January 18, 2026 a 09:00 pm
USB: Analysts Ratings - U.S. Bancorp
U.S. Bancorp has seen varied analyst opinions in recent months, reflecting changes in market sentiment. While the company maintains a strong position in the financial services sector, analyst ratings suggest cautious optimism with a mix of Buy and Hold recommendations. The data indicates slight fluctuations in market confidence and ongoing assessment of its performance amidst economic developments.
Historical Stock Grades
| Rating | Count | Score |
|---|---|---|
| Strong Buy | 3 | |
| Buy | 11 | |
| Hold | 10 | |
| Sell | 0 | |
| Strong Sell | 1 |
Sentiment Development
- The trend shows a decrease in Strong Buy recommendations from 6 in June 2025 to 3 in January 2026.
- Buy recommendations remained stable at 11 over recent months.
- Hold ratings saw an increase from 8 to 10 since August 2025, indicating cautious sentiment.
- Total analyst ratings have remained fairly consistent over the last few months.
Percentage Trends
Over the past year, there have been notable shifts in analyst ratings:
- Percentage of Strong Buy ratings decreased from 18% in January 2025 to 9% in January 2026.
- Buy ratings increased marginally, while Hold ratings saw a more noticeable rise in percentage terms.
- Overall, there is a trend towards more conservative, Hold-based ratings.
- The most significant changes occurred between July 2025 and January 2026 with reduced Strong Buys and increased Holds.
Latest Analyst Recommendations
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2026-01-07 | Peer Perform | Outperform | Wolfe Research |
| 2026-01-07 | Buy | Buy | TD Cowen |
| 2026-01-05 | Overweight | Overweight | Barclays |
| 2025-12-18 | Hold | Hold | Truist Securities |
| 2025-12-17 | Market Perform | Market Perform | Keefe, Bruyette & Woods |
Analyst Recommendations with Change of Opinion
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2026-01-07 | Peer Perform | Outperform | Wolfe Research |
| 2025-07-07 | Strong Buy | Outperform | Raymond James |
| 2025-04-03 | Outperform | Peer Perform | Wolfe Research |
| 2025-04-03 | Underweight | Neutral | JP Morgan |
| 2025-01-02 | Buy | Neutral | DA Davidson |
Interpretation
The ongoing trends in analyst recommendations for U.S. Bancorp highlight a growing caution in market outlook. There's a noticeable pivot towards Hold ratings and away from Strong Buys, suggesting concerns about future performance stability. Despite this, the absence of significant Sell ratings indicates a foundational confidence in the company's underlying potential. The general sentiment reflects a balance between optimism and caution, possibly driven by macroeconomic factors impacting the financial sector.
Conclusion
In summary, U.S. Bancorp's analyst ratings underscore a period of cautious optimism, with trends indicating an increase in conservative Hold ratings. While long-term potential remains appreciated, analysts are tentative in their recommendations, possibly due to broader economic uncertainties. Investors should focus on monitoring macroeconomic influences and industry-specific developments to better gauge future performance and stock value changes.