BHRB
Burke & Herbert Financial Services Corp. NASDAQ Listed Oct 7, 2003$65.51
+0.68%
vs $65.07
Mkt Cap $984.5M
52w Low $56.26
67.6% of range
52w High $69.94
50d MA $64.20
200d MA $63.66
P/E (TTM)
8.4x
EV/EBITDA
-4.1x
P/B
1.2x
Debt/Equity
0.6x
ROE
13.7%
P/FCF
10.2x
RSI (14)
58.30
ATR (14)
$1.54
Beta
0.27
50d MA
$64.20
200d MA
$63.66
Avg Volume
180.6K
Burke Herbert Financial Services Corp. is a bank holding company, which engages in the provision of banking products and financial services to small to medium-sized businesses, their owners and employees, professional corporations, non-profits, and individuals. It operates through the following loan portfolio segments: Commercial Real Estate, Owner-Occupied Commercial Real Estate, Acquisition, Construction, and Development, Commercial and Industrial, Single Family Residential (1-4 Units), and Consumer Non-Real Estate and Other. The Commercial Real Estate segment includes leasing of the real estate collateral or income generated from the sale of the collateral. The Owner-Occupied Commercial Real Estate segment focuses on the operations of the business that occupies the property and the value of the collateral. The Acquisition, Construction, and Development segment offers creditworthiness of the borrower, project completion within budget, sale after completion, and the value of the collateral. The Commercial and Industrial segment is involved in the operations of the business and the value of the collateral. The Single Family Residential (1-4 Units) segment provides loans for investment purpose carry risk associated with the continued creditworthiness of the borrower, the value of the collateral, and either the net operating income generated from the lease of the real estate collateral or income generated from the sale of the collateral. The Consumer Non-Real Estate and Other segment covers loans carry risk associated with the creditworthiness of the borrower and the value of the collateral. The company was founded on September 14, 2022 and is headquartered in Alexandria, VA.
100 South Fairfax Street · Alexandria, VA, VA 22314 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | AMC | 1.87 | 1.87 | +0.0% | 64.50 | -2.2% | -0.8% | +0.2% | +1.0% | -1.8% | +1.1% | — |
| Jan 22, 2026 | AMC | 1.91 | 1.98 | +3.7% | 66.95 | +0.4% | -4.4% | +0.2% | -0.1% | -1.0% | +1.5% | — |
| Oct 23, 2025 | AMC | 1.82 | 1.97 | +8.2% | 60.98 | +0.1% | +1.2% | -0.5% | -0.2% | -1.7% | -1.7% | — |
| Jul 24, 2025 | AMC | 1.82 | 1.97 | +8.2% | 63.42 | +2.3% | -0.9% | -2.0% | -1.8% | -2.8% | -1.3% | — |
| Apr 25, 2025 | AMC | 1.77 | 1.80 | +1.7% | 51.51 | +0.3% | +3.7% | +4.1% | +0.6% | -0.2% | +2.9% | — |
| Mar 17, 2025 | AMC | — | 1.32 | — | 58.95 | -0.8% | -0.5% | -0.7% | -0.6% | -0.5% | +1.9% | — |
| Oct 25, 2024 | AMC | 1.75 | 1.98 | +13.1% | 62.16 | +1.7% | +4.7% | -1.6% | +1.4% | -2.4% | -0.7% | — |
| Jul 26, 2024 | AMC | 1.27 | 2.04 | +60.6% | 68.72 | +0.7% | -1.1% | -0.2% | -0.2% | -5.0% | -4.4% | — |
| Apr 26, 2024 | AMC | — | 0.69 | — | 54.67 | -0.8% | -0.8% | -3.4% | -0.2% | -1.1% | +5.9% | — |
| Mar 22, 2024 | AMC | — | 0.67 | — | 53.29 | +2.6% | +0.4% | -2.2% | +2.6% | +4.4% | -2.1% | — |
| Oct 27, 2023 | AMC | — | 0.54 | — | 43.87 | +0.8% | +2.6% | -0.6% | -0.1% | +1.6% | +0.0% | — |
