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Virginia's oldest continuously operating bank, offering commercial and retail banking after a 2024 merger with Summit Financial.
Virginia's oldest continuously operating bank, offering commercial and retail banking after a 2024 merger with Summit Financial.
Earns mainly from the spread between interest on loans and what it pays depositors at its branches, with a smaller amount of fee income. Combining with Summit Financial Group in 2024 extended its reach beyond Northern Virginia into West Virginia and more of Virginia.
Moat: narrow (scale, brand). Long heritage and expanded post-merger footprint in the affluent DC-area suburbs.
Headquarters: Alexandria, Virginia, US · Founded: 1852 · Employees: 832
Size Burke Herbert Financial Services (BHRB) is a United States Financials company (Regional Banks) with a market value of $1.41B, the 2037th largest of 3,117 United States companies the cockpit tracks. Shares closed at $69.88 on 6 Nov 2026.
Performance Over six months the shares gained 9.5%, against +0.8% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 13.9% over the last twelve months (peer median +4.7%); the operating margin is 32.7% (peer median 31.9%).
Valuation It trades at 1.23× book value against a peer median of 0.92× (8th most expensive of 21).
Price implies The share price implies a return on equity of about 7.1%; Burke Herbert Financial Services delivers 10.5%, so the price asks less than the business earns today.
Next results Next results expected around 22 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $561M | $491M | $402M | $165M | $130M |
| Revenue growth | — | +22% | +144% | +27% | — |
| Net income | $103M | $117M | $35.7M | $22.7M | $44.0M |
| Free cash flow | n/a | $96.2M | $81.2M | $32.8M | $38.0M |
| Capital expenditure | n/a | $33.9M | $4.57M | $14.2M | $23.1M |
| Total debt | $776M | $556M | $494M | $281M | $351M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE |
|---|---|---|---|---|---|---|
| Burke Herbert Financial Services BHRB | $1.41B | +10% | +14% | 10% | 1.23× | 7.1% |
| Atlantic Union Bankshares AUB | $5.51B | +4% | +21% | 11% | 1.09× | 9.5% |
| Truist Financial TFC | $59.2B | +1% | -5% | 8% | 1.06× | 9.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | BHRB | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.4% | -2.1% | 7th highest of 21 |
| 6-month return | +9.5% | +0.8% | 8th highest of 21 |
| Return on equity | 10.5% | 10.8% | 10th lowest of 21 |
| Price / book | 1.23× | 0.92× | 8th most expensive of 21 |
| Trailing P/E | 11.5× | 11.7× | 10th cheapest of 20 |
| ROE the price implies | 7.1% | 9.3% | 10th least demanding of 21 |
| ROE delivered | 10.5% | 10.9% | 9th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Burke Herbert Financial Services BHRB | United States | $1.41B | +10% | +14% | 10% | 1.23× | 7.1% | 10.5% |
| Tompkins Financial TMP | United States | $1.43B | +16% | -15% | 21% | 1.52× | 11.5% | 20.9% |
| Jiangsu Zijin Rural Commercial Bank 601860.SS | China | $1.39B | -6% | -9% | 6% | 0.43× | 2.9% | 5.7% |
| Peoples Bancorp PEBO | United States | $1.39B | +12% | 0% | 10% | 1.13× | 8.5% | 10.0% |
| Tamilnad Mercantile Bank TMB.NS | India | $1.39B | +11% | +18% | 16% | 1.22× | 14.6% | 15.6% |
| Jammu & Kashmir Bank J&KBANK.NS | India | $1.44B | -12% | +6% | 15% | 0.77× | 12.1% | 14.5% |
| Westamerica Bancorporation WABC | United States | $1.38B | +9% | -4% | 13% | 1.75× | 11.3% | 12.9% |
| CCI 7381.T | Japan | $1.44B | +7% | +49% | 7% | 0.83× | 4.1% | 7.1% |
| Musashino Bank 8336.T | Japan | $1.47B | -3% | +31% | 6% | 0.82× | 6.0% | 5.8% |
| Amalgamated Financial AMAL | United States | $1.47B | +18% | +12% | 15% | 1.77× | 13.0% | 15.3% |
| First Mid Bancshares FMBH | United States | $1.35B | +15% | +15% | 11% | 1.23× | 10.1% | 10.9% |
| HBT Financial HBT | United States | $1.35B | +30% | +23% | 13% | 1.78× | 10.1% | 13.2% |
| Jiangsu Suzhou Rural Commercial Bank 603323.SS | China | $1.50B | -1% | -7% | 11% | 0.49× | 2.3% | 10.7% |
| Lakeland Financial LKFN | United States | $1.51B | -1% | +2% | 15% | 2.07× | 14.8% | 15.4% |
| Bank of Tianjin 1578.HK | Hong Kong | $1.52B | -22% | -4% | 5% | 0.14× | 3.3% | 5.2% |
| Zhongyuan Bank 1216.HK | Hong Kong | $1.31B | -15% | 0% | 4% | 0.10× | 3.3% | 3.6% |
| K Bank 279570.KS | South Korea | $1.53B | -18% | 0% | 6% | 0.93× | 5.3% | n/a |
| Yibin City Commercial Bank 2596.HK | Hong Kong | $1.55B | +2% | +6% | 6% | 0.91× | 5.1% | 5.5% |
| Karnataka Bank KTKBANK.NS | India | $1.28B | +20% | +3% | 12% | 0.87× | 12.6% | 11.7% |
| Live Oak Bancshares LOB | United States | $1.57B | -10% | +9% | 11% | 1.30× | 17.1% | 11.1% |
| Keiyo Bank 8544.T | Japan | $1.58B | -1% | +19% | 6% | 0.78× | 6.9% | 5.7% |