U.S. Bancorp Remains A Good Income Play In The Banking Sector
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Labutes IR4.24K FollowersFollow5ShareSavePlay(12min)CommentsSummaryU.S. Bancorp has delivered strong operating performance, with shares up nearly 39% since April 2024 and a robust 4% dividend yield.USB’s revenue mix is increasingly balanced, as fee income rose 7.6% YoY and cost-to-income ratio improved to 57.2% in Q3 2025.Profitability is rising, with net income up 19% YoY and ROE reaching 12.9%, driven by efficiency gains and business diversification.USB maintains a strong capital position (CET1 at 10.9%), supporting continued dividends and potential for increased share buybacks. jetcityimage/iStock Editorial via Getty Images As I’ve covered in the past, I see U.S. Bancorp (USB) as an interesting income pick in the banking sector due to its above-average dividend yield that seems to be sustainable overThis article was written byLabutes IR4.24K FollowersFollowLabutes IR is a Fund Manager/Analyst specialized in the financial sector, with more than 18 years of experience in the financial markets. I have worked at several type of institutions in the industry, always at the buy side and related to portfolio management. Associated with the existing author The Outsider.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in USB over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.