Burke & Herbert Financial Services Raises $100M in 7.00% Subordinated Notes Offering
Burke & Herbert Financial Services (BHRB) has successfully completed a $100 million public offering of 7.00% fixed-to-floating rate subordinated notes due in 2036. The proceeds, along with cash on hand, will be used to repay existing subordinated notes, potentially redeem preferred stock, and support general corporate purposes for Burke & Herbert Bank & Trust Company. The notes have a fixed rate until October 1, 2031, after which they will float based on Three-Month Term SOFR plus 222 basis points.
Debt Refinance Might Change The Case For Investing In Burke And Herbert Financial Services Stock
Burke & Herbert Financial Services has completed a $100 million public issuance of fixed to floating rate subordinated notes, aiming to lower interest expenses and strengthen its regulatory capital position. This refinancing replaces older, higher-cost obligations with a single, longer-dated instrument. The article explores how this move fits into the company's investment narrative, highlighting its community focus, growth prospects, and financial health while also noting past one-off losses, modest returns on equity, and recent insider selling.
Form 4 Burke Herbert Financial Services Corp For: 29 September By Investing.com
This article reports on a Form 4 filing for Burke Herbert Financial Services Corp (BHRB) related to September 29. The filing provides information regarding insider transactions or changes in beneficial ownership for the company. The specific details of the Form 4 are not elaborated upon in this brief news item.
Form 424B5 Burke Herbert Financial Services Corp For: 30 September By Investing.com
This article announces the filing of Form 424B5 by Burke Herbert Financial Services Corp for September 30. It includes the company's stock symbol BHRB and provides a timestamp for the publication. The content primarily consists of navigation, advertisements, and market data, with the core article being a simple declaration of the form filing.
Form 424B5 Burke Herbert Financial Services Corp For: 30 September By Investing.com
This article announces the filing of Form 424B5 by Burke Herbert Financial Services Corp for September 30. It is a brief, one-line announcement from Investing.com, accompanied by a Reuters copyright notice. The main content of the article reiterates the filing information without additional details.
Burke & Herbert Financial Services Corp - Offers $100 Million 7.00% Fixed-To-Floating Rate Subordinated Notes Due 2036
Burke & Herbert Financial Services Corp has announced an offering of $100 million in 7.00% Fixed-To-Floating Rate Subordinated Notes due in 2036. This news was reported by Reuters. The full article provides details on this financial offering.
An employee stock plan set the price at 85% of a closing price. Burke & Herbert (BHRB) CFO acquired 126 shares.
Kirtan Parikh, EVP and CFO of Burke & Herbert Financial Services Corp. (BHRB), acquired 126 common shares on August 31, 2026, through the company's 2023 Employee Stock Purchase Plan at a price of $54.77 per share. This price was determined as 85% of the closing price on February 27, 2026, which was the lower of the closing prices on the start and end dates of the purchase period. Following this transaction, Parikh directly held 6,979 shares.
An employee plan priced Burke & Herbert (BHRB) credit chief’s 76 shares at 85% of a prior close.
Burke & Herbert Financial Services Corp.'s Chief Credit Officer, Robert Victor Hintelmann Jr., acquired 76 common shares on August 31, 2026, through the Employee Stock Purchase Plan (ESPP) at $54.77 per share. This purchase increased his direct holdings to 8,550 shares. The ESPP price was set at 85% of the closing price on February 27, 2026, chosen as the lower closing price between the start and end dates of the purchase period.
Debt Refinance Might Change The Case For Investing In Burke And Herbert Financial Services Stock
Burke & Herbert Financial Services has completed a $100 million public issuance of fixed to floating rate subordinated notes, aiming to lower interest expense and strengthen its regulatory capital position. This refinancing replaces older, higher-cost obligations with a single, longer-dated instrument, potentially freeing up earnings capacity. While the company has seen strong earnings growth over five years despite recent setbacks, investors should also consider the impact of this debt refinancing on its overall financial health and investment narrative.
Form 4 Burke Herbert Financial Services Corp For: 29 September By Investing.com
This article announces the filing of a Form 4 for Burke Herbert Financial Services Corp, specifically for September 29. It provides the publication date and time of the Form 4 information. The article itself is very brief, serving primarily as a notification.
An employee stock plan priced shares at 85% of a closing price for a Burke & Herbert (BHRB) executive.
