BHRB
Burke & Herbert Financial Services Corp.
$65.25
+1.18%
$1.3B
No data for this timeframe.
Vol
Market Cap$1.3B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders7 funds
Inst. Value$67.2M
Inst. Activity2 buys / 0 sells
Insider Activity6B / 1S
Insider Net $$1.0M
SEC Reports5
Press Releases4
Recent Activity
Jun 3, 2026
Insider
LUNDBLAD CARL D sold 6,444 shares
EVP, Chief Operating Officer @ $0.00 ($0.00)
Jun 3, 2026
Insider
Barnwell Julian Forrest Jr. bought 5,000 shares
Director @ $62.76 ($313.8K)
May 27, 2026
Insider
Burke James Mason sold 1,000 shares
Director @ $0.00 ($0.00)
May 19, 2026
SEC
Two directors at Burke & Herbert Financial Services Corp. made open-market purchases totaling $334K over a five-day wind
CLUSTER — Impact 5/10
May 12, 2026
SEC
Two directors at Burke & Herbert Financial Services Corp. purchased a total of $334K in open-market shares over a 7-day
CLUSTER — Impact 4/10
May 1, 2026
SEC
Three insiders at Burke & Herbert Financial Services Corp. filed Form 3 initial ownership statements on the same date, i
3 — Impact 2/10
Inst.
MORGAN STANLEY — ADD
97,362 shares ($6.1M)
Inst.
FMR LLC — ADD
10,785 shares ($672.0K)
Price Targets
$73.25
+11.8% upside
Buy
Current $65.49
Low $70.00
Median $74.00
High $75.00
4 analysts
$70.00
$75.00
Analyst Ratings
2Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 15, 2026 | Freedom Broker | UPGRADE | Hold → Buy |
| Apr 27, 2026 | DA Davidson | MAINTAIN | Neutral → Neutral |
| Feb 25, 2026 | DA Davidson | INITIATE | Neutral |
| Feb 25, 2026 | Freedom Broker | DOWNGRADE | Buy → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.99 ▲ +7.4% | $1.79 — $2.13 | 1% YoY | 3 |
| Next Q | $2.05 ▼ -11.1% | $1.74 — $2.17 | 4% YoY | 4 |
| Current FY | $7.66 ▼ -1.9% | $6.23 — $8.32 | -1% YoY | 4 |
| Next FY | $8.82 | $8.50 — $9.00 | 9% YoY | 3 |
Latest Reports
BULLISH
CLUSTER
5/10
Two directors at Burke & Herbert Financial Services Corp. made open-market purchases totaling $334K over a five-day wind
May 19, 2026
NEUTRAL
CLUSTER
4/10
Two directors at Burke & Herbert Financial Services Corp. purchased a total of $334K in open-market shares over a 7-day
May 12, 2026
BULLISH
Press
7/10
Burke & Herbert Financial Services Corp. completed its merger with LINKBANCORP, Inc. on May 1, 2026, combining the two b
May 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $48.6M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $6.8M | NEW |
| MORGAN STANLEY | $6.1M | ADD |
| TWO SIGMA INVESTMENTS, LP | $2.0M | ADD |
| WELLS FARGO & COMPANY/MN | $1.9M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | LUNDBLAD CARL | A | $0.00 |
| Jun 3, 2026 | Barnwell Julian | BUY | $313.8K |
