Non-Current Assets

Investment - Proportional Amortization Method

Capital One Financial Investment - Proportional Amortization Method remained flat by 0.0% to $6.20B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 19.2%, from $5.20B to $6.20B. Over 2 years (FY 2023 to FY 2025), Investment - Proportional Amortization Method shows an upward trend with a 6.2% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2023
Last reportedQ1 2026May 7, 2026

How to read this metric

An increase suggests higher investment in tax-advantaged projects, while a decrease indicates the maturity or disposal of these assets.

Detailed definition

The carrying value of investments in affordable housing or similar tax-advantaged projects accounted for using the propo...

Peer comparison

Common among financial institutions with significant tax-credit investment portfolios.

Metric ID: proportional_amortization_investment

Historical Data

10 periods
 Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$5.50B$5.30B$5.40B$5.30B$5.30B$5.20B$5.70B$5.80B$6.20B$6.20B
QoQ Change-3.6%+1.9%-1.9%+0.0%-1.9%+9.6%+1.8%+6.9%+0.0%
YoY Change-3.6%-1.9%+5.6%+9.4%+17.0%+19.2%
Range$5.20B$6.20B
CAGR+5.5%
Avg YoY Growth+7.6%
Median YoY Growth+7.5%
Current Streak4 quarters growth

Investment - Proportional Amortization Method at Other Companies

Frequently Asked Questions

What is Capital One Financial's investment - proportional amortization method?
Capital One Financial (COF) reported investment - proportional amortization method of $6.20B in Q1 2026.
How has Capital One Financial's investment - proportional amortization method changed year-over-year?
Capital One Financial's investment - proportional amortization method increased by 19.2% year-over-year, from $5.20B to $6.20B.
What is the long-term trend for Capital One Financial's investment - proportional amortization method?
Over 2 years (2023 to 2025), Capital One Financial's investment - proportional amortization method has grown at a 6.2% compound annual growth rate (CAGR), from $5.50B to $6.20B.
What does investment - proportional amortization method mean?
The book value of tax-advantaged investments where cost is written down as tax benefits are realized.