Burke & Herbert Financial Services Corp.
Burke & Herbert Financial Services Corp. (Nasdaq: BHRB) is a bank holding company whose principal business is operating Burke & Herbert Bank & Trust Company, a Virginia-chartered commercial bank serving small and midsize businesses, their owners and employees, professional corporations, nonprofits, and individuals.… From the company’s description.
Over the twelve months to Sep 30, 2026, Burke & Herbert Financial Services Corp. reported revenue of $397.87M, up 17.7% from a year earlier, and net income of $103.46M. Its pre-tax margin was 32.1%. In fiscal 2025, it reported revenue of $342.02M, up 30.6% from fiscal 2024, and net income of $117.31M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Burke & Herbert Financial Services Corp. does
In the company’s own words
Burke & Herbert Financial Services Corp. (Nasdaq: BHRB) is a bank holding company whose principal business is operating Burke & Herbert Bank & Trust Company, a Virginia-chartered commercial bank serving small and midsize businesses, their owners and employees, professional corporations, nonprofits, and individuals. The bank offers checking, savings, money market and certificate-of-deposit accounts; commercial and residential real estate, construction and development, commercial and industrial, and consumer lending; treasury and cash management; digital and mobile banking; and wealth and trust services. It gathers deposits and makes loans primarily in northern Virginia and West Virginia, with more than 77 branches and commercial loan offices across Delaware, Kentucky, Maryland, Virginia, and West Virginia. The company operates as a single banking business, supported by commercial and retail banking, lending, deposit, and wealth management services. At December 31, 2025, it had $7.9 billion in consolidated assets and 832 full-time-equivalent employees. The bank began operations in 1852; the holding company was formed in 2022, and it completed its merger with Summit Financial Group in 2024. Its website is https://www.burkeandherbertbank.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Commercial Banks
- Headquarters
- ALEXANDRIA, VA
- Fiscal year end
- December
- CIK
- 1964333
- SIC
- 6021
Financial performance, year by year
Fiscal 2023–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Burke & Herbert Financial Services Corp. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Burke & Herbert Financial Services Corp.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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