USB

US BANCORP \DE\

NYSE · National Commercial Banks · Inc. DE · CIK 0000036104
$55.35 -0.61% $85.9B
Insider Selling Cluster (2 insiders)Congressional Activity (1)
Vol
Market Cap$85.9B
Cap SizeLarge Cap
Analyst ConsensusBuy (54%)
Inst. Holders11 funds
Inst. Value$16.2B
Inst. Activity1 buys / 1 sells
Insider Activity0B / 2S
Insider Net $-$4.2M
SEC Reports2
Congressional1 trades
Exchange NYSE·Sector National Commercial Banks·Inc. DE·CIK 0000036104·Prev Close $55.69

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 sold 3,355 shares
Director @ $0.00 ($0.00)
Apr 23, 2026 Insider
Bridges Dorothy J sold 3,355 shares
Director @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
35,372,885 shares ($1.9B)
Inst.
TWO SIGMA INVESTMENTS, LP — NEAR_EXIT
294,918 shares ($15.7M)

Price Targets

$63.55 +13.4% upside Buy
Current $56.02 Low $57.50 Median $63.00 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 $1.26 $1.20 — $1.30 13% YoY 12
Next Q $1.31 $1.27 — $1.35 7% YoY 12
Current FY $5.10 $5.01 — $5.20 10% YoY 15
Next FY $5.65 $5.37 — $5.90 11% YoY 15

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$7.8B
FMR LLC$3.3B
NORGES BANK$1.9BNEW
MORGAN STANLEY$1.4BADD
BANK OF AMERICA CORP$789.6M

