Burke Herbert Financial Stock Performance
| BHRB Stock | USD 69.28 0.36 0.52% |
Burke Herbert has a performance score of 4 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.88, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Burke Herbert will likely underperform. Burke Herbert Financial right now shows a risk of 2.25%. Please confirm Burke Herbert Financial semi variance, rate of daily change, and the relationship between the value at risk and kurtosis , to decide if Burke Herbert Financial will be following its price patterns.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Burke Herbert Financial are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat unfluctuating basic indicators, Burke Herbert may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Actual Historical Performance (%)
One Day Return 0.52 | Five Day Return (0.40) | Year To Date Return 10.39 | Ten Year Return 37.87 | All Time Return 1.2 K |
Forward Dividend Yield 0.0318 | Payout Ratio 1.2074 | Last Split Factor 40:1 | Forward Dividend Rate 2.2 | Dividend Date 2024-12-02 |
1 | Acquisition by Upson Jill S of 1000 shares of Burke Herbert subject to Rule 16b-3 | 09/27/2024 |
2 | Disposition of 960 shares by Jeffrey Welch of Burke Herbert subject to Rule 16b-3 | 09/30/2024 |
3 | Burke Herbert Financial Services Corp. Sees Large Decline in Short Interest | 10/17/2024 |
4 | Burke Herbert Q3 Earnings Snapshot | 10/25/2024 |
5 | Acquisition by Anderson Mark Guthrie of 900 shares of Burke Herbert at 64.2399 subject to Rule 16b-3 | 10/29/2024 |
6 | Burke Herbert director Mark Anderson buys 77,035 in stock | 10/30/2024 |
7 | Disposition of 2000 shares by Burke James Mason of Burke Herbert at 64.2173 subject to Rule 16b-3 | 10/31/2024 |
8 | Disposition of 5000 shares by Maddy H Charles Iii of Burke Herbert at 23.82 subject to Rule 16b-3 | 11/06/2024 |
9 | Fourthstone LLC Acquires New Stake in American Riviera Bancorp | 11/14/2024 |
10 | Acquisition by Hinkle Gary L of 3652 shares of Burke Herbert at 68.564 subject to Rule 16b-3 | 11/15/2024 |
11 | Acquisition by Hinkle Gary L of 1548 shares of Burke Herbert at 68.496 subject to Rule 16b-3 | 11/18/2024 |
12 | Burke Herbert Financial Services Shares Down 0.1 percent - Heres Why - MarketBeat | 11/21/2024 |
| Burke Herbert dividend paid on 2nd of December 2024 | 12/02/2024 |
| 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 6,439 in Burke Herbert Financial on September 3, 2024 and sell it today you would earn a total of 489.00 from holding Burke Herbert Financial or generate 7.59% return on investment over 90 days. Burke Herbert Financial is currently generating 0.139% in daily expected returns and assumes 2.2506% risk (volatility on return distribution) over the 90 days horizon. In different words, 20% of stocks are less volatile than Burke, and 98% 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 = 0.0618
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | BHRB | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.25 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Burke Herbert is performing at about 4% of its full potential. 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 it 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 | 0.0416 | |||
| Return On Asset | 0.0037 | |||
| Profit Margin | 0.12 % | |||
| Operating Margin | 0.39 % | |||
| Current Valuation | 1.19 B | |||
| Shares Outstanding | 14.97 M | |||
| Price To Earning | 0.47 X | |||
| Price To Book | 1.43 X | |||
| Price To Sales | 5.72 X | |||
| Revenue | 110.94 M | |||
| Gross Profit | 130.25 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 | 48.63 X | |||
| Cash Flow From Operations | 47.01 M | |||
| Earnings Per Share | 2.00 X | |||
| Market Capitalization | 1.04 B | |||
| 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 | 0.01 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.07 | 0.13 |
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.| 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 |
- 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.
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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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