Burke & Herbert Financial Services Corp. (BHRB) EVP, Retail Banking, Lauren N. Kimlel, acquired 134 common shares at $54.77 each through the company's 2023 Employee Stock Purchase Plan. The purchase price was 85% of the closing price on February 27, 2026, which was the lower of the applicable period's start or end date closing prices. Following this transaction on August 31, 2026, Kimlel held 3,713 shares directly.
Form 4 Burke Herbert Financial Services Corp For: 29 September By Investing.com
This article reports on a Form 4 filing for Burke Herbert Financial Services Corp (BHRB) related to September 29. The filing indicates insider transactions, though specific details are not provided in the text. The article briefly mentions the company's stock performance (-0.74%) and was published on Investing.com.
Form 8K Burke Herbert Financial Services Corp For: 28 September By Investing.com
This article reports that Burke Herbert Financial Services Corp filed a Form 8K on September 28. The filing is a standard regulatory announcement for significant events that shareholders should know about. The article provides the company's stock symbol BHRB and notes a slight decrease in its price.
Burke & Herbert Financial Services (BHRB) Looks Fairly Valued After New 2036 Note Offering
Burke & Herbert Financial Services (BHRB) has introduced a new fixed to floating rate subordinated note offering due 2036, which is expected to impact its capital structure. Despite a strong year-to-date performance, the company's share price trades below analyst targets, with a P/E ratio of 14.7x suggesting it's fairly valued compared to peers but undervalued according to Simply Wall St's fair ratio model. However, a discounted cash flow (DCF) model indicates the share price is significantly overvalued, raising questions about valuation risks and mixed signals for investors.
Burke & Herbert Financial Services Corp. Prices $100.0 Million Subordinated Notes Offering
Burke & Herbert Financial Services Corp. has priced its public offering of $100.0 million in 7.00% Fixed-to-Floating Rate Subordinated Notes due 2036. The Notes are intended to qualify as Tier 2 capital for regulatory purposes, with the offering expected to close on September 30, 2026. Proceeds will be used to repay existing subordinated notes and preferred stock, and for general corporate purposes, including providing capital to the Bank to support growth.
Burke & Herbert Financial Services Corp. Prices $100.0 Million Subordinated Notes Offering
Burke & Herbert Financial Services Corp. announced the pricing of a public offering of $100.0 million aggregate principal amount of 7.00% Fixed-to-Floating Rate Subordinated Notes due 2036. The Notes will mature on October 1, 2036, with interest initially fixed at 7.00% and then floating based on Three-Month Term SOFR. The company plans to use the net proceeds to repay existing subordinated notes and potentially preferred stock, and for general corporate purposes to support its bank's growth.
Form 8K Burke Herbert Financial Services Corp For: 28 September By Investing.com
This article announces the filing of a Form 8K by Burke Herbert Financial Services Corp (BHRB) on September 28, 2026. The brief report from Investing.com indicates that the company's stock experienced a slight dip of -1.12% on the specified date. No further details regarding the content of the Form 8K are provided.
Burke & Herbert Financial Services Corp. Prices $100.0 Million Subordinated Notes Offering
Burke & Herbert Financial Services Corp. announced the pricing of its public offering of $100.0 million in 7.00% Fixed-to-Floating Rate Subordinated Notes due 2036. The Notes will mature on October 1, 2036, with interest initially at 7.00% annually, then shifting to a floating rate based on Three-Month Term SOFR plus 222 basis points. The company plans to use the net proceeds to repay existing subordinated notes and preferred stock, and for general corporate purposes, including providing capital to its bank subsidiary.
Burke & Herbert Financial Services Corp. (NASDAQ:BHRB) Given Average Rating of "Moderate Buy" by Analysts
Burke & Herbert Financial Services Corp. (NASDAQ:BHRB) has received an average "Moderate Buy" rating from analysts, with a consensus 12-month price target of $75.25. The company recently reported quarterly earnings of $2.03 per share, exceeding estimates, though revenue fell short of expectations. BHRB also announced a quarterly dividend of $0.55 per share, representing a 3.1% yield, while insider activity showed more selling than buying in the past 90 days.
Burke & Herbert Releases Q3 Fixed-Income Investor Presentation
Burke & Herbert Bank & Company (BHRB) has released its Q3 2026 fixed-income investor presentation, which outlines its business strategy, capital position, and the risks associated with the LINKBANCORP, Inc. merger. TipRanks' AI Analyst, Spark, rates BHRB as "Outperform" due to its strong profitability, positive technicals, reasonable valuation, and favorable post-merger updates. The presentation emphasizes non-GAAP financial measures and highlights various risks, including integration challenges and economic conditions.
