U.S. Bancorp $USB Shares Sold by Voya Investment Management LLC

Voya Investment Management LLC decreased its holdings in U.S. Bancorp (NYSE:USB) by 4.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,030,905 shares of the financial services provider’s stock after selling 49,395 shares during the quarter. Voya Investment Management LLC owned 0.07% of U.S. Bancorp worth $49,824,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in USB. Norges Bank purchased a new position in U.S. Bancorp in the 2nd quarter valued at approximately $971,285,000. Davis Selected Advisers increased its position in shares of U.S. Bancorp by 29.8% during the second quarter. Davis Selected Advisers now owns 19,331,637 shares of the financial services provider’s stock worth $874,757,000 after acquiring an additional 4,442,623 shares during the period. Arrowstreet Capital Limited Partnership increased its position in shares of U.S. Bancorp by 1,589.4% during the second quarter. Arrowstreet Capital Limited Partnership now owns 3,472,252 shares of the financial services provider’s stock worth $157,119,000 after acquiring an additional 3,266,724 shares during the period. AQR Capital Management LLC raised its stake in shares of U.S. Bancorp by 354.5% in the second quarter. AQR Capital Management LLC now owns 2,855,350 shares of the financial services provider’s stock valued at $129,205,000 after acquiring an additional 2,227,103 shares in the last quarter. Finally, Vanguard Group Inc. boosted its holdings in U.S. Bancorp by 1.4% in 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 purchasing an additional 2,038,996 shares during the period. Institutional investors and hedge funds own 77.60% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on USB shares. Wells Fargo & Company upped their price target on U.S. Bancorp from $50.00 to $52.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Evercore ISI boosted their price objective on U.S. Bancorp from $49.00 to $54.00 and gave the stock an “in-line” rating in a research report on Tuesday, September 30th. Citigroup upped their target price on shares of U.S. Bancorp from $65.00 to $70.00 and gave the stock a “buy” rating in a research note on Friday, October 17th. UBS Group raised their target price on shares of U.S. Bancorp from $49.00 to $50.00 and gave the company a “neutral” rating in a report on Tuesday, October 7th. Finally, Morgan Stanley reiterated a “positive” rating on shares of U.S. Bancorp in a research note on Friday, October 17th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $54.95.

U.S. Bancorp Trading Up 0.6%

USB opened at $54.18 on Friday. The company has a debt-to-equity ratio of 1.10, a quick ratio of 0.82 and a current ratio of 0.82. U.S. Bancorp has a one year low of $35.18 and a one year high of $54.41. The company has a market cap of $84.22 billion, a P/E ratio of 12.40, a PEG ratio of 1.02 and a beta of 1.10. The business’s 50-day simple moving average is $48.74 and its 200-day simple moving average is $47.40.

U.S. Bancorp (NYSE:USB) last announced its quarterly earnings results on Thursday, October 16th. The financial services provider reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.11 by $0.11. The firm had revenue of $7.34 billion during the quarter, compared to the consensus estimate of $7.17 billion. U.S. Bancorp had a return on equity of 13.34% and a net margin of 16.89%.The firm’s quarterly revenue was up 6.8% compared to the same quarter last year. During the same period in the prior year, the company posted $1.03 earnings per share. As a group, equities research 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 announced a quarterly dividend, which will be paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st will be issued a $0.52 dividend. The ex-dividend date is Wednesday, December 31st. This represents a $2.08 annualized dividend and a dividend yield of 3.8%. U.S. Bancorp’s dividend payout ratio is presently 47.60%.

Insiders Place Their Bets

In related news, EVP James L. Chosy sold 26,909 shares of the stock in a transaction on Monday, October 20th. The shares were sold at an average price of $46.86, for a total value of $1,260,955.74. Following the transaction, the executive vice president directly owned 226,375 shares of the company’s stock, valued at $10,607,932.50. This trade represents a 10.62% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Chairman Andrew Cecere sold 140,445 shares of U.S. Bancorp stock in a transaction on Monday, October 20th. The stock was sold at an average price of $46.34, for a total transaction of $6,508,221.30. Following the sale, the chairman owned 1,360,414 shares in the company, valued at $63,041,584.76. This represents a 9.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.23% of the company’s stock.

Key U.S. Bancorp News

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

• Positive Sentiment: Keefe, Bruyette & Woods raised USB’s price target to $58 from $53, signaling improved near‑term upside expectations from a key bank analyst. Article Title
• Positive Sentiment: Keefe, Bruyette & Woods also published a bullish note forecasting strong price appreciation for USB, which can attract momentum and institutional interest. Article Title
• Positive Sentiment: Analysts expect double‑digit Q4 EPS growth for U.S. Bancorp, raising the odds of an earnings beat that would support multiple expansion. Article Title
• Positive Sentiment: Unusually heavy options activity — ~16,640 call contracts traded (about +65% vs. normal) — suggests speculative or hedged bullish positioning by options traders. (No direct article link provided for the trade summary.)
• Positive Sentiment: Coverage highlights U.S. Bancorp’s expansion of digital partnerships (Avvance, Coinstar integrations) and analyst upgrades — a narrative shift toward growth/fee income that could improve valuation multiples. Article Title Article Title
• Neutral Sentiment: KBW maintained a Hold rating on USB — a reminder that not all broker commentary is overtly bullish and some see upside as limited from current levels. Article Title

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.