Burke Herbert Financial Stock Buy Hold or Sell Recommendation
| BHRB Stock | USD 69.28 0.36 0.52% |
Given the investment horizon of 90 days and your typical level of risk aversion, our recommendation regarding Burke Herbert Financial is 'Hold'. Macroaxis provides Burke Herbert buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BHRB positions.
Check out Burke Herbert Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Burke and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Burke Herbert Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
Burke |
Execute Burke Herbert Buy or Sell Advice
The Burke recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Burke Herbert Financial. Macroaxis does not own or have any residual interests in Burke Herbert Financial or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Burke Herbert's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost neglects market trends | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Burke Herbert Trading Alerts and Improvement Suggestions
| About 12.0% of the company shares are held by company insiders | |
| On 2nd of December 2024 Burke Herbert paid $ 0.55 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Burke Herbert Financial Services Shares Down 0.1 percent - Heres Why - MarketBeat |
Burke Herbert Returns Distribution Density
The distribution of Burke Herbert's historical returns is an attempt to chart the uncertainty of Burke Herbert's future price movements. The chart of the probability distribution of Burke Herbert daily returns describes the distribution of returns around its average expected value. We use Burke Herbert Financial price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Burke Herbert returns is essential to provide solid investment advice for Burke Herbert.
| Mean Return | 0.10 | Value At Risk | -3.5 | Potential Upside | 4.67 | Standard Deviation | 2.23 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Burke Herbert historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Burke Herbert Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Capital Expenditures | 1.8M | 2.7M | 1.1M | 23.1M | 14.2M | 15.0M | |
| Net Income | 17.0M | 26.5M | 36.2M | 44.0M | 22.7M | 27.6M | |
| End Period Cash Flow | 83.7M | 228.7M | 77.4M | 50.3M | 44.5M | 72.2M | |
| Change In Cash | (18.1M) | 145.0M | (151.3M) | (27.1M) | (5.8M) | (5.5M) | |
| Depreciation | 3.0M | 2.9M | 3.2M | 3.1M | 2.9M | 2.5M | |
| Dividends Paid | 15.0M | 14.9M | 14.9M | 15.7M | 15.7M | 11.6M | |
| Investments | 162.9M | (442.0M) | (474.7M) | (127.6M) | (92.3M) | (96.9M) | |
| Net Borrowings | (245M) | 150M | 50M | 68.1M | 78.3M | 82.2M | |
| Change To Netincome | (1.8M) | 3.2M | 9.6M | 9.8M | 11.2M | 11.8M |
Burke Herbert Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Burke Herbert or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Burke Herbert's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Burke stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.15 | |
β | Beta against Dow Jones | 1.88 | |
σ | Overall volatility | 2.25 | |
Ir | Information ratio | -0.02 |
Burke Herbert Volatility Alert
Burke Herbert Financial has relatively low volatility with skewness of 1.09 and kurtosis of 3.57. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Burke Herbert's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Burke Herbert's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Burke Herbert Fundamentals Vs Peers
Comparing Burke Herbert's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Burke Herbert's direct or indirect competition across all of the common fundamentals between Burke Herbert and the related equities. This way, we can detect undervalued stocks with similar characteristics as Burke Herbert or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Burke Herbert's fundamental indicators could also be used in its relative valuation, which is a method of valuing Burke Herbert by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Burke Herbert to competition |
| Fundamentals | Burke Herbert | Peer Average |
| Return On Equity | 0.0416 | -0.31 |
| Return On Asset | 0.0037 | -0.14 |
| Profit Margin | 0.12 % | (1.27) % |
| Operating Margin | 0.39 % | (5.51) % |
| Current Valuation | 1.19 B | 16.62 B |
| Shares Outstanding | 14.97 M | 571.82 M |
| Shares Owned By Insiders | 12.02 % | 10.09 % |
| Shares Owned By Institutions | 33.94 % | 39.21 % |
| Number Of Shares Shorted | 114.33 K | 4.71 M |
| Price To Earning | 0.47 X | 28.72 X |
| Price To Book | 1.43 X | 9.51 X |
| Price To Sales | 5.72 X | 11.42 X |
| Revenue | 110.94 M | 9.43 B |
| Gross Profit | 130.25 M | 27.38 B |
| EBITDA | 27.93 M | 3.9 B |
| Net Income | 22.69 M | 570.98 M |
| Cash And Equivalents | 92.81 M | 2.7 B |
| Cash Per Share | 500.01 X | 5.01 X |
| Total Debt | 272 M | 5.32 B |
| Book Value Per Share | 48.63 X | 1.93 K |
| Cash Flow From Operations | 47.01 M | 971.22 M |
| Short Ratio | 2.17 X | 4.00 X |
| Earnings Per Share | 2.00 X | 3.12 X |
| Target Price | 74.0 | |
| Number Of Employees | 400 | 18.84 K |
| Beta | 0.096 | -0.15 |
| Market Capitalization | 1.04 B | 19.03 B |
| Total Asset | 3.62 B | 29.47 B |
| Retained Earnings | 427.33 M | 9.33 B |
| Annual Yield | 0.03 % | |
| Five Year Return | 3.60 % | |
| Net Asset | 3.62 B | |
| Last Dividend Paid | 2.14 |
Note: Acquisition by Hinkle Gary L of 1548 shares of Burke Herbert at 68.496 subject to Rule 16b-3 [view details]
Burke Herbert Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Burke . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Burke Herbert Buy or Sell Advice
When is the right time to buy or sell Burke Herbert Financial? Buying financial instruments such as Burke Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
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Check out Burke Herbert Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Is Regional Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Burke Herbert. If investors know Burke will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Burke Herbert listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 2.333 | Dividend Share 2.14 | Earnings Share 2 | Revenue Per Share 13.863 | Quarterly Revenue Growth 2.179 |
The market value of Burke Herbert Financial is measured differently than its book value, which is the value of Burke that is recorded on the company's balance sheet. Investors also form their own opinion of Burke Herbert's value that differs from its market value or its book value, called intrinsic value, which is Burke Herbert's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Burke Herbert's market value can be influenced by many factors that don't directly affect Burke Herbert's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Burke Herbert's value and its price as these two are different measures arrived at by different means. Investors typically determine if Burke Herbert is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Burke Herbert's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.