| May 27, 2026 | Burke James | J | $0.00 |
| May 20, 2026 | Upson Jill | SELL | $70.4K |
| May 15, 2026 | LUNDBLAD CARL | A | $0.00 |
7 institutional holders with $67.2M total value (1,078,351 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 779,800 | $48.6M | 72.3% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 109,474 | $6.8M | 10.2% | NEW |
| 3 | MORGAN STANLEY | 97,362 | $6.1M | 9.0% | ADD +58.2% |
| 4 | TWO SIGMA INVESTMENTS, LP | 31,963 | $2.0M | 3.0% | ADD +48.3% |
| 5 | WELLS FARGO & COMPANY/MN | 29,842 | $1.9M | 2.8% | — |
| 6 | BANK OF AMERICA CORP /DE/ | 19,125 | $1.2M | 1.8% | — |
| 7 | FMR LLC | 10,785 | $672.0K | 1.0% | ADD +27.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 61,543 | 97,362 | +58.2% | $6.1M | 2025-Q4 |
| FMR LLC | ADD | 8,487 | 10,785 | +27.1% | $672.0K | 2025-Q4 |
| UBS Group AG | ADD | 29,316 | 39,474 | +34.7% | $2.4M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 24,479 | 36,305 | +48.3% | $2.2M | 2025-Q3 |
| UBS Group AG | DOUBLED | 12,713 | 29,316 | +130.6% | $1.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 36,516 | 24,479 | -33.0% | $1.5M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 7,707 | 36,516 | +373.8% | $2.0M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 20,333 | 13,338 | -34.4% | $748.4K | 2025-Q1 |
| FMR LLC | DOUBLED | 746 | 8,226 | +1002.7% | $461.6K | 2025-Q1 |
| MORGAN STANLEY | ADD | 52,652 | 70,235 | +33.4% | $4.4M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 8,750 | 20,333 | +132.4% | $1.3M | 2024-Q4 |
| UBS Group AG | ADD | 7,260 | 12,050 | +66.0% | $751.4K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 108,481 | — | $6.6M | 2024-Q3 |
| MORGAN STANLEY | DOUBLED | 15,506 | 52,652 | +239.6% | $3.2M | 2024-Q3 |
20 unique insiders with 7 transactions. Net insider value: $1.0M ($1.1M bought, $70.4K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | LUNDBLAD CARL D | EVP, Chief Operating Officer | A | 6,444 | $0.00 | $0.00 |
| Jun 3, 2026 | Barnwell Julian Forrest Jr. | Director | BUY | 5,000 | $62.76 | $313.8K |
| May 27, 2026 | Burke James Mason | Director | J | 1,000 | $0.00 | $0.00 |
| May 20, 2026 | Upson Jill S | Director | SELL | 1,112 | $63.31 | $70.4K |
| May 15, 2026 | LUNDBLAD CARL D | EVP, Chief Operating Officer | A | 9,743 | $0.00 | $0.00 |
| May 12, 2026 | Riojas Jose David | Director | BUY | 300 | $62.00 | $18.6K |
| May 11, 2026 | Barnwell Julian Forrest Jr. | Director | BUY | 5,000 | $63.05 | $315.2K |
| May 11, 2026 | Barnwell Julian Forrest Jr. | Director | BUY | 5,000 | $63.05 | $315.2K |
| May 3, 2026 | Kimlel Lauren N. | EVP, Branch Banking | F | 269 | $64.64 | $17.4K |
