U.S. Bancorp

NYSE:USB 주식 리포트

시가총액: US$85.1b

U.S. Bancorp 배당 및 자사주 매입

배당 기준 점검 5/6

U.S. Bancorp 수익으로 충분히 충당되는 현재 수익률 3.79% 보유한 배당금 지급 회사입니다.

핵심 정보

3.8%

배당 수익률

0.7%

자사주 매입 수익률

총 주주 수익률4.5%
미래 배당 수익률4.4%
배당 성장률7.2%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향43%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 • May 07

USB: Capital Flexibility And Easing Oversight Will Shape Future Earnings Power

Analyst price targets for U.S. Bancorp have shifted modestly higher to reflect a fair value move from $62.95 to $63.48, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E multiples as they balance recent target raises and cuts across the broker community. Analyst Commentary Recent research updates around U.S. Bancorp show a mix of higher and lower price targets, as well as at least one rating upgrade, giving you a split view on how the stock’s risk and reward trade off at current levels.
내러티브 업데이트 • Apr 21

USB: Capital Flexibility And Regulation Will Shape Future Earnings And Risk Profile

The analyst price target for U.S. Bancorp increases slightly to $62.95 from $62.55, as analysts incorporate updated assumptions for revenue growth, profit margins and forward P/E following a mix of recent price target increases and reductions across the Street. Analyst Commentary Recent research on U.S. Bancorp shows a mix of optimism and caution, with several firms adjusting price targets both higher and lower.
Seeking Alpha • Apr 16

U.S. Bancorp Starts 2026 On Strong Footing

Summary U.S. Bancorp delivered Q1 2026 GAAP EPS of $1.18, surpassing estimates and showing 14.6% YoY growth, with revenue of $7.29 billion. USB’s loan portfolio expanded 4.7% YoY, fee-based income rose 5.7%, and credit quality remains solid with nonperforming assets at 0.38%. Strategic moves include the BTIG acquisition and a new Amazon partnership, supporting diversification and growth in capital markets and payments. I initiate USB with a Buy rating, citing stable fundamentals, a 3.7% yield, and attractive relative valuation, though not a deep bargain. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 07

USB: Capital Flexibility And Buybacks Will Support Future Earnings Rebound

Analysts trimmed the U.S. Bancorp fair value estimate by about $1.41 to $62.55, reflecting slightly softer revenue growth assumptions, a modestly lower future P/E of 13.67x, and a small improvement in expected profit margins, following mixed but active recent price target revisions across Wall Street firms. Analyst Commentary Recent Street research around U.S. Bancorp has been active, with several firms adjusting price targets and ratings in both directions.
내러티브 업데이트 • Mar 23

USB: Capital Flexibility And Buybacks Will Support Stronger Earnings Power

The analyst price target for U.S. Bancorp is updated slightly lower to about $64 from about $64.20, as analysts weigh a modestly higher discount rate alongside small adjustments to revenue growth, profit margin and future P/E assumptions following a series of recent target hikes and rating changes across the Street. Analyst Commentary Street research on U.S. Bancorp has leaned more constructive in recent weeks, with several firms lifting price targets and, in one case, upgrading the stock, while a downgrade to a more neutral stance highlights areas where expectations may need to stay grounded.
내러티브 업데이트 • Mar 07

USB: Capital Flexibility And Buybacks Will Support A Stronger Risk Reward Profile

The analyst price target for U.S. Bancorp nudged higher to about $64.18 from roughly $63.95 as analysts cited improving net interest margin trends, greater balance sheet and capital flexibility, and potential for sustained positive operating leverage supported by recent price target increases across several firms. Analyst Commentary Recent research on U.S. Bancorp reflects a generally constructive tone, with several firms adjusting price targets higher and one downgrade tempering the overall picture.
내러티브 업데이트 • Feb 20

USB: Capital Markets Expansion And Buybacks Will Shape A Steady Risk Reward Profile

Our analyst price target for U.S. Bancorp has been lifted by about $1 to $63.95 as analysts factor in updated fair value estimates, a slightly lower discount rate, assumptions of steady revenue growth and margins, and a somewhat higher future P/E multiple supported by recent Street price target increases across multiple firms. Analyst Commentary Recent research points to a generally constructive tone on U.S. Bancorp, with a cluster of price target changes and one rating downgrade giving you a fuller picture of how the Street is framing risk and reward.
내러티브 업데이트 • Feb 05

