Market Cap
$90.0B
USB
US BANCORP DE
$57.51 ▲ +0.26%
Prev close $57.36Market cap$90.0B
ConsensusHold
12-mo target$69.62 (+21.1%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)39 New Institutional Positions11 Institutional Exits Traditional Finance
Snapshot
The big-picture read on USB right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (59%)
Inst. Holders
50 funds
Inst. Value
$55.0B
Inst. Activity
39 buys / 11 sells
Insider Activity
$0.00 buy / $9.7M sell
Insider Net $
-$9.7M
Social Sentiment
67° Warm
SEC Reports
7
Congressional
3 trades
Price chart 30d -9.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: USB — 60.3% short (1.5M / 2.4M)
Short: 1,475,001 | Exempt: 7,297 | TRF Vol: 2,446,377 | Short Ratio: 60.3% | Off-exchange volume (da
Aug 28, 2026 Insider
Kedia Gunjan acquired via exercise 27,267 shares
President & CEO @ $55.01 ($1.5M)
Aug 28, 2026 Insider
Aug 12, 2026 SEC Kedia Gunjan sold 27,267 shares
President & CEO @ $62.37 ($1.7M)
U.S. Bancorp's Q2 2026 13F filing shows a massive, diversified institutional portfolio with $91.6B in reported holdings.
13F-HR — Impact 6/10
Jul 23, 2026 Insider
Jul 20, 2026 SEC CHOSY JAMES L acquired via exercise 24,711 shares
Senior EVP and General Counsel @ $55.01 ($1.4M)
Evercore ISI Group upgrades USB to Outperform — PT $72 (+14%)
ANALYST-UPGRADE — Impact 4/10
Jefferies upgrades USB to Buy — PT $75 (+21.5%)
ANALYST-UPGRADE — Impact 3/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
19,940,331 shares ($1.2B)
Analyst ratings buy % -4.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
59% rate it Buy or better · 27 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Oct 1, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 28, 2026 | HSBC | MAINTAIN | Buy | 55% |
| Aug 24, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 20, 2026 | Evercore ISI Group | UPGRADE | Outperform | 59% |
| Jul 20, 2026 | JP Morgan | UPGRADE | Neutral | 55% |
| Jul 17, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 17, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 10 | 10 | 1 | 0 | 59% | |
| Aug 1, 2026 | 7 | 10 | 10 | 1 | 0 | 61% | |
| Jul 1, 2026 | 5 | 9 | 11 | 2 | 0 | 52% | |
| Jun 1, 2026 | 5 | 9 | 10 | 2 | 0 | 54% | |
| May 1, 2026 | 5 | 11 | 10 | 2 | 0 | 57% | |
| Apr 1, 2026 | 6 | 12 | 11 | 2 | 0 | 58% | |
| Mar 1, 2026 | 6 | 12 | 11 | 1 | 0 | 60% | |
| Feb 1, 2026 | 6 | 11 | 12 | 1 | 0 | 57% |
Price targets
Where 21 covering analysts think USB trades over the next 12 months.
$69.62 +21.1% upside Strong Buy
Current$57.51 Low$65.00 Median$69.00 High$76.00 21 analysts
$65.00$76.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 5 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 4.6/10.
BULLISHANALYST-UPGRADE4/10
Evercore ISI Group upgrades USB to Outperform — PT $72 (+14%)
Jul 20, 2026
BULLISHANALYST-UPGRADE3/10
Jefferies upgrades USB to Buy — PT $75 (+21.5%)
Jul 6, 2026
BULLISH13F-HR6/10
U.S. Bancorp's Q2 2026 13F filing shows a massive, diversified institutional portfolio with $91.6B i
Aug 12, 2026
NEUTRALCLUSTER3/10
Two senior USB executives (General Counsel and Vice Chair) sold a combined $3.78M in open-market sal
Jul 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: USB — 60.3% short (1.5M / 2.4M)
Short: 1,475,001 | Exempt: 7,297 | TRF Vol: 2,446,377 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: USB — 57.0% short (1.0M / 1.8M)
Short: 1,004,540 | Exempt: 1,397 | TRF Vol: 1,761,240 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: USB — 55.5% short (1.3M / 2.4M)
Short: 1,318,608 | Exempt: 1,705 | TRF Vol: 2,377,415 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
short_volume
Short Volume: USB — 64.1% short (1.4M / 2.2M)
Short: 1,382,515 | Exempt: 2,041 | TRF Vol: 2,156,909 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: USB — 65.7% short (1.2M / 1.8M)
Short: 1,202,318 | Exempt: 554 | TRF Vol: 1,830,013 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.31 | $1.24–$1.38 | 7.5% | +0.9% | 8↑ 4↓ | $8.0B | 18 |
