Burke & Herbert Financial Services Corp.

NasdaqCM:BHRB Stock Report

Market Cap: US$933.6m

Burke & Herbert Financial Services Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:BHRB Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
13 Feb 25BuyUS$318,736Julian BarnwellIndividual5,000US$63.75
10 Feb 25BuyUS$194,916Gary HinkleIndividual3,000US$64.97
05 Feb 25BuyUS$71,126Gary HinkleIndividual1,104US$64.43
31 Jan 25BuyUS$64,485Gary HinkleIndividual1,000US$64.48
29 Jan 25BuyUS$63,000Shawn McLaughlinIndividual1,000US$63.25
13 Dec 24BuyUS$206,250Julian BarnwellIndividual3,000US$68.75
13 Dec 24BuyUS$345,745Gary HinkleIndividual5,000US$69.65
09 Dec 24BuyUS$38,489Shawn McLaughlinIndividual555US$69.35
05 Dec 24BuyUS$13,553Shawn McLaughlinIndividual195US$69.50
18 Nov 24BuyUS$356,428Gary HinkleIndividual5,200US$68.56
31 Oct 24SellUS$128,435James BurkeIndividual2,000US$64.22
29 Oct 24BuyUS$77,035Mark AndersonIndividual1,200US$64.24
23 Aug 24BuyUS$340,450Gary HinkleIndividual5,000US$68.09
09 Aug 24BuyUS$29,500Shawn McLaughlinIndividual500US$59.00
05 Aug 24BuyUS$14,875Shawn McLaughlinIndividual250US$59.50
31 Jul 24SellUS$133,618James BurkeIndividual2,000US$66.81
10 Jun 24BuyUS$66,342Jose RiojasIndividual1,397US$47.75
06 Jun 24BuyUS$143Jose RiojasIndividual3US$47.75
04 Jun 24BuyUS$48,488Julian BarnwellIndividual1,000US$48.49
03 Jun 24BuyUS$198,770Julian BarnwellIndividual4,000US$49.86
23 May 24BuyUS$144,000Julian BarnwellIndividual3,000US$48.00
23 May 24BuyUS$28,800Jose RiojasIndividual600US$48.00
22 May 24BuyUS$247,915Gary HinkleIndividual5,000US$49.85
22 May 24BuyUS$32,045Shawn McLaughlinIndividual650US$49.30
22 May 24BuyUS$98,400Julian BarnwellIndividual2,000US$49.20
21 May 24BuyUS$151,721Gary HinkleIndividual3,025US$50.25
17 May 24BuyUS$23,753Gary HinkleIndividual470US$50.54
16 May 24BuyUS$10,562Gary HinkleIndividual210US$50.30
15 May 24BuyUS$30,135Gary HinkleIndividual600US$50.35
14 May 24BuyUS$167,996Gary HinkleIndividual3,392US$49.65
10 May 24BuyUS$79,757Gary HinkleIndividual1,608US$49.60
01 May 24BuyUS$44,634Shawn McLaughlinIndividual850US$52.51
30 Apr 24BuyUS$21,000Jose RiojasIndividual400US$52.50
15 Mar 24BuyUS$156,000Julian BarnwellIndividual3,000US$52.00
04 Mar 24BuyUS$27,827Shawn McLaughlinIndividual500US$55.65

Insider Trading Volume

Insider Buying: BHRB insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BHRB?
Owner TypeNumber of SharesOwnership Percentage
Private Companies31,9140.213%
Individual Insiders1,926,00612.9%
Institutions5,225,02134.9%
General Public7,786,16352%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 101.5%.

Top Shareholders

Top 25 shareholders own 39.68% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
6.85%
BlackRock, Inc.
1,025,252US$63.9m3.11%no data
4.89%
The Vanguard Group, Inc.
732,163US$45.7m3.18%no data
3.04%
Fourthstone LLC
454,526US$28.3m14.3%3.98%
2.54%
Julian Barnwell
380,823US$23.8m1.33%no data
2.28%
Dimensional Fund Advisors LP
340,697US$21.2m-4.24%no data
2.04%
Geode Capital Management, LLC
305,887US$19.1m-0.12%no data
2.04%
State Street Global Advisors, Inc.
305,852US$19.1m5.62%no data
2%
Gary Hinkle
299,300US$18.7m1.73%no data
1.98%
Edmund Burke
296,274US$18.5m0%no data
1.78%
James Burke
266,460US$16.6m-0.74%no data
1.72%
Hutchinson Capital Management
257,080US$16.0m-0.77%3.03%
1.71%
Burke & Herbert Bank & Trust Co., Asset Management Arm
255,358US$15.9m-2.48%3.75%
0.87%
Northern Trust Global Investments
130,117US$8.1m5.1%no data
0.86%
Georgette George
128,742US$8.0m44%no data
0.74%
Charles Schwab Investment Management, Inc.
110,559US$6.9m1.92%no data
0.55%
Royce & Associates, LP
82,462US$5.1m-13.9%0.04%
0.46%
BNY Asset Management
68,567US$4.3m-5.38%no data
0.46%
Verdence Capital Advisors, LLC
68,384US$4.3m32.8%0.34%
0.46%
Morgan Stanley, Investment Banking and Brokerage Investments
68,151US$4.3m34.2%no data
0.44%
David Wilson
66,511US$4.1m0%no data
0.41%
Shawn McLaughlin
61,000US$3.8m0%no data
0.4%
H. Maddy
60,602US$3.8m-0.13%no data
0.4%
EJF Capital LLC
60,158US$3.8m-0.51%2.48%
0.39%
JPMorgan Chase & Co, Brokerage and Securities Investments
58,104US$3.6m114%no data
0.37%
Goldman Sachs Group, Investment Banking and Securities Investments
56,017US$3.5m50.5%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/22 12:51
End of Day Share Price 2025/02/21 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Burke & Herbert Financial Services Corp. is covered by 3 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullD.A. Davidson & Co.
Manuel NavasD.A. Davidson & Co.
Wood LayKeefe, Bruyette, & Woods