Burke & Herbert Financial Services Corp. (BHRB)
Nasdaq · National Commercial Banks · Finance, insurance and real estate · CIK 1964333 · fiscal year ends in Dec
Closing price $71.05 on 29 Oct 2026; 52-week range $58.86 to $74.64.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $363.5M
- Revenue growth
- 8.0%
- Net income, last twelve months
- $97.0M
- Earnings per share
- $6.24
- Net margin
- 26.7%
- Free cash flow
- $86.5M
- Return on equity
- 8.1%
- Market value
- $1.4B
- Price to earnings
- 11.4x
- Dividend yield
- 3.1%
- Cash
- $167.2M
- Debt
- $677.2M
- Debt to equity
- 0.56
- Shares outstanding
- 20.2M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $342.0M | – | $117.3M | $7.72 | $96.2M | 10-K filed 27 Feb 2026 |
| FY2024 | 31 Dec 2024 | $262.0M | – | $35.7M | $2.82 | $81.2M | 10-K filed 17 Mar 2025 |
| FY2023 | 31 Dec 2023 | $111.7M | – | $22.7M | $3.02 | $28.3M | 10-K filed 22 Mar 2024 |
| FY2022 | 31 Dec 2022 | $120.8M | – | $44.0M | $5.89 | $38.0M | 10-K filed 22 Mar 2024 |
| FY2021 | 31 Dec 2021 | $113.9M | – | $36.2M | $4.87 | $53.9M | 10-K filed 22 Mar 2024 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 30 Jun 2026 | $106.9M | $9.5M | $0.50 |
| Q1 FY2026 | 31 Mar 2026 | $84.7M | $27.3M | $1.79 |
| Q4 FY2025 | 31 Dec 2025 | $86.5M | $30.2M | $1.98 |
| Q3 FY2025 | 30 Sep 2025 | $85.4M | $30.0M | $1.97 |
| Q2 FY2025 | 30 Jun 2025 | $87.1M | $29.9M | $1.97 |
| Q1 FY2025 | 31 Mar 2025 | $83.0M | $27.2M | $1.80 |
| Q4 FY2024 | 31 Dec 2024 | $82.5M | $19.8M | $1.30 |
| Q3 FY2024 | 30 Sep 2024 | $83.8M | $27.6M | $1.82 |
Company events
The newest 8-K filings of 52 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 23 Oct 2026 | 8-K/A | Shareholder vote | 5.07, 9.01 |
| 22 Oct 2026 | 8-K | Results, Investor update, Other events | 2.02, 7.01, 8.01, 9.01 |
| 30 Sep 2026 | 8-K | Material agreement, Investor update | 1.01, 7.01, 9.01 |
| 28 Sep 2026 | 8-K | Other events | 8.01, 9.01 |
| 18 Sep 2026 | 8-K | Investor update | 7.01, 9.01 |
| 11 Aug 2026 | 8-K | Leadership change | 5.02, 9.01 |
| 23 Jul 2026 | 8-K | Results, Investor update, Other events | 2.02, 7.01, 8.01, 9.01 |
| 7 Jul 2026 | 8-K | Leadership change | 5.02, 9.01 |
| 23 Jun 2026 | 8-K | Leadership change | 5.02, 9.01 |
| 18 Jun 2026 | 8-K | Shareholder vote | 5.07, 9.01 |
| 1 May 2026 | 8-K | Deal completed, Leadership change, Bylaws or fiscal year change, Other events | 2.01, 5.02, 5.03, 8.01, 9.01 |
| 23 Apr 2026 | 8-K | Results, Investor update, Other events | 2.02, 7.01, 8.01, 9.01 |
Every filing
The newest filings with the SEC of 131 held.
