%·········
Net Income CAGR 5Y -2.0%···········
Dividends Paid CAGR 5Y 26.9%···········
Valoración (TTM) 13
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM $53.43B$39.11B$36.79B$34.25B$30.43B$28.52B$28.59B$28.08B$27.24B$25.50B$23.41B$22.29B
Net Income TTM $2.45B$4.75B$4.89B$7.36B$12.39B$2.71B$5.55B$6.01B$1.98B$3.75B$4.05B$4.43B
Market Cap $151.50B$67.98B$49.88B$35.45B$60.05B$45.37B$46.98B$35.35B$48.35B·$38.06B$45.68B
P/E 60.115.411.05.25.419.19.36.428.512.710.210.9
P/S 2.81.71.41.02.01.61.61.31.8·1.62.0
P/B 1.31.10.90.71.00.80.80.71.0·0.81.0
P / Tangible Book 2.21.51.20.91.31.0······
P / Cash Flow 5.53.72.42.64.92.72.82.73.4·3.84.9
P / FCF 5.84.02.52.85.22.83.02.93.7·4.05.2
Dividend Yield 1.0%1.4%1.9%2.7%1.9%1.0%1.6%2.2%1.6%·2.1%1.5%
Earnings Yield 1.7%6.5%9.1%19.3%18.6%5.2%10.7%15.6%3.5%7.9%9.8%9.2%
Payout Ratio 61.8%19.6%19.1%12.9%9.3%17.0%13.6%12.8%39.4%21.6%20.2%15.3%
Annual Payout $1.52B$932M$931M$950M$1.15B$460M$753M$773M$780M$812M$816M$679M

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $53.43B $39.11B $36.79B $34.25B $30.43B
Beneficio neto $2.45B $4.75B $4.89B $7.36B $12.39B
EPS Diluido $4.03 $11.59 $11.95 $17.91 $26.94

Propietarios institucionales (13F) 2 298 declarantes · $120.4B total · A fecha de 30 de septiembre de 2026

