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 | 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 Flow | 50.3 M | |
| Free Cash Flow | 32.8 M |
Burke |
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 |
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
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BHRB |
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.
| Return On Equity | 0.0684 | ||||
| Return On Asset | 0.0063 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.25 % | ||||
| Current Valuation | 1.23 B | ||||
| Shares Outstanding | 14.97 M | ||||
| Price To Earning | 0.47 X | ||||
| Price To Book | 1.22 X | ||||
| Price To Sales | 3.70 X | ||||
| Revenue | 110.94 M | ||||
| Gross Profit | 237.73 M | ||||
| EBITDA | 27.93 M | ||||
| Net Income | 22.69 M | ||||
| Cash And Equivalents | 92.81 M | ||||
| Cash Per Share | 500.01 X | ||||
| Total Debt | 272 M | ||||
| Book Value Per Share | 48.08 X | ||||
| Cash Flow From Operations | 47.01 M | ||||
| Earnings Per Share | 2.34 X | ||||
| Market Capitalization | 879.28 M | ||||
| Total Asset | 3.62 B | ||||
| Retained Earnings | 427.33 M | ||||
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 Reported | Projected 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 |
- 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.
Complementary Tools for Burke Stock analysis
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.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. |