Burke & Herbert Financial Services (BHRB)
Runs a multi-state community bank for deposits, lending, treasury, and wealth services.
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Operates Burke & Herbert Bank, a community-banking franchise serving businesses, nonprofits, and individuals with deposits, loans, treasury services, digital banking, and wealth management across a multi-state branch footprint. The model depends on local deposit gathering, credit underwriting, interest-rate management, and integration of recent bank mergers.
Owns Burke & Herbert Bank & Trust Company, a Virginia-chartered commercial bank with roots in Alexandria dating to 1852. Products center on checking, savings, money-market accounts, certificates of deposit, commercial and industrial lending, commercial real estate, residential mortgages, treasury services, digital banking, and wealth and trust services.
Serves small and medium-sized businesses, owners and employees, professional corporations, nonprofits, and individuals across Delaware, Kentucky, Maryland, Pennsylvania, Virginia, and West Virginia. Recent Summit and LINKBANK mergers turned a long local franchise into a broader multi-state branch network with nearly 100 branches.
Runs one reportable segment, Community Banking, and is regulated by the Federal Reserve and the Virginia Bureau of Financial Institutions. Local deposit gathering, credit underwriting, interest-rate management, and merger integration shape the business.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 27, 2026 | D.A. Davidson | Target | Target: $76 | Target: $75 |
| May 15, 2026 | Freedom Broker | Upgrade | ||
| Feb 25, 2026 | Loop Capital Markets | Target | Target: — | Target: $74 |
| Feb 25, 2026 | Freedom Broker | Downgrade | ||
| Oct 9, 2025 | Summit Redstone Partners | Target | Target: — | Target: $71 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.08B · Total debt $677.2M · Total assets $10.99B · Shareholders' equity $1.20B
- Revenue
- $80.6M
- Operating income
- $12.0M
- Net income
- $9.5M
HistoryDividendAnnual yield
| Institutions | ≈ 44.24% | 8.91M shares | |
|---|---|---|---|
| 209 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 12.36% | 2.49M shares | |
| 34 holders · as of Aug 21, 2026 | |||
| Other | ≈ 43.40% | 8.75M shares | |
| remainder | |||
20.15M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 6.05% | 1.22M | as of Jun 30, 2026 |
Kenneth R. LehmanInsider | 5.85% | 1.18M | filed May 4, 2026 |
Vanguard Capital Management LLCInstitution | 3.72% | 750,129 | as of Jun 30, 2026 |
State Street CorpInstitution | 2.77% | 557,547 | as of Jun 30, 2026 |
American Century Companies IncInstitution | 2.43% | 489,212 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 20, 2026 | David Wilson | director | +35 | $70.57 |
| Aug 14, 2026 | James P. II Geary | director | −3,150 | $72.83 |
| Aug 3, 2026 | James P. II Geary | director | −3,150 | $73.93 |
| Aug 12, 2026 | Diane Poillon | director | +1,200 | $73.67 |
| Aug 11, 2026 | James Mason Burke | director | −1,500 | $73.03 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Burke & Herbert Financial Services | $69.11 | −0.50% | $1.40B | 11.1 | 8.2 | 3.2 | +24.6% |
| Atlantic Union Bankshares | $38.53 | −0.34% | $5.49B | 11.5 | 9.9 | 2.5 | −3.5% |
| United Bankshares | $46.37 | −0.35% | $6.41B | 12.7 | 12.3 | 3.6 | +6.0% |
| F.N.B. | $17.55 | −0.43% | $6.27B | 10.5 | 9.8 | 2.3 | +5.6% |
| Eagle Bancorp | $28.03 | +0.04% | $854.5M | — | 14.9 | 1.4 | −1.5% |
| WSFS Bank | $77.09 | +0.26% | $4.00B | 12.9 | 11.7 | 2.9 | +5.6% |
| Orrstown Financial Services | $41.55 | −0.02% | $816.6M | 9.0 | 9.6 | 2.3 | +0.4% |
| Shore Bancshares | $22.91 | −0.39% | $769.5M | 11.6 | 10.4 | 2.2 | +9.2% |
| MainStreet Bancshares | $24.77 | −1.33% | $178.6M | 12.4 | 10.6 | 1.4 | −2.8% |
| Median | 11.6 | 10.5 | 2.3 | +3.0% |