17

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Tenedores 2 298
Valor en tenencia $120.4B
Nuevas posiciones 214
Posiciones cerradas 143
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
214 (-25 vs trimestre anterior) 143 (-140 vs trimestre anterior) 834 (+31 vs trimestre anterior) 785 (-30 vs trimestre anterior) +5.5M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD GROUP INC $13 789 614 601 56 897 238 11,45% Acciones
BlackRock, Inc. $10 242 627 877 51 054 869 8,50% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $8 154 410 953 40 646 052 6,77% Acciones
STATE STREET CORP $5 576 693 925 27 797 298 4,63% Acciones
JPMORGAN CHASE & CO $3 597 715 745 17 785 818 2,99% Acciones
GEODE CAPITAL MANAGEMENT, LLC $2 883 424 429 14 360 681 2,39% Acciones
FRANKLIN RESOURCES INC $2 696 403 225 13 440 351 2,24% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $2 568 075 832 12 800 697 2,13% Acciones
HARRIS ASSOCIATES L P $2 305 527 119 11 492 010 1,91% Acciones
FMR LLC $2 233 008 649 11 130 538 1,85% Acciones
NORGES BANK $2 001 816 052 9 978 148 1,66% Acciones
Dodge & Cox $1 829 238 314 9 117 926 1,52% Acciones
MORGAN STANLEY $1 759 198 535 8 768 807 1,46% Acciones
GOLDMAN SACHS GROUP INC $1 704 529 016 8 496 306 1,42% Acciones
Davis Selected Advisers $1 659 420 488 8 270 946 1,38% Acciones
Invesco Ltd. $1 487 830 316 7 416 162 1,24% Acciones
Capital World Investors $1 479 070 870 7 371 325 1,23% Acciones
BANK OF AMERICA CORP /DE/ $1 435 310 973 7 154 376 1,19% Acciones
WELLINGTON MANAGEMENT GROUP LLP $1 426 029 429 7 108 112 1,18% Acciones
Aristotle Capital Management, LLC $1 284 008 521 6 400 144 1,07% Acciones
EAGLE CAPITAL MANAGEMENT LLC $1 283 400 197 6 397 170 1,07% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1 265 332 840 6 935 991 1,05% Acciones
NORTHERN TRUST CORP $1 235 817 395 6 159 991 1,03% Acciones
Bank of New York Mellon Corp $1 127 733 247 5 621 240 0,94% Acciones
AQR CAPITAL MANAGEMENT LLC $1 057 555 960 5 271 438 0,88% Acciones
PZENA INVESTMENT MANAGEMENT LLC $921 632 231 4 593 920 0,77% Acciones
D. E. Shaw & Co., Inc. $918 781 019 4 579 708 0,76% Acciones
Fisher Asset Management, LLC $905 940 691 4 515 704 0,75% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $865 191 002 4 312 586 0,72% Acciones
Boston Partners $821 559 976 4 089 786 0,68% Acciones
UBS Group AG $765 595 212 3 816 146 0,64% Acciones
DIMENSIONAL FUND ADVISORS LP $743 125 349 3 703 679 0,62% Acciones
Amundi $713 833 625 3 558 138 0,59% Acciones
VANGUARD FIDUCIARY TRUST CO $701 049 337 3 494 414 0,58% Acciones
Nuveen, LLC $684 278 683 3 410 820 0,57% Acciones
Legal & General Group Plc $680 982 724 3 394 391 0,57% Acciones
Berkshire Hathaway Inc $601 860 000 3 000 000 0,50% Acciones
Capital International Investors $573 776 024 2 859 456 0,48% Acciones
Newport Trust Company, LLC $528 376 906 2 633 720 0,44% Acciones
BARCLAYS PLC $527 539 721 2 629 547 0,44% Acciones
Point72 Asset Management, L.P. $507 425 959 2 529 289 0,42% Acciones
ALLIANCEBERNSTEIN L.P. $486 486 263 2 666 701 0,40% Acciones
CANADA PENSION PLAN INVESTMENT BOARD $482 718 001 2 406 131 0,40% Acciones
Clearbridge Investments, LLC $475 414 310 2 369 725 0,39% Acciones
ROYAL BANK OF CANADA $470 371 000 2 344 582 0,39% Acciones
DEUTSCHE BANK AG\ $443 672 334 2 211 506 0,37% Acciones
AMERIPRISE FINANCIAL INC $438 943 183 2 186 930 0,36% Acciones
CITADEL ADVISORS LLC $413 149 405 2 059 363 0,34% Acciones
JANUS HENDERSON GROUP PLC $408 786 861 2 240 915 0,34% Acciones
HSBC HOLDINGS PLC $407 785 858 2 031 811 0,34% Acciones

Mostrar todos los 2 298 propietarios institucionales →

Activistas y propietarios del %+ 5 2 tenencias

18

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
ING Groep N.V., ING Bank N.V. ×2 presentaciones 10 de septiembre de 2012 · Presentación inicial · SEC
Capital One Financial Corporation, Capital One Bank (USA), National Association, Capital One NA LIHTC, Inc. 14 de marzo de 2011 · Presentación inicial · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Informantes de la empresa 66 insiders · 35 directivos · 27 consejeros