| Jul 28, 2023 | AMC | — | 0.80 | — | 51.27 | +0.0% | +5.3% | +1.4% | -2.4% | -4.1% | +2.7% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 27 | DA Davidson | Maintains | Neutral → Neutral | — | $63.96 | $64.36 | +0.6% | +0.2% | +1.0% | -1.8% | +1.1% | +0.5% |
| Feb 25 | Freedom Broker | Downgrade | Buy → Hold | — | $65.17 | $65.22 | +0.1% | +1.8% | +0.8% | -3.6% | +1.5% | +0.5% |
| Nov 7 | Freedom Broker | Maintains | Buy → Buy | — | $60.42 | $60.79 | +0.6% | -0.0% | +1.4% | +2.1% | -0.8% | -0.0% |
| Jul 28 | DA Davidson | Maintains | Buy → Buy | — | $62.85 | $63.15 | +0.5% | -2.0% | -1.8% | -2.8% | -1.3% | -2.0% |
| Jul 28 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $62.85 | $63.15 | +0.5% | -2.0% | -1.8% | -2.8% | -1.3% | -2.0% |
| Apr 29 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $53.40 | $53.03 | -0.7% | +4.1% | +0.6% | -0.2% | +2.9% | +0.2% |
| Jan 27 | Keefe, Bruyette & Woods | Upgrade | Market Perform → Outperform | — | $62.40 | $63.20 | +1.3% | +2.0% | -0.8% | +0.8% | +1.1% | -0.1% |
| Dec 4 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $69.34 | $68.70 | -0.9% | +2.1% | -0.9% | -0.1% | -0.2% | +0.1% |
| Oct 29 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $65.07 | $64.48 | -0.9% | -1.6% | +1.4% | -2.4% | -0.7% | -0.3% |
| Jul 29 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $68.72 | $69.20 | +0.7% | -1.1% | -0.2% | -0.2% | -5.0% | -4.4% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 3, 2026 | Barnwell Julian Forrest Jr.Dir | — | Buy | 5,000 | $62.76 | $314K | 26,580 | +1.18% | +1.12% |
| May 20, 2026 | Upson Jill SDir | — | Sell | 1,112 | $63.30 | $70K | 2,000 | -1.09% | -0.03% |
| May 12, 2026 | Riojas Jose DavidDir | — | Buy | 1,000 | $62.00 | $62K | 20,000 | -0.47% | -0.43% |
| May 12, 2026 | Riojas Jose DavidDir | — | Buy | 300 | $62.00 | $19K | 11,500 | -0.47% | -0.43% |
| May 11, 2026 | Barnwell Julian Forrest Jr.Dir | — | Buy | 5,000 | $63.05 | $315K | 208,939 | -0.47% | -0.43% |
| May 11, 2026 | Barnwell Julian Forrest Jr.Dir | — | Buy | 5,000 | $63.05 | $315K | 208,939 | -0.47% | -0.43% |
| Apr 29, 2026 | McLaughlin Shawn PatrickDir | — | Buy | 1,000 | $63.55 | $64K | 69,000 | +1.10% | +0.52% |
| Apr 28, 2026 | McLaughlin Shawn PatrickDir | — | Buy | 1,000 | $64.80 | $65K | 68,000 | -1.78% | -0.14% |
8-K
Burke & Herbert Financial Services Corp. -- 8-K Filing
Burke & Herbert Bank shareholders voted to hold advisory compensation votes annually rather than every three years, indicating investor preference for more frequent oversight of executive pay practices.
Jun 18
8-K · 8.01
!! High
Burke & Herbert Financial Services Corp. -- 8-K 8.01: Material Event / Announcement
Behringer Harvard Opportunity 1 (BHRB) announced first-quarter 2026 earnings results and presented financial performance metrics to investors on April 23, 2026.
Apr 23
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
BHRB's merger with LINK is cleared for closing May 1, 2026, removing regulatory risk and creating certainty for shareholders about the transaction's completion and timing.
Apr 13
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Two biotech companies (BHRB and LNKB) plan to merge pending regulatory approval, creating potential synergies but introducing deal risk if antitrust or other regulatory hurdles emerge.