Burke & Herbert Financial Services posts $37.5M operating net income, $11.0B assets after LINKBANCORP merger
Burke & Herbert Financial Services (BHRB) reported an operating net income of $37.5 million and an $11.0 billion balance sheet following its merger with LINKBANCORP. Key highlights include a $2.03 adjusted diluted EPS, significant increases in total assets and deposits, and strong capital ratios. The merger, which closed on May 1, 2026, also led to an improved adjusted efficiency ratio.
Burke & Herbert (BHRB) outlines $6B liquidity after LINKBANCORP merger
Burke & Herbert Financial Services Corp. (BHRB) has provided an investor presentation detailing its post-merger profile with LINKBANCORP, Inc., highlighting strong financial metrics and liquidity. As of June 30, 2026, the combined entity boasts approximately $11 billion in total assets, $8.97 billion in total deposits, and $8.00 billion in gross loans, alongside $6.0 billion in available borrowing capacity. The presentation also outlined second-quarter 2026 profitability, with $37.5 million in merger-adjusted operating net income and adjusted diluted EPS of $2.03.
Form 8K Burke Herbert Financial Services Corp For: 18 September By Investing.com
This article reports on the filing of a Form 8K by Burke Herbert Financial Services Corp for September 18. The Form 8K is a crucial document that public companies must file with the SEC to announce major events that shareholders should know about. The article includes the company's stock symbol (BHRB) and its performance data.
Legal & General Group Plc Purchases New Position in Burke & Herbert Financial Services Corp. $BHRB
Legal & General Group Plc has acquired a new position in Burke & Herbert Financial Services Corp. (NASDAQ:BHRB), purchasing 16,074 shares valued at approximately $1.15 million. This move comes as several other institutional investors have also adjusted their holdings in the company. Burke & Herbert recently reported strong quarterly EPS, beating estimates, and declared a quarterly dividend of $0.55 per share, contributing to a "Moderate Buy" consensus rating from analysts.
Empowered Funds LLC Buys New Stake in Burke & Herbert Financial Services Corp. $BHRB
Empowered Funds LLC has acquired a new stake of 71,532 shares, valued at $5.14 million, in Burke & Herbert Financial Services Corp. during the second quarter, representing 0.35% of the company. Analyst sentiment for BHRB is "Moderate Buy" with an average price target of $75.25, and the company recently reported strong quarterly EPS of $2.03 and declared a quarterly dividend of $0.55. Insider activity showed mixed transactions, with more shares purchased than sold over the past 90 days.
Deutsche Bank AG Takes Position in Burke & Herbert Financial Services Corp. $BHRB
Deutsche Bank AG has acquired a new stake of 15,464 shares, valued at approximately $1.11 million, in Burke & Herbert Financial Services Corp. during the second quarter. This move aligns with a generally positive outlook from analysts, who have given the stock a "Moderate Buy" consensus rating and an average price target of $75.25. The company recently reported strong quarterly earnings, beating EPS estimates, and announced a quarterly dividend of $0.55 per share, indicating an attractive yield for investors.
BlackRock Inc. Makes New $87.56 Million Investment in Burke & Herbert Financial Services Corp. $BHRB
BlackRock Inc. has made a new significant investment of $87.56 million in Burke & Herbert Financial Services Corp., acquiring 1.22 million shares. This move establishes BlackRock as a 6.05% owner of the company, highlighting institutional confidence alongside other major investors. Analysts maintain a "Moderate Buy" rating for Burke & Herbert, with the company recently exceeding earnings expectations and declaring a quarterly dividend, signaling a positive financial outlook.
Have Insiders Sold Burke & Herbert Financial Services Shares Recently?
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Burke & Herbert Financial Services Corp. (NASDAQ:BHRB) Receives Average Rating of "Moderate Buy" from Analysts
Burke & Herbert Financial Services Corp. (NASDAQ:BHRB) has received a consensus "Moderate Buy" rating from analysts, with an average 1-year target price of $75.25. Several analysts recently upgraded their ratings or increased price objectives for the stock. Insider activity shows directors purchasing shares, and institutional investors have also adjusted their holdings in the company.
