Burke & Herbert Financial Services Corp.

NasdaqCM:BHRB Stock Report

Market Cap: US$1.4b

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
03 Jun 26BuyUS$313,796Julian BarnwellIndividual5,000US$62.76
20 May 26SellUS$70,395Jill UpsonIndividual1,112US$63.31
12 May 26BuyUS$80,600Jose RiojasIndividual1,300US$62.00
11 May 26BuyUS$315,232Julian BarnwellIndividual5,000US$63.05
29 Apr 26BuyUS$63,548Shawn McLaughlinIndividual1,000US$63.55
28 Apr 26BuyUS$64,800Shawn McLaughlinIndividual1,000US$64.80
28 Oct 25BuyUS$61,000Shawn McLaughlinIndividual1,000US$61.00
15 Sep 25BuyUS$104,870Gary HinkleIndividual1,700US$61.70

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 Companies31,9210.158%
Individual Insiders3,010,46414.9%
Institutions6,821,53733.9%
General Public10,285,88451%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 34.3%.

Top Shareholders

Top 25 shareholders own 37.79% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
5.85%
Kenneth Lehman
1,178,496US$79.1m0%no data
4.88%
BlackRock, Inc.
982,759US$65.9m0.26%no data
2.79%
Vanguard Capital Management, LLC
562,215US$37.7m0%no data
2.04%
Julian Barnwell
411,963US$27.6m3%no data
2%
State Street Global Advisors, Inc.
403,868US$27.1m11.9%no data
1.88%
Geode Capital Management, LLC
379,643US$25.5m2.41%no data
1.83%
Dimensional Fund Advisors LP
367,948US$24.7m15.7%no data
1.7%
American Century Investment Management Inc
342,469US$23.0m26%0.01%
1.51%
Endeavour Capital Advisors Inc.
305,189US$20.5m144%4.33%
1.5%
Gary Hinkle
302,000US$20.3m0%no data
1.33%
James Burke
268,460US$18.0m0.75%no data
1.28%
HCM Wealth
258,080US$17.3m0%2.99%
1.22%
Fourthstone LLC
246,421US$16.5m239%1.87%
1.1%
Burke & Herbert Financial Services Corp.
221,671US$14.9m-0.03%3.74%
0.92%
Evermay Wealth Management, LLC
185,765US$12.5m0%1.26%
0.87%
The Goldman Sachs Group, Inc.
174,880US$11.7m10.8%no data
0.84%
Bridgeway Capital Management, LLC
170,160US$11.4m33.2%0.14%
0.66%
Vanguard Portfolio Management, LLC
133,975US$9.0m0%no data
0.65%
Georgette George
130,713US$8.8m1.53%no data
0.59%
Northern Trust Global Investments
118,697US$8.0m5.16%no data
0.55%
Charles Schwab Investment Management, Inc.
110,179US$7.4m0.64%no data
0.5%
Hotchkis and Wiley Capital Management, LLC
101,644US$6.8m-3.79%0.02%
0.44%
BNY Asset Management
88,129US$5.9m-1.62%no data
0.42%
Vanguard Fiduciary Trust Company
85,492US$5.7m3.03%no data
0.41%
Morgan Stanley
82,794US$5.6m0.41%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/14 14:28
End of Day Share Price 2026/06/12 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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 5 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Daniel CardenasBrean Capital Historical (Janney Montgomery)
null nullD.A. Davidson & Co.
Jacob CivielloD.A. Davidson & Co.