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Burke & Herbert Financial Services Corp

BHRB

64.310USD

+2.390+3.86%
Close 09/18, 16:00ETQuotes delayed by 15 min
965.15MMarket Cap
17.04P/E TTM

Burke & Herbert Financial Services Corp

64.310

+2.390+3.86%

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

Currency: USD Updated2025-09-17

Key Insights

The company's fundamentals are relatively stable. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite an average stock market performance, the company shows strong technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking
162 / 400
Overall Ranking
288 / 4723
Industry
Banking Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 3 analysts
Buy
Current Rating
71.667
Target Price
+16.76%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company 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 75 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 1.21, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 7.08M shares, decreasing 4.98% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 758.36K shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.01.

Financial Health

Currency: USD Updated2025-09-17

The company's current financial score is 4.77, which is lower than the Banking Services industry's average of 7.07. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 84.74M, representing a year-over-year increase of 25.35%, while its net profit experienced a year-over-year increase of 273.08%.

Score

Industry at a Glance

Previous score
4.62
Change
0.15

Financials

4.71

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

2.55

Operational Efficiency

2.70

Growth Potential

8.63

Shareholder Returns

5.26

Company Valuation

Currency: USD Updated2025-09-17

The company’s current valuation score is 1.20, which is lower than the Banking Services industry's average of 1.34. Its current P/E ratio is 7.91, which is 158.47% below the recent high of 20.46 and 5.58% above the recent low of 7.47.

Score

Industry at a Glance

Previous score
1.20
Change
0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 162/400
No Data

Earnings Forecast

Currency: USD Updated2025-09-17

The company’s current earnings forecast score is 8.67, which is higher than the Banking Services industry's average of 7.39. The average price target for Burke & Herbert Financial Services Corp is 72.00, with a high of 73.00 and a low of 70.00.

Score

Industry at a Glance

Previous score
8.67
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 3 analysts
Buy
Current Rating
71.667
Target Price
+15.74%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

306
Total
4
Median
5
Average
Company name
Ratings
Analysts
Burke & Herbert Financial Services Corp
BHRB
3
JPMorgan Chase & Co
JPM
26
Bank of America Corp
BAC
26
Wells Fargo & Co
WFC
25
US Bancorp
USB
25
Regions Financial Corp
RF
24
1
2
3
...
61

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

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 Updated2025-09-17

The company’s current price momentum score is 6.82, which is lower than the Banking Services industry's average of 7.69. Sideways: Currently, the stock price is trading between the resistance level at 64.36 and the support level at 59.67, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.64
Change
0.18

Support & Resistance

No Data

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(1)
Neutral(3)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
-0.118
Neutral
RSI(14)
62.078
Neutral
STOCH(KDJ)(9,3,3)
61.843
Buy
ATR(14)
1.411
High Vlolatility
CCI(14)
89.422
Neutral
Williams %R
6.218
Overbought
TRIX(12,20)
0.112
Sell
StochRSI(14)
100.000
Buy
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
62.203
Buy
MA10
62.385
Buy
MA20
62.733
Buy
MA50
61.661
Buy
MA100
59.788
Buy
MA200
60.222
Buy

Institutional Confidence

Currency: USD Updated2025-09-17

The company’s current institutional recognition score is 3.00, which is lower than the Banking Services industry's average of 6.22. The latest institutional shareholding proportion is 47.20%, representing a quarter-over-quarter increase of 0.84%. The largest institutional shareholder is The Vanguard, holding a total of 758.36K shares, representing 5.05% of shares outstanding, with 3.58% increase in holdings.

Score

Industry at a Glance

Previous score
3.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
914.02K
-1.09%
The Vanguard Group, Inc.
Star Investors
737.87K
+1.14%
Barnwell (Julian Forrest Jr.)
400.96K
+0.25%
State Street Global Advisors (US)
293.60K
-4.01%
Geode Capital Management, L.L.C.
316.17K
+3.36%
Hinkle (Gary L)
300.39K
+0.33%
Dimensional Fund Advisors, L.P.
309.50K
-9.16%
Burke (James Mason)
267.46K
+0.38%
Burke & Herbert Bank & Trust Co.
251.69K
-1.43%
Hutchinson Capital Management
257.08K
--
1
2

Risk Assessment

Currency: USD Updated2025-09-17

The company’s current risk assessment score is 5.13, which is lower than the Banking Services industry's average of 5.23. The company's beta value is 0.24. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

Score

Industry at a Glance

Previous score
5.13
Change
0
Beta vs S&P 500 index
0.24
VaR
+3.01%
240-Day Maximum Drawdown
+31.48%
240-Day Volatility
+36.05%
Return
Best Daily Return
60 days
+5.96%
120 days
+5.96%
5 years
+26.78%
Worst Daily Return
60 days
-3.20%
120 days
-7.42%
5 years
-22.39%
Sharpe Ratio
60 days
+1.68
120 days
+0.94
5 years
+0.46
Risk Assessment
Maximum Drawdown
240 days
+31.48%
3 years
--
5 years
--
Return-to-Drawdown Ratio
240 days
+0.32
3 years
--
5 years
--
Skewness
240 days
+0.19
3 years
+0.77
5 years
+0.71
Volatility
Realised Volatility
240 days
+36.05%
5 years
--
Standardised True Range
240 days
+2.90%
5 years
--
Downside Risk-Adjusted Return
120 days
+133.75%
240 days
+133.75%
Maximum Daily Upside Volatility
60 days
+21.28%
Maximum Daily Downside Volatility
60 days
+16.48%
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

Banking Services
Burke & Herbert Financial Services Corp
Burke & Herbert Financial Services Corp
BHRB
5.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
Credicorp Ltd
BAP
7.64 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Intercorp Financial Services Inc
Intercorp Financial Services Inc
IFS
7.64 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Enova International Inc
Enova International Inc
ENVA
7.55 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Dime Community Bancshares Inc
Dime Community Bancshares Inc
DCOM
7.48 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
SouthState Corp
SouthState Corp
SSB
7.41 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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