| Next Q | $1.39 | $1.34–$1.48 | 10.4% | +0.3% | 9↑ 1↓ | $8.1B | 18 |
| Current FY | $5.23 | $5.13–$5.35 | 13.2% | +0.3% | 12↑ 0↓ | $31.1B | 21 |
| Next FY | $5.81 | $5.37–$6.05 | 11.1% | +0.2% | 9↑ 0↓ | $33.3B | 21 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.312 | — |
| 7d ago | $1.306 | +0.006 |
| 30d ago | $1.300 | +0.012 |
| 60d ago | $1.300 | +0.012 |
| 90d ago | $1.286 | +0.026 |
Institutional ownership
Which big funds own USB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $55.0B total value (909,663,944 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 127,137,222 | $7.7B | 14.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 101,302,511 | $6.1B | 11.1% | — |
| STATE STREET CORP | 73,137,322 | $4.5B | 8.1% | — |
| JPMORGAN CHASE & CO | 59,686,029 | $3.7B | 6.7% | — |
| FMR LLC | 51,284,661 | $3.1B | 5.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 39,253,077 | $2.4B | 4.3% | — |
| MORGAN STANLEY | 30,552,978 | $1.8B | 3.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 30,004,454 | $1.8B | 3.3% | — |
| DAVIS SELECTED ADVISERS | 21,453,510 | $1.3B | 2.4% | — |
| NORGES BANK | 19,940,331 | $1.2B | 2.2% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 19,940,331 | — | $1.2B |
| FIRST TRUST ADVISORS LP | ADD | 8,118,845 | 11,072,514 | +36.4% | $668.8M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 4,434,891 | — | $267.9M |
| CITADEL ADVISORS LLC | TRIM | 6,558,956 | 4,057,605 | -38.1% | $245.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 826,427 | 3,152,449 | +281.5% | $190.4M |
| VAN ECK ASSOCIATES CORP | TRIM | 4,600,511 | 3,132,345 | -31.9% | $189.2M |
| Freestone Grove Partners LP | ADD | 1,661,642 | 2,764,240 | +66.4% | $167.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 794,417 | 2,674,191 | +236.6% | $161.5M |
| Point72 Asset Management, L.P. | DOUBLED | 981,253 | 2,238,597 | +128.1% | $135.2M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 1,609,757 | 2,068,489 | +28.5% | $126.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
24 insiders, 50 transactions. Net -$9.7M — $0.00 bought, $9.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Kedia Gunjan | President & CEO | EXERCISE | 27,267 | $55.01 | $1.5M |
| Aug 28, 2026 | Kedia Gunjan | President & CEO | SELL | 27,267 | $62.37 | $1.7M |
| Jul 23, 2026 | CHOSY JAMES L | Senior EVP and General Counsel | EXERCISE | 24,711 | $55.01 | $1.4M |
| Jul 23, 2026 | CHOSY JAMES L | Senior EVP and General Counsel | SELL | 22,968 | $63.28 | $1.5M |
| Jul 21, 2026 | CHOSY JAMES L | Senior EVP and General Counsel | GIFT | 3,969 | — | — |
| Jul 20, 2026 | Philipson Stephen L | Vice Chair | SELL | 36,906 | $63.08 | $2.3M |
| May 5, 2026 | Dilip Venkatachari | SEVP & Chief Info & Tech Off | SELL | 34,522 | $55.52 | $1.9M |
| Apr 23, 2026 | BAXTER WARNER L | Director | AWARD | 3,355 | — | — |
| Apr 23, 2026 | Bridges Dorothy J | Director | AWARD | 3,355 | — | — |
| Apr 23, 2026 | Buse Elizabeth | Director | AWARD | 3,355 | — | — |
Congressional trades
USB trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | U.S. Bancorp | Jul 8, 2026(37d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | U.S. Bancorp | May 13, 2026(31d) |
| Mar 10, 2025 | Carol Miller | R | HOUSE | SELL | $15,001 - $50,000 | U.S. Bancorp | Aug 14, 2026(523d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for USB.
Shares short
23,976,928
Settlement Sep 15, 2026
Change vs prior
-4.4%
Semi-monthly cycle
Days to cover
3.8
At avg daily volume
Of shares outstanding
≈1.5%
Estimate — not % of float
All USB filing & press-release reports (7)
- Evercore ISI Group upgrades USB to Outperform — PT $72 (+14%)Jul 20, 2026
- Jefferies upgrades USB to Buy — PT $75 (+21.5%)Jul 6, 2026
- 13F-HR reportAug 12, 2026
- CLUSTER reportJul 25, 2026
- 8-K reportJul 16, 2026
- 8-K reportApr 16, 2026
- 8-K reportApr 8, 2026