Burke & Herbert Financial Services Corp.
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Price history
Chart
Interactive price chart (TradingView).
52-week range: 57.60 $ to 74.60 $ · Last price: 70.40 $ (As of: September 17, 2026)
Key figures
Key figures at a glance
Every figure we hold for this stock, grouped by topic. The question mark next to a label explains what the number means.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 09/18/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
Quality & Screener
Comparison
Industry comparison
The stock alongside the largest companies in the same group. The median row is the middle value of the companies shown above — not of the whole industry.
Industry: Banks - Regional
| Company | Market cap ($B) | P/E | EV/EBITDA | Gross Margin % | EBIT Margin % | Sales Growth (Year) % | Perf. 1Y % |
|---|---|---|---|---|---|---|---|
| Burke & Herbert Financial Services Corp. BHRB | 1.4 | 9.4 | 0.0 | 100.0 | – | 23.7 | 17.6 |
| Mizuho Financial Group Inc. MFG | 135.7 | 17.4 | 0.0 | 100.0 | 46.7 | 10.4 | 70.5 |
| HDFC Bank Limited HDB | 116.5 | 15.8 | 0.0 | 100.0 | 33.3 | 24.3 | -33.2 |
| ICICI Bank Limited IBN | 101.0 | 17.5 | 0.0 | 100.0 | 38.5 | 6.0 | -12.0 |
| U.S. Bancorp USB | 92.6 | 12.8 | 0.0 | 100.0 | 37.8 | 0.4 | 26.3 |
| PNC Financial Services Group Inc PNC | 92.4 | 13.6 | 0.0 | 100.0 | 36.7 | -7.0 | 17.6 |
| Itau Unibanco Banco Holding SA ITUB | 91.5 | 10.0 | 0.0 | 100.0 | 39.1 | 18.0 | 29.3 |
| Deutsche Bank AG DB | 73.5 | 10.3 | 0.0 | 100.0 | 33.4 | -8.3 | 11.7 |
| Nu Holdings Ltd NU | 67.3 | 21.7 | 0.0 | 100.0 | 48.2 | 43.0 | -13.1 |
| Median of companies shown | 92.4 | 13.6 | 0.0 | 100.0 | 38.2 | 10.4 | 17.6 |
Based on the most recently reported figures. Only stocks from the same trading venue are lined up, so the market caps are counted in one currency. Compare in a chart →
Fiscal years
Annual Figures
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Revenue, operating income and net income per fiscal year $M
Revenue Operating income Net income
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 113 | 32 | 27 | 3.55 | 35 | 329 | 2,960 |
| 2017 | 123 | 35 | 28 | 3.64 | 35 | 344 | 3,089 |
| 2018 | 130 | 38 | 34 | 4.54 | 35 | 346 | 3,007 |
| 2019 | 128 | 17 | 17 | 2.12 | 26 | 354 | 2,866 |
| 2020 | 121 | 28 | 27 | 3.31 | 23 | 385 | 3,425 |
| 2021 | 119 | 40 | 36 | 4.52 | 55 | 390 | 3,622 |
| 2022 | 127 | 52 | 44 | 5.89 | 61 | 273 | 3,563 |
| 2023 | 162 | 25 | 23 | 3.05 | 43 | 315 | 3,618 |
| 2024 | 397 | 40 | 36 | 2.39 | 86 | 730 | 7,812 |
| 2025 | 491 | 145 | 117 | 7.81 | 108 | 855 | 7,921 |
Quarters
Quarterly Figures
Each bar is one quarter, the last one is the most recent. Use the switch to step through the individual figures.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
None of the selected stocks reports this metric. Pick another metric or switch between annual and quarterly.
· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 1.32 | 96.40 | 123 | 190.10 | 16.20 | 77 | 77 |
| 2025: Q1 | 1.81 | 161.40 | 120 | 181.90 | 22.70 | 38 | 36 |
| 2025: Q2 | 1.99 | – | 123 | 18.10 | 24.20 | 0 | -3 |
| 2025: Q3 | 1.98 | 8.00 | 122 | -4.60 | 24.60 | 39 | 35 |
| 2025: Q4 | 2.01 | 52.90 | 123 | 0.20 | 24.60 | 31 | 28 |
| 2026: Q1 | 1.81 | -0.20 | 118 | -1.10 | 23.10 | 27 | 25 |
| 2026: Q2 | 0.50 | -74.90 | – | – | – | 0 | -2 |
What Do These Terms Mean?
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Screening
Appears in These Scanners
This stock currently matches 13 of our scanner strategies — each hit links to the scanner.
Growth
Quality & Balance Sheet
Breakout & Setup
Dividends
Momentum & Trend
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. View all scanners
Outlook
Analysts & Price Target
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Distribution of Recommendations
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 6.84 | 6.37 – 7.92 | 439 | 3.3% | 4 |
| 12/31/2027 | 8.75 | 8.70 – 8.86 | 494 | 9.8% | 3 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Valuation
What is priced in?
Instead of guessing what the stock is worth, we turn the question around: what free cash flow growth has to happen for today’s market value to add up? The assumptions behind it can be moved.
