American Express (NYSE:AXP) Insider Sells $2,820,301.82 in Stock
American Express (NYSE:AXP) insider Howard Grosfield recently sold 8,134 shares of the company's stock for over $2.8 million, reducing his position by 46.30%. The sale occurred on February 12th at an average price of $346.73 per share. This transaction, disclosed in an SEC filing, reduced Grosfield's total holdings to 9,433 shares valued at approximately $3.27 million.
Is Synchrony Financial (SYF) Offering An Opportunity After Recent Share Price Pullback?
Synchrony Financial (SYF) has experienced recent share price declines, presenting a potential opportunity for investors. Analysis using the Excess Returns model and Price vs. Earnings suggests that the stock is currently undervalued by approximately 54.0% and is trading below its company-specific Fair Ratio of 15.8x. The article also presents bull and bear case Narratives with varying fair value estimates, encouraging investors to consider their own views on future growth, margins, and risk.
Longbow Finance SA Has $11.05 Million Holdings in American Express Company $AXP
Longbow Finance SA increased its stake in American Express Company by 17.7% in the third quarter, holding shares worth $11.05 million. Other institutional investors also adjusted their positions in the company. American Express provided positive 2026 EPS guidance and continues to see strong card spending, though it has experienced some insider selling and mixed analyst ratings.
Prospera Financial Services Inc Purchases 19,352 Shares of Intel Corporation $INTC
Prospera Financial Services Inc increased its stake in Intel Corporation by 29.8% in the third quarter, acquiring an additional 19,352 shares, bringing their total holdings to 84,255 shares valued at approximately $2.83 million. Analyst sentiment for Intel is mixed, with an average "Reduce" rating and a target price of $45.74, despite some firms raising their price objectives up to $51. Intel is actively pursuing AI/GPU and memory initiatives, including a $100M commitment to SambaNova and new ZAM prototypes, aiming to expand revenue opportunities, though it faces near-term execution and regulatory challenges.
Capital One Financial Corp (COF) Shares Down 3.35% on Feb 12
Shares of Capital One Financial Corp (COF) fell 3.35% on February 12, closing at $207.20. While analysts predict an average target price of $276.91, indicating a potential upside of 33.64% and an "Outperform" consensus, GuruFocus estimates a GF Value of $143.38, suggesting a 30.8% downside. The article details the stock's performance, analyst forecasts, and fair value estimates.
COF vs. SYF: Which Credit Card Lender Offers More Upside?
This article compares Capital One (COF) and Synchrony Financial (SYF), two major credit card lenders, to determine which offers more long-term growth potential for investors. It delves into their business models, strategic acquisitions, financial performance, and market valuations. While both face challenges from potential interest rate caps, Capital One appears to have a slight edge due to its diversified model, recent acquisitions like Discover, and stronger anticipated revenue and earnings growth.
American Express Company $AXP is Cookson Peirce & Co. Inc.'s 9th Largest Position
Cookson Peirce & Co. Inc. recently reduced its stake in American Express Company (NYSE:AXP) by 3.1%, making it their 9th largest holding. Institutional investors collectively own 84.33% of AXP, with several firms adjusting their positions, and analysts providing varied price targets and ratings. The company recently reported its Q4 earnings, missing consensus estimates slightly, but provided strong FY 2026 EPS guidance and announced a quarterly dividend.
Assetmark Inc. Purchases 1,416,909 Shares of Synchrony Financial $SYF
Assetmark Inc. significantly increased its stake in Synchrony Financial (SYF) by 48.3% in Q3, acquiring an additional 1.4 million shares and now owning 1.21% of the company worth $309 million. Synchrony Financial exceeded quarterly EPS expectations and provided strong FY2026 guidance, though analyst sentiments are mixed regarding the near-term outlook. Institutional ownership is high at 96.5%, and the company recently declared a quarterly dividend of $0.30 per share.