| May 3, 2026 | Ritchie Bradford E | EVP, Chief Lending Officer | F | 659 | $64.64 | $42.6K |
| May 3, 2026 | Huffman Patrick Kip | SVP, Chief Accounting Officer | A | 950 | $0.00 | $0.00 |
| May 3, 2026 | Schmidt Jennifer Palmer | EVP, Chief Risk Officer | F | 271 | $64.64 | $17.5K |
| May 3, 2026 | BOYLE DAVID P | Chair & CEO | F | 5,784 | $64.64 | $373.9K |
| May 3, 2026 | MADDY H CHARLES III | President | F | 1,541 | $64.64 | $99.6K |
| May 3, 2026 | Freeman Danyl R | Chief Human Resources Officer | F | 202 | $64.64 | $13.1K |
| May 3, 2026 | Halyama Roy Eugene | EVP, Chief Financial Officer | F | 2,649 | $64.64 | $171.2K |
| May 3, 2026 | TISSUE ROBERT S | EVP, Financial Strategy | F | 1,364 | $64.64 | $88.2K |
| May 3, 2026 | Hintelmann Robert Victor Jr. | Chief Credit Officer | A | 2,850 | $0.00 | $0.00 |
| May 3, 2026 | Rowan Shannon Barrow | EVP, Wealth Services | F | 211 | $64.64 | $13.6K |
| May 3, 2026 | Zirk Angela R | EVP, Chief Experience Officer | F | 142 | $64.64 | $9.2K |
| May 1, 2026 | Snyder Kristen | Director | A | 8,418 | $0.00 | $0.00 |
| May 1, 2026 | Poillon Diane | Director | A | 1,928 | $0.00 | $0.00 |
| May 1, 2026 | Poillon Diane | Director | A | 675 | $0.00 | $0.00 |
| May 1, 2026 | LUNDBLAD CARL D | EVP, Chief Operating Officer | A | 10,485 | $0.00 | $0.00 |
| May 1, 2026 | LUNDBLAD CARL D | EVP, Chief Operating Officer | A | 4,050 | $0.00 | $0.00 |
| May 1, 2026 | LUNDBLAD CARL D | EVP, Chief Operating Officer | A | 8,100 | $0.00 | $0.00 |
| Apr 29, 2026 | McLaughlin Shawn Patrick | Director | BUY | 1,000 | $63.55 | $63.5K |
| Apr 28, 2026 | McLaughlin Shawn Patrick | Director | BUY | 1,000 | $64.80 | $64.8K |
| Feb 28, 2026 | Kimlel Lauren N. | EVP, Branch Banking | A | 130 | $54.03 | $7.0K |
| Feb 28, 2026 | Rowan Shannon Barrow | EVP, Wealth Services | A | 63 | $54.03 | $3.4K |
| Feb 28, 2026 | Huffman Patrick Kip | SVP, Chief Accounting Officer | A | 109 | $54.03 | $5.9K |
| Feb 28, 2026 | Hintelmann Robert Victor Jr. | Chief Credit Officer | A | 74 | $54.03 | $4.0K |
| Feb 28, 2026 | Schmidt Jennifer Palmer | EVP, Chief Risk Officer | A | 231 | $54.03 | $12.5K |
| Feb 10, 2026 | MADDY H CHARLES III | President | M | 15,616 | $0.00 | $0.00 |
| Feb 10, 2026 | MADDY H CHARLES III | President | F | 11,537 | $69.62 | $803.2K |
| Feb 10, 2026 | MADDY H CHARLES III | President | M | 15,616 | $43.33 | $676.6K |
| Jan 22, 2026 | BOYLE DAVID P | Chair & CEO | A | 9,740 | $0.00 | $0.00 |
| Jan 22, 2026 | Huffman Patrick Kip | SVP, Chief Accounting Officer | J | 950 | $0.00 | $0.00 |
| Jan 22, 2026 | Hintelmann Robert Victor Jr. | Chief Credit Officer | J | 2,850 | $0.00 | $0.00 |
5 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 5.0/10.
