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Burke & Herbert Financial Services Corp

BHRB
60.775USD
-0.675-1.10%
Close 03/27, 16:00ETQuotes delayed by 15 min
464.47MMarket Cap
8.39P/E TTM

Burke & Herbert Financial Services Corp

60.775
-0.675-1.10%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of Burke & Herbert Financial Services Corp

Currency: USD Updated: 2026-03-27

Key Insights

Burke & Herbert Financial Services Corp's fundamentals are relatively stable, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 125 out of 400 in the Banking Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 74.50.In the medium term, the stock price is expected to remain stable.Despite a weak stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Burke & Herbert Financial Services Corp's Score

Industry at a Glance

Industry Ranking
125 / 400
Overall Ranking
205 / 4542
Industry
Banking Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Negative

Burke & Herbert Financial Services Corp Highlights

StrengthsRisks
Burke & Herbert Financial Services Corp. is a financial holding company for Burke & Herbert Bank & Trust Company (the Bank). The Bank offers a full range of business and personal financial solutions designed to meet customers' banking, borrowing, and investment needs. The Bank has over 77 branches across Delaware, Kentucky, Maryland, Virginia, and West Virginia. The Bank’s primary source of funding is deposits, both interest-bearing and non-interest-bearing. The Bank provides a range of commercial lending services, including commercial real estate loans, acquisition, construction & development, commercial and industrial loans, and residential real estate loans to customers generally located or conducting business in its market area. It also provides traditional banking and wealth management services. The Bank offers digital banking, mobile banking, and a remote deposit service, which allows customers to facilitate and expedite deposit transactions through the use of electronic devices.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 116.70% year-on-year.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 79.81%.
Undervalued
The company’s latest PB is 1.13, at a low 3-year percentile range.
Institutional Buying
The latest institutional holdings are 5.96M shares, increasing 0.03% quarter-over-quarter.
Held by PRFDX
Star Investor PRFDX holds 1.35K shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.01.

Analyst Rating

Based on 4 analysts
Buy
Current Rating
74.500
Target Price
+21.24%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-03-27

The current financial score of Burke & Herbert Financial Services Corp is 6.63, ranking 250 out of 400 in the Banking Services industry. Its financial status is weak, and its operating efficiency is average. Its latest quarterly revenue reached 81.86M, representing a year-over-year decrease of 0.55%, while its net profit experienced a year-over-year decrease of 8.55%.

Score

Industry at a Glance

Previous score
6.63
Change
0

Financials

4.62

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.

Quality of Earnings

6.32

Operational Efficiency

6.94

Growth Potential

6.76

Shareholder Returns

8.49

Burke & Herbert Financial Services Corp's Company Valuation

Currency: USD Updated: 2026-03-27

The current valuation score of Burke & Herbert Financial Services Corp is 8.03, ranking 155 out of 400 in the Banking Services industry. Its current P/E ratio is 8.39, which is 65910.27% below the recent high of 5537.47 and 123.99% above the recent low of -2.01.

Score

Industry at a Glance

Previous score
8.03
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 125/400
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-03-27

The current earnings forecast score of Burke & Herbert Financial Services Corp is 7.00, ranking 190 out of 400 in the Banking Services industry. The average price target is 72.00, with a high of 73.00 and a low of 72.00.

Score

Industry at a Glance

Previous score
7.00
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 4 analysts
Buy
Current Rating
74.500
Target Price
+21.24%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

307
Total
4
Median
5
Average
Company name
Ratings
Analysts
Burke & Herbert Financial Services Corp
BHRB
4
JPMorgan Chase & Co
JPM
27
Wells Fargo & Co
WFC
27
Bank of America Corp
BAC
26
US Bancorp
USB
26
PNC Financial Services Group Inc
PNC
25
1
2
3
...
62

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-03-27

The current price momentum score of Burke & Herbert Financial Services Corp is 6.47, ranking 359 out of 400 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 64.83 and the support level at 58.41, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.68
Change
-0.21

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(4)
Neutral(2)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
-0.047
Sell
RSI(14)
37.494
Neutral
STOCH(KDJ)(9,3,3)
28.517
Neutral
ATR(14)
1.497
Low Volatility
CCI(14)
-101.493
Sell
Williams %R
84.817
Oversold
TRIX(12,20)
-0.336
Sell
StochRSI(14)
0.000
Sell
Moving Average
Sell(6)
Neutral(0)
Buy(0)
Indicators
Value
Direction
MA5
61.475
Sell
MA10
61.493
Sell
MA20
62.554
Sell
MA50
65.028
Sell
MA100
64.497
Sell
MA200
62.732
Sell

Institutional Confidence

Currency: USD Updated: 2026-03-27

The current institutional shareholding score of Burke & Herbert Financial Services Corp is 3.00, ranking 251 out of 400 in the Banking Services industry. The latest institutional shareholding proportion is 38.39%, representing a quarter-over-quarter decrease of 2.31%. The largest institutional shareholder is The Vanguard, holding a total of 776.33K shares, representing 5.16% of shares outstanding, with 4.98% increase in holdings.

Score

Industry at a Glance

Previous score
3.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
863.81K
-1.15%
The Vanguard Group, Inc.
Star Investors
761.97K
+0.48%
Barnwell (Julian Forrest Jr.)
400.96K
+0.25%
Geode Capital Management, L.L.C.
374.10K
+10.87%
State Street Investment Management (US)
383.54K
+11.21%
Dimensional Fund Advisors, L.P.
281.96K
-0.45%
Hinkle (Gary L)
300.39K
+0.33%
American Century Investment Management, Inc.
201.70K
+64.45%
Burke (James Mason)
267.46K
+0.38%
Hutchinson Capital Management
258.08K
+0.39%
1
2

Risk Assessment

Currency: USD Updated: 2026-03-27

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Burke & Herbert Financial Services Corp is 7.80, ranking 155 out of 400 in the Banking Services industry. The company's beta value is 0.28. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.

Score

Industry at a Glance

Previous score
7.80
Change
0
Beta vs S&P 500 index
0.29
VaR
+3.11%
240-Day Maximum Drawdown
+13.67%
240-Day Volatility
+30.28%

Return

Best Daily Return
60 days
+3.90%
120 days
+4.32%
5 years
+26.78%
Worst Daily Return
60 days
-4.41%
120 days
-5.19%
5 years
-22.39%
Sharpe Ratio
60 days
-0.40
120 days
+0.27
5 years
+0.46

Risk Assessment

Maximum Drawdown
240 days
+13.67%
3 years
+48.39%
5 years
--
Return-to-Drawdown Ratio
240 days
+1.82
3 years
-0.14
5 years
--
Skewness
240 days
+0.17
3 years
+0.19
5 years
+0.66

Volatility

Realised Volatility
240 days
+30.28%
5 years
--
Standardised True Range
240 days
+2.72%
5 years
--
Downside Risk-Adjusted Return
120 days
+38.51%
240 days
+38.51%
Maximum Daily Upside Volatility
60 days
+18.03%
Maximum Daily Downside Volatility
60 days
+19.99%

Liquidity

Average Turnover Rate
60 days
+0.44%
120 days
+0.35%
5 years
--
Turnover Deviation
20 days
-0.74%
60 days
+28.94%
120 days
+3.28%

Peer Comparison

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Burke & Herbert Financial Services Corp
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BHRB
6.64 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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8.60 /10
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8.55 /10
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8.52 /10
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