USB
US BANCORP DEPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Apr 16 U.S. Bancorp reported first quarter 2026 earnings with diluted EPS o…
- S Apr 21 1 insider sell $2.3M at $57.00
- S May 5 1 insider sell $1.9M at $55.52
- I Jun 30 5 funds open new positions (13F)
- S Jul 20 to Jul 23 2 days of insider sells: $3.8M by 2 insiders, avg $63.15
- A Jul 20 2 upgrades
- S Aug 28 1 insider sell $1.7M at $62.37
- E Oct 15 Earnings: USB Q3 2026 Earnings: EPS $1.34 (-0.1% vs est)
Signal stack
Where each data set points today.
- InsidersBEARISH
5 insiders sold $9.7M.
- InstitutionsBULLISH
Q2 2026: 44 added (5 new), 22 trimmed or exited. Largest new: Balyasny Asset Management $267.9M, Hrt Financial $94.9M.
- AnalystsBULLISH
16 of 26 rate it Buy or better. Every target is above the price.
- TrendDOWNTREND
1% below its 50-day average.
- SocialQUIET
Crowd 50° (neutral) this week from 3 mentions: 0 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| NORGES BANK | TRIM | $1.2B |
| FIRST TRUST ADVISORS LP | ADD | $668.8M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | $267.9M |
| CITADEL ADVISORS LLC | TRIM | $245.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | $190.4M |
| VAN ECK ASSOCIATES CORP | TRIM | $189.2M |
| Freestone Grove Partners LP | ADD | $167.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | $161.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
26 analystsPrice is below the lowest target. Median implies +14%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 16, 2026 | Citigroup MAINTAIN | Buy |
| Oct 16, 2026 | DA Davidson MAINTAIN | Buy |
| Oct 16, 2026 | Oppenheimer MAINTAIN | Outperform |
| Oct 16, 2026 | RBC Capital MAINTAIN | Outperform |
| Oct 16, 2026 | Evercore ISI Group MAINTAIN | Outperform |
| Oct 6, 2026 | Raymond James MAINTAIN | Strong Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 28, 2026 | Kedia Gunjan President & CEO | EXERCISE | $1.5M |
| Aug 28, 2026 | Kedia Gunjan President & CEO | SELL | $1.7M |
| Jul 23, 2026 | CHOSY JAMES L Senior EVP and General Counsel | EXERCISE | $1.4M |
| Jul 23, 2026 | CHOSY JAMES L Senior EVP and General Counsel | SELL | $1.5M |
| Jul 21, 2026 | CHOSY JAMES L Senior EVP and General Counsel | GIFT | 3,969 sh |
| Jul 20, 2026 | Philipson Stephen L Vice Chair | SELL | $2.3M |
| May 5, 2026 | Dilip Venkatachari SEVP & Chief Info & Tech Off | SELL | $1.9M |
| Apr 23, 2026 | BAXTER WARNER L Director | AWARD | 3,355 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026Washington
SecBot reports
8 filings · 5 bullish · 1 bearish · 2 neutral- BEARISH 8-KOct 15, 2026
U.S. Bancorp reported Q3 2026 diluted EPS of $1.34, a 9.8% YoY increase but a 4.7% miss vs…
The EPS miss and elevated provision overshadow strong revenue growth and raised guidance. Watch for credit normalization trends in Q4 and the pace of RWA growth. The CET1 incl. AOCI decline bears…
- BULLISH 13F-HRAug 12, 2026
U.S. Bancorp's Q2 2026 13F filing shows a massive, diversified institutional portfolio with $91.6B…
The strong earnings beat and raised guidance provide a fundamental tailwind for the bank's own stock (USB). The 13F reveals the bank's investment arm is rotating into industrials and small-cap…
- NEUTRAL CLUSTERJul 24, 2026
Two senior USB executives (General Counsel and Vice Chair) sold a combined $3.78M in open-market…
These sales are routine post-earnings liquidity events — the General Counsel exercised options and sold to cover, and the Vice Chair's sale follows a common pattern for large-cap bank executives. No…
- BULLISH ANALYST-UPGRADEJul 20, 2026
Evercore ISI Group upgrades USB to Outperform — PT $72 (+14%)
All USB filing & press-release reports (8)
- 8-K reportOct 15, 2026
- 13F-HR reportAug 12, 2026
- CLUSTER reportJul 24, 2026
- Evercore ISI Group upgrades USB to Outperform — PT $72 (+14%)Jul 20, 2026
- 8-K reportJul 16, 2026
- Jefferies upgrades USB to Buy — PT $75 (+21.5%)Jul 6, 2026
- 8-K reportApr 16, 2026
- 8-K reportApr 8, 2026