USB

US BANCORP DE

NYSE · National Commercial Banks · Inc. DE · CIK 0000036104
$58.94 +2.27% $91.4B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)35 New Institutional Positions15 Institutional ExitsCongressional Activity (1)
Vol
Market Cap$91.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (54%)
Inst. Holders50 funds
Inst. Value$39.5B
Inst. Activity35 buys / 15 sells
Insider Activity0B / 2S
Insider Net $-$4.2M
SEC Reports4
Congressional1 trades
Exchange NYSE·Sector National Commercial Banks·Inc. DE·CIK 0000036104·Prev Close $57.63

Recent Activity

Jul 16, 2026 earnings_calendar
USB Q2 2026 Earnings After Market Close — 2026-07-16
EPS est: $1.26 | Rev est: $7.6B
May 31, 2026 SEC
13 firms acted on USB: Jefferies, Truist Securities, Wolfe Research, Raymond James, Wolfe Research, JP Morgan, Truist Securities, DA Davidson, Raymond James, Citigroup, Deutsche Bank, Morgan Stanley, JP Morgan
ANALYST-UPGRADE — Impact 1/10
May 5, 2026 Insider
Dilip Venkatachari sold 34,522 shares
SEVP & Chief Info & Tech Off @ $55.52 ($1.9M)
May 1, 2026 SEC
Truist Securities upgrades U.S. Bancorp (USB) to Buy — PT $66 (+16.5%)
ANALYST-UPGRADE — Impact 3/10
Apr 23, 2026 Insider
BAXTER WARNER L was granted 3,355 shares
Director
Apr 23, 2026 Insider
Bridges Dorothy J was granted 3,355 shares
Director
Apr 16, 2026 SEC
U.S. Bancorp reported first quarter 2026 earnings with diluted EPS of $1.18, up 15% year-over-year, driven by 4.1% growt
8-K — Impact 8/10
Inst.
Capital Research Global Investors — DOUBLED
11,821,222 shares ($614.8M)

Price Targets

$63.50 +7.7% upside Buy
Current $58.94 Low $57.50 Median $62.00 High $74.00 19 analysts
$57.50 $74.00

Analyst Ratings

Hold54% buy · 26 analysts
5Strong Buy
9Buy
10Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 30, 2026 JP Morgan MAINTAIN Underweight → Underweight
Apr 29, 2026 Oppenheimer MAINTAIN Outperform → Outperform
Apr 29, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line
Apr 17, 2026 Oppenheimer MAINTAIN Outperform → Outperform
Apr 17, 2026 Barclays MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.27 ▲ +1.9% $1.25 — $1.30 15% YoY 7
Next Q $1.29 ▼ -2.3% $1.25 — $1.34 6% YoY 7
Current FY $5.10 $5.01 — $5.18 10% YoY 8
Next FY $5.66 $5.48 — $5.78 11% YoY 8

Top Institutional Holders

FundValueMove
WEALTH ENHANCEMENT ADVISORY SERVICES,TRIM
BlackRock, Inc.$6.7B
VANGUARD CAPITAL MANAGEMENT LLC$5.2B
STATE STREET CORP$3.6B
FMR LLC$3.0B

Recent Insider Trades

DateInsiderTypeValue
May 5, 2026Dilip VenkatachariSELL$1.9M
Apr 23, 2026BAXTER WARNERA$0.00
Apr 23, 2026Bridges DorothyA$0.00
Apr 23, 2026Buse ElizabethA$0.00
Apr 23, 2026Colberg AlanA$0.00