19
Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Kevin S. Borgmann Senior Advisor to the CEO 6 de agosto de 2024 M 40 934 0 0 $0
Sheldon Hall Senior Advisor to CEO 11 de marzo de 2024 F 98 614 0 0 $0
David R Lawson President and CEO COAF 2 de marzo de 2007 A 62 150 0 0 $0
Herbert J Boydstun Prsdt-CEO Banking Segment 31 de mayo de 2006 A 26 103 0 0 $0
Andrew M Young Chief Financial Officer 9 de marzo de 2026 F 59 186 0 0 $0
Gary L Perlin Chief Financial Officer 22 de mayo de 2013 M 96 528 0 0 $0
Mark Daniel Mouadeb President, Card 13 de agosto de 2026 S 49 132 0 6 $-1 318 670
Neal Blinde President, Commercial Banking 9 de marzo de 2026 F 38 269 0 9 $-16 848 294
Yajnik Sanjiv President, Financial Services 9 de marzo de 2026 F 149 383 0 0 $0
Michael J Wassmer President, Card 11 de marzo de 2022 F 89 785 0 0 $0
Michael Slocum President, Commercial Banking 15 de febrero de 2022 F 60 314 0 0 $0
Jonathan W. Witter President, Retail Banking 8 de marzo de 2017 F 105 415 0 0 $0
Ryan M. Schneider President, Card 8 de marzo de 2016 F 182 790 0 0 $0
Lynn Ann Pike President, Banking 15 de diciembre de 2011 M 117 744 0 0 $0
KANAS JOHN ADAM President, Banking Segment 7 de agosto de 2007 G 261 940 0 0 $0
Celia Karam Pres, Retail Bank 15 de septiembre de 2026 S 57 696 0 9 $-3 299 605
Lia Dean Pres, Banking & Prem. Products 15 de septiembre de 2026 S 61 195 0 8 $-4 082 179
Matthew W Cooper General Counsel & Corp Secy 1 de septiembre de 2026 S 83 194 0 9 $-5 336 400
Michael Zamsky Chief Credit & Fin'l Risk Off. 10 de agosto de 2026 S 27 992 0 1 $-1 193 223
Ravi Raghu Pres, Software, Intl & Sm Bus 7 de agosto de 2026 S 26 278 0 5 $-5 413 784
Jason P. Hanson Pres.- Global Payment Network 1 de agosto de 2026 M 41 351 0 1 $-764 445
Timothy P Golden SVP, Chief Accounting Officer 29 de julio de 2026 S 7 429 0 1 $-735 757
Kaitlin Haggerty Chief Human Resources Officer 13 de mayo de 2026 S 49 181 0 2 $-262 125
Frank G. Laprade,Iii Chief Enterprise Srvcs Officer 7 de abril de 2026 A 69 283 0 2 $-3 961 081
Kara West Chief Enterprise Risk Officer 9 de marzo de 2026 F 46 665 0 0 $0
Robert M. Alexander Chief Information Officer 9 de marzo de 2026 F 77 292 0 0 $0
Richard Scott Blackley Senior Advisor 11 de marzo de 2021 F 57 541 0 0 $0
Kleber Santos Pres., Retail & Direct Banking 19 de marzo de 2020 S 22 304 0 0 $0
Christopher T Newkirk Pres,Small Bus, Intl & Walmart 5 de marzo de 2020 F 36 056 0 0 $0
Noelle K Eder Chief Card Cust. Exp. Officer 8 de marzo de 2018 F 41 876 0 0 $0
Stephen S Crawford Head of Finance and Corp Dev 8 de marzo de 2017 F 177 684 0 0 $0
SCHNALL PETER A Chief Risk Officer 31 de enero de 2013 A 207 085 0 0 $0
Matthew W Schuyler Chief Human Resources Officer 3 de marzo de 2009 F 145 167 0 0 $0
Larry A Klane Pdt, Global Financial Services 13 de noviembre de 2007 M 3 809 0 0 $0
Gregor Bailar Chief Information Officer 24 de octubre de 2007 M 29 891 0 0 $0
Suni P Harford Consejero 8 de mayo de 2026 A 4 314 0 0 $0
Craig A. Williams Consejero 8 de mayo de 2026 A 10 218 0 0 $0
Ime Archibong Consejero 8 de mayo de 2026 A 9 977 0 0 $0
Eileen Serra Consejero 8 de mayo de 2026 A 12 844 0 0 $0
Michael Shepherd Consejero 8 de mayo de 2026 A 27 987 0 0 $0
Jennifer L. Wong Consejero 8 de mayo de 2026 A 15 226 0 0 $0
Peter Thomas Killalea Consejero 8 de mayo de 2026 A 21 378 0 0 $0
Christine Rose Detrick Consejero 8 de mayo de 2026 A 8 923 0 0 $0
Cornelis Paj Leenaars Consejero 8 de mayo de 2026 A 15 192 0 0 $0
Francois Locoh-Donou Consejero 8 de mayo de 2026 A 14 802 0 0 $0
Peter E Raskind Consejero 8 de mayo de 2026 A 34 396 0 0 $0
Mayo A Shattuck III Consejero 8 de mayo de 2026 A 67 911 0 0 $0
Thomas G Maheras Consejero 18 de mayo de 2025 A 66 431 0 0 $0
Ann F Hackett Consejero 12 de mayo de 2025 S 56 244 0 0 $0
Bradford H Warner Consejero 4 de mayo de 2023 A 47 554 0 0 $0
Catherine West Consejero 5 de mayo de 2022 A 22 124 0 0 $0
Aparna Chennapragada Consejero 30 de abril de 2020 A 7 066 0 0 $0
LEROY PIERRE E Consejero 30 de abril de 2020 A 47 986 0 0 $0
Lewis Hay III Consejero 24 de julio de 2018 M 45 190 0 0 $0
Benjamin P Jenkins III Consejero 2 de mayo de 2018 A 16 707 0 0 $0
Patrick W Gross Consejero 10 de febrero de 2017 M 47 839 0 0 $0
ING GROEP NV Consejero 10 de septiembre de 2012 S 802 639 0 0 $0
Ronald W Dietz Consejero 8 de mayo de 2012 A 35 805 0 0 $0
E R Bo Campbell Consejero 11 de mayo de 2011 A 286 519 0 0 $0
Stanley Westreich Consejero 31 de julio de 2009 S 105 343 0 0 $0
James V Kimsey Consejero 11 de noviembre de 2004 M 2 804 0 0 $0
Richard D Fairbank · 9 de marzo de 2026 F 4 068 510 0 17 $-46 192 769
Jory A Berson · 3 de febrero de 2022 A 60 120 0 0 $0
John G Finneran JR · 3 de febrero de 2022 A 53 016 0 0 $0
James A Flick JR · 27 de abril de 2004 M 15 500 0 0 $0
Nigel W Morris · 13 de noviembre de 2003 M 1 868 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 164 ETFs

