COMPANY SUMMARY
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.
Financial Summary
| Share Statistics |
BHRB |
Industry Median |
Percentile (All Stocks) |
| Market Cap (Mil) |
$1,477.1 |
$716.9 |
50% |
|
| Shares Out (Mil) |
15.1 |
15.7 |
26% |
|
| Institutional Ownership |
68.9% |
83.0% |
42% |
|
| Float (Mil) |
17.1 |
21.2 |
27% |
|
| Beta |
0.23 |
0.48 |
14% |
|
| Avg Daily Volume (000s) |
118 |
53 |
37% |
|
Price Change (52-week) |
24.6% |
96.7% |
65% |
|
| Growth |
BHRB |
Industry Median |
Percentile (All Stocks) |
| Sales (5yr) |
29.4% |
7.6% |
89% |
|
| Net Income (5yr) |
34.7% |
11.1% |
88% |
|
| EPS (5yr) |
16.8% |
10.1% |
61 |
|
| Dividends (5yr) |
1.9% |
3.6% |
91% |
|
| Cash Flow (5yr) |
(12.0%) |
(17.0%) |
57% |
|
| Estimates |
Qtrly |
Current Fiscal Year |
Next Fiscal Year |
| # of Estimates |
2 |
3 |
3 |
| Current EPS |
$2.060 |
$7.950 |
$8.820 |
| Month Ago EPS |
$2.170 |
$8.075 |
$8.817 |
| # Rev Up |
1 |
1 |
1 |
| # Rev Down |
0 |
1 |
1 |
| Three Months Ago EPS |
$2.170 |
$8.075 |
$8.817 |
| Year/Year Chg |
15.1% |
3.0% |
23.3% |
| Financials |
BHRB |
Industry Median |
Percentile (All Stocks) |
| Sales (TTM) (Mil) |
$341 |
$190 |
37% |
|
| Net Income (TTM) (Mil) |
$118 |
$51 |
63% |
|
| EPS (TTM) |
$7.759 |
$2.500 |
92% |
|
| Operating Cash Flow (TTM) (Mil) |
$97 |
$34 |
52% |
|
| Net Cash Flow (TTM) (Mil) |
($79) |
$1 |
15% |
|
| Long-Term Debt (Q1) (Mil) |
$105 |
$100 |
45% |
|
| Enterprise Value (Q1) (Mil) |
na |
$0 |
na |
|
| Valuation |
BHRB |
Industry Median |
Percentile (All Stocks) |
| P/B |
1.29 |
1.27 |
33% |
|
| P/E |
9.5 |
12.9 |
14% |
|
| Dividend Yield |
3.0% |
2.2% |
84% |
|
| PEG (5yr hist) |
0.6 |
1.1 |
27% |
|
| Ratios |
BHRB |
Industry Median |
Percentile (All Stocks) |
| Gross Margin |
na |
68.8% |
na |
|
| Net Margin |
27.0% |
28.9% |
86% |
|
| ROA |
1.5% |
1.0% |
52% |
|
| ROE |
14.7% |
11.1% |
70% |
|
| Liabilities to Assets |
89.1% |
89.8% |
84% |
|
| F-Score |
4 |
4 |
34% |
|
Passing Stock Screens
As of 7/31/2026, from a list of 60 stock screening strategies,
BHRB meetings the criteria of 1 screen:
Stock Screen
GURU STRATEGY
Graham--Defensive Investor (Utility) Screen
Factors: Yield, Value, Quality, Industry/Sector
Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.