Capital One Business Credit Card Requirements: What You Need to Qualify
This article outlines the estimated Capital One business credit card requirements, including credit scores, basic eligibility, and necessary business and personal information. It details the application process, factors affecting approval, and strategies to increase approval chances, such as checking credit and using pre-approval tools. The piece also highlights the Spark Classic as the easiest Capital One business card to qualify for and suggests alternatives like secured business credit cards.
COF vs. SYF: Which Credit Card Lender Offers More Upside?
This article compares Capital One (COF) and Synchrony Financial (SYF), two major players in consumer lending, to determine which offers more upside. Capital One, with its diversified approach and strategic acquisitions like Discover, aims for broader market dominance, while Synchrony Financial focuses on niche private-label and co-branded cards through strong retailer partnerships. While both face challenges from potential credit card interest rate caps, Capital One appears better positioned for long-term growth due to its larger scale and acquisition strategy, despite Synchrony's strong niche profitability.
Bill weighs the best path to profits
Business payments company Bill Holdings is reportedly considering a sale after facing pressure from activist investors to improve profitability and make changes to its board. Private equity firm Hellman & Friedman has reportedly held talks about acquiring Bill, which provides software services to small and midsize companies. Analysts suggest a financial investor, likely a private equity firm, would be the most probable buyer, with an estimated takeout value of $59 to $70 per share.
Capital One Financial Corporation (COF) Secures $5.15 Billion Brex Agreement
Capital One Financial Corporation (NYSE: COF) announced on January 22, 2026, its plan to acquire fintech company Brex for $5.15 billion in cash and stock, with the acquisition expected to close by mid-2026. This acquisition aims to diversify Capital One's business by expanding into corporate cards and cost control, reducing its reliance on home loans. Following the announcement, COF shares saw a 1.5% decline after an initial drop of over 5%, despite reporting a significant increase in net interest income and net income for the fourth quarter.
Capital One Financial Corporation (COF) Secures $5.15 Billion Brex Agreement
Capital One Financial Corporation (COF) announced its acquisition of fintech company Brex for $5.15 billion in cash and stock, expected to close by mid-2026. This move diversifies Capital One's business beyond consumer credit and into corporate cards, with Brex's founder and CEO continuing to lead. Despite an initial share decline post-announcement, Capital One reported a significant surge in net interest income and an improved quarterly profit in Q4.
Sabre, PayPal, and Mindtrip partner to deliver the industry's first end-to-end agentic AI experience for travel
Sabre, PayPal, and Mindtrip have formed a strategic partnership to launch an end-to-end agentic AI travel experience in Q2 2026. This collaboration integrates Mindtrip's conversational AI platform, PayPal's digital wallet and Pay Later options, and Sabre's enterprise travel technology (Sabre Mosaic). The platform aims to simplify travel planning, booking, and post-booking management into a single, seamless, and intelligent flow, initially supporting flights with hotels to follow.
Do Wall Street Analysts Like Capital One Financial Stock?
Capital One Financial (COF) has underperformed the broader market, with its stock up 7.6% over the past year compared to the S&P 500's 14.4% gain, and down 11.5% YTD. Despite missing Q4 2025 profit expectations, analysts maintain a "Strong Buy" consensus rating with a mean price target suggesting a nearly 30% premium. Analysts expect adjusted EPS to rise 3.1% year-over-year in 2026.
Do Wall Street Analysts Like Capital One Financial Stock?
Wall Street analysts generally have a "Strong Buy" rating for Capital One Financial (COF), with a mean price target suggesting a nearly 30% premium. While the company's stock has underperformed the broader market and recently missed Q4 2025 profit expectations due to higher expenses, analysts anticipate a 3.1% year-over-year EPS increase for the current year. The sentiment has slightly softened compared to three months ago, partly due to concerns surrounding the Brex acquisition.
Krilogy Financial LLC Makes New Investment in American Express Company $AXP
Krilogy Financial LLC has made a new investment in American Express Company, purchasing 5,948 shares valued at approximately $2.18 million. This comes as various other institutional investors have also adjusted their holdings in American Express. The article also provides details on American Express's stock performance, recent earnings, dividend announcement, and analyst ratings, alongside insider trading information.