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Ro KhannaDBUY$1,001 - $15,000
50 institutional holders with $39.5B total value (759,192,408 shares) as of 2026-Q1. Top holders: WEALTH, BlackRock,, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC18,000$0.000.0%TRIM -35.3%
2BlackRock, Inc.128,368,759$6.7B16.9%
3VANGUARD CAPITAL MANAGEMENT LLC100,884,405$5.2B13.3%
4STATE STREET CORP69,408,539$3.6B9.2%
5FMR LLC57,171,830$3.0B7.5%
6VANGUARD PORTFOLIO MANAGEMENT LLC29,598,590$1.5B3.9%
7MORGAN STANLEY29,304,473$1.5B3.9%
8DAVIS SELECTED ADVISERS22,237,960$1.2B2.9%
9Grantham, Mayo, Van Otterloo & Co. LLC19,113,643$994.1M2.5%
10Aristotle Capital Management, LLC18,747,239$975.0M2.5%
11Invesco Ltd.17,213,693$895.3M2.3%
12ROYAL BANK OF CANADA16,449,920$855.6M2.2%
13BANK OF AMERICA CORP /DE/15,820,033$822.8M2.1%
14GOLDMAN SACHS GROUP INC13,342,380$693.9M1.8%
15Capital Research Global Investors11,821,222$614.8M1.6%DOUBLED +112.8%
16FEDERATED HERMES, INC.11,510,727$598.7M1.5%
17HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC11,296,262$587.5M1.5%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC10,440,090$543.0M1.4%
19DIMENSIONAL FUND ADVISORS LP10,369,212$539.2M1.4%
20FRANKLIN RESOURCES INC9,551,907$496.8M1.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsDOUBLED5,554,29811,821,222+112.8%$614.8M2026-Q1
FIRST TRUST ADVISORS LPADD5,804,7648,118,845+39.9%$422.3M2026-Q1
AMERIPRISE FINANCIAL INCADD5,157,1857,613,208+47.6%$396.0M2026-Q1
AmundiADD5,169,0956,470,642+25.2%$336.5M2026-Q1
BROWN BROTHERS HARRIMAN & CODOUBLED103,6835,745,120+5441.0%$298.8M2026-Q1
Alyeska Investment Group, L.P.DOUBLED1,912,6994,061,741+112.4%$211.3M2026-Q1
LAZARD ASSET MANAGEMENT LLCADD2,083,8582,925,255+40.4%$152.1M2026-Q1
Allianz Asset Management GmbHDOUBLED363,3262,610,273+618.4%$135.8M2026-Q1
Rathbones Group PLCADD1,895,9052,376,051+25.3%$123.6M2026-Q1
PRUDENTIAL FINANCIAL INCADD1,486,1371,978,207+33.1%$102.9M2026-Q1
PANAGORA ASSET MANAGEMENT INCADD979,0431,656,765+69.2%$86.2M2026-Q1
Zurich Insurance Group Ltd/FITRIM2,391,1281,448,978-39.4%$75.4M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCADD886,5671,389,660+56.7%$72.3M2026-Q1
MARSHALL WACE, LLPNEAR_EXIT7,017,6581,201,323-82.9%$62.5M2026-Q1
FIFTH THIRD BANCORPADD755,3661,143,395+51.4%$59.5M2026-Q1
DANSKE BANK A/SADD891,9021,138,264+27.6%$59.2M2026-Q1
Point72 Asset Management, L.P.TRIM1,462,929981,253-32.9%$51.0M2026-Q1
BNP Paribas Asset Management Holding S.A.ADD763,984968,566+26.8%$50.4M2026-Q1
CAPITOLIS LIQUID GLOBAL MARKETS LLCTRIM2,081,500830,500-60.1%$43.2M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEAR_EXIT3,881,172826,427-78.7%$43.0M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD478,659794,417+66.0%$41.3M2026-Q1
M&T BANK CORPDOUBLED29,292619,885+2016.2%$32.2M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM899,397581,710-35.3%$30.2M2026-Q1
Verition Fund Management LLCTRIM764,867553,765-27.6%$28.8M2026-Q1
Tredje AP-fondenNEW471,528$24.5M2026-Q1
24 unique insiders with 50 transactions. Net insider value: -$4.2M ($0.00 bought, $4.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 5, 2026Dilip VenkatachariSEVP & Chief Info & Tech OffSELL34,522$55.52$1.9M
Apr 23, 2026BAXTER WARNER LDirectorAWARD3,355
Apr 23, 2026Bridges Dorothy JDirectorAWARD3,355
Apr 23, 2026Buse ElizabethDirectorAWARD3,355
Apr 23, 2026Colberg Alan B.DirectorAWARD3,355
Apr 23, 2026Ellison-Taylor Kimberly NDirectorAWARD3,355
Apr 23, 2026Gillani AleemDirectorAWARD3,355
Apr 23, 2026Mehdi Yusuf IDirectorAWARD3,355
Apr 23, 2026WIEHOFF JOHNDirectorAWARD3,355
Apr 23, 2026Reynolds Loretta EDirectorAWARD3,355
Apr 23, 2026HERNANDEZ ROLAND ADirectorAWARD3,885$56.63$220.0K
Apr 23, 2026HERNANDEZ ROLAND ADirectorAWARD3,355
Apr 23, 2026McKenney Richard PDirectorAWARD2,560$56.63$145.0K
Apr 23, 2026McKenney Richard PDirectorAWARD3,355
Apr 21, 2026Richard Jodi LVice ChairSELL40,000$57.00$2.3M
Mar 6, 2026Roy ArijitSr. Exec. VPAWARD2,175$52.37$113.9K
Mar 5, 2026Badran SouheilSEVP, Chief Operations OfficerAWARD19,291
Mar 5, 2026Barcelos Elcio R.T.Senior EVP, Chief HR OfficerAWARD22,259
Mar 5, 2026CHOSY JAMES LSenior EVP and General CounselAWARD22,259
Mar 5, 2026Kedia GunjanPresident & CEOAWARD100,167
Mar 5, 2026Philipson Stephen LVice ChairAWARD28,195
Mar 5, 2026Richard Jodi LVice ChairAWARD29,679
Mar 5, 2026Stark Lisa REVP and ControllerAWARD15,767
Mar 5, 2026Stern John CVice Chair and CFOAWARD25,227