Burke & Herbert (NASDAQ: BHRB) investor holds 993,343 shares
Kenneth R. Lehman has filed an amended Schedule 13G (Amendment No. 1) indicating beneficial ownership of 993,343 shares of Burke & Herbert Financial Services Corp. (BHRB) common stock. This represents a 4.9% stake in the company. Lehman retains sole voting and dispositive power over all these reported shares.
43,156 Shares in Burke & Herbert Financial Services Corp. $BHRB Bought by Pinnacle Holdings LLC
Pinnacle Holdings LLC recently acquired 43,156 shares of Burke & Herbert Financial Services Corp. (BHRB) worth approximately $3.1 million, representing 0.21% of the company. Other institutional investors also adjusted their stakes. The company reported better-than-expected EPS but missed revenue forecasts, declared a quarterly dividend of $0.55 per share, and has received a "Moderate Buy" consensus rating from analysts.
Have Insiders Sold Burke & Herbert Financial Services Shares Recently?
An independent director at Burke & Herbert Financial Services Corp. recently sold US$229k worth of shares, though this represented a small portion of their total holding. Over the last year, insiders have been net buyers, with one director purchasing US$315k worth of shares at a lower price. The company shows high insider ownership, suggesting management's interests align with shareholders, and despite a recent small sale, overall insider transactions appear encouraging.
Burke & Herbert (BHRB) director inherits 9,858-share stake
Burke & Herbert Financial Services Corp. (BHRB) director Georgette R. George reported an indirect acquisition of 9,858 common shares on August 21, 2026, through inheritance. Following this transaction, her direct holdings stand at 22,971 shares, with additional indirect holdings through various entities including her spouse, a 401(k) plan, and trusts. The acquisition was classified as by will or laws of descent and distribution.
Burke & Herbert director David Wilson buys $2,470 in stock
David Wilson, a director at Burke & Herbert Financial Services Corp. (NASDAQ:BHRB), recently purchased 35 shares of common stock for $2,470. This transaction increased his indirect beneficial ownership for Leo McCraken to 435 shares. InvestingPro analysis suggests the stock is undervalued with a Fair Value of $77.88, trading at a P/E ratio of 12.24 and offering a 3.1% dividend yield.
Burke & Herbert director David Wilson buys $2,470 in stock By Investing.com
David Wilson, a director at Burke & Herbert Financial Services Corp. (NASDAQ:BHRB), recently purchased 35 shares of common stock for $2,470. This transaction increased his indirect beneficial ownership for Leo McCraken, with the stock trading at $70.5726 per share and deemed undervalued by InvestingPro analysis. The company has also announced the appointment of Roy E. Halyama as its new president, effective July 1.
Burke & Herbert (BHRB) director adds small custodial stake
Burke & Herbert Financial Services Corp. director David Wilson reported purchasing 35 shares of common stock on August 20, 2026, at $70.5726 per share. These shares are held indirectly as custodian for Leo McCraken under UGMA, increasing that custodial account's total to 435 shares. The filing also updated Wilson's other direct and indirect holdings, which include significant stakes held through various family and entity-related accounts.
Price to sales forward of Burke & Herbert Financial Services Corp. – NASDAQ:BHRB
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Burke & Herbert (BHRB) director keeps 12,607 shares after cancelled sale
Burke & Herbert Financial Services Corp. director James P. Geary II filed an amended Form 4 to correct a previously reported stock sale. A 3,150-share sale, indirectly held through the JPG Trust, did not settle and was cancelled entirely. Geary II's beneficial ownership remains at 12,607 indirectly held shares, as no disposition of shares occurred.
Burke & Herbert (BHRB) director sells 3,150-share block
Burke & Herbert Financial Services Corp. (BHRB) director James P. Geary II reported selling 3,150 shares of common stock on August 14, 2026. The sales were conducted in open market or private transactions at prices of $72.91 and $72.82 per share, with the shares held indirectly through the JPG Trust. Following these transactions, Geary's direct holdings are 34,468 shares, and indirect holdings through his spouse amount to 3,637 shares.
3 Reliable Dividend Stocks Offering Up To 8.7% Yield
This article identifies three reliable dividend stocks: Burke & Herbert Financial Services (BHRB), Kaspi.kz (KSPI), and Murphy Oil (MUR), offering yields up to 8.7%. It discusses their financial health, dividend consistency, and payout ratios. The analysis provides insights for investors seeking steady income in the current market climate.
