Kestra Advisory Services LLC Sells 10,755 Shares of U.S. Bancorp $USB

Kestra Advisory Services LLC lowered its stake in U.S. Bancorp (NYSE:USB) by 4.8% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 215,633 shares of the financial services provider’s stock after selling 10,755 shares during the quarter. Kestra Advisory Services LLC’s holdings in U.S. Bancorp were worth $11,215,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in USB. Clayton Financial Group LLC bought a new stake in U.S. Bancorp in the fourth quarter valued at about $25,000. Financial Life Planners acquired a new position in shares of U.S. Bancorp during the 1st quarter worth about $27,000. Rossby Financial LCC grew its position in shares of U.S. Bancorp by 57.8% during the 4th quarter. Rossby Financial LCC now owns 579 shares of the financial services provider’s stock worth $31,000 after buying an additional 212 shares during the period. JPL Wealth Management LLC bought a new stake in shares of U.S. Bancorp in the 3rd quarter valued at about $28,000. Finally, Westfuller Advisors LLC increased its stake in shares of U.S. Bancorp by 54.7% in the 4th quarter. Westfuller Advisors LLC now owns 608 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 215 shares during the last quarter. 77.60% of the stock is currently owned by institutional investors.

Insider Transactions at U.S. Bancorp

In related news, EVP Venkatachari Dilip sold 34,522 shares of the stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $55.52, for a total transaction of $1,916,661.44. Following the completion of the transaction, the executive vice president directly owned 51,292 shares in the company, valued at approximately $2,847,731.84. This trade represents a 40.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Jodi L. Richard sold 40,000 shares of U.S. Bancorp stock in a transaction that occurred on Tuesday, April 21st. The shares were sold at an average price of $57.00, for a total transaction of $2,280,000.00. Following the completion of the sale, the insider owned 207,251 shares in the company, valued at $11,813,307. This trade represents a 16.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.21% of the company’s stock.

Wall Street Analysts Forecast Growth

USB has been the topic of several recent analyst reports. Morgan Stanley lifted their price objective on shares of U.S. Bancorp from $64.00 to $67.00 and gave the stock an “equal weight” rating in a research note on Monday, June 29th. UBS Group increased their target price on shares of U.S. Bancorp from $58.00 to $66.00 and gave the stock a “neutral” rating in a report on Tuesday, July 7th. Barclays lifted their price target on shares of U.S. Bancorp from $65.00 to $67.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. Truist Financial boosted their price target on shares of U.S. Bancorp from $62.00 to $66.00 and gave the company a “buy” rating in a report on Friday, June 26th. Finally, Weiss Ratings upgraded shares of U.S. Bancorp from a “buy (b-)” rating to a “buy (b)” rating in a research report on Monday, May 4th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $64.31.

Trending Headlines about U.S. Bancorp

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

• Positive Sentiment: Several recent articles highlight U.S. Bancorp as a potential momentum and value opportunity, suggesting improving market sentiment around the stock. Here’s Why U.S. Bancorp (USB) is a Great Momentum Stock to Buy
• Positive Sentiment: Analysts expect U.S. Bancorp to post earnings growth in its upcoming quarterly report, and some coverage says it has the ingredients for a possible earnings beat. U.S. Bancorp (USB) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: U.S. Bancorp was mentioned in a broader article about financial stocks and upcoming bank earnings, which keeps attention on the sector but does not directly change USB’s fundamentals. TSMC, ASML Kick Off Semiconductor Earnings; Goldman Sachs, JPMorgan In Financial Parade
• Neutral Sentiment: A proposed bill on bank net operating loss rules could affect USB’s long-term tax planning if enacted, but it is still early-stage legislation and not an immediate driver. New Bill: Representative Mike Carey introduces H.R. 9383: Small Business and Consumer Credit Act of 2026

U.S. Bancorp Stock Performance

Shares of USB opened at $62.49 on Monday. The firm has a market cap of $96.93 billion, a P/E ratio of 13.10, a PEG ratio of 1.07 and a beta of 0.96. U.S. Bancorp has a twelve month low of $43.46 and a twelve month high of $63.39. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.81 and a current ratio of 0.81. The firm’s 50 day moving average price is $57.18 and its two-hundred day moving average price is $55.80.

U.S. Bancorp (NYSE:USB) last issued its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.14 by $0.04. U.S. Bancorp had a net margin of 18.01% and a return on equity of 13.55%. The company had revenue of $7.32 billion during the quarter, compared to the consensus estimate of $7.27 billion. During the same quarter in the prior year, the firm earned $1.03 earnings per share. The firm’s revenue was up 4.7% compared to the same quarter last year. On average, analysts forecast that U.S. Bancorp will post 5.11 EPS for the current fiscal year.

U.S. Bancorp Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th will be paid a $0.52 dividend. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $2.08 annualized dividend and a dividend yield of 3.3%. U.S. Bancorp’s dividend payout ratio (DPR) is currently 43.61%.

U.S. Bancorp 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.