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BHRB · Burke & Herbert Financial Services Corp.

$73.60 -0.48 (-0.65%)
Market Cap
$1.49B
Shares
20.15M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$74.08 Open$72.61 Day$72.51–74.14 52W$54.18–74.14 Avg vol 30d185K Short int696K · 3.5% float · 4.6d Short vol64% Last earningsDec 20, 2030 DataJan 2020–Jul 2026 Filing10-Q · May 8

Up next

Next earnings call
Dec 20, 2030 Scheduled · in 229 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 8, 2026

Equibles Rating

blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Very Low
Market backdrop VIX 18.2 · elevated Equity put/call 0.71
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +14%
above
Price vs 50-day avg +10%
above
RSI (14) 69
neutral
MACD trend Positive
52-week position 100%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +4%
trailing
6-month return +13%
trailing
YTD return +21%
this year
Relative strength +5%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $67 › 200d $65 — 50d above 200d
Institutional flow Distributing
37 of 162 funds reported for Jun 30 · net -62.1K sh shares · +13 new
Insider flow Accumulating
Net +$639.2K over 90 days · 33% sells
Short interest Rising
3.46% of float · ▲ +2.8% MoM · 4.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
162 holders — near 3-yr high, broad support
Squeeze score 65
elevated · 0–100
Fundamentals
Excellent
Revenue growth +8%
Y/Y
EPS growth +174%
Y/Y
Free cash flow $96.2M
Valuation P/E 9.6
below peers
Quant / Vol
risk profile
Very Low
Volatility 25%
annualized · 1-yr
Max drawdown −13%
past year
ATR 2.2%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+14% Bullish
Price vs 50-day avg
+10% Bullish
RSI (14)
69 Neutral
MACD trend
Positive Bullish
52-week position
100% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $67 › 200d $65 — 50d above 200d
Institutional flow Distributing
37 of 162 funds reported for Jun 30 · net -62.1K sh shares · +13 new
Insider flow Accumulating
Net +$639.2K over 90 days · 33% sells
Short interest Rising
3.46% of float · ▲ +2.8% MoM · 4.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
162 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $54 Now $74 · 100% 52-wk high $74
vs 200-day avg +14% vs 50-day avg +10%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings
Metric Latest Period YoY
Adjusted diluted EPS non-GAAP $2.03 Q2 2026
Adjusted operating net income applicable to common shares non-GAAP $37.5M Q2 2026
Adjusted return on average common equity non-GAAP 14.27% Q2 2026
Adjusted return on average tangible common equity non-GAAP 16.45% Q2 2026
Tangible common equity to tangible assets non-GAAP 9.21% Q2 2026

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

Versus peers

Banks - Regional — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
BHRB
Burke & Herbert Financial Services Corp.
this stock
$1.49B +20.9% +8.2% 9.6 3.5%
HDB
Hdfc Bank Ltd
$121.08B -35.5% +15.2% 0.4%
MFG
Mizuho Financial Group Inc
$119.51B +37.8% 0.1%
IBN
Icici Bank Ltd
$106.74B +1.5% 0.6%
PNC
Pnc Financial Services Group, Inc.
$101.03B +21.5% +7.2% 14.6 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
173
% held
32.6%
Reported
37 of 162
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
191
View
Short & Settlement
Short Interest Rising
Shares short
696.4K
Days to cover
4.6d
Change
+18.8K sh
View
Short Volume
Short vol %
64%
As of
Jul 29, 2026
Short Total
View
Fails to Deliver
FTD shares
484
Value
$34.8K
As of
Jun 30, 2026
View
Off-Exchange
Off-exchange %
35.8%
Week of
May 4, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$639.2K
Buyers / Sellers
2 / 1
Buyers Sellers
View
Financials
Financials
Net income (FY)
$117.3M
EPS diluted
$7.72
View
Filings
SEC Filings
Latest
8-K
Filed
Jul 23, 2026
This year
15
View
Proposed Sales
Value
$130.0K
Shares
2.0K
Filed
Oct 31, 2024
View
Earnings & Events
Earnings Calls Upcoming
Next call
Dec 20, 2030
Last call
Apr 23, 2026
View
Investor Relations
Latest news
Burke & Herbert Financial Service…
Published
Jul 23, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
BHRB +4.4% +3.8% +12.6% +3.1% +20.9%
SPY -1.0% 0.0% +7.4% -0.8% +8.6%
vs SPY +5.4% +3.9% +5.2% +3.9% +12.3%

Capital returns

Latest dividend
$0.55 / share · ex May 15, 2026
Raised 3.8%
Paid (TTM)
$2.20 / share · 4 payouts
Dividend yield (TTM, derived)
2.97%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1964333 CUSIP 12135Y108 13F (30d) 35 filings 35 filers Visit website Investor relations