Price to earnings forward of Burke & Herbert Financial Services Corp. – NASDAQ:BHRB
This article displays the price to earnings forward for Burke & Herbert Financial Services Corp. (NASDAQ: BHRB). It appears to be a financial data point from TradingView, which provides market and reference data. The article itself is very brief and primarily serves to present this specific financial metric.
Price to book forward of Burke & Herbert Financial Services Corp. – NASDAQ:BHRB
The article provides the "Price to book forward" for Burke & Herbert Financial Services Corp. (NASDAQ: BHRB) within the TradingView platform. It details how users can access financial information, market data, and various tools for this company and other financial instruments. The content appears to be a specific data point from a larger financial analysis platform.
Higher Rates Could Lift These 3 US Bank Stocks
This article examines how a potential increase in interest rates could impact three specific US bank stocks: Burke & Herbert Financial Services (BHRB), Isabella Bank (ISBA), and Norwood Financial (NWFL). It highlights how their business models are sensitive to interest rate changes, discussing both their potential benefits from higher rates and some associated risks and warning signs for each company. The piece also suggests using financial screeners to identify other rate-sensitive opportunities.
Burke & Herbert director Diane Poillon buys $88,398 in stock
Diane Poillon, a director at Burke & Herbert Financial Services Corp. (BHRB), purchased 1,200 shares of common stock for $88,398 on August 12, 2026. This transaction increased her direct holdings to 4,128 shares. The company recently reported strong first-quarter 2026 results, completed a merger with LINKBANCORP, received an analyst upgrade to Buy, and announced a new president.
Higher Rates Could Lift These 3 US Bank Stocks
With the Federal Reserve debating higher interest rates, this article examines three U.S. bank stocks that could benefit from such a policy. It provides an overview of Burke & Herbert Financial Services (BHRB), Isabella Bank (ISBA), and Norwood Financial (NWFL), detailing their operations, market caps, and how higher rates could impact their financial performance while also noting potential risks and considerations for investors. The article suggests these banks are well-positioned to capitalize on a rising interest rate environment.
Burke & Herbert director Diane Poillon buys $88,398 in stock
Diane Poillon, a director at Burke & Herbert Financial Services Corp. (BHRB), recently purchased 1,200 shares of company stock for $88,398, increasing her direct holdings to 4,128 shares. This transaction follows the company's strong first-quarter 2026 results, a merger with LINKBANCORP, an analyst upgrade to Buy, and a leadership change with Roy E. Halyama named as the new president. These developments highlight a period of significant growth and transition for Burke & Herbert.
Insider Buying: Burke & Herbert Financial Services (NASDAQ:BHRB) Director Buys 1,200 Shares of Stock
Burke & Herbert Financial Services (NASDAQ:BHRB) Director Diane Poillon purchased 1,200 shares of the company's stock for $88,404, increasing her direct ownership by 40.98%. This comes as the company reported Q2 EPS of $2.03, beating estimates, and declared a quarterly dividend of $0.55 per share, resulting in a 3.0% yield. Analysts currently hold a "Moderate Buy" consensus rating with a target price of $75.25 for BHRB.
Burke & Herbert: director James Burke sells $109,537 of company stock
James Mason Burke, a director at Burke & Herbert Financial Services Corp. (NASDAQ:BHRB), sold 1,500 shares of company stock for a total of $109,537. This transaction occurred on August 11, 2026, with shares sold at $73.025 each, while the stock trades near its 52-week high and is considered undervalued with a Fair Value of $78.18. The sale follows recent positive company news, including a merger, strong Q1 2026 results, and a leadership change.
Burke & Herbert (BHRB) director reports sale of 1,500 shares at $73.03
Burke & Herbert Financial Services Corp. director James Mason Burke sold 1,500 shares of common stock at $73.025 per share on August 11, 2026. This transaction was conducted in an open-market or private transaction, with the shares held indirectly as co-Trustee for The Burke Living Trust. Following the sale, the trust's indirect holdings are 258,480 shares, and James Mason Burke directly holds 9,480 shares.
Insider Selling: Burke & Herbert Financial Services (NASDAQ:BHRB) Director Sells $109,545.00 in Stock
Burke & Herbert Financial Services (NASDAQ:BHRB) Director James Mason Burke sold 1,500 shares of the company's stock for $109,545, retaining 258,480 shares valued at approximately $18.9 million. The company's shares rose 0.1% to $73.70 and are near their 52-week high. Analysts currently rate the stock as a "Moderate Buy" with an average price target of $75.25.
