Capital One (COF) — What Changed

Material changes in the AI committee's view · 26 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-08-01 MAJOR
▲ Agreement Shift

COF's Committee agreement moved from 66.70% to 83.30% (+16.60pp, 1 day(s) apart).

66.70 → 83.30 (+16.6)

2026-08-01 MINOR
▲ Score Change

COF's Committee score moved from 65.27 to 67.71 (+2.44, 1 day(s) apart).

65.27 → 67.71 (+2.4)

2026-07-31 MINOR
▲ Score Change

COF's Committee score moved from 64.90 to 65.27 (+0.37, 1 day(s) apart).

64.90 → 65.27 (+0.4)

2026-07-30 MINOR
▲ Agreement Shift

COF's Committee agreement moved from 60.00% to 66.70% (+6.70pp, 1 day(s) apart).

60.00 → 66.70 (+6.7)

2026-07-30 MINOR
▲ Score Change

COF's Committee score moved from 63.55 to 64.90 (+1.35, 1 day(s) apart).

63.55 → 64.90 (+1.4)

2026-07-28 MINOR
▼ Agreement Shift

COF's Committee agreement moved from 66.70% to 60.00% (-6.70pp, 1 day(s) apart).

66.70 → 60.00 (-6.7)

2026-07-28 MINOR
▼ Score Change

COF's Committee score moved from 67.04 to 63.55 (-3.49, 1 day(s) apart).

67.04 → 63.55 (-3.5)

2026-07-28 MATERIAL
— Conviction Change

COF's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-24 MAJOR
▼ Agreement Shift

COF's Committee agreement moved from 83.30% to 66.70% (-16.60pp, 1 day(s) apart).

83.30 → 66.70 (-16.6)

2026-07-24 MINOR
▼ Score Change

COF's Committee score moved from 67.35 to 65.37 (-1.98, 1 day(s) apart).

67.35 → 65.37 (-2.0)

2026-07-18 MINOR
▼ Score Change

COF's Committee score moved from 58.54 to 56.88 (-1.66, 1 day(s) apart).

58.54 → 56.88 (-1.7)

2026-07-17 MINOR
▲ Score Change

COF's Committee score moved from 56.99 to 58.54 (+1.55, 1 day(s) apart).

56.99 → 58.54 (+1.6)

2026-07-16 MAJOR
▼ Agreement Shift

COF's Committee agreement moved from 83.30% to 66.70% (-16.60pp, 1 day(s) apart).

83.30 → 66.70 (-16.6)

2026-07-16 MINOR
▼ Score Change

COF's Committee score moved from 57.29 to 56.99 (-0.30, 1 day(s) apart).

57.29 → 56.99 (-0.3)

2026-07-16 MATERIAL
— Conviction Change

COF's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-15 MAJOR
▲ Agreement Shift

COF's Committee agreement moved from 66.70% to 83.30% (+16.60pp, 1 day(s) apart).

66.70 → 83.30 (+16.6)

2026-07-15 MINOR
▼ Score Change

COF's Committee score moved from 58.38 to 57.29 (-1.09, 1 day(s) apart).

58.38 → 57.29 (-1.1)

2026-07-15 MATERIAL
— Conviction Change

COF's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-07-14 MAJOR
▲ Agreement Shift

COF's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-07-14 MINOR
▼ Score Change

COF's Committee score moved from 61.71 to 58.38 (-3.33, 1 day(s) apart).

61.71 → 58.38 (-3.3)

2026-07-14 MATERIAL
— Conviction Change

COF's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-14 MAJOR
— Rating Change

COF moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MINOR
▼ Score Change

COF's Committee score moved from 62.07 to 61.71 (-0.36, 1 day(s) apart).

62.07 → 61.71 (-0.4)

2026-07-10 MAJOR
▼ Agreement Shift

COF's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 3 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-10 MINOR
▲ Score Change

COF's Committee score moved from 53.75 to 57.58 (+3.83, 3 day(s) apart).

53.75 → 57.58 (+3.8)

2026-07-10 MATERIAL
— Conviction Change

COF's Committee conviction moved from moderate to contested (3 day(s) apart).

moderate → contested

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →