U.S. Bancorp $USB Shares Acquired by Neo Ivy Capital Management

Neo Ivy Capital Management grew its holdings in U.S. Bancorp (NYSE:USB) by 77.2% during the 3rd quarter, Holdings Channel reports. The fund owned 45,682 shares of the financial services provider’s stock after purchasing an additional 19,895 shares during the period. Neo Ivy Capital Management’s holdings in U.S. Bancorp were worth $2,208,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Neuberger Berman Group LLC grew its position in U.S. Bancorp by 6.7% during the 3rd quarter. Neuberger Berman Group LLC now owns 119,667 shares of the financial services provider’s stock worth $5,784,000 after purchasing an additional 7,547 shares during the period. Foster Dykema Cabot & Partners LLC acquired a new position in shares of U.S. Bancorp in the 3rd quarter valued at about $63,000. Marietta Investment Partners LLC lifted its holdings in shares of U.S. Bancorp by 7.4% in the 3rd quarter. Marietta Investment Partners LLC now owns 5,221 shares of the financial services provider’s stock valued at $252,000 after buying an additional 360 shares during the period. Sunpointe LLC boosted its stake in shares of U.S. Bancorp by 8.1% in the third quarter. Sunpointe LLC now owns 15,710 shares of the financial services provider’s stock worth $767,000 after buying an additional 1,171 shares during the last quarter. Finally, One Wealth Capital Management LLC boosted its stake in shares of U.S. Bancorp by 11.2% in the third quarter. One Wealth Capital Management LLC now owns 5,226 shares of the financial services provider’s stock worth $253,000 after buying an additional 526 shares during the last quarter. Institutional investors and hedge funds 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. Bancorp Impact Finance posted a record year, raising about $5.7 billion in tax-credit syndications in 2025 — the largest annual total in the unit’s history. This boosts fee-income visibility, strengthens community/affordable-housing credentials and diversifies noninterest revenue. U.S. Bank Raises $5.7 Billion Through Tax Credit Syndications in 2025
• Positive Sentiment: Analysts (Zacks) highlight that falling interest rates could help regional banks like USB by stabilizing funding costs, improving margins and supporting loan demand — a favorable macro backdrop if rates continue to ease. Zacks Industry Outlook Highlights U.S. Bancorp, The Bank of New York Mellon and Northern Trust
• Positive Sentiment: USB appears on value-stock screens (price-to-cash-flow) in recent pieces recommending cheap, dividend-friendly financial names amid market jitters — this can attract bargain hunters and income-focused investors. 4 Value Stocks to Buy as Middle East Tensions Keep Markets on Edge
• Neutral Sentiment: A Seeking Alpha piece contrasts USB’s H pref with other fixed-rate preferreds — relevant for preferred-share investors but less directly material to common-share price drivers. U.S. Bancorp H PFD Vs. Owning One Of The 4 Fixed-Rate PFDs
• Neutral Sentiment: U.S. Bancorp published its schedule for 2027 earnings conference calls — a housekeeping item that provides transparency on upcoming reporting dates but is unlikely to move the stock by itself. U.S. Bancorp Provides Schedule for 2027 Earnings Conference Calls
• Neutral Sentiment: Coverage questioning whether USB is outperforming the S&P 500 provides performance context for investors evaluating relative strength, but doesn’t add new fundamentals. Is U.S. Bancorp Stock Outperforming the S&P 500?
• Negative Sentiment: Escalating Middle East conflict and related market jitters are driving risk-off flows and mixed/soft equity opens in Europe — a key reason regional bank shares, including USB, are under pressure despite company-level positives. How the Iran conflict is spreading — in pictures European markets head for another mixed open as war unsettles traders

Insider Buying and Selling

In related news, insider Mark G. Runkel sold 32,195 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $60.65, for a total value of $1,952,626.75. Following the completion of the sale, the insider owned 97,728 shares of the company’s stock, valued at approximately $5,927,203.20. The trade was a 24.78% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.23% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of U.S. Bancorp in a research report on Wednesday, January 21st. Piper Sandler restated a “buy” rating on shares of U.S. Bancorp in a research report on Thursday, February 26th. Royal Bank Of Canada raised their price objective on shares of U.S. Bancorp from $57.00 to $59.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 21st. Truist Financial raised shares of U.S. Bancorp from a “hold” rating to a “buy” rating and lifted their target price for the company from $61.00 to $66.00 in a report on Thursday, February 26th. Finally, Evercore boosted their target price on shares of U.S. Bancorp from $60.00 to $65.00 and gave the company an “in-line” rating in a research note on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, U.S. Bancorp currently has an average rating of “Moderate Buy” and an average target price of $60.02.

U.S. Bancorp Stock Performance

Shares of USB stock opened at $52.40 on Friday. The company has a market capitalization of $81.41 billion, a P/E ratio of 11.34, a P/E/G ratio of 0.96 and a beta of 1.04. The business’s 50 day moving average is $56.07 and its two-hundred day moving average is $51.42. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 1.03. U.S. Bancorp has a 12-month low of $35.18 and a 12-month high of $61.19.

U.S. Bancorp (NYSE:USB) last posted its quarterly earnings data on Tuesday, January 20th. The financial services provider reported $1.26 EPS for the quarter, beating analysts’ consensus estimates of $1.19 by $0.07. The business had revenue of $7.92 billion during 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 business’s revenue was up 5.1% compared to the same quarter last year. During the same period in the previous year, the business earned $1.07 earnings per share. Analysts expect that U.S. Bancorp will post 4.38 EPS for the current fiscal year.

U.S. Bancorp Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Wednesday, December 31st were paid a $0.52 dividend. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $2.08 dividend on an annualized basis and a yield of 4.0%. U.S. Bancorp’s dividend payout ratio (DPR) is currently 45.02%.

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.