Mar 5, 2026Runkel Mark G.Vice ChairAWARD13,356
Mar 5, 2026Roy ArijitSr. Exec. VPAWARD13,356
Mar 5, 2026Kelso CourtneySr. Exec. VPAWARD13,356
Mar 5, 2026Dilip VenkatachariSEVP & Chief Info & Tech OffAWARD17,807
Mar 2, 2026Barcelos Elcio R.T.Senior EVP, Chief HR OfficerTAX W/H15,818$54.66$864.6K
Mar 2, 2026Badran SouheilSEVP, Chief Operations OfficerTAX W/H17,884$54.66$977.5K
Mar 2, 2026CECERE ANDREWDirectorTAX W/H83,684$54.66$4.6M
Mar 2, 2026CHOSY JAMES LSenior EVP and General CounselTAX W/H17,227$54.66$941.6K
Mar 2, 2026Richard Jodi LVice ChairTAX W/H21,552$54.66$1.2M
Mar 2, 2026Runkel Mark G.Vice ChairTAX W/H8,701$54.66$475.6K
Mar 2, 2026Stern John CVice Chair and CFOTAX W/H1,950$54.66$106.6K
Mar 2, 2026Roy ArijitSr. Exec. VPTAX W/H1,145$54.66$62.6K
Mar 2, 2026Kedia GunjanPresident & CEOTAX W/H28,703$54.66$1.6M
Mar 2, 2026Dilip VenkatachariSEVP & Chief Info & Tech OffTAX W/H3,556$54.66$194.4K
Mar 2, 2026Stark Lisa REVP and ControllerTAX W/H1,236$54.66$67.6K
Mar 2, 2026Philipson Stephen LVice ChairTAX W/H3,218$54.66$175.9K
Feb 28, 2026Badran SouheilSEVP, Chief Operations OfficerTAX W/H3,678$54.66$201.0K
Feb 28, 2026Dilip VenkatachariSEVP & Chief Info & Tech OffTAX W/H1,976$54.66$108.0K
Feb 28, 2026Barcelos Elcio R.T.Senior EVP, Chief HR OfficerTAX W/H3,483$54.66$190.4K
Feb 28, 2026Philipson Stephen LVice ChairTAX W/H8,990$54.66$491.4K
Feb 28, 2026CHOSY JAMES LSenior EVP and General CounselTAX W/H2,222$54.66$121.5K
Feb 28, 2026CECERE ANDREWDirectorTAX W/H14,967$54.66$818.1K
Feb 28, 2026Kedia GunjanPresident & CEOTAX W/H9,562$54.66$522.7K
Feb 28, 2026Roy ArijitSr. Exec. VPTAX W/H1,739$54.66$95.1K
Feb 28, 2026Stern John CVice Chair and CFOTAX W/H2,600$54.66$142.1K
Feb 28, 2026Richard Jodi LVice ChairTAX W/H5,443$54.66$297.5K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (54% buy). Based on 26 analysts: 5 strong buy, 9 buy, 10 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$63.50 mean target +7.7% upside Buy (2.10)
$57.50 Low $74.00 High
MetricValue
Current Price$58.94
Target Low$57.50
Target Mean$63.50
Target Median$62.00
Target High$74.00
# Analysts19
RecommendationBuy (2.10)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.27 $1.25 $1.30 14.6% +1.9% 4↑ 3↓ $7.6B 8.1% 7
Next Q
2026-09-30
$1.29 $1.25 $1.34 5.6% -2.3% 4↑ 3↓ $7.9B 7.8% 7
Current FY
2026-12-31
$5.10 $5.01 $5.18 10.4% +0.0% 11↑ 0↓ $30.7B 7.2% 8
Next FY
2027-12-31
$5.66 $5.48 $5.78 11.0% -0.0% 10↑ 0↓ $32.7B 6.5% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.272
7d ago$1.248+0.024
30d ago$1.248+0.024
60d ago$1.254+0.018
90d ago$1.247+0.025
13 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 30, 2026 JP Morgan MAINTAIN Underweight Underweight
Apr 29, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 29, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 17, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 17, 2026 Barclays MAINTAIN Overweight Overweight
Apr 17, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 17, 2026 DA Davidson MAINTAIN Buy Buy
Apr 17, 2026 Truist Securities MAINTAIN Buy Buy
Apr 7, 2026 JP Morgan MAINTAIN Underweight Underweight
Apr 6, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 31, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Mar 27, 2026 Oppenheimer MAINTAIN Outperform Outperform
Mar 26, 2026 Jefferies INITIATE Hold
Mar 26, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 26, 2026 Truist Securities UPGRADE Hold Buy
Feb 9, 2026 JP Morgan MAINTAIN Underweight Underweight
Feb 5, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 22, 2026 Argus Research MAINTAIN Buy Buy
Jan 21, 2026 TD Cowen MAINTAIN Buy Buy
Jan 21, 2026 Oppenheimer MAINTAIN Outperform Outperform
Jan 21, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Jan 21, 2026 Truist Securities MAINTAIN Hold Hold
Jan 21, 2026 DA Davidson MAINTAIN Buy Buy
Jan 21, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 7, 2026 TD Cowen MAINTAIN Buy Buy
Jan 7, 2026 Wolfe Research DOWNGRADE Outperform Peer Perform
Jan 5, 2026 Barclays MAINTAIN Overweight Overweight
Dec 18, 2025 Truist Securities MAINTAIN Hold Hold
Dec 17, 2025 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202659102054%
May 1, 2026511102057%
Apr 1, 2026612112058%
Mar 1, 2026612111060%
Feb 1, 2026611121057%
Jan 1, 2026711101062%
Dec 1, 2025711101062%
Nov 1, 2025711101062%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000U.S. BancorpMay 13, 2026 (31d)

