Mountain Pacific Investment Advisers LLC Raises Stake in U.S. Bancorp $USB

Mountain Pacific Investment Advisers LLC raised its holdings in shares of U.S. Bancorp (NYSE:USB) by 15.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 68,856 shares of the financial services provider’s stock after purchasing an additional 9,160 shares during the period. Mountain Pacific Investment Advisers LLC’s holdings in U.S. Bancorp were worth $3,328,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the stock. Vanguard Group Inc. raised its stake in U.S. Bancorp by 1.4% during the second quarter. Vanguard Group Inc. now owns 143,269,275 shares of the financial services provider’s stock valued at $6,482,935,000 after buying an additional 2,038,996 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of U.S. Bancorp by 1.3% during the second quarter. Geode Capital Management LLC now owns 36,632,410 shares of the financial services provider’s stock valued at $1,650,305,000 after acquiring an additional 456,890 shares in the last quarter. Norges Bank purchased a new position in shares of U.S. Bancorp in the 2nd quarter worth about $971,285,000. Davis Selected Advisers grew its position in U.S. Bancorp by 29.8% during the 2nd quarter. Davis Selected Advisers now owns 19,331,637 shares of the financial services provider’s stock valued at $874,757,000 after purchasing an additional 4,442,623 shares during the last quarter. Finally, Grantham Mayo Van Otterloo & Co. LLC increased its holdings in shares of U.S. Bancorp by 3.7% in the 2nd quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 16,569,422 shares of the financial services provider’s stock worth $749,766,000 after purchasing an additional 585,968 shares in the last quarter. 77.60% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on USB. Morgan Stanley reaffirmed a “positive” rating on shares of U.S. Bancorp in a report on Friday, October 17th. DA Davidson upped their target price on shares of U.S. Bancorp from $63.00 to $65.00 and gave the stock a “buy” rating in a report on Wednesday. UBS Group lifted their price objective 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. HSBC reiterated a “buy” rating and issued a $62.00 target price on shares of U.S. Bancorp in a research report on Wednesday, January 7th. Finally, Oppenheimer increased their price objective on shares of U.S. Bancorp from $75.00 to $77.00 and gave the company an “outperform” rating in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $57.95.

U.S. Bancorp Trading Up 2.1%

NYSE USB opened at $55.50 on Thursday. U.S. Bancorp has a 52 week low of $35.18 and a 52 week high of $56.19. The company has a 50 day moving average price of $52.23 and a 200 day moving average price of $48.99. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 1.10. The firm has a market cap of $86.28 billion, a PE ratio of 12.01, 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 earnings per share for the quarter, topping the consensus estimate of $1.19 by $0.07. The firm had revenue of $7.92 billion for the quarter, compared to the consensus estimate of $7.31 billion. U.S. Bancorp had a return on equity of 13.69% and a net margin of 17.66%.The firm’s revenue for the quarter was up 5.1% on a year-over-year basis. During the same period in the previous year, the business earned $1.07 EPS. As a group, sell-side analysts forecast that U.S. Bancorp will post 4.38 EPS for the current fiscal year.

U.S. Bancorp Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were given a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a yield of 3.7%. The ex-dividend date of this dividend was Wednesday, December 31st. U.S. Bancorp’s payout ratio is currently 47.60%.

Trending Headlines about U.S. Bancorp

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

• Positive Sentiment: Q4 earnings beat — USB reported EPS of $1.26 vs. $1.19 expected and revenue (~$7.9B) above estimates, driven by higher net interest income and fee income; management highlighted record quarterly net revenue and improved operating efficiency. Zacks: Q4 Earnings Beat
• Positive Sentiment: Analysts raising forecasts and price targets — Several firms boosted models after the beat; TD Cowen raised its price target to $66 with a Buy, signaling analyst confidence in upside vs. current levels. Benzinga: TD Cowen PT Raise
• Positive Sentiment: Strategic growth moves — USB announced an acquisition of BTIG (expanding capital markets capabilities) and emphasized payments transformation as a growth priority, which supports revenue diversification and fee growth. Yahoo Finance: BTIG Deal
• Neutral Sentiment: 2026 guidance roughly in line with Street — The firm issued FY?2026 revenue guidance (~$29.8B?$30.4B) that tracked consensus, so there was no big upside surprise in outlook to propel shares higher. Benzinga: Guidance
• Neutral Sentiment: Dividend story remains attractive — Coverage highlights USB’s dividend yield and payout stability as a buy-and-hold income option, relevant for income investors assessing total return. Zacks: Dividend Story
• Negative Sentiment: Higher credit?loss provisions weighed on the reaction — The company increased provisions for credit losses, which investors interpreted as a cautionary sign for future earnings and a reason shares slipped despite the beat. MSN: Shares Fall on Provisions
• Negative Sentiment: Policy and regulation risk — Management flagged potential headwinds (CEO comment on proposed credit-card changes) that could affect card revenue and margins if policy shifts occur. That adds uncertainty to the outlook. Yahoo Finance: CEO Warning

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.