20

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
DFNL · Davis Fundamental ETF Trust 10,54% 241 955 NS 31 de julio de 2026 N-PORT
DUSA · Davis Fundamental ETF Trust 6,73% 409 295 NS 31 de julio de 2026 N-PORT
OMAH · Tidal Trust III 4,49% 212 535 NS 31 de julio de 2026 N-PORT
PGF · Invesco Exchange-Traded Fund Trust 4,43% 1 720 326 1 de octubre de 2026 Diario
KBWB · Invesco Exchange-Traded Fund Trust … 3,92% 1 257 635 SH 1 de octubre de 2026 Diario
NEWZ · EA Series Trust 3,56% 3 327 NS 31 de julio de 2026 N-PORT
ASLV · ALLSPRING EXCHANGE-TRADED FUNDS TRU… 3,36% 35 169 NS 31 de julio de 2026 N-PORT
BRNY · EA Series Trust 3,15% 87 395 NS 31 de julio de 2026 N-PORT
DWLD · Davis Fundamental ETF Trust 3,14% 91 965 NS 31 de julio de 2026 N-PORT
TGLB · T. Rowe Price Exchange-Traded Funds… 2,90% 3 642 NS 31 de julio de 2026 N-PORT
GEND · Spinnaker ETF Series 2,71% 631 NS 31 de julio de 2026 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 2,56% 5 888 646 1 de octubre de 2026 Diario
FLAG · Global X Funds 2,45% 199 NS 31 de julio de 2026 N-PORT
FDIV · EA Series Trust 2,03% 5 698 NS 31 de julio de 2026 N-PORT
WLTG · ETF Opportunities Trust 2,03% 7 454 NS 31 de julio de 2026 N-PORT
IYG · iShares Trust 1,78% 188 733 SH 11 de septiembre de 2026 Diario
IYJ · iShares Trust 1,62% 148 095 SH 11 de septiembre de 2026 Diario
VFH · VANGUARD WORLD FUND 1,40% 974 499 SH 19 de agosto de 2026 Diario
FNCL · FIDELITY COVINGTON TRUST 1,38% 157 114 NS 31 de julio de 2026 N-PORT
PWV · Invesco Exchange-Traded Fund Trust 1,36% 128 235 SH 1 de octubre de 2026 Diario
RSPF · Invesco Exchange-Traded Fund Trust 1,29% 24 679 SH 1 de octubre de 2026 Diario
BKDV · BNY Mellon ETF Trust II 1,28% 112 708 NS 31 de julio de 2026 N-PORT
PFF · iShares Trust 1,27% 9 731 809 SH 11 de septiembre de 2026 Diario
LCOW · Pacer Funds Trust 1,25% 1 544 NS 31 de julio de 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 1,22% 959 NS 31 de julio de 2026 N-PORT
FAS · Direxion Shares ETF Trust 1,09% 122 619 NS 31 de julio de 2026 N-PORT
FBCV · FIDELITY COVINGTON TRUST 0,99% 8 416 NS 31 de julio de 2026 N-PORT
ALTL · Pacer Funds Trust 0,95% 4 201 NS 31 de julio de 2026 N-PORT
EQWL · Invesco Exchange-Traded Fund Trust 0,93% 133 592 SH 1 de octubre de 2026 Diario
VAMO · Cambria ETF Trust 0,92% 4 773 NS 31 de julio de 2026 N-PORT
FLRG · FIDELITY COVINGTON TRUST 0,90% 12 486 NS 31 de julio de 2026 N-PORT
VLUE · iShares Trust 0,83% 384 666 SH 11 de septiembre de 2026 Diario
IXG · iShares Trust 0,81% 26 967 SH 11 de septiembre de 2026 Diario
BSCR · Invesco Exchange-Traded Self-Indexe… 0,77% 35 100 000 1 de octubre de 2026 Diario
FVAL · FIDELITY COVINGTON TRUST 0,66% 42 294 NS 31 de julio de 2026 N-PORT
HIBL · Direxion Shares ETF Trust 0,64% 2 309 NS 31 de julio de 2026 N-PORT
NUDV · Nushares ETF Trust 0,63% 1 507 NS 31 de julio de 2026 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 0,61% 162 000 1 de octubre de 2026 Diario
SPHB · Invesco Exchange-Traded Fund Trust … 0,60% 29 579 SH 1 de octubre de 2026 Diario
MGV · VANGUARD WORLD FUND 0,59% 391 134 SH 19 de agosto de 2026 Diario
