Capital One Has Investors Spooked, but Here’s What Wall Street Expects
Capital One's stock has dropped 24% year to date due to concerns over its recent acquisitions and rising non-interest expenses. Despite this, analysts expect the company to recover, with a 50% gap between the current stock price and the average analyst price target.
Capital One acquired Discover Financial Services for $35.3B in May 2025 and Brex for $5.15B in January 2026. The stock dropped 24% year to date due to a 53% surge in non-interest expenses and credit loss provisions rising 57% year over year. The company missed Q4 earnings estimates by 6.76% due to higher costs. Analysts expect the integration to work, with 17 out of 23 analysts rating the stock as Buy or Strong Buy. The average analyst price target is $275.48, implying a 50% upside from current levels. Capital One's credit card period-end loans grew 72% year over year to $279.57 billion.
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