Financial Analysis: Burke & Herbert Financial Services (BHRB) versus Its Rivals

Burke & Herbert Financial Services (NASDAQ:BHRB) is one of 181 public companies in the “National commercial banks” industry, but how does it compare to its rivals? We will compare Burke & Herbert Financial Services to related companies based on the strength of its valuation, profitability, risk, analyst recommendations, dividends, earnings and institutional ownership.

Dividends

Burke & Herbert Financial Services pays an annual dividend of $2.12 per share and has a dividend yield of 3.3%. As a group, “National commercial banks” companies pay a dividend yield of 2.7% and pay out 31.7% of their earnings in the form of a dividend.

Valuation and Earnings

This table compares Burke & Herbert Financial Services and its rivals revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Burke & Herbert Financial Services	$148.44 million	$22.69 million	N/A
Burke & Herbert Financial Services Competitors	$11.06 billion	$1.94 billion	11.94

Burke & Herbert Financial Services’ rivals have higher revenue and earnings than Burke & Herbert Financial Services.

Profitability

This table compares Burke & Herbert Financial Services and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Burke & Herbert Financial Services	-1.10%	9.96%	0.85%
Burke & Herbert Financial Services Competitors	14.87%	9.83%	0.95%

Analyst Recommendations

This is a breakdown of recent recommendations for Burke & Herbert Financial Services and its rivals, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Burke & Herbert Financial Services	0	1	0	0	2.00
Burke & Herbert Financial Services Competitors	1483	8315	7041	289	2.36

Burke & Herbert Financial Services presently has a consensus target price of $73.00, indicating a potential upside of 12.45%. As a group, “National commercial banks” companies have a potential upside of 1.50%. Given Burke & Herbert Financial Services’ higher possible upside, equities analysts plainly believe Burke & Herbert Financial Services is more favorable than its rivals.

Insider and Institutional Ownership

54.5% of shares of all “National commercial banks” companies are owned by institutional investors. 9.7% of Burke & Herbert Financial Services shares are owned by company insiders. Comparatively, 8.7% of shares of all “National commercial banks” companies are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

Burke & Herbert Financial Services rivals beat Burke & Herbert Financial Services on 8 of the 13 factors compared.

About Burke & Herbert Financial Services

Burke & Herbert Financial Services Corp. operates as the bank holding company for Burke & Herbert Bank & Trust Company that provides various community banking products and services in Virginia and Maryland. It offers consumer and commercial deposit products, such as digital banking, demand, negotiable order of withdrawal, money market, and savings accounts, as well as certificates of deposit. The company also provides loans, such as commercial real estate, single family residential, owner-occupied commercial real estate, residential mortgage, acquisition, construction and development, commercial and industrial, and consumer non-real estate and other loans. In addition, it offers treasury and cash management services; and online and mobile banking, and wealth and trust services. The company was founded in 1852 and is headquartered in Alexandria, Virginia.