FCPI · FIDELITY COVINGTON TRUST 0,56% 7 191 NS 31 de julio de 2026 N-PORT
BSCS · Invesco Exchange-Traded Self-Indexe… 0,52% 18 633 000 1 de octubre de 2026 Diario
VYM · VANGUARD WHITEHALL FUNDS 0,52% 2 487 871 SH 19 de agosto de 2026 Diario
ACVF · ETF Opportunities Trust 0,51% 3 741 NS 31 de julio de 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0,51% 21 513 SH 19 de agosto de 2026 Diario
USXF · iShares Trust 0,49% 34 768 SH 11 de septiembre de 2026 Diario
IWX · iShares Trust 0,48% 90 077 SH 11 de septiembre de 2026 Diario
DIVB · iShares Trust 0,48% 46 887 SH 11 de septiembre de 2026 Diario
VTV · VANGUARD INDEX FUNDS 0,47% 5 920 181 SH 19 de agosto de 2026 Diario
EVUS · iShares Trust 0,47% 8 622 SH 11 de septiembre de 2026 Diario
IVE · iShares Trust 0,43% 1 033 765 SH 11 de septiembre de 2026 Diario
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0,43% 95 605 NS 31 de julio de 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,43% 17 178 NS 31 de julio de 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0,43% 143 301 SH 19 de agosto de 2026 Diario
PFIG · Invesco Exchange-Traded Fund Trust … 0,42% 515 000 1 de octubre de 2026 Diario
IUSV · iShares Trust 0,41% 544 511 SH 11 de septiembre de 2026 Diario
IQSU · New York Life Investments ETF Trust 0,38% 5 982 NS 31 de julio de 2026 N-PORT
ILCV · iShares Trust 0,37% 24 181 SH 11 de septiembre de 2026 Diario
FTA · First Trust Exchange-Traded AlphaDE… 0,36% 23 970 NS 31 de julio de 2026 N-PORT
SUSL · iShares Trust 0,36% 20 653 SH 11 de septiembre de 2026 Diario
RWL · Invesco Exchange-Traded Fund Trust … 0,35% 177 314 SH 1 de octubre de 2026 Diario
DFUV · Dimensional ETF Trust 0,35% 259 328 NS 31 de julio de 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0,35% 376 354 SH 19 de agosto de 2026 Diario
IWD · iShares Trust 0,35% 1 385 356 SH 11 de septiembre de 2026 Diario
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,33% 7 183 NS 31 de julio de 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,32% 164 637 SH 1 de octubre de 2026 Diario
LGDX · Tidal Trust III 0,32% 2 157 NS 31 de julio de 2026 N-PORT
EGLE · Global X Funds 0,31% 32 NS 31 de julio de 2026 N-PORT
RPV · Invesco Exchange-Traded Fund Trust 0,30% 25 713 SH 1 de octubre de 2026 Diario
GLBL · Pacer Funds Trust 0,30% 16 NS 31 de julio de 2026 N-PORT
OEF · iShares Trust 0,27% 263 477 SH 11 de septiembre de 2026 Diario
QVML · Invesco Exchange-Traded Fund Trust … 0,24% 20 834 SH 1 de octubre de 2026 Diario
TOPC · iShares Trust 0,24% 380 SH 11 de septiembre de 2026 Diario
MGC · VANGUARD WORLD FUND 0,24% 124 328 SH 19 de agosto de 2026 Diario
CATH · Global X Funds 0,23% 14 354 NS 31 de julio de 2026 N-PORT
IWL · iShares Trust 0,23% 24 259 SH 11 de septiembre de 2026 Diario
DFLV · Dimensional ETF Trust 0,22% 72 418 NS 31 de julio de 2026 N-PORT
ACIO · ETF Series Solutions 0,22% 24 977 NS 31 de julio de 2026 N-PORT
XVV · iShares Trust 0,22% 7 159 SH 11 de septiembre de 2026 Diario
ADME · ETF Series Solutions 0,22% 3 024 NS 31 de julio de 2026 N-PORT