USB: Capital Markets Expansion And Buybacks Will Shape A Balanced Outlook

The updated analyst price target for U.S. Bancorp edges up by about US$1 to just over US$62. Analysts are factoring in slightly higher fair value, a lower discount rate, expectations for improved profit margins, and a more conservative future P/E multiple following a series of recent target hikes across the Street.
내러티브 업데이트 • Jan 22

USB: Higher Capital Returns And Capital Markets Expansion Will Support Steady Outlook

Analysts nudged their price targets for U.S. Bancorp higher after updating models that now point to a fair value of about $62.16. This figure is supported by slightly adjusted discount rates, a higher assumed revenue growth outlook, a somewhat lower profit margin assumption, and a modestly higher future P/E multiple.
내러티브 업데이트 • Jan 08

USB: Higher Capital Returns And Regulatory Shifts Will Shape Steady Outlook Through 2026

Narrative Update Our analyst price target for U.S. Bancorp moves from US$57.50 to about US$60.84. This reflects analysts' higher expectations for revenue growth, profit margins, and a modestly lower discount rate following a series of upward target revisions across the Street.
내러티브 업데이트 • Dec 23

USB: Improving Operating Leverage And Capital Returns Will Support Steady Performance Through 2026

Analysts have nudged our U.S. Bancorp fair value estimate higher to $57.50 from $55.63 as they factor in rising price targets, stronger fee and net interest income trends, and improving operating leverage that support slightly faster growth and a modestly richer future earnings multiple. Analyst Commentary Bullish analysts highlight that U.S. Bancorp is entering a period of stronger operating performance, with recent quarters showing positive operating leverage after years of pressure.
내러티브 업데이트 • Dec 09

USB: Fee Income And Capital Build Will Support Steady Performance Through 2026

Analysts have modestly raised their price targets on U.S. Bancorp, with several updates in the roughly $1 to $5 range supporting a slightly higher fair value outlook as they cite improving operating leverage, better fee income growth, and steady profitability gains. Analyst Commentary Bullish analysts highlight U.S. Bancorp's improving operating leverage and fee income trends as key drivers behind the recent round of price target increases.
내러티브 업데이트 • Nov 25

USB: Fee Momentum And Credit Strength Will Support Performance Through 2026

Analysts have modestly lowered their fair value estimate for U.S. Bancorp from $55.72 to $55.63 per share. This change reflects strong operating leverage and improved fee income growth reported in recent earnings updates.
내러티브 업데이트 • Nov 07

USB: Higher Fee Income and Credit Improvements Will Drive Performance Into 2026

U.S. Bancorp's average analyst price target rose slightly this quarter. Analysts cited improved profitability, better fee income growth, and solid credit metrics as reasons for upward revisions in their forecasts.
내러티브 업데이트 • Oct 24

Operating Leverage And Fee Income Will Drive Efficiency Amid Regulatory Shifts

The consensus analyst price target for U.S. Bancorp has increased slightly, reflecting a modestly higher fair value estimate of $55.67. Analysts cite improved operating leverage, better-than-expected revenue growth, and positive earnings momentum for the upward revision.
내러티브 업데이트 • Oct 10

Digital Banking And Demographics Will Secure Future Efficiency

The analyst price target for U.S. Bancorp has increased from $54.13 to $54.95, a modest rise that reflects analysts' optimism over the company's improved risk/reward profile, steady profit margin gains, and ongoing efforts to strengthen loan growth and capital markets activity. This comes despite selectivity concerns following a recent sector rally.
내러티브 업데이트 • Sep 26

Digital Banking And Demographics Will Secure Future Efficiency

Analysts raised their price target for U.S. Bancorp, citing industry-leading ROTCE, improving profitability, capital return potential, and easing capital requirements, while acknowledging ongoing peer underperformance and valuation concerns; the consensus fair value moved up slightly to $54.13. Analyst Commentary Bullish analysts highlight undervaluation versus peers, industry-leading ROTCE, and potential for accelerating loan growth, improved capital returns (buybacks), and operating leverage as key reasons for upward price adjustments.
Seeking Alpha • Apr 16

U.S. Bancorp: Reassuring Q1 Results Make Me Look Beyond Tariff Woes

Summary U.S. Bancorp stock is down more than 30% from the 52-week high it hit shortly after Donald Trump's election victory. The recent tariff announcements make the selloff understandable, but I think it's worth taking a closer look. I take a fresh look at U.S. Bancorp after today's Q1 2025 earnings report and explain why I'm adding to my USB stock position - despite the tariff woes. In addition to loans, deposits, and cost trends, I look at U.S. Bancorp's asset quality and comment on the safety of the dividend. Read the full article on Seeking Alpha
Seeking Alpha • Mar 27

