AE Wealth Management LLC Raises Holdings in U.S. Bancorp $USB

Key Points

• AE Wealth Management raised its stake in U.S. Bancorp by 4.4% to 522,688 shares, valued at about $27.9 million per its latest SEC filing.
• U.S. Bancorp beat Q1 expectations with GAAP EPS of $1.18 (vs. $1.14 consensus) and revenue of $7.29B (up 4.7% YoY), and it expects Q2 net‑interest‑income and fee revenue growth of ~6–7%, though rising credit costs dented the stock's reaction.
• Insider Mark G. Runkel sold 32,195 shares (reducing his holding by 24.78%), institutional investors now own roughly 77.6% of the company, and analysts’ consensus is a "Moderate Buy" with an average price target of $61.13.

AE Wealth Management LLC lifted its stake in U.S. Bancorp (NYSE:USB - Free Report) by 4.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 522,688 shares of the financial services provider's stock after purchasing an additional 22,182 shares during the quarter. AE Wealth Management LLC's holdings in U.S. Bancorp were worth $27,891,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. Vanguard Group Inc. raised its stake in shares of U.S. Bancorp by 0.9% in the third quarter. Vanguard Group Inc. now owns 144,548,379 shares of the financial services provider's stock worth $6,986,023,000 after purchasing an additional 1,279,104 shares during the last quarter. State Street Corp increased its holdings in U.S. Bancorp by 0.9% in the 3rd quarter. State Street Corp now owns 69,179,530 shares of the financial services provider's stock worth $3,378,808,000 after buying an additional 648,943 shares during the period. Davis Selected Advisers raised its position in U.S. Bancorp by 0.5% during the 3rd quarter. Davis Selected Advisers now owns 19,431,562 shares of the financial services provider's stock worth $939,127,000 after buying an additional 99,925 shares during the last quarter. Grantham Mayo Van Otterloo & Co. LLC lifted its stake in U.S. Bancorp by 7.2% during the 3rd quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 17,758,947 shares of the financial services provider's stock valued at $858,290,000 after acquiring an additional 1,189,525 shares during the period. Finally, Northern Trust Corp lifted its stake in U.S. Bancorp by 1.1% during the 3rd quarter. Northern Trust Corp now owns 16,438,774 shares of the financial services provider's stock valued at $794,486,000 after acquiring an additional 172,645 shares during the period. 77.60% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at U.S. Bancorp

In other news, insider Mark G. Runkel sold 32,195 shares of U.S. Bancorp stock in a transaction dated 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 sale, the insider owned 97,728 shares in the company, valued at $5,927,203.20. This trade represents a 24.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.21% of the stock is currently owned by insiders.

Key U.S. Bancorp News

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

• Positive Sentiment: Q1 beat on the bottom line: GAAP EPS of $1.18 topped consensus (~$1.14) and net revenue was $7.29B (up ~4.7% YoY), driven by higher interest income and fee revenue — showing healthy core business momentum. U.S. Bancorp profit jumps on interest income, fee revenue boost
• Positive Sentiment: Operational strength: broad-based growth across commercial lending, credit cards and payments, record consumer deposits, and improved efficiency metrics — supporting near-term earnings quality. US Bancorp (USB) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Guidance and outlook: the bank expects Q2 net interest income (NII) and fee revenue growth of ~6–7% while maintaining a full‑year net revenue growth outlook (~4–6%), a modestly constructive but not overly aggressive signal. U.S. Bancorp expects Q2 2026 net-interest-income and fee-revenue growth of 6%-7%
• Neutral Sentiment: Brand/marketing lift: announced a multi‑year NFL sponsorship that could boost consumer brand reach and long‑term deposit/wealth flows, but with limited immediate earnings impact. U.S. Bancorp NFL Deal Puts Brand Reach And Valuation In Focus
• Negative Sentiment: Rising credit costs: the market reaction highlights investor concern about higher provisions/credit costs this quarter — these tempered the upside from revenue and margin gains and pressured the stock. What's Going On With U.S. Bancorp Stock Thursday?
• Negative Sentiment: Analyst tone = cautious: Jefferies kept a Hold while raising its price target (citing capital strength and solid results) but flagged softer NII outlook and sub‑peer margins — signaling limited near‑term upside from Street analysts. Balanced Risk-Reward at U.S. Bancorp

U.S. Bancorp Stock Down 1.6%

U.S. Bancorp stock opened at $55.45 on Friday. The stock has a market capitalization of $86.07 billion, a PE ratio of 12.00, a price-to-earnings-growth ratio of 1.03 and a beta of 1.01. U.S. Bancorp has a 12 month low of $37.24 and a 12 month high of $61.19. The business has a 50 day simple moving average of $54.58 and a 200-day simple moving average of $52.25. 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 - Get Free Report) last announced its earnings results on Thursday, April 16th. The financial services provider reported $1.18 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.14 by $0.04. U.S. Bancorp had a return on equity of 13.48% and a net margin of 17.66%.The firm had revenue of $7.29 billion for the quarter, compared to analyst estimates of $7.27 billion. During the same quarter last year, the firm posted $1.03 EPS. The business's revenue was up 4.7% on a year-over-year basis. On average, 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 disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st were issued a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a yield of 3.8%. The ex-dividend date of this dividend was Tuesday, March 31st. U.S. Bancorp's dividend payout ratio (DPR) is presently 45.02%.

Analysts Set New Price Targets

A number of analysts have recently weighed in on USB shares. Wolfe Research lowered shares of U.S. Bancorp from an "outperform" rating to a "peer perform" rating in a research note on Wednesday, January 7th. Argus upped their price target on shares of U.S. Bancorp from $62.00 to $63.00 and gave the company a "buy" rating in a report on Thursday, January 22nd. Truist Financial raised U.S. Bancorp from a "hold" rating to a "buy" rating and increased their price target for the stock from $61.00 to $66.00 in a research report on Thursday, February 26th. Jefferies Financial Group reiterated a "hold" rating and set a $60.00 price objective on shares of U.S. Bancorp in a research note on Thursday. Finally, HSBC reissued a "buy" rating and issued a $62.00 price objective on shares of U.S. Bancorp in a report on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $61.13.

U.S. Bancorp Company 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.

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