Shares of Capital One, Discover and Synchrony rose at Barclays (COF:NYSE).

Given consumer stability and improving consumer credit trends in 2025, Barclays upgrades Capital One Financial (New York Stock Exchange:COF), Discover Financial (New York Stock Exchange:DFS), and financial synchronization (New York Stock Exchange:SYF) to the excess weight of equal weight.

Meanwhile, higher mortgage rates for longer could lead to higher default rates in the coming quarters. And so is Barclays