Recent Reddit Threads

Jul 16, 2026
earnings_calendar
USB Q2 2026 Earnings After Market Close — 2026-07-16
EPS est: $1.26 | Rev est: $7.6B
May 20, 2026
short_volume
Short Volume: USB — 59.0% short (0.7M / 1.3M)
Short: 746,662 | Exempt: 115 | TRF Vol: 1,264,536 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: USB — 6.0M shares, 110,843 trades
Week starting 2026-05-18. Total ATS volume: 6,033,325 shares across 110,843 trades.
May 15, 2026
short_volume
Short Volume: USB — 63.3% short (1.6M / 2.6M)
Short: 1,627,233 | Exempt: 4,412 | TRF Vol: 2,568,653 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: USB — 31,716 shares ($1.7M) failed to deliver
Settlement: 20260513, Price: $54.48, FTD Value: $1,727,887.68, U.S.BANCORP (NEW)
May 11, 2026
short_volume
Short Volume: USB — 55.6% short (1.2M / 2.2M)
Short: 1,247,033 | Exempt: 1,799 | TRF Vol: 2,244,255 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: USB — 9.1M shares, 137,143 trades
Week starting 2026-05-11. Total ATS volume: 9,133,158 shares across 137,143 trades.
May 4, 2026
short_interest
FTD: USB — 19,381 shares ($1.1M) failed to deliver
Settlement: 20260504, Price: $56.30, FTD Value: $1,091,150.3, U.S.BANCORP (NEW)
May 4, 2026
short_volume
Short Volume: USB — 59.7% short (1.0M / 1.7M)
Short: 999,392 | Exempt: 1,585 | TRF Vol: 1,674,368 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: USB — 8.4M shares, 112,251 trades
Week starting 2026-05-04. Total ATS volume: 8,367,642 shares across 112,251 trades.
May 1, 2026
short_interest
FTD: USB — 19,923 shares ($1.1M) failed to deliver
Settlement: 20260501, Price: $56.66, FTD Value: $1,128,837.18, U.S.BANCORP (NEW)
Apr 27, 2026
dark_pool
Dark Pool: USB — 8.7M shares, 120,281 trades
Week starting 2026-04-27. Total ATS volume: 8,692,173 shares across 120,281 trades.
Apr 24, 2026
short_volume
Short Volume: USB — 58.3% short (1.2M / 2.0M)
Short: 1,169,162 | Exempt: 405 | TRF Vol: 2,003,718 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Apr 24, 2026
short_interest
FTD: USB — 10,053 shares ($0.6M) failed to deliver
Settlement: 20260424, Price: $56.63, FTD Value: $569,301.39, U.S.BANCORP (NEW)
Apr 23, 2026
short_volume
Short Volume: USB — 55.0% short (1.0M / 1.9M)
Short: 1,029,931 | Exempt: 5,353 | TRF Vol: 1,871,849 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)