U.S. Bancorp ($USB) Stock Forecast: Down 3.7% Today

What is U.S. Bancorp?

U.S. Bancorp (USB) is a century-old bank currently undergoing a digital transformation to become a full-stack digital financial platform. Despite surpassing earnings and revenue expectations in the latest quarter, the stock faced significant bearish movement today.

Why is U.S. Bancorp going down?

USB stock is down 3.7% on Feb 12, 2026 16:07

• The decline in U.S. Bancorp's stock could be linked to a major reduction in stake by Madison Asset Management LLC, which sold 96,839 shares, representing a 36.8% decrease. This sell-off may have negatively affected market sentiment.
• Suggestions against investing in U.S. Bancorp due to concerns about slow growth, cash burn, dilution risk, and limited growth potential could have added to the decreased investor confidence in the stock.
• Although the company posted positive earnings and revenue figures, the market response might be influenced by the broader trend of institutional investors reducing their holdings in traditional banks like U.S. Bancorp in favor of tech-oriented firms, impacting the stock's valuation.

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USB Technical Analysis

USB News

US Bancorp’s Digital Pivot: How a Century-Old Bank Is Rebuilding Itself as a Platform

US Bancorp is transforming from a traditional regional bank into a full-stack digital financial platform, emphasizing infrastructure, integration, and intentional focus. By rebuilding its core digital experience with unified access, embedded intelligence, and modular services, it aims to compete with tech-forward incumbents and fintechs by being a foundational financial infrastructure provider. This digital pivot is expected to impact its stock valuation, potentially re-rating it from a regional lender to a robust financial operating system.

https://www.ad-hoc-news.de/boerse/news/ueberblick/us-bancorp-s-digital-pivot-how-a-century-old-bank-is-rebuilding-itself/68575635

Madison Asset Management LLC Sells 96,839 Shares of U.S. Bancorp $USB

Madison Asset Management LLC reduced its stake in U.S. Bancorp by 36.8%, selling 96,839 shares but still owning 166,584 shares valued at $8.05 million. U.S. Bancorp exceeded earnings and revenue expectations in its latest quarter, reporting $1.26 EPS and $7.92 billion in revenue, a 5.1% year-over-year increase. The bank also declared a quarterly dividend of $0.52 per share, resulting in an annualized dividend of $2.08 and a dividend yield of approximately 3.5%.

https://www.marketbeat.com/instant-alerts/filing-madison-asset-management-llc-sells-96839-shares-of-us-bancorp-usb-2026-02-12/

1 Volatile Stock with Exciting Potential and 2 We Question

This article from StockStory identifies one volatile stock with exciting potential and two others that investors should question. It recommends buying EMCOR (EME) due to outstanding revenue growth, amplified shareholder returns, and improving returns on capital. Conversely, it advises against Alta Equipment Group (ALTG) and U.S. Bancorp (USB) due to concerns about slow growth, cash burn, dilution risk, and limited growth potential respectively.

https://www.theglobeandmail.com/investing/markets/stocks/USB/pressreleases/176241/1-volatile-stock-with-exciting-potential-and-2-we-question/

Horizon Technology Finance announces amendments to loan and servicing agreements

Horizon Technology Finance Corp (NASDAQ:HRZN) announced amendments to its loan and servicing agreements, executed by its subsidiary Horizon Credit II LLC with KeyBank National Association and other parties. While the specific nature of the changes was not detailed, the company's strong liquidity position was noted. These amendments concern agreements originally established in June 2021 and are based on SEC filings and a press release.

https://m.investing.com/news/sec-filings/horizon-technology-finance-announces-amendments-to-loan-and-servicing-agreements-93CH-4501450?ampMode=1

Fund Update: 157,630 ADVANCED MICRO DEVICES (AMD) shares added to SATURNA CAPITAL CORP portfolio

