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Burke & Herbert Financial Services Corp. (BHRB)
USD70.88
+0.51 (+0.72%)
US NASDAQ Financial Services Banks - Regional
Address
100 South Fairfax Street 22314
Alexandria, VA, VA, US
Alexandria, VA, VA, US
CEO
David Boyle
Website
burkeandherbertbank.com
IPO
2003-10-07
CIK 1964333 ISIN US12135Y1082
Description
Burke & Herbert Financial Services Corp. operates as a bank holding company, offering a comprehensive range of banking products and financial solutions. Its client base includes small to medium-sized businesses, along with their owners and employees, professional corporations, non-profit organizations, and individual customers. The company organizes its lending operations into several distinct portfolio segments: Commercial Real Estate: This segment's loans are evaluated based on the income generated from leasing the underlying property or its potential proceeds upon sale. Owner-Occupied Commercial Real Estate: Here, the focus is on the operational strength of the business occupying the property, in addition to the collateral's value. Acquisition, Construction, and Development: Loans in this category are contingent on the borrower's credit standing, the project's adherence to budget and timely completion, the prospects of a successful sale post-development, and the value of the collateral. Commercial and Industrial: Lending in this segment emphasizes the financial health of the borrowing business and the worth of its collateral. Single Family Residential (1-4 Units): These loans, often for investment purposes, consider the borrower's continued creditworthiness, the market value of the collateral, and either the net rental income generated or the proceeds from the property's sale. Consumer Non-Real Estate and Other: This segment covers loans where risk assessment primarily involves the borrower's credit reliability and the value of the collateral provided. Burke & Herbert Financial Services Corp. was established on September 14, 2022, and is headquartered in Alexandria, Virginia.
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| LINKBANCORP, Inc. | LNKB | 2026-01-26 | View |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD70.88
+0.51 (+0.72%)
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Volume Profile
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Liquidity & share structure
Average Volume
175.6K
Beta
0.25
Float Shares
12.88M
Free Float %
85.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.03% | +1.16% | -1.10% | -1.30% | -2.51% | +2.07% | +11.74% | -22.91% | +26.19% | +31.46% | +1,029.66% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (3 ratings, all time)
Buy
Price Targets & DCF
Current price
70.88
Low
74.00
+4.4%
Consensus
74.00
+4.4%
Median
74.00
+4.4%
High
74.00
+4.4%
DCF (Unlevered)
213.29
+200.9%
DCF (Levered)
316.22
+346.1%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
60% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | +1 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
72.50
+2.3%
|
| All Time | 3 |
73.67
+3.9%
|
Quality scores
Altman Z-Score
0.23
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth+23.7% Q1'26: -1.1% (vs Q1'25)
-
EPS growth+231.2% Q1'26: -0.6% (vs Q1'25)
-
FCF margin— Q1'26: +20.8% (vs Q1'25)
-
EBIT margin— Q1'26: +28.1% (vs Q1'25)
-
ROIC— Q1'26: +7.8% (vs Q1'25)
-
Share dilution+0.4% Q1'26: +0.7% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 4.61× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 3 EPS Ana. |
Dec 2027 1 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
396.93M
est: 265.55M (+49.5%)
|
491.11M
est: 345.10M (+42.3%)
|
445.75M
444.01M – 447.49M
+29.2% YoY
|
501.55M
499.59M – 503.51M
+12.5% YoY
|
928.68M
925.05M – 932.31M
+85.2% YoY
|
1.30B
1.29B – 1.30B
+39.5% YoY
