Cwm LLC Increases Holdings in U.S. Bancorp $USB

Cwm LLC increased its holdings in shares of U.S. Bancorp (NYSE:USB) by 21.2% in the fourth quarter, Holdings Channel reports. The firm owned 229,220 shares of the financial services provider’s stock after acquiring an additional 40,131 shares during the period. Cwm LLC’s holdings in U.S. Bancorp were worth $12,231,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Guerra Advisors Inc purchased a new stake in U.S. Bancorp during the 3rd quarter worth $25,000. Financial Life Planners acquired a new position in U.S. Bancorp during the 3rd quarter worth approximately $25,000. Clayton Financial Group LLC acquired a new position in U.S. Bancorp during the 4th quarter worth approximately $25,000. Barnes Dennig Private Wealth Management LLC acquired a new position in U.S. Bancorp during the 3rd quarter worth approximately $26,000. Finally, JPL Wealth Management LLC acquired a new position in U.S. Bancorp during the 3rd quarter worth approximately $28,000. 77.60% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting U.S. Bancorp

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

• Positive Sentiment: Q1 beat and core revenue strength — USB reported $1.18 EPS vs. $1.14 expected and ~ $7.29B revenue, driven by higher net interest income and fee revenue; management highlighted loan and deposit growth and improved operating leverage. Read More.
• Positive Sentiment: Partnerships and growth initiatives — management announced a partnership with Amazon to expand small‑business reach and a multi‑year NFL sponsorship, both supporting revenue/brand expansion catalysts. Read More.
• Positive Sentiment: Analyst upgrades/affirmations — several firms kept Buy ratings or raised targets (DA Davidson reaffirmed Buy with $65 PT), reflecting upside to consensus for many analysts. Read More.
• Neutral Sentiment: Guidance and outlook — USB reaffirmed a mid‑single‑digit full‑year net revenue outlook and expects Q2 net interest income and fee revenue growth of ~6–7%; guidance is constructive but not overly aggressive. Read More.
• Neutral Sentiment: Valuation/efficiency narrative — analysts and press note USB’s valuation as a value/efficiency story (brokerage outsourcing savings, improving margins) that underpins longer‑term upside if growth persists. Read More.
• Negative Sentiment: Higher credit costs — the beat was partially offset by rising credit provisions and some commentary about increasing credit costs, which tempered investor enthusiasm and prompted mixed analyst reactions. Read More.
• Negative Sentiment: Mixed analyst stance — while some firms raised targets or kept Buy ratings, others remain cautious (Jefferies maintained a Hold citing softer NII outlook and sub‑peer margin concerns), leading to divergent near‑term views. Read More.

Insider Transactions at U.S. Bancorp

In other U.S. Bancorp news, insider Mark G. Runkel sold 32,195 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $60.65, for a total transaction of $1,952,626.75. Following the sale, the insider owned 97,728 shares in the company, valued at $5,927,203.20. This represents a 24.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 0.21% of the stock is owned by insiders.

Analyst Ratings Changes

USB has been the topic of several recent research reports. Jefferies Financial Group reissued a “hold” rating and set a $60.00 price target on shares of U.S. Bancorp in a research report on Thursday. DA Davidson reaffirmed a “buy” rating and set a $65.00 price target on shares of U.S. Bancorp in a research note on Friday. Oppenheimer lifted their price target on shares of U.S. Bancorp from $71.00 to $73.00 and gave the stock an “outperform” rating in a research note on Friday. Morgan Stanley set a $64.00 price target on shares of U.S. Bancorp in a research note on Friday. Finally, Truist Financial dropped their price target on shares of U.S. Bancorp from $63.00 to $62.00 and set a “buy” rating on the stock in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, U.S. Bancorp currently has an average rating of “Moderate Buy” and a consensus target price of $61.18.

U.S. Bancorp Trading Up 2.5%

NYSE USB opened at $56.87 on Friday. U.S. Bancorp has a 12 month low of $37.24 and a 12 month high of $61.19. The company has a debt-to-equity ratio of 1.03, a current ratio of 0.81 and a quick ratio of 0.80. The company has a market capitalization of $88.27 billion, a price-to-earnings ratio of 11.92, a price-to-earnings-growth ratio of 1.01 and a beta of 1.01. The company’s fifty day moving average price is $54.50 and its two-hundred day moving average price is $52.33.

U.S. Bancorp (NYSE:USB) last posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.18 EPS for the quarter, beating analysts’ consensus estimates of $1.14 by $0.04. U.S. Bancorp had a net margin of 18.01% and a return on equity of 18.26%. The firm had revenue of $7.29 billion for the quarter, compared to the consensus estimate of $7.27 billion. During the same period in the prior year, the firm posted $1.03 EPS. The firm’s revenue was up 4.7% compared to the same quarter last year. As a group, research analysts predict that U.S. Bancorp will post 4.38 earnings per share for the current fiscal year.

U.S. Bancorp Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st were paid a dividend of $0.52 per share. The ex-dividend date was Tuesday, March 31st. This represents a $2.08 annualized dividend and a yield of 3.7%. U.S. Bancorp’s dividend payout ratio is presently 43.61%.

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.