Burke & Herbert Financial Services Corp. (BHRB) carries a Roarable Rating of C (Hold) with 64/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
As of 2026-11-03, Burke & Herbert Financial Services Corp. (NASDAQ: BHRB) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 64/100 at a spot price of $72.05 (+2.23% 1D, market cap $1.42B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 11/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 12/20, and Executive Insider Alignment 17/20. Across 1097 tracked Financials issuers, BHRB ranks #275 in composite RQD confidence.
Within the Financials sector (Major Banks), BHRB carries a Roarable C (64/100 RQD), trailing P/E of 12.2x, gross margin of —, and ROIC of 13.7%. By comparison, TMP (Tompkins Financial Corporation) holds a C- grade (59/100 RQD, P/E 9.1x, ROIC 17.2%, cap $1.43B) and WABC (Westamerica Bancorporation) posts a C+ grade (67/100 RQD, P/E 12.2x, ROIC 12.4%, cap $1.40B). Among the 5-stock peer group, TMP leads on earnings multiple (9.1x) while TMP leads on capital efficiency (17.2% ROIC).
Per BHRB's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001964333), Burke & Herbert Financial Services Corp. generated $3.33B in revenue (+1.4% YoY), $117.3M in net income, and $96.2M in free cash flow against $7.92B in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 4/9
Put hedging (50% put share) caps near-term gamma upside (-9 pts vs max)
Even with a 64/100 (C) score, BHRB faces multiple-compression risk if 12.2x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Broader market pullbacks can still drag down strong stocks in the short run.
Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($70.29) or 200D SMA ($67.53) invalidates the momentum regime and cuts Target Base ($74.00) toward Bear Floor ($57.72).
Burke & Herbert Financial Services Corp. (BHRB) surged +2.23% to $72.05, trading at 82% of its 52-week range ($58.31 – $75.09). Solid steady margins (14% return on capital), mixed timing at 12x P/E—hold if owned, no rush to chase.
Yahoo Finance report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
Moomoo report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
GlobeNewswire report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
Burke & Herbert Financial Services has delivered a strong share run in recent years, which puts fresh attention on what investors are really paying for in terms of the returns the bank earns on its capital. With the stoc
(AP) — Burke & Herbert Financial Services Corp. (BHRB) on Thursday reported third-quarter earnings of $36.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +1.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on BHRB today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for BHRB. Explore sector supply chains on /butterfly.
Across 1097 tracked Financials securities in the Roarable RQD universe, Burke & Herbert Financial Services Corp. (BHRB) ranks #275 by composite RQD confidence (64/100, grade C) and #499 by equity capitalization ($1.42B). Within this direct 5-issuer industry benchmark cohort, TMP leads on earnings valuation at 9.1x trailing P/E, while TMP leads on capital efficiency and profitability with 17.2% ROIC and — gross margin. PEBO currently holds the highest overall quantitative score in the immediate peer group at 69/100 (C+) compared with BHRB at 64/100 (C).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| BHRB
ACTIVE
Burke & Herbert Financial Services Corp. | C | 64/100 | 12.2x | — | 13.7% | +2.23% | $1.42B | Benchmark Subject |
| TMP Tompkins Financial Corporation | C- | 59/100 | 9.1x | — | 17.2% | +1.97% | $1.43B | /tmp-vs-bhrb → |
| WABC Westamerica Bancorporation | C+ | 67/100 | 12.2x | — | 12.4% | +1.64% | $1.40B | /wabc-vs-bhrb → |
| PEBO Peoples Bancorp Inc. | C+ | 69/100 | 13.1x | — | 10.5% | +3.54% | $1.39B | /pebo-vs-bhrb → |
| LKFN Lakeland Financial Corporation | C+ | 66/100 | 14.6x | — | 13.6% | +2.91% | $1.48B | /lkfn-vs-bhrb → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Burke & Herbert Financial Services Corp. (BHRB) reported GAAP revenue of $3.33B (+1.4% vs. FY2024 revenue of $3.28B , and +1199.0% cumulative change since FY2023) , GAAP net income of $117.3M, operating cash flow of $107.9M, and free cash flow of $96.2M (+18.5% YoY). On the balance sheet, BHRB closed FY2025 with $7.92B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 4/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $3.33B | $117.3M | $107.9M | $96.2M | $7.92B | — |
| FY2024 (FY) | 2024-12-31 | $3.28B | $35.7M | $85.8M | $81.2M | $7.81B | — |
| FY2023 (FY) | 2023-12-31 | $256.1M | $22.7M | $42.5M | $42.5M | — | — |
As of 2026-11-03, Burke & Herbert Financial Services Corp. (NASDAQ: BHRB) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 64/100 at a spot price of $72.05 (+2.23% 1D, market cap $1.42B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 11/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 12/20, and Executive Insider Alignment 17/20. Across 1097 tracked Financials issuers, BHRB ranks #275 in composite RQD confidence.
