Burke & Herbert Bank & Trust (BHRB)

Largest owners	Shares	Value	Change
BlackRock	994.29 k	$60.64 bn	NEW
Vanguard	709.60 k	$43.28 bn	+8.9%
Fourthstone	397.60 k	$24.25 bn	+29.3%
Dimensional Fund Advisors	355.78 k	$21.70 bn	0.0%
Geode Capital Management	306.24 k	$18.68 bn	+5.2%
STT State Street	289.58 k	$17.66 bn	+9.9%
Burke & Herbert Bank & Trust	261.86 k	$15.97 bn	-15.1%
Hutchinson Capital Management	259.08 k	$15.80 bn	+1.6%
NTRS Northern Trust	123.80 k	$7.55 bn	+10.0%
Charles Schwab Investment Management	108.48 k	$6.62 bn	+190.2%

Largest transactions	Shares	Bought/sold	Change
BlackRock	994.29 k	+994.29 k	NEW
BLK BlackRock	0.00	-923.12 k	EXIT
Fourthstone	397.60 k	+90.15 k	+29.3%
Charles Schwab Investment Management	108.48 k	+71.11 k	+190.2%
Vanguard	709.60 k	+58.18 k	+8.9%
Renaissance Technologies	0.00	-55.46 k	EXIT
Burke & Herbert Bank & Trust	261.86 k	-46.39 k	-15.1%
American Century Companies	19.64 k	-40.99 k	-67.6%
MS Morgan Stanley	52.65 k	+37.15 k	+239.6%
Y-Intercept	0.00	-31.50 k	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

BHRB insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
29 Jan 25	Shawn Patrick McLaughlin	Common Stock	Buy	Acquire P	No	No	62.75	500	31.38 k	62,000
29 Jan 25	Shawn Patrick McLaughlin	Common Stock	Buy	Acquire P	No	No	63.25	500	31.63 k	61,500
23 Jan 25	David P Boyle	Common Stock	Grant	Acquire A	No	No	0	19,602	0.00	51,431
23 Jan 25	Kirtan Parikh	Common Stock	Grant	Acquire A	No	No	0	2,970	0.00	3,973
23 Jan 25	Joseph Hager	Common Stock	Grant	Acquire A	No	No	0	2,970	0.00	4,482
23 Jan 25	Lauren N. Kimlel	Common Stock	Grant	Acquire A	No	No	0	1,485	0.00	2,107

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

News

From Benzinga Pro

Keefe, Bruyette & Woods Upgrades Burke & Herbert Financial to Outperform, Lowers Price Target to $76

27 Jan 25

Keefe, Bruyette & Woods analyst Wood Lay upgrades Burke & Herbert Financial (NASDAQ:BHRB) from Market Perform to Outperform and lowers the price target from $79 to $76.

Insights into Burke & Herbert Financial Q4 Earnings

24 Jan 25

Burke & Herbert Financial Q4 EPS $1.30 Beats $1.27 Estimate

24 Jan 25

Burke & Herbert Financial (NASDAQ:BHRB) reported quarterly earnings of $1.30 per share which beat the analyst consensus estimate of $1.27 by 2.36 percent. This is a 94.03 percent increase over earnings of $0.67 per share

Keefe, Bruyette & Woods Maintains Market Perform on Burke & Herbert Financial, Raises Price Target to $79

4 Dec 24

Press releases

From Benzinga Pro

Burke & Herbert Financial Services Corp. Announces Fourth Quarter and Full Year 2024 Results and Declares Common Stock Dividend

24 Jan 25

ALEXANDRIA, Va., Jan. 24, 2025 /PRNewswire/ -- Burke & Herbert Financial Services Corp. (the "Company" or "Burke & Herbert") (NASDAQ:BHRB) reported financial results for the quarter and the year