U.S. Bancorp $USB Shares Sold by Sandhill Capital Partners LLC

Sandhill Capital Partners LLC cut its position in shares of U.S. Bancorp (NYSE:USB) by 1.6% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 993,794 shares of the financial services provider’s stock after selling 16,293 shares during the quarter. U.S. Bancorp accounts for approximately 3.4% of Sandhill Capital Partners LLC’s holdings, making the stock its 13th largest position. Sandhill Capital Partners LLC’s holdings in U.S. Bancorp were worth $48,030,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the company. Guerra Advisors Inc purchased a new stake in U.S. Bancorp in the 3rd quarter worth approximately $25,000. Barnes Dennig Private Wealth Management LLC acquired a new position in U.S. Bancorp in the 3rd quarter valued at $26,000. Hillsdale Investment Management Inc. purchased a new position in shares of U.S. Bancorp during the 2nd quarter worth $27,000. Pineridge Advisors LLC lifted its stake in shares of U.S. Bancorp by 446.2% during the 2nd quarter. Pineridge Advisors LLC now owns 639 shares of the financial services provider’s stock worth $29,000 after purchasing an additional 522 shares during the period. Finally, Steigerwald Gordon & Koch Inc. acquired a new stake in shares of U.S. Bancorp during the third quarter worth $31,000. Institutional investors and hedge funds own 77.60% of the company’s stock.

Insider Transactions at U.S. Bancorp

In related news, insider Mark G. Runkel sold 32,195 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $60.65, for a total value of $1,952,626.75. Following the transaction, the insider owned 97,728 shares in the company, valued at approximately $5,927,203.20. This trade represents a 24.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.23% of the company’s stock.

Key Headlines Impacting U.S. Bancorp

Here are the key news stories impacting U.S. Bancorp this week:

• Positive Sentiment: U.S. Bancorp Impact Finance posted a record year, raising about $5.7 billion in tax-credit syndications in 2025 — the largest annual total in the unit’s history. This boosts fee-income visibility, strengthens community/affordable-housing credentials and diversifies noninterest revenue. U.S. Bank Raises $5.7 Billion Through Tax Credit Syndications in 2025
• Positive Sentiment: Analysts (Zacks) highlight that falling interest rates could help regional banks like USB by stabilizing funding costs, improving margins and supporting loan demand — a favorable macro backdrop if rates continue to ease. Zacks Industry Outlook Highlights U.S. Bancorp, The Bank of New York Mellon and Northern Trust
• Positive Sentiment: USB appears on value-stock screens (price-to-cash-flow) in recent pieces recommending cheap, dividend-friendly financial names amid market jitters — this can attract bargain hunters and income-focused investors. 4 Value Stocks to Buy as Middle East Tensions Keep Markets on Edge
• Neutral Sentiment: A Seeking Alpha piece contrasts USB’s H pref with other fixed-rate preferreds — relevant for preferred-share investors but less directly material to common-share price drivers. U.S. Bancorp H PFD Vs. Owning One Of The 4 Fixed-Rate PFDs
• Neutral Sentiment: U.S. Bancorp published its schedule for 2027 earnings conference calls — a housekeeping item that provides transparency on upcoming reporting dates but is unlikely to move the stock by itself. U.S. Bancorp Provides Schedule for 2027 Earnings Conference Calls
• Neutral Sentiment: Coverage questioning whether USB is outperforming the S&P 500 provides performance context for investors evaluating relative strength, but doesn’t add new fundamentals. Is U.S. Bancorp Stock Outperforming the S&P 500?
• Negative Sentiment: Escalating Middle East conflict and related market jitters are driving risk-off flows and mixed/soft equity opens in Europe — a key reason regional bank shares, including USB, are under pressure despite company-level positives. How the Iran conflict is spreading — in pictures European markets head for another mixed open as war unsettles traders

Analyst Ratings Changes

A number of equities research analysts have recently commented on the company. DA Davidson lifted their price objective on U.S. Bancorp from $63.00 to $65.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. TD Cowen raised their price target on U.S. Bancorp from $65.00 to $66.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Evercore lifted their price target on U.S. Bancorp from $60.00 to $65.00 and gave the company an “in-line” rating in a report on Thursday, February 5th. HSBC reaffirmed a “buy” rating and set a $62.00 price objective on shares of U.S. Bancorp in a research note on Wednesday, January 7th. Finally, Royal Bank Of Canada increased their price objective on shares of U.S. Bancorp from $57.00 to $59.00 and gave the stock an “outperform” rating in a report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $60.02.

U.S. Bancorp Price Performance

Shares of U.S. Bancorp stock opened at $52.40 on Monday. The business’s fifty day moving average price is $56.07 and its 200 day moving average price is $51.49. U.S. Bancorp has a twelve month low of $35.18 and a twelve month high of $61.19. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 1.03. The stock has a market capitalization of $81.41 billion, a P/E ratio of 11.34, a PEG ratio of 0.94 and a beta of 1.04.

U.S. Bancorp (NYSE:USB) last announced its quarterly earnings results on Tuesday, January 20th. The financial services provider reported $1.26 EPS for the quarter, topping the consensus estimate of $1.19 by $0.07. The company had revenue of $7.92 billion during the quarter, compared to analyst estimates of $7.31 billion. U.S. Bancorp had a return on equity of 13.48% and a net margin of 17.66%.The firm’s revenue was up 5.1% on a year-over-year basis. During the same period in the prior year, the firm posted $1.07 earnings per share. As a group, research analysts anticipate that U.S. Bancorp will post 4.38 earnings per share for the current year.

U.S. Bancorp Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were issued a dividend of $0.52 per share. The ex-dividend date was Wednesday, December 31st. This represents a $2.08 dividend on an annualized basis and a dividend yield of 4.0%. U.S. Bancorp’s payout ratio is presently 45.02%.

About U.S. Bancorp

U.S. Bancorp (NYSE: USB) is a bank holding company and the parent of U.S. Bank, a national commercial bank that provides a wide range of banking, investment, mortgage, trust and payment services. The company operates through consumer and business banking, commercial banking, payment services, and wealth management segments. Its product set includes deposit accounts, consumer and commercial lending, mortgage origination and servicing, credit and debit card services, treasury and cash management, merchant processing, and institutional and trust services.

Headquartered in Minneapolis, Minnesota, U.S.