Within the Financials sector (Major Banks), BHRB carries a Roarable C (64/100 RQD), trailing P/E of 12.2x, gross margin of —, and ROIC of 13.7%. By comparison, TMP (Tompkins Financial Corporation) holds a C- grade (59/100 RQD, P/E 9.1x, ROIC 17.2%, cap $1.43B) and WABC (Westamerica Bancorporation) posts a C+ grade (67/100 RQD, P/E 12.2x, ROIC 12.4%, cap $1.40B). Among the 5-stock peer group, TMP leads on earnings multiple (9.1x) while TMP leads on capital efficiency (17.2% ROIC).
Per BHRB's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001964333), Burke & Herbert Financial Services Corp. generated $3.33B in revenue (+1.4% YoY), $117.3M in net income, and $96.2M in free cash flow against $7.92B in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.
BHRB last traded at $72.05 (+2.23% on volume of 90,776 shares), positioning the stock +2.50% above its 50-day simple moving average ($70.29) and +6.69% above its 200-day simple moving average ($67.53). Across its 52-week range of $58.31 to $75.09, BHRB sits at the 81.9% percentile with a 14-day RSI of 51.8 (NEUTRAL RANGE) and an implied next-earnings move of ±4.4% ($68.88 to $75.22).
Burke & Herbert Financial Services Corp. (BHRB) earns a live Roarable RQD composite score of 64/100, corresponding to a C letter grade (Roarable Hold) at a spot price of $72.05 (+2.23% 1D, market capitalization $1.42B).
Burke & Herbert Financial Services Corp. (BHRB) is listed on NASDAQ and classified in the Financials sector, Major Banks industry. Market capitalization is reported at $1.4B.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Burke & Herbert Financial Services Corp. (BHRB) reported $3.33B in annual revenue (up from $3.28B in FY2024, +1.4% YoY) and $117.3M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($256.1M revenue, $22.7M net income) through FY2025, BHRB scaled operating cash flow to $107.9M and free cash flow to $96.2M, backed by $7.92B in total assets against $0 in total debt.
Operating in Major Banks (Financials), BHRB carries a macro regime beta of 1.00 and gross margin of —.
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Yahoo Finance report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
Moomoo report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
GlobeNewswire report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Burke & Herbert Financial Services Corp. (BHRB) market action, institutional positioning, and fundamental catalysts.
Picked up a starter position in BHRB in my $100K Virtual Cash book at $70.48. Insider-side conviction scores 17 of 20, the strongest pillar, while net income rose from $35.7M to $117.3M between FY 2024 and FY 2025.. Trading inside a $58.31–$75.09 52-week range with 6.71% FCF yield gives solid downside support if Major Banks multiples expand this quarter.
@CashFlowKing Agree on the RQD 64/100 quality, though with 1.0 beta I'm scaling in with half-size at $70.48 and keeping dry powder in case we test $65.55.
Here is the bear case nobody on the bull side wants to address on BHRB: The Roarable rating is only a Hold at 66 with a Piotroski F-Score of 4/9, and the stock trades near the top of its 52-week range after an 80% run.. At 12.2x trailing P/E, even a small guidance miss in Major Banks triggers a 12-15% air pocket.
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