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BHRB · Burke & Herbert Financial Services Corp.

Track BHRB — free
$68.95 +0.40 (+0.58%) At close · Oct 8
Market Cap
$1.38B
Shares
20.19M
Volume · Oct 8 127.6K Avg daily vol (3M) 123.53K

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$68.95 Open$68.29 Day$67.87–69.19 52W close$57.58–74.64 Avg vol 30d121K Short int770K · 3.8% float · 8.3d Short vol73% Last earningsApr 23, 2026 DataJan 2020–Oct 2026 Filing10-Q · Aug 7

Up next

filed Aug 7, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$363.49M
Trailing 12 months
Net income (TTM)
$97.04M
Trailing 12 months
Revenue growth YoY
+22.7%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
11.0
Trailing earnings · reciprocal yield 9.1%
FCF yield
6.3%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$357.85M
Latest balance sheet
Dividend yield
3.2%
Trailing 12 months
Shares change YoY
+23.1%
Year over year · more shares
Price change (1Y)
+13.8%
Trailing year
Short interest
3.8%
Latest settlement · 8.3 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Neutral Sentiment Bearish Fundamentals Excellent Quant / Vol Very Low
Market backdrop VIX 15.4 · calm Equity put/call 0.62
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +3%
above
Price vs 50-day avg −3%
below
RSI (14) 42
neutral
MACD trend Positive
52-week position 67%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Neutral
1-month return −4%
trailing
6-month return +4%
trailing
YTD return +11%
this year
Relative strength −5%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $71 › 200d $67 — 50d above 200d
Institutional flow Distributing
4 of 207 funds reported for Sep 30 · net -2.8K sh shares
Insider flow Distributing
Net -$312.3K over 90 days · 57% sells
Short interest Rising
3.81% of float · ▲ +1.9% MoM · 8.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
207 holders — near 3-yr high, broad support
Squeeze score 57
elevated · 0–100
Fundamentals
Excellent
Revenue growth +8%
Y/Y
EPS growth +174%
Y/Y
Free cash flow $96.2M
Valuation P/E 11
below peers
Quant / Vol
risk profile
Very Low
Volatility 23%
annualized · 1-yr
Max drawdown −14%
past year
ATR 2.0%
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.

Guidance & track record

Latest guidance · from the 8-K filed Jul 23, 2026
2026 Full Year Expectations
Loans Initiated $8.15B – $8.3B
Deposits Initiated $9.05B – $9.15B
Noninterest income Initiated $53M – $56M
Core noninterest expense Non-GAAP Initiated $242M – $245M
Provision expense Initiated $1.6M – $2.4M
Effective tax rate Initiated 20% – 21%
2026 Full Year
Net interest income (non-FTE) Non-GAAP Initiated $372M – $376M
per quarter assuming a stagnant interest rate environment
AOCI accretion 5.6%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 5 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+3% Bullish
Price vs 50-day avg
−3% Neutral
RSI (14)
42 Neutral
MACD trend
Positive Bullish
52-week position
67% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross) No cross
50d $71 › 200d $67 — 50d above 200d
Institutional flow Distributing
4 of 207 funds reported for Sep 30 · net -2.8K sh shares
Insider flow Distributing
Net -$312.3K over 90 days · 57% sells
Short interest Rising
3.81% of float · ▲ +1.9% MoM · 8.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
207 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $58 Now $69 · 67% Range high $75
vs 200-day avg +3% vs 50-day avg -3%

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

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Taxable-equivalent net interest income non-GAAP $95.08M three months ended June 30, 2026 filing —
Taxable-equivalent net interest margin non-GAAP 4.15% three months ended June 30, 2026 filing —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

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
$1.38B +10.7% +8.2% 11.0 3.8%
MFG
Mizuho Financial Group Inc
$129.14B +45.8% — — 0.1%
HDB
Hdfc Bank Ltd
$113.12B -39.8% -3.2% — 0.7%
ITUB
Itau Unibanco Holding S.A.
$108.34B +37.3% — — 0.2%
IBN
Icici Bank Ltd
$100.14B -6.4% — — 0.6%

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
206
% held
44.6%
Reported
4 of 207
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
181
View
Short & Settlement
Short Interest Rising
Shares short
769.7K
Days to cover
8.3d
Change
+14.3K sh
View
Short Volume
Short vol %
73%
As of
Oct 8, 2026
Short Total
View
Fails to Deliver
FTD shares
16
Value
$1.2K
As of
Sep 8, 2026
View
Off-Exchange
Off-exchange %
34.5%
Week of
Aug 31, 2026
Off-exch Lit
View
Smart Money
Insider Trades Cluster buy
Net (90d)
-$312.3K
Buyers / Sellers
3 / 4
Buyers Sellers
View
Financials
Financials
Net income (FY)
$117.3M
EPS diluted
$7.72
View
Filings
SEC Filings
Latest
8-K
Filed
Sep 30, 2026
This year
20
View
Proposed Sales
Value
$230.2K
Shares
3.2K
Filed
Aug 14, 2026
View
Earnings & Events
Webcasts
Last webcast
Apr 23, 2026
View
Investor Relations
Latest news
Burke & Herbert Financial Service…
Published
Sep 28, 2026
View

Performance

5D 20D 120D MTD YTD
BHRB +0.1% -3.6% +4.1% +0.5% +10.7%
SPY +1.3% +2.1% +9.0% +1.5% +13.5%
vs SPY -1.2% -5.7% -4.9% -1.0% -2.8%

Capital returns

Latest dividend
$0.55 / share · ex Aug 14, 2026
Paid (TTM)
$2.20 / share · 4 payouts
Dividend yield (TTM, derived)
3.19%

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) 5 filings 5 filers Visit website Investor relations