Jim Cramer’s Biggest Losers: 5 Stocks That Just Didn’t Work Out

4. Capital One Financial Corporation (NYSE:COF)

Number of Hedge Fund Holdings in Q3 2025: 129

Number of Hedge Fund Holdings in Q1 2026: 135

Performance Since Cramer’s Remarks: -18.2%

Date/Month of Cramer’s Remarks: January 5th, 2026

Over the course of the past several months, Jim Cramer hasn’t been able to stop praising Capital One Financial Corporation (NYSE:COF). The CNBC TV host has been quite enthusiastic about the bank’s acquisition of Discover Financial. He believes that the deal will enable Capital One Financial Corporation (NYSE:COF) to vastly increase its operating scale and take on larger players, Visa and MasterCard. The shares are down by 6% over the past year and by 17% year-to-date. They dipped by 1.5% on April 22nd after the firm reported its first quarter earnings on April 21st. The results saw Capital One Financial Corporation (NYSE:COF) post $15.23 billion in revenue, which missed analyst estimates of $15.36 billion and $4.42 in earnings per share, which missed estimates of $4.51. Earlier in the year, Capital One Financial Corporation (NYSE:COF)’s shares had closed 7.6% lower on January 23rd after investors worried about the impact of President Trump’s plans to shake up the credit industry. Here is what Cramer said about Capital One Financial Corporation (NYSE:COF) on January 5th:

“Well look at Capital One. That move in Capital One is extraordinary yet it still sells at 12 times earnings. And they’re going to have their own credit card with their own back office as they bought Discover. . . this is the group to own. . .if you’re worried about high price to earnings multiples.”