| Filed | Form | Period |
|---|---|---|
| 23 Oct 2026 | 8-K/A | 18 Jun 2026 |
| 22 Oct 2026 | 8-K | 22 Oct 2026 |
| 30 Sep 2026 | 8-K | 28 Sep 2026 |
| 28 Sep 2026 | 305B2 | – |
| 28 Sep 2026 | 8-K | 28 Sep 2026 |
| 18 Sep 2026 | 8-K | 18 Sep 2026 |
| 11 Aug 2026 | 8-K | 6 Jul 2026 |
| 7 Aug 2026 | 10-Q | 30 Jun 2026 |
| 23 Jul 2026 | 8-K | 23 Jul 2026 |
| 17 Jul 2026 | 8-K/A | 1 May 2026 |
| 7 Jul 2026 | 8-K | 6 Jul 2026 |
| 23 Jun 2026 | 8-K | 23 Jun 2026 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 27 Oct 2026 | Wilson David, Director | Purchase | 35 | $70.11 | $2.5K | 397 | 27 Oct 2026 |
| 27 Oct 2026 | Wilson David, Director | Purchase | 69 | $69.85 | $4.8K | 69 | 27 Oct 2026 |
| 20 Aug 2026 | Wilson David, Director | Purchase | 35 | $70.57 | $2.5K | 435 | 20 Aug 2026 |
| 14 Aug 2026 | Geary James P Ii, Director | Sale outside a trading plan | 263 | $72.91 | $19.2K | 12,344 | 18 Aug 2026 |
| 14 Aug 2026 | Geary James P Ii, Director | Sale outside a trading plan | 2,887 | $72.82 | $210.2K | 9,457 | 18 Aug 2026 |
| 12 Aug 2026 | Poillon Diane, Director | Purchase | 1,200 | $73.67 | $88.4K | 4,128 | 14 Aug 2026 |
| 11 Aug 2026 | Burke James Mason, Director | Sale outside a trading plan | 1,500 | $73.03 | $109.5K | 258,480 | 12 Aug 2026 |
| 6 Aug 2026 | Mclaughlin Shawn Patrick, Director | Purchase | 1,000 | $73.25 | $73.3K | 71,000 | 6 Aug 2026 |
| 3 Aug 2026 | Geary James P Ii, Director | Sale outside a trading plan | 3,150 | $73.93 | $232.9K | 9,457 | 5 Aug 2026 |
| 3 Aug 2026 | Bonnafe Katherine Diane, Director | Sale outside a trading plan | 1,000 | $73.65 | $73.7K | 8,200 | 5 Aug 2026 |
| 4 Aug 2026 | Wilson David, Director | Purchase | 34 | $73.69 | $2.5K | 232 | 4 Aug 2026 |
| 3 Aug 2026 | George Georgette R., Director | Sale outside a trading plan | 1,000 | $73.67 | $73.7K | 38,321 | 4 Aug 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 14 Aug 2026 | Geary James P II, Director | 3,150 | $230.2K | 14 Aug 2026 |
| 11 Aug 2026 | Burke James Mason, Director | 3,000 | $219.6K | 11 Aug 2026 |
| 6 Aug 2026 | Bonnafe Katherine Diane, Director | 1,000 | $73.7K | 3 Aug 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 24 Aug 2026 | LEHMAN KENNETH R | 13G amended | 4.9% | 993.3K |
| 4 May 2026 | Kenneth R. Lehman | 13G | 5.85% | 1.2M |
| 26 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 863.3K | +3.57% | 5.1 |
| 30 Sep 2026 | 833.5K | +8.29% | 5.51 |
| 15 Sep 2026 | 769.7K | +1.89% | 8.32 |
| 31 Aug 2026 | 755.3K | -4.36% | 7.57 |
| 14 Aug 2026 | 789.8K | +2.98% | 6.38 |
| 31 Jul 2026 | 767.0K | +10.14% | 5.89 |
| 15 Jul 2026 | 696.4K | +2.78% | 4.56 |
| 30 Jun 2026 | 677.5K | +16.81% | 2.6 |
Funds that hold it
From each fund's latest Form 13F.
224 funds held it at 30 Jun 2026: 153 added and 26 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| BlackRock, Inc. | 1,218,420 | $87.6M | +235,661 |
| Vanguard Capital Management LLC | 750,129 | $53.9M | +187,914 |
| State Street Corp. | 557,547 | $40.1M | +153,679 |
| American Century Companies Inc. | 489,212 | $35.2M | +146,743 |
| Geode Capital Management, LLC | 462,137 | $33.2M | +82,494 |
| Endeavour Capital Advisors Inc. | 459,176 | $33.0M | +153,987 |
| Dimensional Fund Advisors LP | 452,257 | $32.5M | +84,309 |
| AllianceBernstein L.P. | 325,388 | $20.3M | +279,972 |
| Hutchinson Capital Management | 259,080 | $18.6M | +1,000 |
| Burke & Herbert Bank & Trust Co. | 217,742 | $15.6M | -3,929 |
Peers
Companies in the same industry.
- JPMorgan Chase & Co. (JPM): revenue $199.4B, market value $913.2B
- Bank of America Corp. (BAC): revenue –, market value $358.9B
- Wells Fargo & Company (WFC): revenue $87.2B, market value $254.6B
- Citigroup Inc. (C): revenue $91.4B, market value $211.0B
- Capital One Financial Corp. (COF): revenue $62.0B, market value $128.1B
- Mizuho Financial Group Inc. (MFG): revenue $29.9B, market value $122.0B
- U.S. Bancorp (USB): revenue $29.6B, market value $94.5B
- PNC Financial Services Group, Inc. (PNC): revenue $25.0B, market value $92.5B
- Truist Financial Corp. (TFC): revenue $19.4B, market value $59.1B
- Huntington Bancshares Inc. (HBAN): revenue $10.4B, market value $32.2B