BULLISH
CLUSTER
5/10
Two directors at Burke & Herbert Financial Services Corp. made open-market purchases totaling $334K
May 19, 2026
NEUTRAL
CLUSTER
4/10
Two directors at Burke & Herbert Financial Services Corp. purchased a total of $334K in open-market
May 12, 2026
NEUTRAL
3
2/10
Three insiders at Burke & Herbert Financial Services Corp. filed Form 3 initial ownership statements
May 1, 2026
BEARISH
8-K
7/10
Burke & Herbert Financial Services Corp. reported Q1 2026 earnings with diluted EPS of $1.79, missin
Apr 23, 2026
BULLISH
8-K
7/10
Burke & Herbert Financial Services Corp. announced receipt of all required regulatory approvals for
Apr 13, 2026
BULLISH
7/10
Burke & Herbert Financial Services Corp. completed its merger with LINKBANCORP, Inc. on May 1, 2026,
May 1, 2026
MIXED
6/10
Burke & Herbert Bank reported Q1 2026 earnings with net income of $27.1 million and diluted EPS of $
Apr 23, 2026
BULLISH
7/10
Burke & Herbert Bank and LINKBANCORP have received all required regulatory approvals to complete the
Apr 13, 2026
MIXED
7/10
Burke & Herbert Bank (BHRB) and LINKBANCORP (LNKB) announced that shareholders have approved the mer
Mar 25, 2026
Current analyst consensus: Strong Buy (80% buy). Based on 10 analysts: 2 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$73.25 mean target
+11.8% upside
Buy (3.00)
$70.00 Low
$75.00 High
| Metric | Value |
|---|---|
| Current Price | $65.49 |
| Target Low | $70.00 |
| Target Mean | $73.25 |
| Target Median | $74.00 |
| Target High | $75.00 |
| # Analysts | 4 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.99 | $1.79 | $2.13 | 1.2% | +7.4% | 2↑ 1↓ | $0.1B | 28.0% | 3 |
| Next Q 2026-09-30 |
$2.05 | $1.74 | $2.17 | 4.2% | -11.1% | 0↑ 2↓ | $0.1B | 43.1% | 4 |
| Current FY 2026-12-31 |
$7.66 | $6.23 | $8.32 | -0.8% | -1.9% | 3↑ 1↓ | $0.4B | 28.6% | 4 |
| Next FY 2027-12-31 |
$8.82 | $8.50 | $9.00 | 9.2% | -0.2% | 1↑ 1↓ | $0.5B | 12.5% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.993 | |
| 7d ago | $1.993 | |
| 30d ago | $1.857 | +0.137 |
| 60d ago | $1.850 | +0.143 |
| 90d ago | $1.820 | +0.173 |
2 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 15, 2026 | Freedom Broker | UPGRADE | Hold | Buy |
| Apr 27, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Feb 25, 2026 | DA Davidson | INITIATE | — | Neutral |
| Feb 25, 2026 | Freedom Broker | DOWNGRADE | Buy | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 6 | 2 | 0 | 0 | 80% | |
| May 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Apr 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Mar 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Feb 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jan 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 1, 2026
m_and_a
Burke & Herbert Financial Services Corp. Completes Merger with LINKBANCORP, Inc.
<p align="justify">ALEXANDRIA, Va., May 01, 2026 (GLOBE NEWSWIRE) -- Burke & Herbert Financial Services Corp. (“Burke & Herbert”) (Nasdaq: B
May 1, 2026
short_interest
FTD: BHRB — 25,494 shares ($1.6M) failed to deliver
Settlement: 20260501, Price: $64.31, FTD Value: $1,639,519.14, BURKE HERBERT FINL SVCS CORP C
Apr 23, 2026
dividend
Burke & Herbert Financial Services Corp. Announces First Quarter 2026 Results and Declares Common Stock Dividend
<p align="justify">ALEXANDRIA, Va., April 23, 2026 (GLOBE NEWSWIRE) -- Burke & Herbert Financial Services Corp. (the “Company” or “Burke & H
Apr 23, 2026
earnings_calendar
BHRB Q1 2026 Earnings Scheduled — 2026-04-23
Apr 13, 2026
m_and_a
Burke & Herbert Financial Services Corp. and LINKBANCORP, Inc. Announce Receipt of Regulatory Approvals and Closing Date for Merger
<p align="justify">ALEXANDRIA, Va. and CAMP HILL, Pa., April 13, 2026 (GLOBE NEWSWIRE) -- Burke & Herbert Financial Services Corp. ("Burke &
Mar 25, 2026
activist
Burke & Herbert Financial Services Corp. and LINKBANCORP, Inc. Announce Receipt of Shareholder Approval for Merger
<p align="justify">ALEXANDRIA, Va. and CAMP HILL, Pa., March 25, 2026 (GLOBE NEWSWIRE) -- Burke & Herbert Financial Services Corp. ("Burke &
Mar 17, 2026
short_interest
FTD: BHRB — 8,623 shares ($0.5M) failed to deliver
Settlement: 20260317, Price: $62.68, FTD Value: $540,489.64, BURKE HERBERT FINL SVCS CORP C