CHRI · Global X Funds 0,21% 81 NS 31 de julio de 2026 N-PORT
ESGV · VANGUARD WORLD FUND 0,21% 140 932 SH 19 de agosto de 2026 Diario
SIZE · iShares Trust 0,21% 4 231 SH 11 de septiembre de 2026 Diario
XTR · Global X Funds 0,20% 47 NS 31 de julio de 2026 N-PORT
PTLC · Pacer Funds Trust 0,20% 31 741 NS 31 de julio de 2026 N-PORT
XRMI · Global X Funds 0,20% 486 NS 31 de julio de 2026 N-PORT
QLC · FlexShares Trust 0,20% 9 856 NS 31 de julio de 2026 N-PORT
VRP · Invesco Exchange-Traded Fund Trust … 0,20% 5 939 000 30 de septiembre de 2026 Diario
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0,20% 85 668 NS 31 de julio de 2026 N-PORT
XYLG · Global X Funds 0,20% 615 NS 31 de julio de 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0,20% 52 468 NS 31 de julio de 2026 N-PORT
VOTE · TCW ETF Trust 0,20% 10 506 NS 31 de julio de 2026 N-PORT
VV · VANGUARD INDEX FUNDS 0,20% 726 779 SH 19 de agosto de 2026 Diario
PEVC · Pacer Funds Trust 0,20% 23 NS 31 de julio de 2026 N-PORT
XCLR · Global X Funds 0,20% 34 NS 31 de julio de 2026 N-PORT
XYLD · Global X Funds 0,20% 30 630 NS 31 de julio de 2026 N-PORT
IVV · iShares Trust 0,20% 7 843 462 SH 11 de septiembre de 2026 Diario
ILCB · iShares Trust 0,19% 12 077 SH 11 de septiembre de 2026 Diario
EUSA · iShares, Inc. 0,19% 17 680 SH 11 de septiembre de 2026 Diario
DFSU · Dimensional ETF Trust 0,19% 20 694 NS 31 de julio de 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0,19% 16 164 993 SH 19 de agosto de 2026 Diario
TOV · EA Series Trust 0,19% 2 448 NS 31 de julio de 2026 N-PORT
ESG · FlexShares Trust 0,19% 1 200 NS 31 de julio de 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0,19% 927 730 SH 1 de octubre de 2026 Diario
FEX · First Trust Exchange-Traded AlphaDE… 0,19% 14 047 NS 31 de julio de 2026 N-PORT
SPUU · Direxion Shares ETF Trust 0,19% 2 347 NS 31 de julio de 2026 N-PORT
GSY · Invesco Actively Managed Exchange-T… 0,18% 7 000 000 1 de octubre de 2026 Diario
IWB · iShares Trust 0,18% 431 804 SH 11 de septiembre de 2026 Diario
IYY · iShares Trust 0,18% 26 736 SH 11 de septiembre de 2026 Diario
VOXP · Advisors Series Trust 0,18% 51 NS 31 de julio de 2026 N-PORT
QDPL · Pacer Funds Trust 0,18% 14 964 NS 31 de julio de 2026 N-PORT
ESGU · iShares Trust 0,18% 157 353 SH 11 de septiembre de 2026 Diario
PBP · Invesco Exchange-Traded Fund Trust 0,18% 3 650 SH 1 de octubre de 2026 Diario
VONE · VANGUARD SCOTTSDALE FUNDS 0,18% 103 271 SH 19 de agosto de 2026 Diario
FAB · First Trust Exchange-Traded AlphaDE… 0,18% 1 447 NS 31 de julio de 2026 N-PORT
DFUS · Dimensional ETF Trust 0,18% 178 527 NS 31 de julio de 2026 N-PORT
IWV · iShares Trust 0,18% 172 229 SH 11 de septiembre de 2026 Diario
ITOT · iShares Trust 0,18% 809 225 SH 11 de septiembre de 2026 Diario
PBUS · Invesco Exchange-Traded Fund Trust … 0,17% 100 983 SH 1 de octubre de 2026 Diario
TILT · FlexShares Trust 0,17% 17 854 NS 31 de julio de 2026 N-PORT
USCL · iShares Trust 0,17% 23 229 SH 11 de septiembre de 2026 Diario
VTI · VANGUARD INDEX FUNDS 0,17% 19 759 493 SH 19 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,17% 52 486 SH 19 de agosto de 2026 Diario
