Oppenheimer raises target for U.S. Bancorp stock to USD 73.00

Published on 10/21/2026 at 11:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

U.S. Bancorp lifts 2026 revenue guidance to 8 to 9 percent. U.S. Bancorp stock costs EUR 52.55 on October 21, 2026 during trading.

Guidance and analyst revisions

U.S. Bancorp raised its 2026 revenue growth outlook to 8 to 9 percent on October 15, 2026.
Oppenheimer raised its price target from USD 72.00 to USD 73.00 on October 16, 2026.
U.S. Bancorp stock traded at EUR 52.55 at 11:37 a.m. CEST at Lang & Schwarz on October 21, 2026.

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Oppenheimer analyst Chris Kotowski raised his price target for U.S. Bancorp stock from USD 72.00 to USD 73.00 on October 16, 2026, while maintaining an Outperform rating, Benzinga reported. The revision followed the bank's third-quarter results and leaves the target 1.39 percent above the previous level.

Third-quarter figures reset expectations

U.S. Bancorp reported record net revenue of USD 7,970 million for the third quarter of 2026, up 8.7 percent from the third quarter of 2025. Net income reached USD 2,202 million, an increase of 10.0 percent, while diluted earnings per share rose 9.8 percent to USD 1.34, according to the company's release dated October 15, 2026, U.S. Bancorp said.

The quarter also showed a clearer earnings mix. Net interest income increased 5.6 percent year over year, fee revenue rose 14.9 percent, and capital markets revenue increased 69.3 percent. The efficiency ratio improved to 55.9 percent, while the net interest margin reached 2.84 percent in the third quarter of 2026.

What does the guidance mean?

Management raised full-year 2026 total net revenue growth guidance to 8 to 9 percent from 5 to 7 percent. The fourth-quarter outlook calls for net interest income growth of 6 to 7 percent, fee revenue growth of 13 to 14 percent and noninterest expense growth of 8 percent, Investing.com reported on October 15, 2026. For investors, the key test is whether fee growth can offset the pressure of credit provisions and sustain the improved margin.

Three dated earnings milestones

On October 15, 2026, U.S. Bancorp reported USD 7,970 million of third-quarter net revenue. On October 16, 2026, Oppenheimer raised its target to USD 73.00. On October 21, 2026, the stock traded at EUR 52.55 at Lang & Schwarz during the session.

Stock valuation and trading

U.S. Bancorp had a market capitalization of USD 92.1 billion and a 52-week range of USD 45.02 to USD 66.08 as of October 20, 2026. The range puts the latest primary-market quote below the annual high, while the euro quotation provides the relevant German-market reference for this article.

Trading reference

U.S. Bancorp stock was trading at EUR 52.55 at Lang & Schwarz on October 21, 2026 at 11:37 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of U.S. Bancorp stock.