Mar 25
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Burke Herbert's merger with LNKB gained shareholder approval, but investors should monitor regulatory hurdles ahead that could still delay or derail the deal's closing.
Mar 25
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
BHRB's board is being reconstituted with LNKB directors post-merger, signaling the combined entity will be controlled by LNKB stakeholders and potentially diluting existing BHRB shareholder influence.
Mar 13
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 562,215 | $35M | New | Mar 2026 |
| 2 | Endeavour Capital Advisors Inc | 305,189 | $19M | Added | Mar 2026 |
| 3 | Morgan Stanley | 194,724 | $12M | Added | Dec 2025 |
| 4 | Evermay Wealth Management Llc | 185,765 | $12M | New | Mar 2026 |
| 5 | Vanguard Portfolio Management Llc | 133,975 | $8M | New | Mar 2026 |
| 6 | Northern Trust Corp | 118,697 | $7M | Added | Mar 2026 |
| 7 | Bank Of New York Mellon Corp | 88,129 | $5M | Reduced | Mar 2026 |
| 8 | Verdence Capital Advisors Llc | 66,667 | $4M | Reduced | Dec 2025 |
| 9 | Aqr Capital Management Llc | 57,427 | $4M | Reduced | Mar 2026 |
| 10 | Two Sigma Investments, Lp | 47,285 | $3M | Added | Mar 2026 |
| 11 | Ubs Group Ag | 44,159 | $3M | Added | Mar 2026 |
| 12 | Bnp Paribas Financial Markets | 38,372 | $2M | Added | Mar 2026 |
| 13 | Jpmorgan Chase & Co | 38,460 | $2M | Reduced | Mar 2026 |
| 14 | Bank Of America Corp /de/ | 32,188 | $2M | Added | Mar 2026 |
| 15 | Russell Investments Group, Ltd. | 27,107 | $2M | — | Mar 2026 |
| 16 | Moors & Cabot, Inc. | 25,958 | $2M | — | Mar 2026 |
| 17 | Franklin Resources Inc | 23,684 | $1M | Added | Mar 2026 |
| 18 | Fifth Third Bancorp | 21,876 | $1M | — | Dec 2025 |
| 19 | Nuveen, Llc | 21,614 | $1M | Added | Mar 2026 |
| 20 | Wells Fargo & Company/mn | 19,797 | $1M | New | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$984.5M
Enterprise Value
-$597.4M
P/E (TTM)
8.45x
Forward P/E
8.91x
PEG Ratio
0.03x
P/B
1.16x
P/S
2.00x
P/FCF
10.23x
EV/EBITDA
-4.12x
Shares Out
15.0M
Financials (TTM)
Revenue
$491.1M
Net Income
$117.3M
EBITDA
$144.9M
Free Cash Flow
$96.2M
Op Cash Flow
$107.9M
EPS Basic
$7.75
EPS Diluted
$7.75
EPS Forward
$7.36
Gross Margin
69.3%
Op Margin
29.5%
Net Margin
23.9%
Balance Sheet
Total Assets
$7.92B
Total Liab.
$7.07B
Total Equity
$854.6M
Cash
$1.67B
LT Debt
$87.5M
Book Value/Sh
$56.43
Debt/Equity
0.63x
Current Ratio
3.79
Quick Ratio
3.79
Returns & Growth
ROE
13.7%
ROA
1.5%
ROIC
6.1%
Rev Growth YoY
+23.7%
EPS Growth YoY
+231.2%
Price Returns
2W
+2.0%
1M
-1.1%
3M
-1.3%
6M
-2.5%
12M
+11.7%
Technicals
52W High
$69.94
52W Low
$56.26
50d MA
$64.20
200d MA
$63.66
RSI (14)
58.30
ATR (14)
$1.54
Beta
0.27
Avg Volume
181K
Dividends
Div Rate
$2.24
Div Yield
3.5%
Frequency
4
Ex-Div Date
May 15, 2026
Analyst Price Targets
Consensus
$74.00
High
$74.00
Low
$74.00
Median
$74.00
Data updated apr 24, 2026 9:35pm
· Source: financialmodelingprep.com