DFAC · Dimensional ETF Trust 0,16% 372 223 NS 31 de julio de 2026 N-PORT
HCMT · Direxion Shares ETF Trust 0,16% 4 329 NS 31 de julio de 2026 N-PORT
SPXL · Direxion Shares ETF Trust 0,15% 48 649 NS 31 de julio de 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0,15% 483 SH 1 de octubre de 2026 Diario
NEAR · iShares U.S. ETF Trust 0,15% 7 689 000 SH 11 de septiembre de 2026 Diario
DFAU · Dimensional ETF Trust 0,15% 86 996 NS 31 de julio de 2026 N-PORT
TOK · iShares Trust 0,14% 1 624 SH 11 de septiembre de 2026 Diario
URTH · iShares, Inc. 0,14% 53 925 SH 11 de septiembre de 2026 Diario
DXUV · Dimensional ETF Trust 0,13% 3 463 NS 31 de julio de 2026 N-PORT
DYNF · BlackRock ETF Trust 0,12% 235 375 SH 11 de septiembre de 2026 Diario
ACWI · iShares Trust 0,12% 185 869 SH 11 de septiembre de 2026 Diario
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,11% 1 011 575 SH 19 de agosto de 2026 Diario
DCOR · Dimensional ETF Trust 0,10% 15 664 NS 31 de julio de 2026 N-PORT
DFVX · Dimensional ETF Trust 0,09% 2 378 NS 31 de julio de 2026 N-PORT
CRBN · iShares Trust 0,09% 4 810 SH 11 de septiembre de 2026 Diario
OMFL · Invesco Exchange-Traded Self-Indexe… 0,08% 20 115 SH 1 de octubre de 2026 Diario
IFGL · iShares Trust 0,04% 55 581 SH 11 de septiembre de 2026 Diario
EQAL · Invesco Exchange-Traded Fund Trust … 0,04% 1 693 SH 1 de octubre de 2026 Diario
VNQI · VANGUARD INTERNATIONAL EQUITY INDEX… 0,02% 1 403 775 SH 19 de agosto de 2026 Diario
REET · iShares Trust 0,02% 1 364 882 SH 11 de septiembre de 2026 Diario
ERET · iShares Trust 0,02% 3 660 SH 11 de septiembre de 2026 Diario
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 1 674 039 SH 19 de agosto de 2026 Diario
GTOS · Invesco Actively Managed Exchange-T… 0,00% 3 000 30 de septiembre de 2026 Diario
GTO · Invesco Actively Managed Exchange-T… 0,00% 55 200 30 de septiembre de 2026 Diario
VXUS · VANGUARD STAR FUNDS 0,00% 6 566 133 SH 19 de agosto de 2026 Diario
VPL · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 436 657 SH 19 de agosto de 2026 Diario
VEA · VANGUARD TAX-MANAGED FUNDS 0,00% 4 725 446 SH 19 de agosto de 2026 Diario
CBLS · Elevation Series Trust -1,08% -2 870 NS 31 de julio de 2026 N-PORT
BIV · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
BSV · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
BND · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
VCRB · VANGUARD MALVERN FUNDS · · 15 de julio de 2026 Diario
VPLS · VANGUARD MALVERN FUNDS · · 15 de julio de 2026 Diario
VSDB · VANGUARD MALVERN FUNDS · · 15 de julio de 2026 Diario
VGMS · VANGUARD MALVERN FUNDS · · 15 de julio de 2026 Diario
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 de julio de 2026 Diario
VCIT · VANGUARD SCOTTSDALE FUNDS · · 15 de julio de 2026 Diario
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 de julio de 2026 Diario
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 de julio de 2026 Diario
BNDX · VANGUARD CHARLOTTE FUNDS · · 15 de julio de 2026 Diario
VCEB · VANGUARD WORLD FUND · · 30 de julio de 2026 Diario

