What is the 13F Pro Quality Score for BHRB?

13F Pro ranks Burke & Herbert Financial Services Corp. (BHRB) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View BHRB's current score at https://13fpro.ai/research/BHRB (free sign-up required for the full ranking).

Which hedge funds own the most BHRB stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of BHRB include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/BHRB as soon as new 13F filings post.

Where does 13F Pro source BHRB data?

All Burke & Herbert Financial Services Corp. fundamentals and ownership data come directly from SEC EDGAR. Burke & Herbert Financial Services Corp. files with the SEC under CIK 1964333. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is BHRB in?

Burke & Herbert Financial Services Corp. (BHRB) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is BHRB research updated on 13F Pro?

BHRB's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Burke & Herbert Financial Services Corp.(BHRB)Stock Analysis

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13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

BHRB Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Burke & Herbert Financial Services Corp. (BHRB), a Financials sector company. BHRB is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), Burke & Herbert Financial Services Corp. reports quarterly revenue of $84.7M, net income of $27.3M, free cash flow of $24.6M. Top institutional holders of BHRB by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. BHRB trades on the Nasdaq exchange and files with the SEC under CIK 1964333. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BHRB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Burke & Herbert Financial Services Corp. directly from SEC EDGAR.

Revenue

Q1 2026

$84.7M

Net Income

Q1 2026

$27.3M

Free Cash Flow

Q1 2026

$24.6M

ROIC

Q1 2026

3.9%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+75.8% YoY

$2.3MFY 2023

FY20 —FY21 $181.0KFY22 $1.3MFY23 $2.3M

Net Income

-48.4% YoY

$22.7MFY 2023

FY20 —FY21 $36.2MFY22 $44.0MFY23 $22.7M

EPS (Diluted)

-48.7% YoY

$1.51FY 2023

FY20 —FY21 $0.06FY22 $2.94FY23 $1.51

Total Assets

+1.5% YoY

$3.62BFY 2023

FY20 —FY21 —FY22 $3.56BFY23 $3.62B

Total Debt

$272.0MFY 2023

FY20 —FY21 —FY22 —FY23 $272.0M

Op. Cash Flow

-30.4% YoY

$42.5MFY 2023

FY20 —FY21 $55.0MFY22 $61.1MFY23 $42.5M

Metric	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.3M +75.8%	$1.3M +623.2%	$181.0K	—
Net Income	$22.7M -48.4%	$44.0M +21.7%	$36.2M	—
EPS (Diluted)	$1.51 -48.7%	$2.94 +4735.8%	$0.06	—
Total Assets	$3.62B +1.5%	$3.56B	—	—
Total Debt	$272.0M	—	—	—
Operating Cash Flow	$42.5M -30.4%	$61.1M +11.1%	$55.0M	—

AI Insight: BHRB Financial Trends

BHRB net income stabilized around $27–$30M over the past five quarters, but total debt nearly doubled to $525M while operating cash flow has softened materially.

• Net income recovered from a -$17M loss in Q2 2024 to a steady $27–$30M run rate from Q3 2024 through Q1 2026.

• Equity grew consistently from $693M in Q2 2024 to $865M in Q1 2026, a gain of $172M over seven quarters.

• Total debt surged from $285M in Q2 2024 to $650M in Q2 2025, and remains elevated at $525M in Q1 2026.

• Operating cash flow collapsed from $77M in Q4 2024 to $0M in Q2 2025, recovering only partially to $27M in Q1 2026.

⚠ Debt spiked to $650M in Q2 2025 and remains $240M above Q2 2024 levels — monitor leverage trajectory against equity growth.

⚠ Operating cash flow has not regained its Q4 2024 peak of $77M; persistent softness could pressure capital return capacity.

⚠ Net income plateaued at $27–$30M for five consecutive quarters — watch for any earnings acceleration or deterioration.

AI Insight: BHRB Ratio Trends

BHRB profitability remains stable but Q1 2026 shows modest softening, with ROE slipping to 12.7% and ROIC falling to 9.6% from recent highs.

• ROE recovered sharply from -9.8% in Q2 2024 to a 15.3% peak in Q2 2025, demonstrating strong post-trough normalization.

• ROA has held a narrow 1.4%–1.5% band from Q3 2024 through Q1 2026, signaling consistent asset productivity.

• D/E spiked to 0.83 in Q2 2025 before retreating to 0.61 in Q1 2026, suggesting leverage volatility rather than a structural trend.

⚠ ROIC dropped from 11.6% in Q4 2025 to 9.6% in Q1 2026 — worth monitoring for further deterioration.

⚠ ROE declined to 12.7% in Q1 2026, its lowest since Q4 2024 excluding the Q2 2024 loss quarter.

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Available Research

13F Pro tracks comprehensive data for Burke & Herbert Financial Services Corp. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of BHRB

BlackRock, Inc.
$61.2M982,759 sh
VANGUARD CAPITAL MANAGEMENT LLC
$35.0M562,215 sh
STATE STREET CORP
$25.2M403,868 sh
GEODE CAPITAL MANAGEMENT, LLC
$23.7M379,643 sh
DIMENSIONAL FUND ADVISORS LP
$22.9M367,948 sh
AMERICAN CENTURY COMPANIES INC
$21.3M342,469 sh
ENDEAVOUR CAPITAL ADVISORS INC
$19.0M305,189 sh
HUTCHINSON CAPITAL MANAGEMENT/CA
$16.1M258,080 sh
Fourthstone LLC
$15.3M246,421 sh
BURKE & HERBERT BANK & TRUST CO
$13.8M221,671 sh

Fund	Value	Shares
BlackRock, Inc.	$61.2M	982,759
VANGUARD CAPITAL MANAGEMENT LLC	$35.0M	562,215
STATE STREET CORP	$25.2M	403,868
GEODE CAPITAL MANAGEMENT, LLC	$23.7M	379,643
DIMENSIONAL FUND ADVISORS LP	$22.9M	367,948
AMERICAN CENTURY COMPANIES INC	$21.3M	342,469
ENDEAVOUR CAPITAL ADVISORS INC	$19.0M	305,189
HUTCHINSON CAPITAL MANAGEMENT/CA	$16.1M	258,080
Fourthstone LLC	$15.3M	246,421
BURKE & HERBERT BANK & TRUST CO	$13.8M	221,671

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Is BHRB a good stock to buy?

13F Pro's AI-powered analysis of Burke & Herbert Financial Services Corp. (BHRB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BHRB are available on the BHRB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own BHRB?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BHRB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Burke & Herbert Financial Services Corp.'s investment landscape.