Burke &Amp; Herbert Financial Services Corp. (BHRB) — SEC Filings
Burke &Amp; Herbert Financial Services Corp. (BHRB) — 42 SEC filings. Latest: 4 (May 1, 2026). Includes 23 8-K, 6 10-Q, 4 8-K/A. AI-decoded analysis.
View Burke &Amp; Herbert Financial Services Corp. on SEC EDGAR
Overview
Burke &Amp; Herbert Financial Services Corp. (BHRB) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 4 filed on May 1, 2026: On May 1, 2026, Burke & Herbert Financial Services Corp. filed a Form 4, indicating a change in beneficial ownership of securities. The filing details transactions related to the company's stock, with specific individuals reporting these changes. The exact nature and value of the transactions are de
Sentiment Summary
Across 42 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 38 neutral, 1 mixed. The dominant filing sentiment for Burke &Amp; Herbert Financial Services Corp. is neutral.
Filing Type Overview
Burke &Amp; Herbert Financial Services Corp. (BHRB) has filed 2 4, 1 425, 23 8-K, 6 10-Q, 2 DEF 14A, 2 10-K, 4 8-K/A, 1 10-K/A, 1 SC 13G with the SEC between Jan 2024 to May 2026.
Filings by Year
Recent SEC Filings (42)
Risk Profile
Risk Assessment: Of BHRB's 34 recent filings, 0 were flagged as high-risk, 3 as medium-risk, and 31 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $220.990M |
| Net Income | $87.062M |
| EPS | $5.74 |
| Debt-to-Equity | 11.99 |
| Cash Position | $131.713M |
| Total Assets | $7.889B |
| Total Debt | $518.906M |
Key Executives
- Poillon Diane
Industry Context
The banking industry is characterized by intense competition, stringent regulatory oversight, and sensitivity to interest rate movements. Consolidation through mergers and acquisitions, like BHRB's with Summit Financial Group, is a common strategy to achieve scale and expand market reach. Banks are increasingly focused on digital transformation and managing credit risk in a dynamic economic environment.
Top Tags
corporate-governance (9) · financial-reporting (6) · 8-K (5) · financials (5) · Financial Services (4) · financial-statements (4) · 10-Q (4) · amendment (4) · executive-compensation (3) · financial-condition (3)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net Income | $87.062M | Increased from $15.915M in 9M 2024, a 447% rise. |
| Diluted EPS | $5.74 | Increased from $1.33 in 9M 2024. |
| Total Assets | $7.889B | Increased from $7.812B at Dec 31, 2024. |
| Net Interest Income | $220.990M | Increased from $155.075M in 9M 2024. |
| Provision for Credit Losses | $1.387M | Decreased significantly from $23.387M in 9M 2024. |
| Total Deposits | $6.412B | Slight decrease from $6.515B at Dec 31, 2024. |
| Short-term Borrowings | $450M | Increased from $365M at Dec 31, 2024. |
| Common Shares Outstanding | 15,028,524 | As of November 4, 2025. |
| SEC File Number | 001-41633 | Identifies the company's filing with the SEC. |
| IRS Employer Identification Number | 92-0289417 | Unique identifier for tax purposes. |
| Q2 2025 Net Income | $7.2M | Decreased from $8.5M in Q2 2024, a 15.3% decline. |
| YTD 2025 Net Income | $14.5M | Down from $17.1M in YTD 2024, reflecting sustained pressure. |
| Q2 2025 Total Revenue | $32.1M | Slightly lower than $33.5M in Q2 2024, indicating revenue headwinds. |
| Q2 2025 Fiduciary & Trust Income | $2.1M | Decreased from $2.3M in Q2 2024, impacting non-interest revenue. |
| Net Income Decrease | 15.3% | Percentage drop in net income from Q2 2024 to Q2 2025. |
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Frequently Asked Questions
What are the latest SEC filings for Burke &Amp; Herbert Financial Services Corp. (BHRB)?
Burke &Amp; Herbert Financial Services Corp. has 42 recent SEC filings from Jan 2024 to May 2026, including 23 8-K, 6 10-Q, 4 8-K/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of BHRB filings?
Across 42 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 38 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Burke &Amp; Herbert Financial Services Corp. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Burke &Amp; Herbert Financial Services Corp. (BHRB) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Burke &Amp; Herbert Financial Services Corp.?
Key financial highlights from Burke &Amp; Herbert Financial Services Corp.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for BHRB?
The investment thesis for BHRB includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Burke &Amp; Herbert Financial Services Corp.?
Key executives identified across Burke &Amp; Herbert Financial Services Corp.'s filings include Poillon Diane.
What are the main risk factors for Burke &Amp; Herbert Financial Services Corp. stock?
Of BHRB's 34 assessed filings, 0 were flagged high-risk, 3 medium-risk, and 31 low-risk.
What are recent predictions and forward guidance from Burke &Amp; Herbert Financial Services Corp.?
Forward guidance and predictions for Burke &Amp; Herbert Financial Services Corp. are extracted from SEC filings as they are enriched.