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U.s. Bancorp Perp Pfd Ser A Earnings Calls
| Release date | Apr 16, 2026 |
| EPS estimate | $1.14 |
| EPS actual | $1.18 |
| EPS Surprise | 3.51% |
| Revenue estimate | 7.281B |
| Revenue actual | 7.288B |
| Revenue Surprise | 0.102% |
| Release date | Jan 20, 2026 |
| EPS estimate | $1.19 |
| EPS actual | $1.26 |
| EPS Surprise | 5.88% |
| Revenue estimate | 7.316B |
| Revenue actual | 7.362B |
| Revenue Surprise | 0.632% |
| Release date | Oct 16, 2025 |
| EPS estimate | $1.13 |
| EPS actual | $1.28 |
| EPS Surprise | 13.27% |
| Revenue estimate | 7.167B |
| Revenue actual | 2.167B |
| Revenue Surprise | -69.76% |
| Release date | Jul 17, 2025 |
| EPS estimate | $1.07 |
| EPS actual | $1.16 |
| EPS Surprise | 8.41% |
| Revenue estimate | 7.047B |
| Revenue actual | 10.528B |
| Revenue Surprise | 49.39% |
Last 4 Quarters for U.s. Bancorp Perp Pfd Ser A
Below you can see how USB-PA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 17, 2025 |
| Price on release | $823.49 |
| EPS estimate | $1.07 |
| EPS actual | $1.16 |
| EPS surprise | 8.41% |
| Date | Price |
|---|---|
| Jul 11, 2025 | $830.00 |
| Jul 14, 2025 | $826.00 |
| Jul 15, 2025 | $826.00 |
| Jul 16, 2025 | $826.00 |
| Jul 17, 2025 | $823.49 |
| Jul 18, 2025 | $823.50 |
| Jul 21, 2025 | $823.50 |
| Jul 22, 2025 | $830.50 |
| Jul 23, 2025 | $830.50 |
| 4 days before | -0.784% |
| 4 days after | 0.85% |
| On release day | 0.0012% |
| Change in period | 0.0602% |
| Release date | Oct 16, 2025 |
| Price on release | $805.80 |
| EPS estimate | $1.13 |
| EPS actual | $1.28 |
| EPS surprise | 13.27% |
| Date | Price |
|---|---|
| Oct 10, 2025 | $829.97 |
| Oct 13, 2025 | $808.00 |
| Oct 14, 2025 | $809.99 |
| Oct 15, 2025 | $806.99 |
| Oct 16, 2025 | $805.80 |
| Oct 17, 2025 | $812.00 |
| Oct 20, 2025 | $812.00 |
| Oct 21, 2025 | $808.15 |
| Oct 22, 2025 | $808.15 |
| 4 days before | -2.91% |
| 4 days after | 0.292% |
| On release day | 0.770% |
| Change in period | -2.63% |
| Release date | Jan 20, 2026 |
| Price on release | $775.01 |
| EPS estimate | $1.19 |
| EPS actual | $1.26 |
| EPS surprise | 5.88% |
| Date | Price |
|---|---|
| Jan 13, 2026 | $772.00 |
| Jan 14, 2026 | $781.07 |
| Jan 15, 2026 | $779.99 |
| Jan 16, 2026 | $779.35 |
| Jan 20, 2026 | $775.01 |
| Jan 21, 2026 | $776.00 |
| Jan 22, 2026 | $772.60 |
| Jan 23, 2026 | $777.80 |
| Jan 26, 2026 | $775.53 |
| 4 days before | 0.390% |
| 4 days after | 0.0665% |
| On release day | 0.128% |
| Change in period | 0.457% |
| Release date | Apr 16, 2026 |
| Price on release | $778.90 |
| EPS estimate | $1.14 |
| EPS actual | $1.18 |
| EPS surprise | 3.51% |
| Date | Price |
|---|---|
| Apr 10, 2026 | $763.55 |
| Apr 13, 2026 | $766.90 |
| Apr 14, 2026 | $784.00 |
| Apr 15, 2026 | $779.98 |
| Apr 16, 2026 | $778.90 |
| Apr 17, 2026 | $786.97 |
| Apr 20, 2026 | $783.00 |
| Apr 21, 2026 | $775.83 |
| Apr 22, 2026 | $785.96 |
| 4 days before | 2.01% |
| 4 days after | 0.91% |
| On release day | 1.04% |
| Change in period | 2.93% |
U.s. Bancorp Perp Pfd Ser A Earnings Call Transcript Summary of Q1 2026
U.S. Bancorp reported solid Q1 2026 results with EPS of $1.18 (≈+15% YoY) and net revenue of $7.3 billion (+4.7% YoY). Net interest income rose on robust core loan growth (C&I and credit card) and deposits remained strong (record consumer deposits). Fee income increased ~6.9% YoY, driven by capital markets, payments and investment services, and the bank delivered positive operating leverage (440 bps in the quarter) with an improving efficiency ratio. Credit quality remained stable (NPA ratio 0.38%; net charge-offs 0.56%; ACL ≈$8B or 2.0% of loans). Balance sheet: average assets $688B, ending assets $701B (near Category II threshold); average loans $394B (broad-based growth). Capital: CET1 10.8% (9.3% incl. AOCI); management expects proposed Basel III changes to provide RWA relief. Key strategic drivers: Business Banking expansion (Business Essentials), payments partnerships (notably Amazon co-brand small-business card), pending BTIG acquisition to expand capital markets capabilities, and an NFL consumer partnership. Guidance: Q2 NII growth (FTE) +6–7% YoY; Q2 fee growth +6–7% YoY; Q2 noninterest expense growth +3–4% YoY. Full-year 2026: total net revenue growth 4–6% and positive operating leverage ≥200 bps (guidance excludes BTIG contribution). Capital return: management reiterated commitment to returning capital (dividends and stepped-up buybacks), targeting long-term payout ratio of ~70–75% when capital position allows. Management emphasized continued investment in technology, marketing, AI and branches to sustain revenue growth and positive operating leverage while maintaining disciplined expense management.
