U.S. Bancorp shares rise nearly 4% as record revenue drives strong profit growth

Published 16/10/2025, 11:58
 U.S. Bancorp shares rise nearly 4% as record revenue drives strong profit growth

MINNEAPOLIS - On Thursday, U.S. Bancorp reported third-quarter earnings that exceeded analyst expectations, driven by strong fee revenue growth and improved net interest margin.

The bank’s shares were up 3.88% in pre-market trading following the results.

The bank posted earnings per share of $1.22, beating the analyst estimate of $1.12, while revenue reached a record $7.33 billion, surpassing the consensus estimate of $7.16 billion. Net income rose 16.7% YoY to $2.001 billion, reflecting the company’s successful execution across multiple business segments.

"Our commitment to growth, execution, and greater interconnectedness across the franchise supported delivery of record net revenue of $7.3 billion this quarter," said Gunjan Kedia, CEO of U.S. Bancorp. "Solid net interest income growth and margin expansion, as well as continued momentum across our fee businesses and prudent expense management supported double-digit net income growth."

Fee revenue increased 9.5% YoY, while net interest margin improved to 2.75%, up 9 basis points from the previous quarter. The bank’s efficiency ratio improved to 57.2% from 60.2% a year earlier, demonstrating better cost control as noninterest expenses remained relatively stable YoY.

Asset quality showed improvement with the net charge-off ratio decreasing to 0.56% from 0.60% in the same quarter last year. The bank’s capital position strengthened with its CET1 capital ratio rising to 10.9% from 10.5% a year ago.

Average total loans increased 1.4% YoY to $379.15 billion, driven primarily by growth in commercial loans (9.5%) and credit card loans (4.3%), while average total deposits rose slightly by 0.6% to $511.78 billion.

The bank’s return on tangible common equity reached 18.6%, up from 17.9% in the third quarter of 2024, reflecting improved profitability and efficient capital management.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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