SATURNA CAPITAL CORP has increased its holdings in Advanced Micro Devices (AMD) by adding 157,630 shares, as revealed in a recent SEC 13F filing for the 12-31-2025 report period. This move comes amidst significant hedge fund activity, with many institutional investors increasing their AMD positions while insiders have predominantly sold off shares. Analysts, however, remain largely positive, with numerous "Buy" or "Outperform" ratings and a median price target of $295.5.

https://www.quiverquant.com/news/Fund+Update%3A+157%2C630+ADVANCED+MICRO+DEVICES+%28AMD%29+shares+added+to+SATURNA+CAPITAL+CORP+portfolio

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U.S. Bancorp Price History

12.01.2026 - USB Stock was down 3.7%

• The decline in U.S. Bancorp's stock could be linked to a major reduction in stake by Madison Asset Management LLC, which sold 96,839 shares, representing a 36.8% decrease. This sell-off may have negatively affected market sentiment.
• Suggestions against investing in U.S. Bancorp due to concerns about slow growth, cash burn, dilution risk, and limited growth potential could have added to the decreased investor confidence in the stock.
• Although the company posted positive earnings and revenue figures, the market response might be influenced by the broader trend of institutional investors reducing their holdings in traditional banks like U.S. Bancorp in favor of tech-oriented firms, impacting the stock's valuation.

20.00.2026 - USB Stock was up 2.0%

• U.S. Bancorp reported a significant 23% increase in fourth-quarter profit, attributed to higher interest income and fee revenue, which led to a boost in the stock price.
• The company's effective balance sheet management and record consumer deposits were highlighted as key factors contributing to the growth in net interest income.
• Analysts adjusted their ratings and price targets for U.S. Bancorp ahead of its earnings report, anticipating increased earnings per share and revenue, which likely fueled investor optimism and contributed to the bullish market movement.
• The overall positive sentiment towards U.S. Bancorp's financial performance and strategic acquisitions, such as the recent agreement to acquire BTIG, LLC, may have further bolstered investor confidence in the stock, driving the bullish movement.

17.09.2023 - USB Stock was up 6.1%

• USB shares rallied, ending a three-day slump, indicating a positive market sentiment towards the company.
• The reliance on non-interest income in Q3 was crucial for USB, as net interest income was expected to be below midpoint. This could have contributed to the bullish movement if USB exceeded expectations in this area.
• Investors were eagerly awaiting USB's latest quarterly earnings report, with hopes that the company would not only beat the estimated earnings per share (EPS) but also provide positive guidance for future growth.
• The upcoming Q3 results of USB and Truist Financial were being closely watched, suggesting that positive expectations for USB's performance may have influenced the bullish market movement.

19.09.2023 - USB Stock was down 5.1%

• U.S. Bancorp's Q3 report showed strong performance despite a challenging interest rate environment, but the stock still pulled back.
• Concerns over the solvency of smaller, regional banks and the overall downturn in financial stocks, including Morgan Stanley, may have impacted USB's bearish movement.
• USB's Q3 total adjusted net revenue slightly missed consensus, and the net interest margin decreased due to deposit mix and pricing, which could have contributed to the stock's decline.

13.08.2023 - USB Stock was down 5.2%

• U.S. Bancorp announced a quarterly dividend of $0.48 per common share, which indicates a positive outlook for the company's financial performance. However, this news alone does not explain the bearish movement in the stock.
• Price T Rowe Associates Inc. MD showed strong confidence in U.S. Bancorp's performance by increasing its position in the company's stock. This suggests that there may be underlying positive factors driving the stock's long-term prospects.
• The short interest in U.S. Bancorp has fallen, indicating a decrease in bearish sentiment among traders. However, this news does not directly explain the bearish movement today.
• September is historically known as a challenging month for stocks, with the S&P 500 historically experiencing losses. This broader market trend may have influenced the bearish movement in U.S. Bancorp's stock today.
• Overall, while there are some positive indicators for U.S. Bancorp's performance, the bearish movement in the stock today may be attributed to the broader market sentiment and historical trends in September.