EQT Corporation (NYSE:EQT) Given Consensus Rating of "Moderate Buy" by Analysts
EQT Corporation (NYSE:EQT) has received a consensus "Moderate Buy" rating from 25 analysts, with an average 1-year target price of $63.77. The company recently announced a quarterly dividend of $0.165 per share, resulting in a 1.2% yield. EQT's shares opened at $56.95, with institutional investors holding 90.81% of the company's stock.
ARKO Corp. and ARKO Petroleum Corp. Announce Pricing of ARKO Petroleum Corp.’s Initial Public Offering
ARKO Corp. (Nasdaq: ARKO) and its subsidiary, ARKO Petroleum Corp. (APC), announced the pricing of APC's initial public offering of 11,111,111 shares of Class A common stock at $18.00 per share. APC's stock is set to begin trading on Nasdaq under the symbol "APC" on February 12, 2026. Upon closing, ARKO will retain a significant economic and voting interest in APC, and the IPO is expected to close on February 13, 2026.
6 Things to Know Before Flying Emirates First Class
This article outlines six essential tips for travelers flying Emirates first class, covering booking with points, understanding different aircraft experiences (Airbus A380 vs. Boeing 777), complimentary chauffeur service, on-demand dining, spa treatments in the Dubai lounge, and luggage considerations. It emphasizes that while the experience is luxurious, travelers should be aware of the specific perks offered by different aircraft and the lack of overhead storage.
The Great Integration: Why 2026 is the Year of the Bank-Fintech Fire Sale
The financial sector in 2026 is witnessing a significant consolidation as large banks acquire fintech companies at "fire sale" prices, driven by the need for advanced AI infrastructure and a valuation reset. This trend, exemplified by Capital One's acquisition of Brex, signifies the end of fintech independence and the rise of integrated "tech-banks" utilizing "agentic finance." While investors cheer the strategic moves of major players like Capital One and JPMorgan, regulators express concerns over market dominance, and regional banks are forced into defensive mergers to keep pace with the technological arms race.
Citi incoming CFO says credit-card rate cap would hurt retail, travel, hospitality
Citigroup's incoming Chief Financial Officer, Gonzalo Luchetti, warned that an interest-rate cap on credit cards would have significant negative impacts on the retail, hospitality, and travel industries. Speaking at the Bank of America Securities Financial Services Conference, Luchetti also stated that the credit card business is a top priority for Citi in 2026, following its separation from retail banking.
Raymond James Financial Forecasts Strong Price Appreciation for ConocoPhillips (NYSE:COP) Stock
Raymond James Financial has increased its price target for ConocoPhillips (NYSE:COP) from $113.00 to $118.00, reiterating an "outperform" rating. This adjustment suggests a potential upside of 8.45% for the energy producer's stock. Other analysts have also issued 'buy' or 'outperform' ratings, contributing to a consensus "Moderate Buy" rating for ConocoPhillips with an average target price of $115.00.
Valley Bank Strengthens Leadership Team to Accelerate Partner Banking, Digital Innovation, and Customer Care
Valley National Bank has appointed three new senior leaders to accelerate its growth strategy in partner banking, digital innovation, and customer care. Rodrigo Suarez is named Head of Partner Banking, Stephen Schroth Head of Digital & Assisted Channels, and Ed Montesdeoca will lead Customer Care & Strategy. These appointments reflect Valley Bank's commitment to investing in innovation, enhancing customer experience, and furthering digital transformation.
Capital One Crowns Credit Kingdom: $5.15 Billion Brex Deal Seals Status as America’s Largest Card Issuer
Capital One has acquired fintech unicorn Brex for $5.15 billion, solidifying its position as America's largest credit card issuer by loan volume and gaining a significant technological edge in AI-native business finance. This acquisition, coupled with its earlier merger with Discover Financial Services, creates a "closed-loop" model for Capital One, allowing it to control software, banking, and payment networks. The deal represents a strategic leap into "agentic finance," utilizing AI agents for autonomous financial workflows, and positions Capital One to redefine the financial market.
