Burke & Herbert Financial Services Corp (BHRB)

• Market cap: $854M
• 1 day: -3.11%
• 5 days: -1.78%
• 1 month: -3.57%
• 3 months: -2.20%
• 6 months: -17.70%
• Year to date: -5.92%
• 1 year: 20.06%
• 5 years: -30.59%
• 10 years: -30.59%
• Sector: Financials
• Industry: Banks - Regional

About: Burke & Herbert Financial Services Corp is the bank holding company. Through its subsidiary, it predominantly serves small to medium-sized businesses, their owners and employees, professional corporations, non-profits, and individuals with various banking products and financial services. Some of its products and service offerings include checking, savings, and money market accounts, certificates of deposit, treasury and cash management services, commercial and industrial loans, commercial real estate loans, residential mortgage, acquisition, construction, and development loans, online banking, mobile banking, and wealth and trust services. The company operates in a single segment, namely Community Banking.

Employees: 814

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

13% more funds holding

Funds holding: 119 [Q4 2024] → 134 (+15) [Q1 2025]

0.19% less ownership

Funds ownership: 34.69% [Q4 2024] → 34.51% (-0.19%) [Q1 2025]

10% less capital invested

Capital invested by funds: $324M [Q4 2024] → $290M (-$33.8M) [Q1 2025]

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

75% less funds holding in top 10

Funds holding in top 10: 4 [Q4 2024] → 1 (-3) [Q1 2025]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $70 23% upside
• Avg. target: $70 23% upside
• High target: $70 23% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Keefe, Bruyette & Woods Wood Lay

23% upside $70

Outperform Maintained

29 Apr 2025