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Burke & Herbert Financial Services Corp


About: Burke & Herbert Financial Services Corp is the bank holding company. The bank offers a full range of business and personal financial solutions designed to meet customers' banking, borrowing, and investment needs and has over 20 branches throughout the Northern Virginia region and commercial loan offices in Fredericksburg, Loudoun County, and Richmond, Virginia, and in Bethesda, Maryland. The Company operates in one segment which includes Community Banking. The company generates revenue from sources such as Fiduciary and wealth management income, Service charges and fees on deposit accounts consist of monthly service fees, check orders, and other deposit account related fees. Debit card fees and other service charges are primarily comprised of debit and credit card income, ATM fees.

Employees: 400

Funds holding %
of 6,474 funds
Analysts bullish %
News positive %

Fund manager confidence

Based on 2023 Q4 SEC filings by fund managers ($100M+ AUM)

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

38% more capital invested

Capital invested by funds: $88.9M [Q3] → $123M (+$34.2M) [Q4]

10% more funds holding

Funds holding: 49 [Q3] → 54 (+5) [Q4]

0.58% more ownership

Funds ownership: 25.74% [Q3] → 26.32% (+0.58%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

Research analyst outlook

We haven’t received any recent analyst ratings for BHRB.

Financial journalist opinion