Capital One Crowns Credit Kingdom: $5.15 Billion Brex Deal Seals Status as America’s Largest Card Issuer
Capital One has acquired fintech company Brex for $5.15 billion, cementing its position as the largest credit card issuer in the U.S. and gaining a significant technological advantage in AI-native business finance. This acquisition, combined with Capital One's earlier merger with Discover Financial Services, creates a "closed-loop" model that integrates software, banking, and a payment network, posing a substantial challenge to competitors like American Express and JPMorgan Chase. The deal signifies a strategic shift in the financial industry, emphasizing the importance of proprietary algorithms and AI capabilities over traditional banking assets.
Does Synchrony (SYF) Monthly Credit Updates Deepen Investor Trust in Its Risk Profile Story?
Synchrony Financial recently released its monthly charge-off and delinquency statistics and participated in a financial services conference, aiming to provide greater transparency on its credit quality trends. While these monthly updates enhance short-term visibility, they don't fundamentally alter the company's core investment narrative, which revolves around benefiting from digital payments growth and managing credit risk responsibly. Investors need to consider how this increased transparency interacts with existing analyst outlooks, especially concerning digital adoption and competition from fintech companies.
ABC Arbitrage SA Makes New $1.35 Million Investment in Capital One Financial Corporation $COF
ABC Arbitrage SA has acquired a new stake of 6,344 shares in Capital One Financial Corporation, valued at approximately $1.35 million, according to its latest 13F filing. This move comes as other institutional investors have also adjusted their holdings in the financial services provider. Capital One's stock has recently seen a slight decline and missed analyst earnings estimates for the last quarter, yet analysts maintain a "Moderate Buy" rating with an average target price of $274.70.
Capital One at UBS Conference: Strategic Moves and Challenges
Capital One recently presented at the UBS Financial Services Conference 2026, detailing its strategic initiatives and challenges, including the integration of Discover and Brex. The company expects to achieve $2.5 billion in synergies from the Discover integration by Q2 2027 and is enhancing its "digital-first" banking model. Despite a "brownout of growth" for Discover, Capital One maintains optimism for future integration benefits and a stable consumer market.
How to Get a Business Class Upgrade on Turkish Airlines
This article details how to upgrade to business class on Turkish Airlines, emphasizing that it's often better value to book a business class award ticket directly using miles rather than paying for an upgrade. It covers various upgrade options, including using Miles&Smiles miles, last-minute upgrades, and benefits for Elite Plus members, while also outlining the perks of Turkish Airlines' highly-rated business class experience. The piece explains how to earn Miles&Smiles miles through transfer partners and specific credit cards.
Incyte Corp. (NASDAQ:INCY) Reports Mixed Q4 2025 Results with Revenue Beat and EPS Miss
Incyte Corp. (NASDAQ:INCY) announced mixed financial results for Q4 2025, with revenue of $1.51 billion surpassing estimates by 28% but non-GAAP diluted EPS of $1.80 missing analyst expectations by 8.6%. The company's shares fell approximately 4.4% in pre-market trading due to the earnings miss and a conservative 2026 revenue guidance of $4.77 billion to $4.94 billion, which is below the current analyst consensus of $5.63 billion. While strong sales of key products like Jakafi and Opzelura drove top-line growth, increased R&D and launch costs impacted profitability.
Allianz Asset Management GmbH Boosts Stock Holdings in Ladder Capital Corp $LADR
Allianz Asset Management GmbH significantly increased its stake in Ladder Capital Corp ($LADR) by 49.8% in Q3, now owning 623,013 shares valued at approximately $6.8 million. While Ladder Capital offers a high dividend yield of 8.9%, its elevated payout ratio of 180.39% raises concerns about its sustainability. Wall Street analysts maintain a "Moderate Buy" consensus with an average price target of $12.92, despite the stock currently trading around $10.28.
Compagnie Lombard Odier SCmA Sells 155,526 Shares of UBS Group AG $UBS
Compagnie Lombard Odier SCmA reduced its stake in UBS Group AG by 2.9% in Q3, selling 155,526 shares, though UBS remains its 10th largest position. UBS Group reported strong quarterly earnings, surpassing analyst expectations with an EPS of $0.37 and revenue of $12.2 billion, and announced a special dividend of $0.55 per share. Despite mixed analyst ratings, the stock holds a "Moderate Buy" consensus with an average target price of $60.30.
