Sandhill Capital Partners LLC Cuts Stock Holdings in U.S. Bancorp $USB

Sandhill Capital Partners LLC lowered its position in U.S. Bancorp (NYSE:USB) by 1.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 993,794 shares of the financial services provider’s stock after selling 16,293 shares during the period. U.S. Bancorp comprises approximately 3.4% of Sandhill Capital Partners LLC’s holdings, making the stock its 13th largest position. Sandhill Capital Partners LLC owned about 0.06% of U.S. Bancorp worth $48,030,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the business. Russell Investments Group Ltd. lifted its holdings in shares of U.S. Bancorp by 10.9% in the 3rd quarter. Russell Investments Group Ltd. now owns 876,599 shares of the financial services provider’s stock valued at $42,461,000 after buying an additional 86,469 shares during the period. Schroder Investment Management Group raised its position in U.S. Bancorp by 9.2% in the third quarter. Schroder Investment Management Group now owns 2,888,219 shares of the financial services provider’s stock worth $139,992,000 after acquiring an additional 244,012 shares in the last quarter. Fort Sheridan Advisors LLC acquired a new stake in U.S. Bancorp in the third quarter valued at $683,000. Private Advisor Group LLC boosted its position in shares of U.S. Bancorp by 3.0% during the 3rd quarter. Private Advisor Group LLC now owns 105,876 shares of the financial services provider’s stock worth $5,117,000 after purchasing an additional 3,091 shares in the last quarter. Finally, PFG Advisors grew its stake in shares of U.S. Bancorp by 4.4% during the 3rd quarter. PFG Advisors now owns 8,607 shares of the financial services provider’s stock worth $416,000 after purchasing an additional 364 shares during the period. Hedge funds and other institutional investors own 77.60% of the company’s stock.

Analyst Ratings Changes

Several analysts recently commented on the stock. Piper Sandler reiterated a “buy” rating on shares of U.S. Bancorp in a research note on Thursday, February 26th. Oppenheimer lifted their price target 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, January 21st. Evercore boosted their price target on U.S. Bancorp from $60.00 to $65.00 and gave the stock an “in-line” rating in a research note on Thursday, February 5th. JPMorgan Chase & Co. raised their price objective on U.S. Bancorp from $55.50 to $62.00 and gave the company an “underweight” rating in a research note on Monday, February 9th. Finally, HSBC reiterated a “buy” rating and set a $62.00 target price on shares of U.S. Bancorp in a research report on Wednesday, January 7th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $60.02.

U.S. Bancorp News Summary

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

Insiders Place Their Bets

In other news, insider Mark G. Runkel sold 32,195 shares of the business’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $60.65, for a total value of $1,952,626.75. Following the completion of the transaction, the insider directly owned 97,728 shares of the company’s stock, valued at $5,927,203.20. The trade was a 24.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders own 0.23% of the company’s stock.

U.S. Bancorp Stock Down 2.8%

Shares of NYSE USB opened at $52.40 on Monday. The firm’s 50-day moving average is $56.07 and its two-hundred day moving average is $51.49. The company has a market capitalization of $81.41 billion, a PE ratio of 11.34, a price-to-earnings-growth ratio of 0.94 and a beta of 1.04. U.S. Bancorp has a 12-month low of $35.18 and a 12-month 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.

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 for the quarter, topping analysts’ consensus estimates of $1.19 by $0.07. U.S. Bancorp had a net margin of 17.66% and a return on equity of 13.48%. The business had revenue of $7.92 billion during the quarter, compared to analysts’ expectations of $7.31 billion. During the same period last year, the company posted $1.07 EPS. The company’s revenue was up 5.1% on a year-over-year basis. Equities analysts anticipate that U.S. Bancorp will post 4.38 EPS for the current fiscal year.

U.S. Bancorp Announces Dividend

The business also recently declared 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. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $2.08 annualized dividend and a yield of 4.0%. U.S. Bancorp’s dividend payout ratio (DPR) is presently 45.02%.

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.