Burke Herbert Financial Stock Performance

BHRB Stock  USD 59.45  0.71  1.21%   
The firm shows a Beta (market volatility) of 0.86, which signifies possible diversification benefits within a given portfolio. Burke Herbert returns are very sensitive to returns on the market. As the market goes up or down, Burke Herbert is expected to follow. At this point, Burke Herbert Financial has a negative expected return of -0.22%. Please make sure to confirm Burke Herbert's value at risk, rate of daily change, relative strength index, as well as the relationship between the kurtosis and market facilitation index , to decide if Burke Herbert Financial performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

Very Weak

 
Weak
 
Strong
Over the last 90 days Burke Herbert Financial has generated negative risk-adjusted returns adding no value to investors with long positions. Despite unfluctuating performance in the last few months, the Stock's basic indicators remain somewhat strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more

Actual Historical Performance (%)

One Day Return
0.93
Five Day Return
(1.79)
Year To Date Return
(2.91)
Ten Year Return
17.01
All Time Return
943.34
Forward Dividend Yield
0.0375
Payout Ratio
0.752
Last Split Factor
40:1
Forward Dividend Rate
2.2
Dividend Date
2025-03-03
1
Disposition of 360 shares by Shannon Rowan of Burke Herbert subject to Rule 16b-3
01/21/2025
2
Acquisition by Zirk Angela R of 732 shares of Burke Herbert subject to Rule 16b-3
01/23/2025
3
Burke Herbert Financial Services Corp Q4 Earnings EPS of 1. ...
01/24/2025
4
Acquisition by Mclaughlin Shawn Patrick of 500 shares of Burke Herbert at 63.25 subject to Rule 16b-3
01/29/2025
5
Acquisition by Hinkle Gary L of 1000 shares of Burke Herbert at 64.4848 subject to Rule 16b-3
01/31/2025
6
Acquisition by Hinkle Gary L of 1104 shares of Burke Herbert at 64.4257 subject to Rule 16b-3
02/05/2025
7
Acquisition by Hinkle Gary L of 3000 shares of Burke Herbert at 64.972 subject to Rule 16b-3
02/10/2025
8
Insider Trading
02/12/2025
9
Gary Hinkle Buys 1.0 percent More Burke Herbert Financial Services Shares
02/13/2025
10
Acquisition by Mclaughlin Shawn Patrick of 1000 shares of Burke Herbert at 62.35 subject to Rule 16b-3
02/24/2025
11
Acquisition by Barnwell Julian Forrest Jr. of 2000 shares of Burke Herbert at 61.75 subject to Rule 16b-3
02/26/2025
12
Director Makes Bold Move with Major Stock Purchase - TipRanks
02/28/2025
 
Burke Herbert dividend paid on 3rd of March 2025
03/03/2025
13
Acquisition by Barnwell Julian Forrest Jr. of 2000 shares of Burke Herbert at 60.5 subject to Rule 16b-3
03/05/2025
14
Acquisition by Barnwell Julian Forrest Jr. of 1000 shares of Burke Herbert at 59.75 subject to Rule 16b-3
03/07/2025
15
Acquisition by Barnwell Julian Forrest Jr. of 1000 shares of Burke Herbert at 58.7983 subject to Rule 16b-3
03/10/2025
16
Acquisition by Riojas Jose David of 100 shares of Burke Herbert at 58.0 subject to Rule 16b-3
03/11/2025
17
Insider Buying Burke Herbert Financial Services Corp. Director Buys 1,000 Shares of Stock
03/12/2025
18
Julian Forrest Jr. Barnwell Purchases 1,140 Shares of Burke Herbert Financial Services Corp. Stock - MarketBeat
03/14/2025
Begin Period Cash Flow50.3 M
Free Cash Flow32.8 M
  

Burke Herbert Relative Risk vs. Return Landscape

If you would invest  6,883  in Burke Herbert Financial on December 17, 2024 and sell it today you would lose (938.00) from holding Burke Herbert Financial or give up 13.63% of portfolio value over 90 days. Burke Herbert Financial is currently does not generate positive expected returns and assumes 1.7447% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of stocks are less volatile than Burke, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days Burke Herbert is expected to under-perform the market. In addition to that, the company is 1.94 times more volatile than its market benchmark. It trades about -0.13 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of volatility.

Burke Herbert Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Burke Herbert's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Burke Herbert Financial, and traders can use it to determine the average amount a Burke Herbert's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.1288

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Negative ReturnsBHRB

Estimated Market Risk

 1.74
  actual daily
15
85% of assets are more volatile

Expected Return

 -0.22
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.13
  actual daily
0
Most of other assets perform better
Based on monthly moving average Burke Herbert is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Burke Herbert by adding Burke Herbert to a well-diversified portfolio.

Burke Herbert Fundamentals Growth

Burke Stock prices reflect investors' perceptions of the future prospects and financial health of Burke Herbert, and Burke Herbert fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Burke Stock performance.

About Burke Herbert Performance

By analyzing Burke Herbert's fundamental ratios, stakeholders can gain valuable insights into Burke Herbert's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Burke Herbert has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Burke Herbert has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.01  0.01 
Return On Capital Employed 0.01  0.03 
Return On Assets 0.01  0.01 
Return On Equity 0.08  0.12 

Things to note about Burke Herbert Financial performance evaluation

Checking the ongoing alerts about Burke Herbert for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Burke Herbert Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Burke Herbert generated a negative expected return over the last 90 days
Burke Herbert is unlikely to experience financial distress in the next 2 years
On 3rd of March 2025 Burke Herbert paid $ 0.55 per share dividend to its current shareholders
Latest headline from news.google.com: Julian Forrest Jr. Barnwell Purchases 1,140 Shares of Burke Herbert Financial Services Corp. Stock - MarketBeat
Evaluating Burke Herbert's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Burke Herbert's stock performance include:
  • Analyzing Burke Herbert's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Burke Herbert's stock is overvalued or undervalued compared to its peers.
  • Examining Burke Herbert's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Burke Herbert's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Burke Herbert's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Burke Herbert's stock. These opinions can provide insight into Burke Herbert's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Burke Herbert's stock performance is not an exact science, and many factors can impact Burke Herbert's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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When running Burke Herbert's price analysis, check to measure Burke Herbert's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Burke Herbert is operating at the current time. Most of Burke Herbert's value examination focuses on studying past and present price action to predict the probability of Burke Herbert's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Burke Herbert's price. Additionally, you may evaluate how the addition of Burke Herbert to your portfolios can decrease your overall portfolio volatility.
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