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The company

Burke & Herbert Financial Services Corp.

BHRB · Nasdaq

FinancialsRegional banksIn trend

BHRB stood above a rising 150-day average in 44 of the last 52 weekly readings, including each of the last 20 weeks. It is 2.9% above that average now. Banks — Regional & Community: 62% of its 293 stocks in an uptrend (−18 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
In trend
Weeks in an uptrend
20 in a row
Industry in uptrend
62% -18 in 4 wk
Insider buys, 12 months
$2.7M
Insider sales, 12 months
$1.6M
Officials’ trades on record
0
Institutions holding
192 (+39)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 44 of 52 weeks.

17 Apr – 16 Oct
46%70%93%Apr 26Jun 26Jul 26Sep 26Oct 26

Regional banks: Most of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$1.3M$0$1.3MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months12
Sale orders, 12 months7
Buyers · sellers5 · 5
WhoDidSharesTraded
David WilsonDirectorbought35at $70.5720 Aug 2026filed 20 Aug 2026
James P. Geary IIDirectorsold263at $72.9114 Aug 2026filed 18 Aug 2026
James P. Geary IIDirectorsold2,887at $72.8214 Aug 2026filed 18 Aug 2026
Diane PoillonDirectorbought1,200at $73.6712 Aug 2026filed 14 Aug 2026
James Mason BurkeDirectorsold1,500at $73.0311 Aug 2026filed 12 Aug 2026
Shawn Patrick McLaughlinDirectorbought1,000at $73.256 Aug 2026filed 6 Aug 2026
David WilsonDirectorbought34at $73.694 Aug 2026filed 4 Aug 2026
James P. Geary IIDirectorsold3,150at $73.933 Aug 2026filed 5 Aug 2026
James P. Geary IIDirectorsold0at $73.933 Aug 2026filed 18 Aug 2026
Georgette R. GeorgeDirectorsold1,000at $73.673 Aug 2026filed 4 Aug 2026
Katherine Diane BonnafeDirectorsold1,000at $73.653 Aug 2026filed 5 Aug 2026
David WilsonDirectorbought100at $73.6831 Jul 2026filed 4 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders192+39 on the quarter
New · exited60 · 20
Reported value$634.7M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20261,218,420$87.6M+235,661+24.0%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026750,129$53.9M+187,914+33.4%
STATE STREET CORPadded · filed 7 Aug 2026557,547$40.1M+153,679+38.1%
AMERICAN CENTURY COMPANIES INCadded · filed 12 Aug 2026489,212$35.2M+146,743+42.8%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026462,137$33.2M+82,494+21.7%
ENDEAVOUR CAPITAL ADVISORS INCadded · filed 7 Aug 2026459,176$33.0M+153,987+50.5%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026452,257$32.5M+84,309+22.9%
ALLIANCEBERNSTEIN L.P.added · filed 14 Aug 2026325,388$20.3M+279,972+616.5%
HUTCHINSON CAPITAL MANAGEMENTadded · filed 10 Aug 2026259,080$18.6M+1,000+0.4%
BURKE & HERBERT BANK & TRUST COreduced · filed 7 Aug 2026217,742$15.6M-3,929−1.8%
31 Mar 2023 – 30 Jun 2026
897185Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Jennifer Palmer Schmidt Company insiderEVP, Chief Risk Officer · last 31 Aug 20260 · 0
Kirtan Parikh Company insiderEVP, Chief Financial Officer · last 31 Aug 20260 · 0
Lauren N. Kimlel Company insiderEVP, Retail Banking · last 31 Aug 20260 · 0
Patrick Kip Huffman Company insiderSVP, Chief Accounting Officer · last 31 Aug 20261 · 0
Robert Victor Hintelmann Jr. Company insiderChief Credit Officer · last 31 Aug 20261 · 0
Shannon Barrow Rowan Company insiderEVP, Wealth Services · last 31 Aug 20260 · 0
Georgette R. George Company insiderDirector · last 21 Aug 20260 · 1
David Wilson Company insiderDirector · last 20 Aug 20263 · 0
James P. Geary II Company insiderDirector · last 14 Aug 20260 · 3
Diane Poillon Company insiderDirector · last 12 Aug 20261 · 0
James Mason Burke Company insiderDirector · last 11 Aug 20260 · 3
Shawn Patrick McLaughlin Company insiderDirector · last 6 Aug 202622 · 0

Same industry

USIO UsioLeading+45%
BSVN Bank7Leading+21%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash conversionFY 2025 · to 31 Dec 202592.0%
Debt to equityFY 2025 · to 31 Dec 20250.53×
Share count trendFY 2025 · to 24 Feb 20260.1%
Cash and equivalentsFY 2025 · to 31 Dec 2025$289.1M
Free cash flowFY 2025 · to 31 Dec 2025$96.2M

Analyst forecasts

No analyst forecasts yet.