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BHRB

Burke & Herbert Financial Services Corp.
$69.76 +0.07 (+0.10%) At close · Jul 7
Market Cap
$1.39B
Shares
20,149,806

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$69.76 Open$69.69 Day$69.50–70.53 52W$54.18–73.69 Avg vol 30d210K Short int580K · 2.9% float · 2.7d Short vol65% Last earningsDec 20, 2030 DataJan 2020–Jul 2026 Filing10-Q · May 8
Equibles Rating blended score · not investment advice
Overall
Strong Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Very Bullish Fundamentals Excellent Quant / Vol Low
Market backdrop VIX 16.9 · calm Equity put/call 0.86
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +9%
above
Price vs 50-day avg +7%
above
RSI (14) 60
neutral
MACD trend Positive
52-week position 80%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +8%
trailing
6-month return +12%
trailing
YTD return +14%
this year
Relative strength +4%
vs S&P · 6-mo
Sentiment
smart money
Very Bullish
Trend (MA cross) No cross
50d $65 › 200d $64 — 50d above 200d
Institutional flow Accumulating
4 of 162 funds reported for Jun 30 · net +3.0K sh shares · +1 new
Insider flow Accumulating
Net +$767.6K over 90 days · 25% sells
Short interest Falling
2.88% of float · ▼ -2.8% MoM · 2.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
162 holders — near 3-yr high, broad support
Squeeze score 39
low risk · 0–100
Fundamentals
Excellent
EPS growth +174%
Y/Y
Free cash flow $96.2M
Valuation P/E 8.9
below peers
Quant / Vol
risk profile
Low
Volatility 25%
annualized · 1-yr
Max drawdown −13%
past year
ATR 2.4%
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.

Up next
Next earnings call
Dec 20, 2030 Scheduled · in 232 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 8, 2026

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+9% Bullish
Price vs 50-day avg
+7% Bullish
RSI (14)
60 Neutral
MACD trend
Positive Bullish
52-week position
80% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 4 of 6
Trend (MA cross) No cross
50d $65 › 200d $64 — 50d above 200d
Institutional flow Accumulating
4 of 162 funds reported for Jun 30 · net +3.0K sh shares · +1 new
Insider flow Accumulating
Net +$767.6K over 90 days · 25% sells
Short interest Falling
2.88% of float · ▼ -2.8% MoM · 2.7 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 $70 · 80% 52-wk high $74
vs 200-day avg +9% vs 50-day avg +7%

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 ROATCE non-GAAP 14.44% Q1 2026
Cost of total deposits 1.71% Q1 2026
Ending total deposits $6.3B Q1 2026
Ending total gross loans $5.4B Q1 2026
net interest margin (non-GAAP) non-GAAP 4.14% FY2025

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
$1.39B +13.9% 8.9 2.9%
HDB
Hdfc Bank Ltd
$134.81B -25.8% +15.2% 0.3%
MFG
Mizuho Financial Group Inc
$123.95B +39.2% 0.1%
IBN
Icici Bank Ltd
$103.86B -0.4% 0.7%
PNC
Pnc Financial Services Group, Inc.
$102.00B +22.6% +7.2% 14.8 1.9%

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 Accumulating
Holders
163
% held
33.0%
Reported
4 of 162
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
189
View
Short & Settlement
Short Interest Falling
Shares short
580.0K
Days to cover
2.7d
Change
-16.9K sh
View
Short Volume
Short vol %
65%
As of
Jul 8, 2026
Short Total
View
Fails to Deliver
FTD shares
19
Value
$1.3K
As of
Jun 11, 2026
View
Off-Exchange
Off-exchange %
35.8%
Week of
May 4, 2026
Off-exch Lit
View
Smart Money
Insider Trades Cluster buy
Net (90d)
+$767.6K
Buyers / Sellers
3 / 1
Buyers Sellers
View
Financials
Financials
Net income (FY)
$117.3M
EPS diluted
$7.72
View
Filings
SEC Filings
Latest
8-K
Filed
Jul 7, 2026
This year
13
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
May 1, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
BHRB -3.1% +8.2% +11.9% -2.9% +13.9%
SPY +0.9% +1.4% +7.6% +0.1% +9.7%
vs SPY -4.0% +6.8% +4.4% -3.1% +4.2%

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)
3.15%

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) 6 filings 6 filers Visit website Investor relations