COF Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21
calificación · 29 analistas COMPRA
Objetivo mediano $254.50 +30,7%
8 27,6% Compra fuerte
16 55,2% Compra
5 17,2% Mantener
0 0,0% Venta
0 0,0% Venta fuerte

Precio objetivo a 12 meses

22 analistas · 2026-09-20

Objetivo medio $258.27 +32,6%

← Por Debajo de Todos los Objetivos Precio Actual $194.72
Mín$214.00 Media$258.27 Máx$300.00

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
COF $151.50B 60.1 36.6% 4.6% 2.2% ·
AXP $253.79B 24.1 6.4% 26.2% 32.9% ·
SYF $28.95B 9.0 -2.8% 18.7% 21.1% ·
SOFI $33.26B 67.1 23.1% 77.7% 5.5% ·
ALLY $13.97B 19.1 -3.3% 10.8% 5.7% ·
FCFS $7.01B 21.5 8.0% 9.0% 15.3% 50.3%
OMF $7.92B 10.3 8.9% 16.0% 23.3% ·
FIGR $0 92.8 48.7% 26.4% 16.9% ·
CACC $4.74B 12.2 7.2% 18.3% 27.5% ·
NNI · 11.3 21.1% 120.9% 12.2% ·
DAVE · · · · · ·

Últimas noticias Noticias recientes que mencionan a esta empresa

23

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Fuente: SEC 10-Q presentada el Jul 28, 2026