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Capital One added to Q4 2025 Tactical Ideas List at Wells Fargo

Wells Fargo added Capital One (COF) to the firm’s Q4 2025 Tactical Ideas List. The firm sees monthly credit and accelerating buybacks as near-term positive catalysts. The Discover acquisition provides earnings levers and synergies will come to light beginning in Q4, Wells adds. The firm sees a Q3 EPS beat as well. Wells has an Overweight rating on the name with a price target of $265.

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