Crestwood Advisors Group LLC Boosts Holdings in U.S. Bancorp $USB

Crestwood Advisors Group LLC grew its holdings in shares of U.S. Bancorp (NYSE:USB) by 5,529.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 432,040 shares of the financial services provider’s stock after acquiring an additional 424,365 shares during the quarter. Crestwood Advisors Group LLC’s holdings in U.S. Bancorp were worth $23,054,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in USB. Guerra Advisors Inc purchased a new position in shares of U.S. Bancorp during the third quarter worth approximately $25,000. Financial Life Planners purchased a new position in shares of U.S. Bancorp during the third quarter worth approximately $25,000. Clayton Financial Group LLC purchased a new position in shares of U.S. Bancorp during the fourth quarter worth approximately $25,000. Barnes Dennig Private Wealth Management LLC purchased a new position in shares of U.S. Bancorp during the third quarter worth approximately $26,000. Finally, JPL Wealth Management LLC purchased a new position in shares of U.S. Bancorp during the third quarter worth approximately $28,000. 77.60% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have commented on USB. Jefferies Financial Group reissued a “hold” rating and set a $60.00 price target on shares of U.S. Bancorp in a research note on Thursday, April 16th. Barclays lifted their price target on shares of U.S. Bancorp from $65.00 to $67.00 and gave the stock an “overweight” rating in a research note on Friday, April 17th. UBS Group restated a “neutral” rating and issued a $60.00 target price on shares of U.S. Bancorp in a report on Wednesday, February 4th. Morgan Stanley set a $64.00 target price on shares of U.S. Bancorp in a report on Friday, April 17th. Finally, DA Davidson restated a “buy” rating and issued a $65.00 target price on shares of U.S. Bancorp in a report on Friday, April 17th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, U.S. Bancorp currently has a consensus rating of “Moderate Buy” and an average price target of $61.20.

Key Headlines Impacting U.S. Bancorp

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

• Positive Sentiment: Q1 results and shareholder payback: USB beat Q1 EPS estimates and continues to pay a $0.52 quarterly dividend, supporting income-oriented and value buyers. MarketBeat USB profile
• Positive Sentiment: Momentum coverage: Zacks and several profile pieces argue USB is a long?term momentum name based on earnings/price momentum and style scores — this can sustain buying interest into a broader banking rebound. Zacks momentum article
• Positive Sentiment: Management messaging: CEO interviews highlight strategic focus on tech investments and growth execution, which supports confidence in the turnaround narrative. CEO interview/video
• Neutral Sentiment: Analyst view is mixed?but?constructive: Multiple houses (Oppenheimer, Weiss, Piper Sandler, DA Davidson) have buy/outperform views or raised targets; consensus remains a “Moderate Buy” with a ~$61.20 target — useful context for upside versus current price. Analyst targets summary
• Neutral Sentiment: Valuation/attractiveness pieces note a ~41% one?year rally; some say shares still look modestly undervalued while others warn upside may be more limited — keeps investors weighing momentum vs. stretched gains. Valuation article
• Neutral Sentiment: Macro/industry context: U.S. Bank’s CFO survey and freight/payment indexes highlight cost control and growth/deal focus for finance leaders — a mixed datapoint for banks’ loan/fee outlooks. CFO survey
• Negative Sentiment: Insider selling: EVP Venkatachari Dilip sold 34,522 shares (~$1.92M at ~$55.52), cutting his holding by ~40% — a large, disclosed sale that can weigh on near?term sentiment. SEC filing
• Negative Sentiment: Underperformance note: Media coverage points out USB has recently underperformed the broader market despite occasional rallies — a reminder investors remain cautious on sector/regulatory and rate risks. MarketWatch underperformance story

Insider Buying and Selling at U.S. Bancorp

In related news, insider Jodi L. Richard sold 40,000 shares of U.S. Bancorp stock in a transaction on Tuesday, April 21st. The shares were sold at an average price of $57.00, for a total value of $2,280,000.00. Following the sale, the insider owned 207,251 shares in the company, valued at $11,813,307. The trade was a 16.18% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Venkatachari Dilip sold 34,522 shares of U.S. Bancorp stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $55.52, for a total transaction of $1,916,661.44. Following the completion of the sale, the executive vice president owned 51,292 shares in the company, valued at approximately $2,847,731.84. This trade represents a 40.23% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.21% of the company’s stock.

U.S. Bancorp Stock Down 1.5%

Shares of U.S. Bancorp stock opened at $55.34 on Friday. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.81 and a current ratio of 0.81. U.S. Bancorp has a 52-week low of $41.50 and a 52-week high of $61.19. The stock has a market capitalization of $85.90 billion, a price-to-earnings ratio of 11.60, a P/E/G ratio of 1.01 and a beta of 1.00. The company’s 50 day moving average price is $54.05 and its 200-day moving average price is $53.16.

U.S. Bancorp (NYSE:USB) last issued its earnings results on Thursday, April 16th. The financial services provider reported $1.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.14 by $0.04. U.S. Bancorp had a net margin of 18.01% and a return on equity of 13.55%. The firm had revenue of $7.32 billion for the quarter, compared to analysts’ expectations of $7.27 billion. During the same quarter last year, the business earned $1.03 earnings per share. The business’s revenue was up 4.7% on a year-over-year basis. Equities research analysts forecast that U.S. Bancorp will post 5.09 EPS for the current year.

U.S. Bancorp Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st were issued a $0.52 dividend. The ex-dividend date was Tuesday, March 31st. This represents a $2.08 annualized dividend and a yield of 3.8%. U.S. Bancorp’s payout ratio is 43.61%.

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.