Bell Bank, Provident Bank hone AI strategies
Mid-size banks like Bell Bank and Provident Bank are strategically implementing AI to enhance workflows and customer interactions. According to AllAboutAI, approximately 50% to 60% of regional banks with assets between $10 billion and $100 billion had deployed AI by December, primarily for credit risk management, anti-money laundering, and customer service. This highlights a growing trend of AI adoption within the banking sector.
Capital One approves $40M pay package for CEO Richard Fairbank
Capital One's CEO Richard Fairbank has been approved for a $40 million pay package, marking a 19% increase. This significant compensation bump is attributed to the company's strong stock performance and its acquisition of Discover Financial Services in 2025.
Form 424B2 UBS AG
This SEC filing (Form 424B2) by UBS AG details the offering of $1,437,000 Trigger Autocallable Notes linked to the performance of common stocks of Capital One Financial Corporation, Interactive Brokers Group, Inc., and Marvell Technology, Inc. These notes offer an automatic call feature with a call return rate of 43.30% per annum, but expose investors to significant risks including potential loss of principal if the notes are not automatically called and the underlying assets fall below their downside thresholds. The document outlines the investment description, key features, risks, and tax consequences for potential investors.
Capital One pays CEO Fairbank $40M for 2025
Capital One's board has approved a $40 million compensation package for CEO Richard Fairbank for 2025, representing a 19% increase from the previous year. This includes a one-time $30 million award related to the Discover acquisition. The package comprises restricted stock units, performance shares, and deferred cash bonuses, aligning Fairbank's pay with other major U.S. bank CEOs.
New York Life Investment Management LLC Sells 3,558 Shares of American Express Company $AXP
New York Life Investment Management LLC reduced its stake in American Express Company by 4.3%, selling 3,558 shares and leaving it with 79,325 shares valued at $26.35 million. This occurred alongside significant insider sales from Anna Marrs and Denise Pickett, who each cut their holdings by more than 50%. Despite mixed analyst ratings and a consensus "Hold" target, American Express reported slight EPS underperformance but strong revenue growth and positive FY 2026 EPS guidance.
Analysts Reiterate Buy Rating For Capital One Financial (COF) Despite Disappointing Earnings
Analysts have reiterated their "Buy" rating for Capital One Financial (COF) with a target price of $270, despite the company's recent earnings missing Wall Street expectations. The optimism is driven by Capital One's continued investment in the premium credit card space to stave off competition. The company recently issued $3 billion in senior notes, bringing its total debt to $51 billion.
A Look At Bread Financial Holdings (BFH) Valuation After Strong 2025 Earnings Update
Bread Financial Holdings (BFH) has reported strong Q4 and full-year 2025 earnings, leading to a significant increase in its share price over the past year. Despite its current trading price of US$79.53, a popular narrative suggests a fair value of $50, indicating it might be overvalued, although its P/E ratio is considerably lower than its peers. The company's valuation is complex, relying on assumptions about margins, receivables growth, and future profit multiples, with regulatory uncertainties and potential credit losses being key risk factors.
10 Best Financial Stocks to Buy for the Long Term
This article identifies Inter & Co, Inc. (NASDAQ: INTR) as one of the best financial stocks for long-term investment, citing its potential upside and hedge fund interest. The company recently announced plans to simplify its regulatory structure by winding down its Sponsored Level II Brazilian Depositary Receipts program and moving to an Unsponsored Level I BDR structure. This move is intended to streamline operations and reduce duplicative requirements for the Brazil-based banking and financial services provider.
State of Michigan Retirement System Lowers Stock Holdings in American Express Company $AXP
The State of Michigan Retirement System reduced its holdings in American Express Company (AXP) by 2.5%, selling 3,700 shares to hold 146,777 shares valued at $48.8 million after the third quarter. This comes as two insiders, Denise Pickett and Anna Marrs, sold significant stakes on February 5th, materially reducing their ownership. Analysts currently have a consensus "Hold" rating on AXP with an average price target of $353.05, following Q4 EPS of $3.53 (missing estimates) and a 10.5% revenue increase year-over-year.
