AM Investment Strategies LLC Has $10.59 Million Holdings in U.S. Bancorp $USB

AM Investment Strategies LLC decreased its position in shares of U.S. Bancorp (NYSE:USB) by 4.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 219,176 shares of the financial services provider’s stock after selling 11,263 shares during the quarter. U.S. Bancorp accounts for approximately 2.3% of AM Investment Strategies LLC’s investment portfolio, making the stock its 11th largest position. AM Investment Strategies LLC’s holdings in U.S. Bancorp were worth $10,593,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Avidian Wealth Enterprises LLC lifted its holdings in shares of U.S. Bancorp by 8.8% during the 3rd quarter. Avidian Wealth Enterprises LLC now owns 13,311 shares of the financial services provider’s stock worth $643,000 after acquiring an additional 1,074 shares during the period. Rakuten Investment Management Inc. bought a new stake in shares of U.S. Bancorp during the 3rd quarter worth $382,000. Chicago Partners Investment Group LLC boosted its stake in U.S. Bancorp by 15.7% in the third quarter. Chicago Partners Investment Group LLC now owns 22,922 shares of the financial services provider’s stock valued at $1,084,000 after buying an additional 3,115 shares in the last quarter. Migdal Insurance & Financial Holdings Ltd. boosted its stake in U.S. Bancorp by 27.2% in the third quarter. Migdal Insurance & Financial Holdings Ltd. now owns 2,395 shares of the financial services provider’s stock valued at $116,000 after buying an additional 512 shares in the last quarter. Finally, Vest Financial LLC grew its position in U.S. Bancorp by 23.8% in the third quarter. Vest Financial LLC now owns 22,019 shares of the financial services provider’s stock valued at $1,064,000 after acquiring an additional 4,234 shares during the last quarter. 77.60% of the stock is owned by institutional investors.

Trending Headlines about U.S. Bancorp

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

• Positive Sentiment: Q4 beat on core metrics — USB reported GAAP EPS of $1.26 vs. Street ~$1.19 and revenue that topped estimates; management highlighted higher net interest income and rising fee income, supporting margin expansion and stronger profitability. Zacks: Q4 Key Metrics vs Estimates
• Positive Sentiment: Record / near‑record net revenue and strong deposit growth — Management cited record net revenue (~$7.3–7.4B) and growth in deposits and loans as drivers of the quarter’s outperformance. Benzinga: Earnings Potential & Deposits
• Positive Sentiment: Payments transformation and client wins — Management said embedded and interconnected payments capabilities helped win clients and contributed materially to record net revenue, supporting medium‑term growth prospects. PYMNTS: Payments Strategy
• Neutral Sentiment: BTIG acquisition announced — USB plans to acquire BTIG to expand services; strategic upside if integration drives fee revenue, but details and costs will be watched by investors. TipRanks: BTIG Acquisition Mention
• Neutral Sentiment: 2026 guidance roughly in line with expectations — Company issued FY‑2026 revenue guidance near consensus (~$29.8B–$30.4B), which reduces upside surprise potential and shifts focus to execution. Benzinga: Guidance In Line
• Negative Sentiment: Regulatory / policy risk flagged by CEO — Management warned that a proposed credit‑card fee cap could hit clients and card revenue, creating potential regulatory headwinds to future fee income. Yahoo: CEO Warning on Credit Card Cap
• Negative Sentiment: Stock pulled back despite a beat — Investors trimmed the stock after results, likely because guidance was only in line, the BTIG deal adds near‑term uncertainty, and attention to regulatory risk increased trading volatility. MSN: Market Reaction

Analyst Ratings Changes

USB has been the topic of a number of research analyst reports. UBS Group raised their target price on shares of U.S. Bancorp from $49.00 to $50.00 and gave the company a “neutral” rating in a research report on Tuesday, October 7th. Wells Fargo & Company raised their price objective on U.S. Bancorp from $50.00 to $52.00 and gave the company an “overweight” rating in a report on Friday, October 17th. Truist Financial increased their target price on U.S. Bancorp from $52.00 to $58.00 and gave the company a “hold” rating in a research report on Thursday, December 18th. Cowen restated a “buy” rating on shares of U.S. Bancorp in a report on Wednesday, January 7th. Finally, Evercore ISI set a $60.00 target price on shares of U.S. Bancorp in a research report on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, U.S. Bancorp has an average rating of “Moderate Buy” and an average target price of $56.30.

U.S. Bancorp Stock Performance

USB stock opened at $54.36 on Wednesday. The stock has a 50-day moving average price of $52.07 and a 200-day moving average price of $48.94. U.S. Bancorp has a 1-year low of $35.18 and a 1-year high of $56.19. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 1.10. The firm has a market cap of $84.50 billion, a PE ratio of 12.44, a price-to-earnings-growth ratio of 0.94 and a beta of 1.07.

U.S. Bancorp (NYSE:USB) last announced its earnings results on Tuesday, January 20th. The financial services provider reported $1.26 EPS for the quarter, beating the consensus estimate of $1.19 by $0.07. The company had revenue of $7.92 billion for the quarter, compared to analyst estimates of $7.31 billion. U.S. Bancorp had a return on equity of 13.34% and a net margin of 16.89%.The firm’s revenue for the quarter was up 5.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.07 EPS. As a group, equities research analysts expect that U.S. Bancorp will post 4.38 earnings per share for the current year.

U.S. Bancorp Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were paid a $0.52 dividend. The ex-dividend date was Wednesday, December 31st. This represents a $2.08 annualized dividend and a dividend yield of 3.8%. U.S. Bancorp’s payout ratio is currently 47.60%.

U.S. Bancorp 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.