Today’s market value implies roughly 5.0% growth in free cash flow per year over ten years (assumptions: discount rate 10.0%, terminal growth 2.5%).
| Free cash flow (last twelve months) | $86.5M |
|---|---|
| Market cap | $1.42B |
| Free cash flow in year ten | $141.3M |
| Terminal value as a share of market value | 52.4% |
For comparison: over the past five years free cash flow grew by 36.3% per year.
It shows which assumption is built into today’s price, not whether that assumption will hold. Every assumption can be changed with the sliders; the figures move with them.
A simplified model calculation — not a forecast and not a recommendation.
AI classification
AI Rating
Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available.
Growth
Growth Score
Ten checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years 56.8%
- More than 10% revenue growth is expected for the coming year 12.5%
- Share count grows by less than 3% a year 26.3%
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 43.3%
- Gross margin at 40% or higher and without meaningful erosion 69.3%
- Goodwill from acquisitions does not grow faster than revenue 0.4%
- Net debt below twice EBITDA 1,132 m net cash
- Operating cash flow covers the profits of the last three years 61 m
- Return on capital at 15% or higher, or up versus two years ago 1.9%
- Insiders hold at least 10% or are net buyers 14.9%
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Quality check
AAQS
7/10The AAQS (AlleAktien Quality Score) checks 10 quality criteria on growth, profitability, and balance-sheet strength — per the methodology developed and published by AlleAktien, calculated by us from our own fundamental data. A stock counts as a quality stock from 9 out of 10 points. Where a company has a shorter listing history, we calculate over the fiscal years available (at least five).
- Sales growth 10Y > 5% 17.7%
- Exp. sales growth 3Y > 5% 0.3%
- EBIT growth 10Y > 5% 18.5%
- Exp. EBIT growth 3Y > 5% 5.9%
- Net debt < 4x EBIT -7.8x
- EBIT positive, 10Y straight 10
- Max. EBIT decline < 50% 55.5%
- Return on equity > 15% 15.1%
- ROCE > 15% 1.9%
- Expected return > 10% 13.1%
View stocks with the full AAQS score · Read the methodology at AlleAktien
Source: fundamental data
Insiders
Insider Transactions
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | George Georgette R. | Director | Other | 9,858 | 0.00 | – |
| Aug 20, 2026 | Wilson David | Director | Buy | 35 | 70.57 | 2,470 |
| Aug 14, 2026 | Geary James P II | Director | Sell | 2,887 | 72.82 | 210,231 |
| Aug 14, 2026 | Geary James P II | Director | Sell | 263 | 72.91 | 19,175 |
| Aug 12, 2026 | Poillon Diane | Director | Buy | 1,200 | 73.67 | 88,398 |
| Aug 11, 2026 | Burke James Mason | Director | Sell | 1,500 | 73.03 | 109,538 |
| Aug 6, 2026 | McLaughlin Shawn Patrick | Director | Buy | 1,000 | 73.25 | 73,250 |
| Aug 4, 2026 | Barnwell Julian Forrest Jr. | Director | Other | 91,361 | 0.00 | – |
| Aug 4, 2026 | Wilson David | Director | Buy | 34 | 73.69 | 2,505 |
| Aug 3, 2026 | Bonnafe Katherine Diane | Director | Sell | 1,000 | 73.65 | 73,655 |
The company
About the Company
Burke & Herbert Financial Services Corp. ist die Bankholding der Burke & Herbert Bank & Trust Company, die verschiedene kommunale Bankprodukte und -dienstleistungen in den USA anbietet.
- Employees
- 1,051
- Headquarters
- Alexandria, VA
- Address
- 100 S. Fairfax Street, 22314 Alexandria, United States
- Phone
- 703 666 3555
- Website
- burkeandherbertbank.com
- IPO Date
- 03/15/2001
- ISIN
- US12135Y1082
- Stock Split
- 40:1 on 11/15/2022
Management
| Name | Title | Birth Year |
|---|---|---|
| Roy E. Halyama | President | 1968 |
| Kirtan Parikh | Executive VP & CFO | 1982 |
| Joseph W. Hager | Executive VP & COO | 1983 |
| Carl D. Lundblad Esq., J.D. | Executive VP & COO | 1971 |
| Patrick Kip Huffman CPA | Senior VP & Chief Accounting Officer | 1985 |
| Douglas Horton | Chief Information Officer | – |
| Danyl R. Freeman | Executive VP & Chief Human Resources Officer | 1970 |
| Joseph F. Collum | Executive VP & Director of Business Banking | 1972 |
| Shannon Barrow Rowan | Executive VP and Director of Trust & Wealth Management | 1966 |
| Jennifer P. Schmidt | Executive VP & Chief Risk Officer | 1970 |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Filings
Company Filings (8-K)
An 8-K is the filing a US company must use to disclose material events immediately — takeovers, changes at the top, major contracts or payment troubles, for instance. The links open the original document at the US Securities and Exchange Commission (SEC).
- 08/11/2026 Burke & Herbert Financial Services Corp. (BHRB): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers; Financial Statements and Exhibits SEC ↗
- 07/23/2026 Burke & Herbert Financial Services Corp. (BHRB): Results of Operations and Financial Condition; Regulation FD Disclosure; Other Events; Financial Statements and Exhibits SEC ↗
- 07/07/2026 Burke & Herbert Financial Services Corp. (BHRB): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers; Financial Statements and Exhibits SEC ↗
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.