Capital One price target raised to $290 from $255 at Evercore ISI

Evercore ISI raised the firm’s price target on Capital One (COF) to $290 from $255 and keeps an Outperform rating on the shares. Regional banks lagged the universals in 2025 given less perceived de-regulation benefits, greater upside to capital markets at the universals, competitive positioning, and rate sensitivity, notes the analyst, who “cannot rule out incremental investor rotation into the regionals in 2026” given an improving fundamental picture, the analyst tells investors in a note on the regional bank and specialty finance group.