Douglas Lane & Associates LLC Boosts Stock Position in U.S. Bancorp $USB

Douglas Lane & Associates LLC boosted its holdings in U.S. Bancorp (NYSE:USB) by 1.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,408,900 shares of the financial services provider’s stock after purchasing an additional 16,052 shares during the period. U.S. Bancorp comprises 1.0% of Douglas Lane & Associates LLC’s holdings, making the stock its 27th largest position. Douglas Lane & Associates LLC owned approximately 0.09% of U.S. Bancorp worth $75,179,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Guerra Advisors Inc purchased a new position in U.S. Bancorp in the third quarter worth $25,000. Financial Life Planners purchased a new position in U.S. Bancorp in the third quarter worth $25,000. Clayton Financial Group LLC purchased a new position in U.S. Bancorp in the fourth quarter worth $25,000. Barnes Dennig Private Wealth Management LLC purchased a new position in U.S. Bancorp in the third quarter worth $26,000. Finally, JPL Wealth Management LLC purchased a new position in U.S. Bancorp in the third quarter worth $28,000. Hedge funds and other institutional investors own 77.60% of the company’s stock.

More U.S. Bancorp News

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

• 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

Analysts Set New Price Targets

Several research firms have weighed in on USB. Keefe, Bruyette & Woods boosted their price objective on U.S. Bancorp from $58.00 to $59.00 and gave the stock a “market perform” rating in a research report on Wednesday, January 21st. Barclays upped their price target on U.S. Bancorp from $56.00 to $65.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Royal Bank Of Canada upped their price target on U.S. Bancorp from $57.00 to $59.00 and gave the company an “outperform” rating in a research report on Wednesday, January 21st. Morgan Stanley dropped their price target on U.S. Bancorp from $72.00 to $65.00 and set an “equal weight” rating on the stock in a research report on Tuesday, March 31st. Finally, Evercore upped their price target on U.S. Bancorp from $60.00 to $65.00 and gave the company an “in-line” rating in a research report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, U.S. Bancorp presently has a consensus rating of “Moderate Buy” and an average target price of $60.26.

U.S. Bancorp Stock Up 1.7%

Shares of NYSE USB opened at $56.33 on Friday. U.S. Bancorp has a one year low of $36.36 and a one year high of $61.19. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.80 and a quick ratio of 0.80. The business’s fifty day moving average price is $54.79 and its 200-day moving average price is $52.02. The stock has a market capitalization of $87.44 billion, a PE ratio of 12.19, a P/E/G ratio of 1.01 and a beta of 1.01.

U.S. Bancorp (NYSE:USB) last issued its quarterly earnings data on Tuesday, January 20th. The financial services provider reported $1.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.19 by $0.07. The business had revenue of $7.92 billion for the quarter, compared to analysts’ expectations 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 quarterly revenue was up 5.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.07 EPS. On average, equities research analysts anticipate that U.S. Bancorp will post 4.38 EPS for the current year.

U.S. Bancorp Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be issued a dividend of $0.52 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $2.08 dividend on an annualized basis and a yield of 3.7%. U.S. Bancorp’s dividend payout ratio is 45.02%.

Insider Transactions at U.S. Bancorp

In related news, insider Mark G. Runkel sold 32,195 shares of the stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $60.65, for a total transaction of $1,952,626.75. Following the sale, the insider owned 97,728 shares of the company’s stock, valued at approximately $5,927,203.20. This represents a 24.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.21% of the company’s stock.

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.