14.10.2023 - USB Stock was up 6.1%

• Haverford Trust Co increased its position in U.S. Bancorp by 29.2% in the second quarter, indicating growing confidence in the company.
• The additional shares purchased by Haverford Trust Co suggest a positive outlook on USB's future performance.
• This increased investment may have contributed to the bullish movement in USB's stock today, as it indicates a belief in the company's potential for growth.

20.09.2023 - USB Stock was down 5.2%

• The Federal Reserve's announcement that U.S. Bancorp wouldn't have to comply with capital requirements could have initially been seen as positive news. However, it seems that this development did not have a significant impact on the stock's movement.
• The fact that U.S. Bancorp edged out estimates in its Q3 report might have initially provided some support for the stock. However, this positive performance was overshadowed by broader concerns in the financial sector.
• The overall downturn in financial stocks, with Morgan Stanley experiencing a significant drop, likely had a spillover effect on U.S. Bancorp's stock.
• The mounting concerns over the solvency of smaller, regional banks could have contributed to the bearish movement in U.S. Bancorp's stock as investors became more cautious about the sector as a whole.

14.04.2024 - USB Stock was up 0.9%

• The bullish movement in USB stock could be attributed to U.S. Bancorp's collaboration with Mastercard and other US banks on a trial of shared ledger technology for tokenized assets. This innovative approach towards improving efficiency and security in transactions might have sparked investor optimism in the stock.
• Additionally, speculation surrounding Warren Buffett and Berkshire Hathaway's succession plan, where Buffett's top protégés are increasingly involved in investment execution, could have also positively influenced investor sentiment towards USB stock as it is one of Berkshire's investments.
• The industry focus on the financial sector might have created a positive sentiment, benefiting U.S. Bancorp's stock performance.

02.10.2023 - USB Stock was up 5.8%

• The bullish movement in USB's stock today can be attributed to several factors:
• 1. Renewal of Headquarters: The news of U.S. Bancorp renewing its 447,000 square-foot global headquarters in Minneapolis indicates the company's commitment to its operations and stability, which could have boosted investor confidence.
• 2. Berkshire Hathaway's Increased Stakes: Berkshire Hathaway's NEAM increasing its stakes in U.S. Bancorp suggests a positive sentiment towards the company's prospects, potentially attracting other investors as well.
• 3. Favorable Dividend Yield: The Series A preferred shares of U.S. Bancorp offering a dividend yield of 9.1% over the next twelve months could have attracted income-seeking investors, contributing to the bullish movement.
• 4. Value Potential: The mention of U.S. Bancorp as a great value stock with a cheap valuation in one of the articles might have caught the attention of value investors, leading to increased buying interest.
• Overall, the combination of positive news regarding the company's headquarters renewal, increased stakes by Berkshire Hathaway, attractive dividend yield, and perceived value potential likely contributed to the bullish movement in USB's stock today.

17.06.2024 - USB Stock was up 5.2%

• U.S. Bancorp (USB) saw a significant increase in its shares following the release of positive second-quarter earnings, surpassing revenue expectations and exceeding estimated adjusted earnings per share.
• Although the company faced a decrease in net interest income due to higher deposit costs, it managed to counterbalance this through growth in non-interest income, particularly from fee revenue.
• The company's ability to outperform analyst expectations for both earnings per share and revenue is seen as the main driver behind the positive market movement, indicating robust financial performance.
• Investors likely responded favorably to the news of U.S. Bancorp's better-than-anticipated financial results, leading to a rise in the stock price amid a challenging market landscape.

17.06.2024 - USB Stock was up 5.4%

• U.S. Bancorp reported second-quarter FY24 results with revenue beating expectations, despite a dip in net interest income.
• The increase in non-interest income, particularly from higher fee revenue, helped offset the impact of lower net interest income.
• Adjusted earnings per share exceeded analyst estimates, showcasing the company's ability to navigate challenges in the interest income environment.
• The market reacted positively to the earnings beat and the resilience shown by U.S. Bancorp in managing deposit costs and interest income pressures.