Burke & Herbert Financial Services Corp.(BHRB)Stock Analysis
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Rank #722 of 2,962 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in BHRB
Events flagged as statistical outliers against BHRB's own multi-year baseline — not fixed dollar thresholds.
- Insider cluster2026-08-20
3 insiders bought $173,992 of BHRB in 30 days — 4.4σ above this company's 2-year norm
View source filing → - Insider cluster2026-08-12
3 insiders bought $171,522 of BHRB in 30 days — 4.4σ above this company's 2-year norm
View source filing →
BHRB Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Burke & Herbert Financial Services Corp. (BHRB), a Financials sector company. 13F Pro's AI-powered ranking engine scores BHRB at 62.3/100 on a 32-signal composite quality model, placing it at rank #722 of 2,962 stocks — the top 25% of the AI-ranked universe. BHRB scores in the top quartile across revenue growth (94.4), institutional flow (91.6), profitability (81.7). Areas of concern include revenue scale (32.5) and earnings quality (32.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 2.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Burke & Herbert Financial Services Corp. reports net income of $9.5M, free cash flow of $-1.9M. 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. Burke & Herbert Financial Services Corp.'s 13F Pro composite quality score has ranged between 34 and 62 since 2026, currently 62.3 — an improving long-term trajectory across 8 quarterly and live scoring snapshots.
Net Income
Q2 2026
$9.5M
Free Cash Flow
Q2 2026
$-1.9M
ROIC
Q2 2026
2.8%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+30.6% YoYNet Income
+228.5% YoYEPS (Diluted)
+173.8% YoYTotal Assets
+1.4% YoYTotal Debt
+23.3% YoYOp. Cash Flow
+25.8% YoYFree Cash Flow
+18.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $342.0M +30.6% | $262.0M +134.5% | $111.7M -7.5% | $120.8M +6.1% | $113.9M | — |
| Net Income | $117.3M +228.5% | $35.7M +57.4% | $22.7M -48.4% | $44.0M +21.7% | $36.2M | — |
| EPS (Diluted) | $7.72 +173.8% | $2.82 +86.8% | $1.51 -48.7% | $2.94 +4735.8% | $0.06 | — |
| Total Assets | $7.92B +1.4% | $7.81B +116.0% | $3.62B +1.5% | $3.56B | — | — |
| Total Debt | $450.0M +23.3% | $365.0M +34.2% | $272.0M | — | — | — |
| Operating Cash Flow | $107.9M +25.8% | $85.8M +101.8% | $42.5M -30.4% | $61.1M +11.1% | $55.0M | — |
| Free Cash Flow | $96.2M +18.5% | $81.2M +187.4% | $28.3M -25.6% | $38.0M -29.5% | $53.9M | — |
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Top Institutional Holders of BHRB
BlackRock, Inc.
$87.6M1,218,420 shVANGUARD CAPITAL MANAGEMENT LLC
$53.9M750,129 shSTATE STREET CORP
$40.1M557,547 shAMERICAN CENTURY COMPANIES INC
$35.2M489,212 shGEODE CAPITAL MANAGEMENT, LLC
$33.2M462,137 shENDEAVOUR CAPITAL ADVISORS INC
$33.0M459,176 shDIMENSIONAL FUND ADVISORS LP
$32.5M452,257 shALLIANCEBERNSTEIN L.P.
$20.3M325,388 shHUTCHINSON CAPITAL MANAGEMENT/CA
$18.6M259,080 shBURKE & HERBERT BANK & TRUST CO
$15.6M217,742 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $87.6M | 1,218,420 |
| VANGUARD CAPITAL MANAGEMENT LLC | $53.9M | 750,129 |
| STATE STREET CORP | $40.1M | 557,547 |
| AMERICAN CENTURY COMPANIES INC | $35.2M | 489,212 |
| GEODE CAPITAL MANAGEMENT, LLC | $33.2M | 462,137 |
| ENDEAVOUR CAPITAL ADVISORS INC | $33.0M | 459,176 |
| DIMENSIONAL FUND ADVISORS LP | $32.5M | 452,257 |
| ALLIANCEBERNSTEIN L.P. | $20.3M | 325,388 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $18.6M | 259,080 |
| BURKE & HERBERT BANK & TRUST CO | $15.6M | 217,742 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
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. BHRB is classified as a small company.
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.