US Bancorp DE Sells 189,773 Shares of NatWest Group plc $NWG

Key Points

• US Bancorp DE sold 189,773 shares of NatWest Group, trimming its stake by 26.8% to 517,657 shares valued at about $9.06 million at the end of the quarter.
• NatWest posted a Q1 EPS beat ($0.48 vs. $0.44) and upgraded 2026 income guidance, but total income was ~2% below Street expectations and results were dented by a one‑off Iran war provision.
• The bank announced a $0.621 dividend payable May 5 (record date March 20) with a dividend payout ratio of 64.36%, while analysts maintain a consensus "Hold" rating on the stock.

US Bancorp DE lessened its holdings in shares of NatWest Group plc (NYSE:NWG - Free Report) by 26.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 517,657 shares of the company's stock after selling 189,773 shares during the period. US Bancorp DE's holdings in NatWest Group were worth $9,059,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Larson Financial Group LLC lifted its holdings in shares of NatWest Group by 427.7% during the 3rd quarter. Larson Financial Group LLC now owns 1,831 shares of the company's stock valued at $26,000 after purchasing an additional 1,484 shares in the last quarter. Salomon & Ludwin LLC lifted its holdings in shares of NatWest Group by 2,941.7% during the 3rd quarter. Salomon & Ludwin LLC now owns 1,825 shares of the company's stock valued at $27,000 after purchasing an additional 1,765 shares in the last quarter. Bessemer Group Inc. lifted its holdings in shares of NatWest Group by 88.7% during the 3rd quarter. Bessemer Group Inc. now owns 2,068 shares of the company's stock valued at $29,000 after purchasing an additional 972 shares in the last quarter. American National Bank & Trust acquired a new position in NatWest Group in the 4th quarter worth $31,000. Finally, Rachor Investment Advisory Services LLC acquired a new position in NatWest Group in the 4th quarter worth $34,000. Institutional investors own 1.27% of the company's stock.

NatWest Group Trading Down 3.2%

Shares of NYSE:NWG opened at $15.41 on Friday. The company's 50-day moving average price is $15.75 and its two-hundred day moving average price is $16.33. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.04 and a quick ratio of 1.04. NatWest Group plc has a one year low of $12.76 and a one year high of $19.35. The stock has a market capitalization of $61.48 billion, a PE ratio of 8.19, a price-to-earnings-growth ratio of 0.86 and a beta of 0.95.

NatWest Group (NYSE:NWG - Get Free Report) last issued its earnings results on Friday, May 1st. The company reported $0.48 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.44 by $0.04. The company had revenue of $5.59 billion for the quarter, compared to analysts' expectations of $5.80 billion. NatWest Group had a net margin of 18.59% and a return on equity of 13.05%. On average, equities analysts forecast that NatWest Group plc will post 1.96 EPS for the current fiscal year.

NatWest Group Announces Dividend

The company also recently announced a dividend, which will be paid on Tuesday, May 5th. Stockholders of record on Friday, March 20th will be issued a $0.621 dividend. This represents a dividend yield of 895.0%. The ex-dividend date of this dividend is Friday, March 20th. NatWest Group's dividend payout ratio is presently 64.36%.

Key NatWest Group News

Here are the key news stories impacting NatWest Group this week:

• Positive Sentiment: Profit and EPS beat — NatWest reported first‑quarter profit up ~12% year‑on‑year and posted an EPS beat (reported $0.48 vs. ~$0.44 consensus), showing underlying profitability and helping support valuation multiples. NatWest posts first quarter profit rise of 12%
• Positive Sentiment: Guidance upgraded — Management raised 2026 income guidance (saying income could reach the top end of its range) on loan growth and benefits from the structural hedge, which frames a constructive medium‑term revenue outlook. U.K. Bank NatWest Expects Income at Top End of Range
• Neutral Sentiment: Conference materials available — Management commentary, the earnings slide deck and the call recording are posted for investors wanting detail on drivers (loan volumes, cost control, and AI/productivity initiatives). Useful for modelling but not an immediate catalyst. Listen to Conference Call / View Slide Deck
• Negative Sentiment: Total income shortfall — Reported total income (c. £4.2bn) was ~2% below Street expectations, driven by a ~7% shortfall in non‑interest income, a material reason some analysts marked down near‑term upside. NatWest falls as income outlook raised but not as much as City analysts predicted
• Negative Sentiment: One‑off Iran war provision — The bank took a provision related to the Iran war, which dents headline earnings and adds uncertainty over potential future charges. That helped temper investor enthusiasm despite the profit beat. NatWest's first-quarter profit rises 12%, takes Iran war provision

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on NWG shares. Keefe, Bruyette & Woods lowered shares of NatWest Group from a "moderate buy" rating to a "hold" rating in a research note on Monday, April 20th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of NatWest Group in a research note on Tuesday, April 21st. Barclays reaffirmed an "equal weight" rating on shares of NatWest Group in a research note on Wednesday, January 7th. BNP Paribas Exane raised shares of NatWest Group from a "strong sell" rating to a "hold" rating in a research note on Friday, February 27th. Finally, Zacks Research lowered shares of NatWest Group from a "strong-buy" rating to a "hold" rating in a research note on Monday, April 13th. One equities research analyst has rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold".

NatWest Group Profile

NatWest Group plc is a major UK-based banking and financial services group headquartered in Edinburgh, Scotland. The company traces its roots to the Royal Bank of Scotland, founded in 1727, and adopted the NatWest Group name in 2020 as part of a strategic refocus on its NatWest brand. NatWest Group is listed on the London Stock Exchange and also has American depositary shares trading on the New York Stock Exchange under the symbol NWG.

The group provides a broad range of banking services across retail, private, commercial, corporate and institutional segments.

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