U.S. Bancorp: A Victim Of Market Apathy

Summary Shares of U.S. Bancorp have only managed a roughly 20% return since 2019. Although certain financial trends have been weak, market apathy has also taken its toll on the stock. The valuation is such that U.S. Bancorp's current earnings power should be enough to drive good returns from here. Read the full article on Seeking Alpha
Seeking Alpha • Jan 21

A Pair Trade Opportunity Presented By U.S. Bancorp Floating-Rate Preferred Stocks

Summary Highlighting exchange-traded floating preferred stocks of U.S. Bancorp, specifically USB-A and USB-B, for potential investment opportunities. Recently published an analysis on USB-A's investment qualities, now focusing on pair trade opportunities with USB-H. USB-A is currently undervalued compared to USB-H, presenting a pair trade opportunity with a potential of over 10% capital appreciation. The arbitrage opportunity may take months to close, with borrowing fees and daily charges eroding trade potential. A catalyst event could rapidly close the arbitrage, making timing and investor discretion crucial for maximizing gains. Read the full article on Seeking Alpha
Seeking Alpha • Jan 09

U.S. Bancorp: Strong Return On Equity Should Lead To Sector Outperformance

Summary U.S. Bancorp has a net interest margin roughly in line with its competitors. The bank has a low NPL ratio, indicating effective credit risk management and a healthy loan portfolio. The bank has shown it has a robust deposit base, indicating a strong, cost-effective funding structure. The bank outperforms its peers when considering return on equity. U.S. Bancorp based on the current valuations expected to deliver a five-year annual return of 17.3%. Read the full article on Seeking Alpha
Seeking Alpha • Nov 26

U.S. Bancorp Series A Preferred Stock: A Hidden Treasure With Appealing Capital Appreciation Potential

Summary US Bancorp's Series A preferred stock offers inflation protection and a floating rate tied to SOFR, making it a compelling investment despite expected lower future dividends. USB.PR.A is currently trading at $859, with a recent dividend of $16.86, demonstrating strong past performance even in low-rate environments. Future dividends are expected to decrease as SOFR drops, but USB.PR.A remains attractive compared to other fixed-income securities due to its favorable intrinsic qualities. Evaluating against similar securities and treasury yields, USB.PR.A shows a solid 11.6% capital appreciation potential. Read the full article on Seeking Alpha
Seeking Alpha • Oct 14

U.S. Bancorp: I'm Buying This Undervalued Stock That Just Raised Its Dividend

Summary U.S. Bancorp offers an attractive value proposition, trading below historical valuation with a forward P/E of 12.0 and a solid 4.3% dividend yield. USB's strong risk management, steady loan and deposit growth, and rising non-interest income, particularly in payments and investment management, bolster its positive outlook. USB remains well-capitalized, recently raised its dividend, and has a positive outlook with 9%-12% annual EPS growth forecasted. Read the full article on Seeking Alpha
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새로운 내러티브 • Sep 24

Elevating Financial Fortunes, Critical Investments And Revenue Diversification Propel Growth

Strategic investments and a focus on fee income growth are driving U.S. Bancorp's operating efficiencies, reduced costs, and revenue growth.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: USB 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.

배당금 증가: USB 의 배당금 지급은 지난 10 년 동안 증가했습니다.

배당 수익률 vs 시장

U.S. Bancorp 배당 수익률 vs 시장
USB의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (USB)3.8%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Banks)2.4%
분석가 예측 (USB) (최대 3년)4.4%

주목할만한 배당금: USB 의 배당금( 3.79% )은 US 시장에서 배당금 지급자의 하위 25%( 1.41% )보다 높습니다.

고배당: USB 의 배당금( 3.79% )은 US 시장에서 배당금 지급자의 상위 25%( 4.22% )와 비교해 낮습니다.

현재 주주 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 43.1% )로 USB 의 배당금 지급은 수익으로 충분히 충당됩니다.

향후 주주 배당

미래 배당 보장: USB 의 3년 배당금은 수익( 39.5% 지급 비율)으로 충분히 충당될 것으로 예상됩니다.

높은 배당을 제공하는 우량 기업 찾기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 06:10
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

U.S. Bancorp는 49명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Stephen BiggarArgus Research Company
David GeorgeBaird
Jason GoldbergBarclays