“Let it go Down,” Says Jim Cramer on Capital One (COF)

Banking elephantine Capital One Financial Corporation (NYSE:COF) has been successful the quality lately owed to President Trump’s proposition of capping recognition paper involvement rates. The steadfast besides generated headlines lately aft it announced that it would get firm paper issuer Brex. Following the deal, BTIG kept a Buy standing connected the shares but lowered the terms people to $270 from $308. The fiscal steadfast pointed towards net dilution and little stock repurchases from the deal. Wolfe Research besides chopped Capital One Financial Corporation (NYSE:COF)’s stock terms people to $280 from $294 and kept an Outperform standing connected the stock. Wolfe Research based its sum connected the expected selling and operating expenses aft the bank’s net report. Cramer commented connected the Brex acquisition and the caller weakness successful Capital One Financial Corporation (NYSE:COF)’s shares:

“This was an astonishing league call. They bought this terrific institution Brex. I didn’t astir adjacent cognize however overmuch concern that Brex does. That’s for corporate, they privation to spell straight against American Express. Yes, did they admit disappointing the quarter? Don’t beryllium a lilliputian, don’t beryllium a tiny thinker. This is the 1 you privation to own, it’s already down capable from here. Let it, there’s radical who don’t recognize it, they volition merchantability it. Let them out. Don’t instrumentality them out, fto them out. But Richard Fairbank enactment connected a clinic, if not tutorial, astir those, astir however recognition cards truly work. Openly dismissive of the President. Pretty funny, actually. But helium did it successful a mode that was airy handed.

Photo by Adrienn connected Pexels

RGA Investment Advisors besides discussed Capital One Financial Corporation (NYSE:COF) successful its third 4th 2025 capitalist letter:

“We precocious added shares of Capital One Financial Corporation (NYSE:COF) to our portfolios. At 1 point, done our shares successful ING years ago, we owned COF indirectly. This resulted from ING’s divestiture of ING Direct to Capital One, successful speech for currency and shares totaling conscionable shy of 10% of the company. This acquisition gave Capital One a low-cost, digitally autochthonal (branchless) deposit basal with a state-of-the-art idiosyncratic interface and user experience. Though we ne'er owned COF directly, we watched it admirably for years. When COF announced their Discover (DFS) acquisition, we thought it was excessively bully to beryllium existent and feared regulators could forestall the tie-up from happening, but we did our enactment arsenic we watched to spot what would happen. As luck would person it, regulators yet approved the woody and we present ain COF directly.