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COF
NYSE Finance

Capital One Reports April Credit Card Charge-Offs at 4.94% Amidst Ongoing Delinquency Trends

Analysis by Arik Shkolnikov
Sentiment info
Negative
Importance info
7
Price
$184.04
Mkt Cap
$115.616B
52W Low
$174.98
52W High
$259.635
Market data snapshot near publication time

summarizeSummary

Capital One released its April 2026 credit metrics, showing a domestic credit card net charge-off rate of 4.94% and a 3.44% delinquency rate, indicating ongoing credit quality challenges.


check_boxKey Events

  • Domestic Credit Card Charge-Offs

    The net charge-off rate for domestic credit cards was 4.94% for the month ended April 30, 2026, with $1.042 billion in net charge-offs.

  • Domestic Credit Card Delinquencies

    The 30+ day performing delinquency rate for domestic credit cards was 3.44%, totaling $8.781 billion as of April 30, 2026.

  • Auto Loan Performance

    The auto loan net charge-off rate was 1.20%, and the 30+ day performing delinquency rate was 4.02% for the same period.

  • Routine Monthly Disclosure

    This filing provides a routine monthly update on credit metrics, following similar disclosures for prior months, and is furnished under Regulation FD.


auto_awesomeAnalysis

This 8-K provides Capital One's monthly credit metrics for April 2026, revealing key indicators of asset quality. The domestic credit card net charge-off rate of 4.94% and 30+ day performing delinquency rate of 3.44% highlight continued pressure on credit performance. These metrics are critical for investors to assess the health of the company's loan portfolio, especially following previous disclosures of adverse trends.

At the time of this filing, COF was trading at $184.04 on NYSE in the Finance sector, with a market capitalization of approximately $115.6B. The 52-week trading range was $174.98 to $259.64. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.

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