Burke & Herbert Financial Services Corp. (BHRB) Stock
BHRB has an Alpha Score of 60 out of 100 (moderate), computed on Nov 8, 2026 from 3 of 4 sub-scores. 4 of the hedge funds AlphaScala tracks reported BHRB in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Citadel's at $8.99M. Company insiders reported 5 open-market buys and 2 sales on SEC Form 4 in the 90 days to Nov 9, 2026. Its trailing P/E ratio is 14.7 and its net margin 26.5% (key statistics as of Oct 31, 2026).
What is BHRB's Alpha Score?
How it works →Alpha Score of 60 reflects moderate overall profile with moderate momentum, strong value, moderate quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 8, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which hedge funds own BHRB?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Citadel Ken Griffin | 125K | $8.99M | +1275% |
| D.E. Shaw David Shaw | 27K | $1.91M | +43% |
| Millennium Management Israel Englander | 25K | $1.77M | +194% |
| Renaissance Technologies Jim Simons (founder) | 21K | $1.51M | NEW |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are Burke & Herbert Financial Services Corp. insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Oct 29, 26 | Mclaughlin Shawn Patrick | Director | BUY | 500 | $36K |
| Oct 27, 26 | Wilson David | Director | BUY | 35 | $2K |
| Oct 27, 26 | Wilson David | Director | BUY | 69 | $5K |
| Aug 20, 26 | Wilson David | Director | BUY | 35 | $2K |
| Aug 14, 26 | Geary James P Ii | Director | SELL | 263 | $19K |
| Aug 14, 26 | Geary James P Ii | Director | SELL | 2.9K | $210K |
| Aug 12, 26 | Poillon Diane | Director | BUY | 1.2K | $88K |
| Aug 11, 26 | Burke James Mason | Director | SELL | 1.5K | $110K |
| Aug 6, 26 | Mclaughlin Shawn Patrick | Director | BUY | 1.0K | $73K |
| Aug 4, 26 | Wilson David | Director | BUY | 34 | $3K |
SEC Form 4 filings as of Nov 9, 2026
See cluster-buy signals across all tickers →What are BHRB's key statistics?
Key statistics as of Oct 31, 2026
How does BHRB's valuation compare with the Financials sector?
| Metric | BHRB | Financials median | Companies in median |
|---|---|---|---|
| P/E ratio | 14.7 | 12.8 | 242 |
| Net margin | 26.53% | 20.71% | 227 |
| Return on equity | 10.37% | 12.34% | 255 |
| Dividend yield (payers) | 4.46% | 3.28% | 189 |
Medians over the Financials stocks whose key statistics were refreshed in the last 35 days (newest Nov 10, 2026). P/E excludes loss-making companies.
BHRB price chart
Powered by TradingViewWhat does Burke & Herbert Financial Services Corp. do?
Burke & Herbert Financial Services Corp. is a well-established financial services provider primarily known for its significant presence in the banking sector. The company focuses on delivering a comprehensive suite of banking products and services tailored to meet the needs of individual and commercial clients. These offerings include traditional savings and checking accounts, mortgage and commercial lending, as well as various treasury management and financial advisory services. With a longstanding history, Burke & Herbert Financial Services Corp. has built a robust reputation as a reliable financial institution, especially in markets it serves. By emphasizing community engagement and customer service, the corporation plays a vital role in both local economic development and the broader financial market landscape. Operating through a network of branches and digital platforms, the company continues to enhance its services, ensuring accessibility and efficiency for its diverse clientele. Through strategic growth and adaptive financial solutions, Burke & Herbert Financial Services Corp. remains an integral player in supporting regional banking needs and facilitating financial stability.