BHRB — Burke & Herbert Financial Services Corp. Common Stock

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Burke & Herbert Financial Services Corp. Common Stock

Burke & Herbert Financial Services Corp. operates as the bank holding company for Burke & Herbert Bank & Trust Company that provides various community banking products and services in the United States. The company offers consumer and commercial deposit products, such as digital banking, demand, negotiable order of withdrawal, money market, and savings accounts; and certificates of deposit. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$63.02
Market Cap$1.28B
Float17.3M
Shares Outstanding20.1M
P/E (TTM)8.23
Price/Sales (TTM)3.75
vs. Analyst Target+16.2% to analyst PT
Profit Margin34.45%
Operating Margin (TTM)45.15%
Revenue (TTM)$341M
Earnings Growth (YoY)-0.60%
Dividend Rate2.2%
Analyst Target Price$73.25 (4 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $121M $26.5M $97.4M $28.4M
2021 $119M $36.2M $116M $40.4M
2022 $127M $44.0M $126M $55.6M
2023 $162M $22.7M $109M $27.9M
2024 $397M $35.7M $232M $57.3M
2025 $491M $117M $341M $145M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $123M $29.9M
Sep 2025 $122M $30.0M
Dec 2025 $123M $30.3M
Mar 2026 $118M $27.3M

Ownership & Float

Insider Ownership14.8%
Institutional Ownership34.5%
Short Float4.6%
% of All Funds Holding1.76%
Number of Funds Holding145

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$63.44Near-term / short-term trend
Weekly40-Week SMA$63.39Medium-term trend
Weekly80-Week SMA$61.74Cyclical trend (business cycle)
Weekly200-Week SMA$61.20Secular trend (multi-year)
Monthly10-Month SMA$63.12Near-term monthly trend
Monthly20-Month SMA$61.98Medium-term monthly trend
Monthly40-Month SMA$60.97Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$51.00 support 1.89x 21 months ago

Historical Earnings Reactions (61 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.04% 0.00% 29.51% 2.33% -2.78%
1 Day 0.13% 0.00% 24.59% 5.31% -4.41%
1 Week -0.55% 0.00% 34.43% 11.63% -12.56%
2 Weeks 0.06% -0.04% 44.26% 13.74% -13.24%
1 Month 0.18% 0.03% 50.00% 23.53% -9.74%

Next earnings: July 23, 2026 (57 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-0.6%47.8%23
Feb0.5%47.8%23
Mar-0.7%47.8%23
Apr-0.5%47.8%23
May-0.5%36.4%22
Jun0.2%50.0%22
Jul-0.1%36.4%22
Aug0.3%40.9%22
Sep-0.3%45.5%22
Oct-0.5%40.9%22
Nov2.4%69.6%23
Dec2.5%52.2%23

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.03% 26.1% 1066
Tuesday 0.12% 25.9% 1169
Wednesday -0.04% 25.2% 1170
Thursday 0.01% 23.4% 1145
Friday 0.03% 24.4% 1142

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 34.5%

Insider Transactions — Smart Summary

Total insider ownership: 14.8%

12-Month Insider Activity Summary

Total Filings12
Net Value+N/A
Net Shares Change24,190
% of Float0.1%
C-Suite Filings0
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
Barnwell Julian Forrest Jr. +$630,464 2 2 buy
Hinson Samuel Laing III +$264,110 1 1 buy
McLaughlin Shawn Patrick +$189,347.9 3 3 buy
Anderson Mark Guthrie +$112,798 1 1 buy
HINKLE GARY L +$104,869.94 1 1 buy
Riojas Jose David +$80,600 1 2 buy
Upson Jill S -$70,395.16 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-05-27 – 2025-06-05 4 4 +$461,083
2026-04-28 – 2026-05-12 5 3 +$839,411.9

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-12 Riojas Jose David +$80,600 Transaction at $62.00, now +1.6%
2026-05-12 Barnwell Julian Forrest Jr. +$315,232 Transaction at $63.05, now -0.0%
2026-05-12 Barnwell Julian Forrest Jr. +$315,232 Transaction at $63.05, now -0.0%
2026-04-29 McLaughlin Shawn Patrick +$63,547.9 Transaction at $63.55, now -0.8%
2026-04-28 McLaughlin Shawn Patrick +$64,800 Transaction at $64.80, now -2.7%
2026-05-21 Upson Jill S -$70,395.16 Transaction at $63.30, now -0.5%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Burke & Herbert Financial Services Corp. Common Stock (BHRB) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for BHRB on Trend Edge →