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Posted by
Two Blokes Jun 18 -
Filed in
Stock
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4 views
U.S. Bancorp is progressing on capital build, but the transition to Category 2 status delays buybacks and constrains returns near term. Earnings and core franchise remain solid, with strong deposit growth, expense control, and excellent credit quality supporting stability. Capital accumulation is a matter of patience. As USB nears regulatory thresholds, buybacks and multiple expansion should resume by late 2026.