# Burke & Herbert Financial Services Corp.: overview

BHRB · Nasdaq · CIK 1964333 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/bhrb.md) · [Financials](/companies/bhrb/financials.md) · [Filings](/companies/bhrb/filings.md) · [Insiders](/companies/bhrb/insiders.md)

Revenue is not reported in this company’s XBRL financial statements.

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Diluted EPS | $ per share | [1.82](/filings/0001964333-25-000245.md) | not reported | [1.80](/filings/0001964333-26-000068.md) | [1.97](/filings/0001964333-26-000095.md) | [1.97](/filings/0001964333-25-000245.md) | not reported | [1.79](/filings/0001964333-26-000068.md) | [0.50](/filings/0001964333-26-000095.md) |
| Free cash flow | $m | [46.0 d](/filings/0001964333-25-000245.md) | [76.6 d](/filings/0001964333-26-000016.md) | [35.9](/filings/0001964333-26-000068.md) | [(3.4) d](/filings/0001964333-26-000095.md) | [35.4 d](/filings/0001964333-25-000245.md) | [28.3 d](/filings/0001964333-26-000016.md) | [24.6](/filings/0001964333-26-000068.md) | [(1.9) d](/filings/0001964333-26-000095.md) |

- Revenue. XBRL not reported.
- Gross margin (gross profit / revenue). XBRL not reported.
- Operating margin (operating income / revenue). XBRL not reported.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY (2021-12-31) | FY (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | not reported | not reported | not reported | not reported | not reported |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | not reported | not reported | not reported | not reported | not reported |
| Diluted EPS | $ per share | [4.87](/filings/0001964333-24-000079.md) | [5.89](/filings/0001964333-25-000105.md) | [3.02](/filings/0001964333-26-000016.md) | [2.82](/filings/0001964333-26-000016.md) | [7.72](/filings/0001964333-26-000016.md) |
| Free cash flow | $m | [53.9](/filings/0001964333-24-000079.md) | [38.0](/filings/0001964333-25-000105.md) | [28.3](/filings/0001964333-26-000016.md) | [81.2](/filings/0001964333-26-000016.md) | [96.2](/filings/0001964333-26-000016.md) |

- Revenue. XBRL not reported.
- Gross margin (gross profit / revenue). XBRL not reported.
- Operating margin (operating income / revenue). XBRL not reported.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/bhrb/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2026-10-27 | [Wilson David](/insiders/1208842.md) | Director | Purchase (P) | 69 | $69.85 | $4.8k | [Form 4](/filings/0001208842-26-000014.md) |
| 2026-10-27 | [Wilson David](/insiders/1208842.md) | Director | Purchase (P) | 35 | $70.115 | $2.5k | [Form 4](/filings/0001208842-26-000014.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $87.6m | 1,218,420 |  | Added +235,661 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $53.9m | 750,129 |  | Added +187,914 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $40.1m | 557,547 |  | Added +153,679 |
| [AMERICAN CENTURY COMPANIES INC](/funds/748054.md) | 2026-06-30 | $35.2m | 489,212 |  | Added +146,743 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $33.2m | 462,137 |  | Added +82,494 |
| [ENDEAVOUR CAPITAL ADVISORS INC](/funds/1218749.md) | 2026-06-30 | $33.0m | 459,176 |  | Added +153,987 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $32.5m | 452,257 |  | Added +84,309 |
| [ALLIANCEBERNSTEIN L.P.](/funds/1109448.md) | 2026-06-30 | $20.3m | 325,388 |  | Added +279,972 |
| [HUTCHINSON CAPITAL MANAGEMENT/CA](/funds/1078246.md) | 2026-06-30 | $18.6m | 259,080 |  | Added +1,000 |
| [BURKE & HERBERT BANK & TRUST CO](/funds/1101250.md) | 2026-06-30 | $15.6m | 217,742 |  | Reduced −3,929 |

## Recent filings

[All 512 filings](/companies/bhrb/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-23 | 17:00 ET | [8-K/A](/filings/0001964333-26-000104.md) | 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001964333-26-000104 |
| 2026-10-22 | 16:06 ET | [8-K](/filings/0001964333-26-000102.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001964333-26-000102 |
| 2026-09-30 | 16:13 ET | [8-K](/filings/0001104659-26-112339.md) | 1.01 Entry into a material agreement; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001104659-26-112339 |
| 2026-09-28 | 08:35 ET | [8-K](/filings/0001104659-26-111191.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001104659-26-111191 |
| 2026-09-18 | 08:42 ET | [8-K](/filings/0001104659-26-108748.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001104659-26-108748 |
| 2026-08-11 | 16:05 ET | [8-K](/filings/0001964333-26-000097.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001964333-26-000097 |
| 2026-08-07 | 16:08 ET | [10-Q](/filings/0001964333-26-000095.md) | Quarterly report, period 2026-06-30 | 0001964333-26-000095 |
| 2026-07-23 | 16:05 ET | [8-K](/filings/0001964333-26-000089.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001964333-26-000089 |
| 2026-07-17 | 09:00 ET | [8-K/A](/filings/0001964333-26-000084.md) | 9.01 Financial statements and exhibits | 0001964333-26-000084 |
| 2026-07-07 | 08:31 ET | [8-K](/filings/0001964333-26-000080.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001964333-26-000080 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001964333-26-000016.md), filed Feb 27, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1964333
- Tickers: BHRB
- Exchange: Nasdaq
- SIC code: 6021 National Commercial Banks
- State of incorporation: VA
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 30, 2026, 11:33 ET. No prices; not investment advice.