OFI Invest Asset Management increased its holdings in U.S. Bancorp (NYSE:USB – Free Report) by 655.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 21,862 shares of the financial services provider’s stock after buying an additional 18,969 shares during the period. OFI Invest Asset Management’s holdings in U.S. Bancorp were worth $1,132,000 as of its most recent filing with the SEC.
Several other hedge funds and other institutional investors have also modified their holdings of the business. Gilbert & Cook Inc. boosted its holdings in shares of U.S. Bancorp by 1.2% in the 4th quarter. Gilbert & Cook Inc. now owns 15,590 shares of the financial services provider’s stock valued at $832,000 after buying an additional 184 shares during the period. Genesis Private Wealth LLC boosted its holdings in shares of U.S. Bancorp by 2.3% in the 4th quarter. Genesis Private Wealth LLC now owns 8,348 shares of the financial services provider’s stock valued at $445,000 after buying an additional 187 shares during the period. Lantz Financial LLC boosted its holdings in shares of U.S. Bancorp by 0.4% in the 4th quarter. Lantz Financial LLC now owns 49,360 shares of the financial services provider’s stock valued at $2,634,000 after buying an additional 199 shares during the period. Park National Corp OH boosted its holdings in shares of U.S. Bancorp by 0.7% in the 4th quarter. Park National Corp OH now owns 27,364 shares of the financial services provider’s stock valued at $1,460,000 after buying an additional 200 shares during the period. Finally, Romano Brothers AND Company boosted its holdings in shares of U.S. Bancorp by 2.4% in the 4th quarter. Romano Brothers AND Company now owns 9,156 shares of the financial services provider’s stock valued at $489,000 after buying an additional 211 shares during the period. 77.60% of the stock is owned by institutional investors and hedge funds.
Insider Activity at U.S. Bancorp
In related news, insider Mark G. Runkel sold 32,195 shares of the business’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 sale, the insider directly owned 97,728 shares in the company, valued at $5,927,203.20. The trade was a 24.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.21% of the stock is owned by insiders.
Key U.S. Bancorp News
- Positive Sentiment: U.S. Bank signed on as the NFL’s bank and wealth management partner — a national marketing and client-acquisition move that could help brand visibility and accelerate growth in higher-margin national business lines. U.S. Bank signs on as NFL’s bank and wealth management partner
- Neutral Sentiment: The company updated its financial reporting and segment presentation effective Jan. 1, 2026 — reclassifications can change comparability and near-term reported revenue/loan mix, making analyst model adjustments likely but not directly altering economics. Monitor management commentary for restated comparatives. U.S. Bancorp Updates Financial Reporting and Segment Presentation
- Neutral Sentiment: Wall Street expects earnings growth in the coming quarter but multiple previews (Zacks/Yahoo/MSN) say USB lacks the “two ingredients” that commonly predict an earnings beat — analysts are preparing for growth but not an upside surprise, which raises the bar for any positive market reaction. U.S. Bancorp (USB) Reports Next Week: Wall Street Expects Earnings Growth
- Neutral Sentiment: A broad set of Street research has been reworked — some firms nudged targets into the low-to-mid $60s while others trimmed forecasts; Morning/independent fair-value estimates were modestly reduced, reflecting differing views on earnings power and capital flexibility. This creates two-way volatility around the name. How The U.S. Bancorp (USB) Narrative Is Shifting As Analysts Rework Earnings And Valuation Calls
- Negative Sentiment: Bank of America trimmed its USB price target to $61 (from $62) as part of a regional-bank re?readjustment; BofA kept a Buy rating but the cut contributes to downward pressure on consensus targets. Bank of America, UBS Reset Expectations for U.S. Bancorp (USB)
- Negative Sentiment: JPMorgan Chase published a pessimistic forecast for USB’s stock price — such negative analyst notes can weigh on sentiment, particularly if they signal weaker medium-term earnings or capital concerns. JPMorgan Chase & Co. Issues Pessimistic Forecast for U.S. Bancorp (NYSE:USB) Stock Price
- Neutral Sentiment: PR on a new “USB” malware scanner (Advenica) is unrelated to U.S. Bancorp — noise using the same ticker/acronym; can be ignored for USB fundamentals. Advenica Launches a new USB Malware Scanner
U.S. Bancorp Trading Up 1.7%
Shares of NYSE:USB opened at $56.33 on Friday. The company has a 50 day moving average of $54.79 and a 200-day moving average of $52.02. The firm has a market cap of $87.44 billion, a P/E ratio of 12.19, a P/E/G ratio of 1.01 and a beta of 1.01. U.S. Bancorp has a twelve month low of $36.36 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.
U.S. Bancorp (NYSE:USB – Get Free Report) last issued its quarterly earnings results on Tuesday, January 20th. The financial services provider reported $1.26 earnings per share for the quarter, topping analysts’ consensus estimates 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 net margin of 17.66% and a return on equity of 13.48%. The business’s revenue for the quarter was up 5.1% compared to the same quarter last year. During the same period in the prior year, the business posted $1.07 EPS. As a group, analysts anticipate that U.S. Bancorp will post 4.38 earnings per share for the current fiscal year.
U.S. Bancorp Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be issued a $0.52 dividend. This represents a $2.08 dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date is Tuesday, March 31st. U.S. Bancorp’s payout ratio is presently 45.02%.
Wall Street Analyst Weigh In
A number of research firms have issued reports on USB. Argus boosted their target price on shares of U.S. Bancorp from $62.00 to $63.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. HSBC reissued a “buy” rating and set a $62.00 target price on shares of U.S. Bancorp in a research note on Wednesday, January 7th. Oppenheimer reduced their target price on shares of U.S. Bancorp from $77.00 to $71.00 and set an “outperform” rating for the company in a research note on Friday, March 27th. TD Cowen boosted their target price on shares of U.S. Bancorp from $65.00 to $66.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Finally, JPMorgan Chase & Co. reduced their target price on shares of U.S. Bancorp from $62.00 to $58.00 and set an “underweight” rating for the company in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $60.26.
Read Our Latest Stock Report on USB
U.S. Bancorp Company Profile
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.
Further Reading
Receive News & Ratings for U.S. Bancorp Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for U.S. Bancorp and related companies with MarketBeat.com's FREE daily email newsletter.
