Burke & Herbert Financial Services Corp. BHRB R2K
Company Overview
Burke & Herbert Financial Services Corp. operates as the bank holding company for Burke & Herbert Bank & Trust Company that provides various community banking products and services in the United States. The company offers consumer and commercial deposit products, such as digital banking, demand, negotiable order of withdrawal, money market, and savings accounts; and certificates of deposit. It also provides loans comprising commercial real estate, single family residential, owner-occupied commercial real estate, commercial and industrial, residential mortgage, and consumer non-real estate and other loans, as well as acquisition, construction, and development loans. In addition, it offers cash management services; online and mobile banking; and wealth and trust services. Further, the company provides business solutions, including small business and commercial checking and savings options; investment services; and treasury management solutions consist of a suite of digital banking, payables, receivables, and risk management, as well as automated cash flow comprising enhanced reporting, automated clearing house, wires, remote deposit capture, bill pay, lockbox, credit and debit cards, merchant services, fraud protection, and deposit and loan sweeps. Burke & Herbert Financial Services Corp. was founded in 1852 and is headquartered in Alexandria, Virginia.
Why Investors Should Care
Net profit has compounded at 34.2% per year over the last five years.
Trades at a P/E of 9.1, below the sector median of 13.3.
Maintains a net profit margin of 34.5%.
Offers a dividend yield of 3.28%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Trailing 12 Months Year-on-year growth — revenue +2.9%, earnings -0.6%.
- 5-Year Trend Long-term compounding — profit CAGR 34.2%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | - |
| 1 Year: | 2.90% |
Compounded Profit Growth
| 5 Years: | 34.20% |
| 1 Year: | -0.60% |
Stock Price Performance
| 1 Year: | +11.71% |
| 6 Months: | +13.51% |
| 3 Months: | +8.21% |
| 1 Month: | +6.07% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)61.07 · Neutral
P/E of 9.13 is below the sector median of 13.30 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 34.5%.
- Profit CAGR of 34.2% over 5 years.
- Attractive dividend yield of 3.28%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BHRB Burke & Herbert Financial Services Corp. R2K | 70.37 | 9.13 | $1.42B | 3.28% | - | 14.48% | - | 34.20% |
| 2 | JPM JPMorgan Chase & Co. SPX | 342.89 | 16.42 | $918.78B | 1.87% | - | 16.47% | 5.35% | 7.56% |
| 3 | BRK-B Berkshire Hathaway Inc. SPX | 491.09 | 14.61 | $686.70B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPX | 356.02 | 31.01 | $590.89B | 0.83% | 37.15% | 60.35% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPX | 538.02 | 31.10 | $471.86B | 0.71% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPX | 60.62 | 15.04 | $430.20B | 2.00% | - | 10.64% | 6.00% | 3.49% |
| 7 | MS Morgan Stanley SPX | 227.67 | 20.62 | $359.10B | 1.87% | - | 16.39% | 3.76% | 9.66% |
| 8 | GS The Goldman Sachs Group, Inc. SPX | 1,140.00 | 20.83 | $336.31B | 1.69% | - | 14.55% | - | 2.21% |
| 9 | WFC Wells Fargo & Company SPX | 85.29 | 13.18 | $261.00B | 2.11% | - | 12.03% | 4.02% | 15.98% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income | 9.13M | 10.40M | 11.14M | 7.52M | 6.03M | 4.06M | 5.21M | -16.92M | 27.62M | 27.20M | 29.90M | 29.96M | 27.35M |
| Diluted EPS | 1.23 | 1.39 | 1.49 | 1.00 | 0.80 | 0.55 | 0.69 | -1.41 | 1.82 | 1.80 | 1.97 | 1.97 | 1.79 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Net Income | 36.16M | 44.01M | 22.69M | 35.71M | 117.31M |
| Diluted EPS | 4.87 | 5.89 | 3.02 | 2.82 | 7.72 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Total Assets | - | - | 3.56B | 3.62B | 7.81B | 7.92B |
| Total Equity | 384.88M | 389.63M | 273.45M | 314.75M | 730.16M | 854.65M |
| Total Liabilities | - | - | 3.29B | 3.30B | 7.08B | 7.07B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | 54.95M | 61.06M | 42.51M | 85.80M | 107.93M |
| Investing Cash Flow | -384.13M | -127.41M | -43.17M | 123.56M | 136.72M |
| Financing Cash Flow | 177.83M | 39.29M | -5.14M | -118.54M | -90.84M |
| Capital Expenditure | -1.08M | -23.07M | -14.25M | -4.57M | -11.71M |
| Free Cash Flow | 53.87M | 37.98M | 28.26M | 81.23M | 96.23M |
| Dividends Paid | 14.87M | 15.74M | 15.75M | 28.64M | 33.92M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - |
| Net Margin % | - | - | - | - | - |
| ROE % | 9.3% | 16.1% | 7.2% | 4.9% | 13.7% |
| ROCE % | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 13.23% | 982.76K | $68.44M |
| 2 | Vanguard Capital Management LLC | 7.57% | 562.22K | $39.15M |
| 3 | State Street Corporation | 5.44% | 403.87K | $28.13M |
| 4 | Geode Capital Management, LLC | 5.11% | 379.64K | $26.44M |
| 5 | Dimensional Fund Advisors LP | 4.95% | 367.95K | $25.62M |
| 6 | American Century Companies Inc | 4.61% | 342.47K | $23.85M |
| 7 | Endeavour Capital Advisors Inc | 4.11% | 305.19K | $21.25M |
| 8 | Hutchinson Capital Management/CA | 3.47% | 258.08K | $17.97M |
| 9 | Fourthstone LLC | 3.32% | 246.42K | $17.16M |
| 10 | BURKE & HERBERT BANK & TRUST CO | 2.98% | 221.67K | $15.44M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for BHRB
Burke & Herbert (BHRB) Upgraded to Buy: Here's Why
Burke & Herbert (BHRB) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
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BHRB — Frequently Asked Questions
What is the current share price of Burke & Herbert Financial Services Corp. (BHRB)?
As of 2026-07-14 21:23 PDT, Burke & Herbert Financial Services Corp. (BHRB) trades at $70.37 on NasdaqCM. Its 52-week range is $54.50 to $72.76.
What is the market capitalisation of BHRB?
Burke & Herbert Financial Services Corp. (BHRB) has a market capitalisation of $1.42B on NasdaqCM.
What is the P/E ratio of BHRB?
BHRB trades at a trailing price-to-earnings (P/E) ratio of 9.13. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 1.18.
Does BHRB pay a dividend?
Burke & Herbert Financial Services Corp. (BHRB) currently offers a dividend yield of 3.28%.
What is the return on equity (ROE) of BHRB?
BHRB has a return on equity (ROE) of 14.48%.
Is BHRB a good stock to buy?
This page provides a data-driven analysis of Burke & Herbert Financial Services Corp. (BHRB), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.