Jim Cramer Says “I Don’t Want to Own Synchrony, I Want to Own Capital One”
Jim Cramer has expressed a preference for Capital One (COF) over Synchrony Financial (SYF), citing Capital One's share repurchasing efforts and superior financial performance. He noted that Capital One, which is part of his Charitable Trust, has experienced a recent pullback, making it an attractive investment. Cramer previously made similar remarks in September 2025, and Synchrony's stock has declined since then.
Jim Cramer Says "I Don't Want to Own Synchrony, I Want to Own Capital One"
Jim Cramer has reiterated his preference for Capital One over Synchrony Financial, advising against owning Synchrony. He highlighted Capital One's recent stock pullback as an opportunity and noted its share repurchasing efforts. Cramer had made similar comments in September 2025, and Synchrony's stock has since declined.
Jim Cramer Says “I Don’t Want to Own Synchrony, I Want to Own Capital One”
Jim Cramer expressed a preference for Capital One (COF) over Synchrony Financial (SYF), citing Capital One's share repurchasing efforts and a recent price pullback. He reiterated a similar sentiment from a previous episode, highlighting Capital One's financial strategies. Despite Synchrony's stock performance, Cramer views Capital One as a more favorable investment.
Best savings account bonuses for February 2026 (and how to decide which is best for you)
This article reviews the best savings account bonuses available in February 2026 from various banks, including Capital One, PNC, SoFi, TD Bank, and E*TRADE. It details the maximum bonus amounts, expiration dates, and specific requirements for each offer, such as minimum deposits and maintenance periods. The article also provides guidance on how savings account bonuses work, potential restrictions like clawbacks and taxes, and factors to consider when choosing the best bonus for individual financial needs.
The Bull Case For American Express (AXP) Could Change Following Dividend Hike And $3.5B Debt Raise
American Express reported strong Q4 and full-year 2025 earnings, issued positive 2026 guidance, and increased its quarterly dividend by 16% to US$0.95. Concurrently, the company raised US$3.5 billion through debt offerings, indicating a strategy to fund growth and shareholder returns. While the stock is considered premium-priced and relies on spending trends and brand strength, its valuation and increased financial leverage warrant careful consideration for investors.
ARKO Corp. Announces Launch of Initial Public Offering of its Subsidiary, ARKO Petroleum Corp., Seeking to Raise Approximately $200,000,000
ARKO Corp. (Nasdaq: ARKO) announced that its subsidiary, ARKO Petroleum Corp. (APC), has launched its initial public offering (IPO) roadshow. APC plans to offer 10,500,000 shares of its Class A common stock, with an expected IPO price between $18.00 and $20.00 per share, aiming to raise approximately $200,000,000. UBS Investment Bank, Raymond James, and Stifel are serving as lead book-running managers for the offering.
Capital One approves 2026 executive compensation plans and updates severance policies
Capital One's board has approved the 2026 executive compensation plans for its Chairman and CEO, Richard D. Fairbank, and other named officers, while also updating severance policies. Mr. Fairbank's 2026 compensation will include an equity-based award and a potential year-end incentive, continuing the practice of no cash salary for the CEO. New severance policies were adopted, limiting cash severance benefits and providing protections during a change of control.
Keefe, Bruyette & Woods Cuts Golub Capital BDC (NASDAQ:GBDC) Price Target to $14.00
Keefe, Bruyette & Woods has lowered its price target for Golub Capital BDC (NASDAQ:GBDC) to $14.00 from $15.00, while maintaining an "outperform" rating, indicating an 11.96% potential upside. This adjustment follows GBDC's Q4 earnings report, which showed in-line EPS of $0.38 but missed revenue expectations at $110.18 million. Despite the lowered target, analyst sentiment remains largely positive, with a consensus "Buy" rating and an average price target of $14.63.
