Burke & Herbert Financial Services Corp.
BHRBOther · Large accelerated filer · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | |
|---|---|---|---|---|
| Revenue | — | — | — | — |
| Operating income | — | — | — | — |
| Net income | $117.3M | $35.7M | $22.7M | $44.0M |
| Total assets | $7.92B | $7.81B | $3.62B | $3.56B |
| Total liabilities | $7.07B | $7.08B | $3.30B | $3.29B |
| Equity | $854.6M | $730.2M | $314.8M | $273.5M |
| EPS (diluted) | $7.72 | $2.82 | $3.02 | $5.89 |
| Shares out. | 15.0M | 7.4M | 7.4M | 7.4M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- —
- Net margin
- —
- Return on equity
- 13.7%
- Return on assets
- 1.5%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 89.2%
- Debt / equity
- 8.27×
- Book value / share
- $57.04
- Revenue growth (YoY)
- —
- Net income growth (YoY)
- 228.5%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- 0.1%clean
- Piotroski F-Score
- 4/6mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 1 warning● 2 good- High leverage (liabilities > 70% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Lehman Kenneth RPassive (13G)May 4, 2026
- Vanguard Group IncPassive (13G)Mar 26, 2026
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Burke James MasonDirector | May 27, 2026 | J | 1,000 | $0.00 |
| Upson Jill SDirector | May 20, 2026 | Sell | 1,112 | $63.30 |
| Lundblad Carl DOfficer — EVP, Chief Operating Officer | May 15, 2026 | Grant | 9,743 | $0.00 |
| Riojas Jose DavidDirector | May 12, 2026 | Buy | 300 | $62.00 |
| Barnwell Julian Forrest Jr.Director | May 11, 2026 | Buy | 5,000 | $63.05 |
| Halyama Roy EugeneOfficer — EVP, Chief Financial Officer | May 3, 2026 | Tax withholding | 2,649 | $64.64 |
| Ritchie Bradford EOfficer — EVP, Chief Lending Officer | May 3, 2026 | Tax withholding | 659 | $64.64 |
| Rowan Shannon BarrowOfficer — EVP, Wealth Services | May 3, 2026 | Tax withholding | 211 | $64.64 |
| Kimlel Lauren N.Officer — EVP, Branch Banking | May 3, 2026 | Tax withholding | 269 | $64.64 |
| Hintelmann Robert Victor Jr.Officer — Chief Credit Officer | May 3, 2026 | Grant | 2,850 | $0.00 |
| Zirk Angela ROfficer — EVP, Chief Experience Officer | May 3, 2026 | Tax withholding | 142 | $64.64 |
| Boyle David POfficer — Chair & CEO | May 3, 2026 | Tax withholding | 5,784 | $64.64 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 571,782 | 4.5 | -28.3% |
| Apr 30, 2026 | 797,771 | 5.3 | +15.1% |
| Apr 15, 2026 | 693,179 | 5.6 | -7.6% |
| Mar 31, 2026 | 750,344 | 5.8 | +31.6% |
| Mar 13, 2026 | 570,340 | 8.6 | +14.2% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Completed an acquisition or disposition · Director / officer change · Amended charter or bylaws · Other material eventMay 1, 2026
- Results of operations · Regulation FD disclosure · Other material eventApr 23, 2026
- Other material eventApr 13, 2026
- Shareholder vote · Other material eventMar 25, 2026
- Director / officer changeMar 13, 2026
- Director / officer changeJan 28, 2026
- Results of operations · Regulation FD disclosure · Other material eventJan 22, 2026
- Director / officer changeDec 23, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗Event-driven situations (1)
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