US · Financial Services · Banks - Regional
EPS came in at 1.34 against a street estimate of 1.32 — a beat of 1.5%.
Analysts rate U.S. Bancorp a buy (16 buy, 8 hold, 0 sell out of 24) with an average price target of $68.80.
CONFIDENT U.S. Bancorp delivered record revenue, strong EPS growth, improving margin and positive operating leverage. Management sees continued loan, deposit and fee momentum, with buybacks potentially resuming within two quarters. Q3 FY26 Management plans to densify branches within its existing footprint while using client centers to establish faster national coverage for commercial, wealth, mortgage and small-business teams. Analysts focused on margin sensitivity, capital allocation, loan demand, branch expansion and fee growth. Management emphasized strong pipelines, disciplined pricing, regulatory flexibility and broad-based demand. 2026-10-15…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.16% |
| Vanguard Capital Management, LLC | 6.50% |
| State Street Corp | 4.69% |
| JPMorgan Chase & Co | 3.83% |
| FMR Inc | 3.29% |
| Bank Of Tokyo Mitsubishi Ltd | 2.85% |
| Geode Capital Management, LLC | 2.52% |
| Morgan Stanley - Brokerage Accounts | 1.96% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net income attributable to U.S. Bancorp was $2.2 billion, up 10.0% from $2.0 billion in the third quarter of 20 | 2026-11-05 |
| Current report · Q4 2026 HEADLINE NUMBERS • U.S. Bancorp issued C$1,000,000,000 of 4.422% Fixed-to-Floating Rate Senior Notes on November 5, 2026. • The notes are due Novemb | 2026-11-05 |
| Charter / bylaws change · Q4 2026 HEADLINE NUMBERS • U.S. Bancorp completed the sale of 1,000,000 depositary shares on October 30, 2026. • Each depositary share represents 1/25th of | 2026-10-30 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • U.S. Bancorp reported a senior leadership change in an October 23, 2026 Form 8-K filing. • Jodi L. Richard resigned effective imm | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income attributable to U.S. Bancorp was $2,202 million, up from $2,001 million in the third quarter of 2025 | 2026-10-15 |
| Quarterly report · Q2 2026 U.S. BANCORP Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income attributable to U.S. Bancorp: $2.177 billion (Q2 2026) vs $1.815 billion (Q2 2025), | 2026-08-06 |
| Results announced · Q3 2026 U.S. BANCORP Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income attributable to common shareholders: $2,098 million (Q2 2026) vs. $1,733 million | 2026-07-16 |
| Company announcement · Q2 2026 U.S. BANCORP – FORM 8-K SUMMARY (June 24, 2026) HEADLINE NUMBERS • Stress Capital Buffer (SCB) requirement remains unchanged at 2.6% through October | 2026-06-24 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.54 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $0.52 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.52 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $0.52 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
| Announcement | Date |
|---|---|
| Increased quarterly common stock dividend from $0.52 to $0.54 per share U.S. Bancorp announced on June 24, 2026, that its Stress Capital Buffer (SCB) requirement will remain stable at 2.6% through October 1, 2027. This unchanged requirement indicates the Federal | 2026-06-24 |
| Company announces proposed acquisition of BTIG Parent U.S. Bancorp announced a proposed acquisition of BTIG Parent on January 13, 2026. This 8-K filing is primarily a legal disclosure document outlining forward-looking statements and risk facto | 2026-01-13 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.