Burke & Herbert Financial Services Corp. Common Stock (BHRB)

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Burke & Herbert Financial Services Corp. Common Stock (BHRB) is up 4.5% since the beginning of the year. At $64 per share, BHRB is trading 9.7% below its 52-week high of $71. Investors who bought $1,000 worth of BHRB shares 5 years ago would now be looking at an investment worth $1,523.

Burke & Herbert Financial Services Corp. Common Stock (BHRB) has returned 4.51% so far this year and 17.82% over the past 12 months. Over the last ten years, BHRB has returned 6.60% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Mar 15, 2001, BHRB's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.

Historically, 52% of months were positive and 48% were negative. The best month was Jul 2024 with a return of +32.8%, while the worst month was Jun 2023 at -19.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 8 months.

On a daily basis, BHRB closed higher 23% of trading days. The best single day was Oct 23, 2008 with a return of +24.1%, while the worst single day was Oct 29, 2008 at -18.9%.

Burke & Herbert Financial Services Corp. Common Stock has an annualized alpha of 11.09%, beta of 0.06, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since March 16, 2001.

• This stock captured 25.64% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -5.54%) - a profile typical of hedging or uncorrelated assets.
• Beta of 0.06 may look defensive, but with R2 of 0.00 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.00 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BHRB ranks 61 for risk / return — better than 61% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Burke & Herbert Financial Services Corp. Common Stock (BHRB) and compare them to S&P 500 Index.

Burke & Herbert Financial Services Corp. Common Stock provided a 3.44% dividend yield over the last twelve months, with an annual payout of $2.20 per share. The company has been increasing its dividends for 12 consecutive years.

The table displays the monthly dividend distributions for Burke & Herbert Financial Services Corp. Common Stock. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Burke & Herbert Financial Services Corp. Common Stock. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Burke & Herbert Financial Services Corp. Common Stock was 47.88%, occurring on Oct 27, 2023. The portfolio has not yet recovered.

The current Burke & Herbert Financial Services Corp. Common Stock drawdown is 15.72%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Burke & Herbert Financial Services Corp. Common Stock over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Burke & Herbert Financial Services Corp. Common Stock is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.