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Capital One Financial Corporation
COFleaderCapital One is a technology-focused financial company and one of the nation's largest credit card issuers, known for pioneering data-driven lending and its early adoption of cloud-native technology.
产品与营收
产品营收占比
营收构成 ($38.2B)
静态数据（加载实时财务…）
Credit Card (55%)
Consumer Banking (30%)
Commercial Banking (15%)
业务板块构成与主要客户
产品详情
Credit Card55%
National credit card lending with data-driven underwriting and rewards programs
Consumer Banking30%
Direct banking, auto loans, and retail deposits through Capital One cafes
Commercial Banking15%
Commercial and industrial lending, treasury management
供应链关系
合作伙伴
宏观与市场背景
금융行业新闻
금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
4.25~4.50%
M&A 거래 규모 (2026Q1)
$842B (+34% YoY)
은행 NIM (평균)
2.85%
신용카드 연체율
3.2% (10년 최고)
近期催化剂
◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)◆Fed FOMC 회의 (2026.05, 06)◆Basel III Endgame 최종 규정 확정
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| Berkshire Hathaway | reducing | $470M | 2025.12 | 2026-02-17↓ |
| Berkshire Hathaway | accumulating | $745M | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $518M | 2025.12 | 2026-02-17↑ |
| BlackRock | accumulating | $111M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $45M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $46M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $7M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $127M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $14M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $1.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.1B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $63M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $135M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $64M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $113M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $328M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $12M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $12M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $67K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $68M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $77M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $111K | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $248M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $337M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $861M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $12.3B | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $6.8B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $229M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $3M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $404K | 2025.12 | 2026-02-17↑ |
| Viking Global Investors | reducing | $716M | 2025.12 | 2026-02-17↓ |
| Third Point LLC | reducing | $267M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $2.8B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $12M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $414M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $871M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $52M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $404M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $8M | 2025.12 | 2026-02-17↑ |
最新新闻
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AI 分析
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企业信息
行业概况 — 금융
行业新闻금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
4.25~4.50%
M&A 거래 규모 (2026Q1)
$842B (+34% YoY)
은행 NIM (평균)
2.85%
신용카드 연체율
3.2% (10년 최고)
核心主题
- •금리 인하 → 모기지·기업대출 수요 회복 기대
- •M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
- •핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜
近期催化剂
- ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
- ◆Fed FOMC 회의 (2026.05, 06)