BHRB — Burke & Herbert Financial Services Corp. Common Stock

✨ Hidden Gem

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

Trend Edge Setup Score

Trend Edge rates BHRB Bullish with a Setup Score of 57, net conviction 53, actionability 62. How the Setup Score works →

Total Setup Score57
Directional BiasBullish
Net Conviction53
Actionability62 (in range)

Key signals behind this score

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$72.70
Market Cap$1.43B
Float17.2M
Shares Outstanding20.2M
P/E (TTM)11.58
Price/Sales (TTM)3.98
vs. Analyst Target+10.0% to analyst PT
Profit Margin26.95%
Operating Margin (TTM)19.30%
Revenue (TTM)$360M
Earnings Growth (YoY)-74.60%
Dividend Rate2.2%
Analyst Target Price$80.00 (4 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $121M $26.5M $97.4M $31.4M
2021 $119M $36.2M $116M $43.6M
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 $168M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $122M $30.0M
Dec 2025 $123M $30.3M
Mar 2026 $118M $27.3M
Jun 2026 $80.6M $9.5M

Ownership & Float

Insider Ownership14.9%
Institutional Ownership45.4%
Short Float4.5%
% of All Funds Holding2.34%
Number of Funds Holding206

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$71.79Near-term / short-term trend
Weekly40-Week SMA$66.39Medium-term trend
Weekly80-Week SMA$62.69Cyclical trend (business cycle)
Weekly200-Week SMA$62.11Secular trend (multi-year)
Monthly10-Month SMA$66.55Near-term monthly trend
Monthly20-Month SMA$63.15Medium-term monthly trend
Monthly40-Month SMA$60.62Secular 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
$64.00 support 2.41x 1 months ago
$51.00 support 1.89x 24 months ago

Historical Earnings Reactions (62 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.04% 0.00% 29.03% 2.33% -2.78%
1 Day 0.12% 0.00% 24.19% 5.31% -4.41%
1 Week -0.49% 0.00% 35.48% 11.63% -12.56%
2 Weeks 0.12% -0.02% 45.16% 13.74% -13.24%
1 Month 0.15% 0.00% 49.18% 23.53% -9.74%

Next earnings: October 22, 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%34.8%23
Jun0.8%52.2%23
Jul0.0%39.1%23
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% 26.3% 1078
Tuesday 0.13% 26.6% 1182
Wednesday -0.05% 25.4% 1183
Thursday 0.02% 23.8% 1158
Friday 0.03% 24.7% 1153

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 45.4%

Insider Transactions — Smart Summary

Total insider ownership: 14.9%

12-Month Insider Activity Summary

Total Filings16
Net Value+N/A
Net Shares Change10,507
% of Float0.1%
C-Suite Filings0
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
Barnwell Julian Forrest Jr. +$313,795.5 1 1 buy
Geary James P II -$229,406.625 1 1 sell
Burke James Mason -$109,537.5 1 1 sell
Poillon Diane +$88,398.12 1 1 buy
Riojas Jose David +$80,600 1 2 buy
George Georgette R. -$73,667.6 1 1 sell
Bonnafe Katherine Diane -$73,654.7 1 1 sell
McLaughlin Shawn Patrick +$73,250 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-04-28 – 2026-05-12 4 3 +$524,179.9
2026-08-04 – 2026-08-18 7 7 -$314,744.913

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-08-04 WILSON DAVID +$9,873.392 Transaction at $73.68, now -1.3%
2026-08-14 Poillon Diane +$88,398.12 Transaction at $73.67, now -1.3%
2026-08-20 WILSON DAVID +$2,470.041 Transaction at $70.57, now +3.0%
2026-08-06 McLaughlin Shawn Patrick +$73,250 Transaction at $73.25, now -0.8%
2026-05-12 Riojas Jose David +$80,600 Transaction at $62.00, now +17.3%
2026-06-05 Barnwell Julian Forrest Jr. +$313,795.5 Transaction at $62.76, now +15.8%

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 →