USB US BANCORP DE
Price Chart
Executive Summary
Truist Securities upgraded U.S. Bancorp from Hold to Buy on February 26, 2026, raising its price target from $61 to $66, representing 16.5% upside from the current price of $56.66. The move is part of a cluster of 13 analyst actions on USB, signaling broad Street attention. Truist has a 71% accuracy rate on 7 USB calls with an average return of 7.8%, placing it in the middle tier of covering firms. Consensus is mixed: 58% Buy (18 of 31 analysts), 35% Hold, 6% Sell. The mean price target is $63.15, implying 11.5% upside, while Truist's $66 sits above the median. EPS revisions show strong upward momentum (11 upward, 0 downward in the last 7 days for the current fiscal year). However, insider selling persists with three large trades totaling >$5M in recent months, and short interest is elevated at 58.3%. Institutional moves are mixed, with Norges Bank making a new $1.89B entry but Two Sigma and Renaissance exiting. The convergence of upward analyst revisions and rising EPS estimates counterbalances bearish insider and short signals. Bottom line: the upgrade adds conviction to a stock already seeing positive estimate momentum, but traders should weigh the high short interest and insider sales.
Impact Score
Consensus & Targets
Of 31 analysts covering USB, 6 rate it Strong Buy, 12 Buy, 11 Hold, 2 Sell, and 0 Strong Sell. That yields 58% Buy-rated, 35% Hold, 6% Sell — a leaning positive but not decisive consensus.
Current price: $56.66. Mean target: $63.15 (+11.5%). Median: $62.50. High: $73 (Oppenheimer). Low: $58 (JP Morgan). Truist's $66 target is 4.5% above the mean and 5.6% above the median, putting it in the bullish camp.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-30 | JP Morgan | maintain | Underweight | $57.50 |
| 2026-04-29 | Oppenheimer | maintain | Outperform | $74.00 |
| 2026-04-29 | Evercore ISI Group | maintain | In-Line | $60.00 |
| 2026-04-17 | Oppenheimer | maintain | Outperform | $73.00 |
| 2026-04-17 | Barclays | maintain | Overweight | $67.00 |
| 2026-04-17 | RBC Capital | maintain | Outperform | $61.00 |
| 2026-04-17 | DA Davidson | maintain | Buy | $65.00 |
| 2026-04-17 | Truist Securities | maintain | Buy | $62.00 |
| 2026-04-07 | JP Morgan | maintain | Underweight | $58.00 |
| 2026-04-06 | Evercore ISI Group | maintain | In-Line | $58.00 |
In the 30 days through April 30, there were 0 upgrades and 0 downgrades for USB, but EPS revisions tell a different story. For the current fiscal year, 11 analysts raised estimates in the last 7 days (none lowered), and 10 of 11 raised in the last 30 days. One‑year forward EPS also saw 9 upward revisions vs. 0 down. Estimates are clearly being revised higher.
Firm Track Record — Truist Securities
Truist Securities accuracy: 55% on 3795 calls | avg return: 3.1%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| B of A Securities | 100% | 2/2 | 11.3% | top tier |
| RBC Capital | 100% | 4/4 | 13.1% | top tier |
| Goldman Sachs | 100% | 7/7 | 13.2% | top tier |
| UBS | 100% | 3/3 | 13.5% | top tier |
| Morgan Stanley | 88% | 7/8 | 8.1% | top tier |
| Citigroup | 83% | 5/6 | 5.4% | top tier |
| Oppenheimer | 73% | 8/11 | 3.5% | top tier |
| Wells Fargo | 71% | 5/7 | 10% | top tier |
| DA Davidson | 71% | 5/7 | 8.5% | top tier |
| Evercore ISI Group | 71% | 5/7 | 7.7% | top tier |
Truist Securities has a 71% accuracy on 7 USB ratings with an average return of 7.8% per call — above the covered firm average. Best performers on USB include BofA Securities (100% on 2 calls, +11.3% avg return) and RBC Capital (100% on 4 calls, +13.1%). Weakest are Jefferies, Barclays, and Piper Sandler (each 50% accuracy).
Earnings Estimates
Next earnings: Jul 16, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| +1y | $5.64 | $5.37 — $5.90 | $32.1B | ↑9 ↓0 |
| +1q | $1.31 | $1.27 — $1.35 | $7.8B | ↑0 ↓0 |
| 0y | $5.10 | $4.98 — $5.20 | $30.4B | ↑11 ↓0 |
| 0q | $1.26 | $1.20 — $1.30 | $7.5B | ↑2 ↓0 |
Cross-Platform Signals
Insider activity: three significant sales in the past 60 days (Richard Jodi $2.28M, Mark Runkel $1.95M, Elcio Barcelos $1.0M) — bearish signal. Congressional trades: none. Institutional flows: Norges Bank opened a $1.89B position but also shows an exit; Two Sigma trimmed 76.3% and 49.1% in separate moves; Renaissance Technologies exited fully. Short interest stands at a high 58.3% of float. The analyst upgrade and positive EPS revisions diverge from the bearish insider selling and high short interest.
Actionable Insight
Traders should treat Truist's upgrade as a catalyst that reinforces the upward EPS revision trend, but the heavy insider selling and 58% short interest call for caution. Position sizing should account for the conflicting signals; wait for a price pullback toward the $55 area or a clear short squeeze trigger before adding.
Documents Analyzed
Report based on filing metadata.
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 31, 2026
12d ago
|
ANALYST-UPGRADE
| $57.26 $51.60 | ▼ −9.89% | ▼ −3.48% | $58.94 (+2.94%) |
|
May 1, 2026
6w ago
|
ANALYST-UPGRADE
| $57.26 $51.60 | ▼ −9.89% | ▼ −3.48% | $58.94 (+2.94%) |
|
Apr 16, 2026
8w ago
|
8-K
| $17.92 $17.86 | ▼ −0.36% | ▼ −6.18% | $58.94 (+228.91%) |
|
Apr 8, 2026
9w ago
|
8-K
| $17.85 $17.95 | ▲ +0.56% | ▼ −7.01% | $58.94 (+230.20%) |
US Market Status
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