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
11 institutional holders with $16.2B total value (303,122,088 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC146,376,783$7.8B48.3%
2FMR LLC62,483,013$3.3B20.6%
3NORGES BANK35,372,885$1.9B11.7%NEW
4MORGAN STANLEY27,087,096$1.4B8.9%ADD +73.8%
5BANK OF AMERICA CORP /DE/14,797,135$789.6M4.9%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC10,191,776$543.8M3.4%NEAR_EXIT -80.0%
7WELLS FARGO & COMPANY/MN6,156,421$328.5M2.0%
8TWO SIGMA INVESTMENTS, LP294,918$15.7M0.1%NEAR_EXIT -76.3%
9Tweedy, Browne Co LLC185,768$9.9M0.1%
10Hillman Capital Management, Inc.53,293$2.8M0.0%TRIM -27.3%
11Olstein Capital Management, L.P.123,000$6.6K0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW35,372,885$1.9B2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT1,243,628294,918-76.3%$15.7M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM2,442,8101,243,628-49.1%$60.1M2025-Q3
NORGES BANKEXIT21,464,8640-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT940,7000-100.0%$0.002025-Q3
NORGES BANKNEW21,464,864$971.3M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED1,092,0602,442,810+123.7%$110.5M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEAR_EXIT49,789,7259,957,689-80.0%$420.4M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED71,9001,092,060+1418.9%$46.1M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW755,700$31.9M2025-Q1
DODGE & COXEXIT5,8000-100.0%$0.002025-Q1
NORGES BANKEXIT16,255,9880-100.0%$0.002025-Q1
Duquesne Family Office LLCEXIT503,5950-100.0%$0.002025-Q1
MORGAN STANLEYADD15,097,22726,237,601+73.8%$1.3B2024-Q4
UBS Group AGADD5,206,0649,224,039+77.2%$441.2M2024-Q4
Hillman Capital Management, Inc.TRIM162,778118,317-27.3%$5.7M2024-Q4
DODGE & COXTRIM10,8005,800-46.3%$277.4K2024-Q4
Duquesne Family Office LLCDOUBLED217,400503,595+131.6%$24.1K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW47,328,880$2.2B2024-Q3
24 unique insiders with 2 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 LDirectorA3,355$0.00$0.00
Apr 23, 2026Bridges Dorothy JDirectorA3,355$0.00$0.00
Apr 23, 2026Buse ElizabethDirectorA3,355$0.00$0.00
Apr 23, 2026Colberg Alan B.DirectorA3,355$0.00$0.00
Apr 23, 2026Ellison-Taylor Kimberly NDirectorA3,355$0.00$0.00
Apr 23, 2026Gillani AleemDirectorA3,355$0.00$0.00
Apr 23, 2026Mehdi Yusuf IDirectorA3,355$0.00$0.00
Apr 23, 2026WIEHOFF JOHNDirectorA3,355$0.00$0.00
Apr 23, 2026Reynolds Loretta EDirectorA3,355$0.00$0.00
Apr 23, 2026HERNANDEZ ROLAND ADirectorA3,885$56.63$220.0K
Apr 23, 2026HERNANDEZ ROLAND ADirectorA3,355$0.00$0.00
Apr 23, 2026McKenney Richard PDirectorA2,560$56.63$145.0K
Apr 23, 2026McKenney Richard PDirectorA3,355$0.00$0.00
Apr 21, 2026Richard Jodi LVice ChairSELL40,000$57.00$2.3M
Mar 6, 2026Roy ArijitSr. Exec. VPA2,175$52.37$113.9K
Mar 5, 2026Badran SouheilSEVP, Chief Operations OfficerA19,291$0.00$0.00
Mar 5, 2026Barcelos Elcio R.T.Senior EVP, Chief HR OfficerA22,259$0.00$0.00
Mar 5, 2026CHOSY JAMES LSenior EVP and General CounselA22,259$0.00$0.00
Mar 5, 2026Kedia GunjanPresident & CEOA100,167$0.00$0.00
Mar 5, 2026Philipson Stephen LVice ChairA28,195$0.00$0.00
Mar 5, 2026Richard Jodi LVice ChairA29,679$0.00$0.00
Mar 5, 2026Stark Lisa REVP and ControllerA15,767$0.00$0.00
Mar 5, 2026Stern John CVice Chair and CFOA25,227$0.00$0.00
Mar 5, 2026Runkel Mark G.Vice ChairA13,356$0.00$0.00
Mar 5, 2026Roy ArijitSr. Exec. VPA13,356$0.00$0.00
Mar 5, 2026Kelso CourtneySr. Exec. VPA13,356$0.00$0.00
Mar 5, 2026Dilip VenkatachariSEVP & Chief Info & Tech OffA17,807$0.00$0.00
Mar 2, 2026Barcelos Elcio R.T.Senior EVP, Chief HR OfficerF15,818$54.66$864.6K
Mar 2, 2026Badran SouheilSEVP, Chief Operations OfficerF17,884$54.66$977.5K
Mar 2, 2026CECERE ANDREWDirectorF83,684$54.66$4.6M
Mar 2, 2026CHOSY JAMES LSenior EVP and General CounselF17,227$54.66$941.6K
Mar 2, 2026Richard Jodi LVice ChairF21,552$54.66$1.2M
Mar 2, 2026Runkel Mark G.Vice ChairF8,701$54.66$475.6K
Mar 2, 2026Stern John CVice Chair and CFOF1,950$54.66$106.6K
Mar 2, 2026Roy ArijitSr. Exec. VPF1,145$54.66$62.6K
Mar 2, 2026Kedia GunjanPresident & CEOF28,703$54.66$1.6M
Mar 2, 2026Dilip VenkatachariSEVP & Chief Info & Tech OffF3,556$54.66$194.4K
Mar 2, 2026Stark Lisa REVP and ControllerF1,236$54.66$67.6K
Mar 2, 2026Philipson Stephen LVice ChairF3,218$54.66$175.9K
Feb 28, 2026Badran SouheilSEVP, Chief Operations OfficerF3,678$54.66$201.0K
Feb 28, 2026Dilip VenkatachariSEVP & Chief Info & Tech OffF1,976$54.66$108.0K
Feb 28, 2026Barcelos Elcio R.T.Senior EVP, Chief HR OfficerF3,483$54.66$190.4K
Feb 28, 2026Philipson Stephen LVice ChairF8,990$54.66$491.4K
Feb 28, 2026CHOSY JAMES LSenior EVP and General CounselF2,222$54.66$121.5K
Feb 28, 2026CECERE ANDREWDirectorF14,967$54.66$818.1K
Feb 28, 2026Kedia GunjanPresident & CEOF9,562$54.66$522.7K
Feb 28, 2026Roy ArijitSr. Exec. VPF1,739$54.66$95.1K
Feb 28, 2026Stern John CVice Chair and CFOF2,600$54.66$142.1K
Feb 28, 2026Richard Jodi LVice ChairF5,443$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

$63.55 mean target +13.4% upside Buy (3.00)
$57.50 Low $74.00 High
MetricValue
Current Price$56.02
Target Low$57.50
Target Mean$63.55
Target Median$63.00
Target High$74.00
# Analysts19
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.26 $1.20 $1.30 13.3% +0.4% 4↑ 3↓ $7.5B 7.7% 12
Next Q
2026-09-30
$1.31 $1.27 $1.35 7.4% +0.0% 4↑ 3↓ $7.8B 5.9% 12
Current FY
2026-12-31
$5.10 $5.01 $5.20 10.5% +0.3% 11↑ 0↓ $30.4B 6.1% 15
Next FY
2027-12-31
$5.65 $5.37 $5.90 10.7% +0.3% 10↑ 0↓ $32.1B 5.6% 15

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.258
7d ago$1.258
30d ago$1.253+0.005
60d ago$1.250+0.008
90d ago$1.248+0.010
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
Dec 12, 2025 RBC Capital MAINTAIN Outperform Outperform

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_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
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
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)