BURKE & HERBERT FINANCIAL SERVICES CORP. COMMON STOCK

NASDAQ: BHRB (Burke & Herbert Financial Servi)

Last update: 01 Mar, 1:44PM

62.36

0.18 (0.29%)

Previous Close 62.18
Open 62.73
Volume 147,263
Avg. Volume (3M) 41,513
Market Cap 933,473,088
Price / Earnings (TTM) 26.65
Price / Sales 3.56
Price / Book 1.30
52 Weeks Range
46.00 (-26%) — 75.32 (20%)
Earnings Date 25 Oct 2024 - 29 Oct 2024
TTM Dividend Yield 3.46%
Profit Margin 15.02%
Operating Margin (TTM) 24.81%
Diluted EPS (TTM) 2.34
Quarterly Revenue Growth (YOY) 200.10%
Quarterly Earnings Growth (YOY) 289.80%
Operating Cash Flow (TTM) 7.37 M
Return on Assets (TTM) 0.63%
Return on Equity (TTM) 6.84%

Market Trend

Short Term Medium Term
Industry Banks - Regional (US) Bullish Bullish
Banks - Regional (Global) Bullish Bullish
Stock Burke & Herbert Financial Servi Bearish -

AIStockmoo Score

0.4
Analyst Consensus -0.5
Insider Activity 3.5
Price Volatility 2.0
Technical Moving Averages -2.5
Technical Oscillators -0.5
Average 0.40

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Burke & Herbert Financial Services Corp is the bank holding company. The bank offers a full range of business and personal financial solutions designed to meet customers’ banking, borrowing, and investment needs and has over 20 branches throughout the Northern Virginia region and commercial loan offices in Fredericksburg, Loudoun County, and Richmond, Virginia, and in Bethesda, Maryland. The Company operates in one segment which includes Community Banking. The company generates revenue from sources such as Fiduciary and wealth management income, Service charges and fees on deposit accounts consist of monthly service fees, check orders, and other deposit account related fees. Debit card fees and other service charges are primarily comprised of debit and credit card income, ATM fees.

Sector Financial Services
Industry Banks - Regional
Investment Style Small Value
% Held by Insiders 10.44%
% Held by Institutions 35.37%

Ownership

Name Date Shares Held
Hutchinson Capital Management/Ca 31 Dec 2024 257,080
Burke & Herbert Bank & Trust Co 31 Dec 2024 255,358
Summit Financial Group, Inc. 31 Mar 2024 110,636
Verdence Capital Advisors Llc 31 Dec 2024 68,384
52 Weeks Range
46.00 (-26%) — 75.32 (20%)
Median 76.00 (21.87%)
Total 1 Buy
Firm Date Target Price Call Price @ Call
Keefe, Bruyette & Woods 27 Jan 2025 76.00 (21.87%) Buy 63.64
Name Avg. Buy ($) Avg. Sell ($) Net Quantity Net Value ($)
BARNWELL JULIAN FORREST JR. 60.21 - 8,000 485,780
RIOJAS JOSE DAVID 58.94 - 1,200 70,722
Aggregate Net Quantity 9,200
Aggregate Net Value ($) 556,502
Aggregate Avg. Buy ($) 59.57
Aggregate Avg. Sell ($) -
Name Holder Date Type Quantity Price Value ($)
RIOJAS JOSE DAVID Director 11 Mar 2025 Buy (+) 500 57.73 28,865
RIOJAS JOSE DAVID Director 11 Mar 2025 Buy (+) 100 57.73 5,773
BARNWELL JULIAN FORREST JR. Director 10 Mar 2025 Buy (+) 1,000 58.21 58,210
BARNWELL JULIAN FORREST JR. Director 07 Mar 2025 Buy (+) 1,000 60.29 60,290
RIOJAS JOSE DAVID Director 06 Mar 2025 Buy (+) 500 60.14 30,070
RIOJAS JOSE DAVID Director 06 Mar 2025 Buy (+) 100 60.14 6,014
BARNWELL JULIAN FORREST JR. Director 05 Mar 2025 Buy (+) 2,000 61.06 122,120
BARNWELL JULIAN FORREST JR. Director 04 Mar 2025 Buy (+) 4,000 61.29 245,160
TTM Dividend Yield 3.46%
2Y Average Dividend Yield 2.98%
Payout Ratio 91.44%
Expected Next Dividend Payment Jun 2025
Ex Date Announcement Date Payment Date Details
14 Feb 2025 23 Jan 2025 03 Mar 2025 0.55 Cash
15 Nov 2024 24 Oct 2024 02 Dec 2024 0.55 Cash
15 Aug 2024 25 Jul 2024 03 Sep 2024 0.53 Cash
14 May 2024 25 Apr 2024 03 Jun 2024 0.53 Cash
14 Feb 2024 25 Jan 2024 01 Mar 2024 0.53 Cash
14 Nov 2023 26 Oct 2023 01 Dec 2023 0.53 Cash
14 Aug 2023 27 Jul 2023 01 Sep 2023 0.53 Cash
12 May 2023 27 Apr 2023 01 Jun 2023 0.53 Cash

Annual Dividend Yield

Year Annual Dividend ($) Frequency/Year Yield %
2025 0.550 1 0.88
2024 2.14 4 3.43
2023 1.59 3 2.53

The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.

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