U.S. Bancorp Analysts Boost Their Forecasts After Better-Than-Expected Q4 Earnings - U.S. Bancorp (NYSE:U

U.S. Bancorp (NYSE:USB) reported upbeat fourth-quarter 2025 results on Tuesday.

The company reported fourth-quarter adjusted earnings per share of $1.26, beating the analyst consensus estimate of $1.19. Quarterly sales of $7.337 billion outpaced the Street view of $7.308 billion.

"Record consumer deposits this quarter and effective balance sheet remixing contributed to net interest income growth and margin expansion. Fee income exceeded our mid-single-digit growth target and was supported by broad strength across our diversified fee businesses," said CEO Gunjan Kedia.

U.S. Bancorp forecast fiscal 2026 revenue of $29.85 billion to $30.42 billion, compared with Wall Street expectations of $30.04 billion.

U.S. Bancorp shares gained 1.5% to trade $55.16 on Wednesday.

These analysts made changes to their price targets on U.S. Bancorp following earnings announcement.

RBC Capital analyst Gerard Cassidy maintained U.S. Bancorp with an Outperform rating and raised the price target from $57 to $59.
DA Davidson analyst Peter Winter maintained the stock with a Buy and raised the price target from $63 to $65.
Truist Securities analyst John McDonald maintained U.S. Bancorp with a Hold and boosted the price target from $58 to $61.
Keefe, Bruyette & Woods analyst David Konrad maintained the stock with a Market Perform and raised the price target from $58 to $59.

Considering buying USB stock? Here’s what analysts think:

Photo via Shutterstock

USBU.S. Bancorp

$61.90-0.10%

Overview

Market News and Data brought to you by Benzinga APIs

To add Benzinga News as your preferred source on Google, click here.