|
| EBITDA |
57.31M
est: 73.66M (-22.2%)
|
144.95M
est: 95.73M (+51.4%)
|
123.64M
123.16M – 124.13M
+29.2% YoY
|
139.12M
138.58M – 139.67M
+12.5% YoY
|
257.60M
256.60M – 258.61M
+85.2% YoY
|
359.38M
357.97M – 360.78M
+39.5% YoY
|
| EBIT |
39.90M
est: 69.12M (-42.3%)
|
144.95M
est: 89.82M (+61.4%)
|
116.02M
115.57M – 116.47M
+29.2% YoY
|
130.55M
130.04M – 131.06M
+12.5% YoY
|
241.72M
240.78M – 242.67M
+85.2% YoY
|
337.22M
335.90M – 338.54M
+39.5% YoY
|
| Net Income |
35.71M
est: 100.92M (-64.6%)
|
117.32M
est: 114.52M (+2.4%)
|
121.66M
120.62M – 122.69M
+6.2% YoY
|
132.44M
128.65M – 136.22M
+8.9% YoY
|
143.07M
142.34M – 143.80M
+8.0% YoY
|
134.81M
134.12M – 135.49M
-5.8% YoY
|
| SGA |
101.49M
est: 90.51M (+12.1%)
|
132.23M
est: 117.62M (+12.4%)
|
151.93M
151.34M – 152.52M
+29.2% YoY
|
170.95M
170.28M – 171.62M
+12.5% YoY
|
316.54M
315.30M – 317.77M
+85.2% YoY
|
441.59M
439.87M – 443.32M
+39.5% YoY
|
| EPS |
2.34
est: 6.72 (-65.2%)
|
7.75
est: 7.62 (+1.7%)
|
8.10
8.03 – 8.16
+6.2% YoY
|
8.81
8.56 – 9.06
+8.9% YoY
|
9.52
9.47 – 9.57
+8.0% YoY
|
8.97
8.92 – 9.02
-5.8% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-15 | Freedom Broker | Hold | Buy | Upgrade |
| 2026-04-27 | DA Davidson | Neutral | Neutral | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-27 | B | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-26 | B | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-22 | B | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-21 | B | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-20 | B | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-19 | B | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-18 | B | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-15 | B | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-14 | B | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 1/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-24 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-23 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 1/5 | 4/5 | 5/5 | 2/5 | 4/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
88.86M
OE per share TTM
5.89
Owner's Yield
9.27%
Maintenance CapEx ratio
8.48%
Maint CapEx / Avg PPE
32.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
163
Total invested
421.91M
Insider transactions (90d)
22
Beneficial owners (>5%)
1
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 472.9K | 6.40% | 464.3K | — | 472.9K | — | HC | Delaware | 2024-01-29 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
163
+11 vs prev Q
New positions
30
Closed positions
19
Increased
79
Reduced
47
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 11.3K +11.3K (+100.0%) | 704.29M +704.3M (+100.0%) | 0.07% +0.075 pp | 0.56% +0.563 pp | USD62.31 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 980.2K +7.0K (+0.7%) | 61.08M +1.0M (+1.7%) | 6.47% -0.015 pp | 0.00% +0.000 pp | USD61.04 +2.1% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 779.8K +14.4K (+1.9%) | 48.59M +1.4M (+2.9%) | 5.15% +0.047 pp | 0.00% +0.000 pp | USD50.92 +22.4% | 11 qtrs — |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 370.7K -3.4K (-0.9%) | 23.10M +21.6K (+0.1%) | 2.45% -0.046 pp | 0.00% +0.000 pp | USD54.24 +14.9% | 11 qtrs — |
| 5 | STATE STREET CORP | 360.8K -22.7K (-5.9%) | 22.48M -1.2M (-5.0%) | 2.38% -0.174 pp | 0.00% 0.000 pp | USD57.93 +7.6% | 11 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 318.0K +36.0K (+12.8%) | 19.81M +2.4M (+13.9%) | 2.10% +0.220 pp | 0.00% +0.000 pp | USD51.20 +21.7% | 7 qtrs — |
| 7 | AMERICAN CENTURY COMPANIES INC | 271.7K +70.0K (+34.7%) | 16.93M +4.5M (+36.1%) | 1.79% +0.449 pp | 0.01% +0.002 pp | USD59.95 +3.9% | 7 qtrs — |
| 8 | HUTCHINSON CAPITAL MANAGEMENT/CA | 258.1K +— (+0.0%) | 16.08M +160.0K (+1.0%) | 1.70% -0.016 pp | 2.76% +0.002 pp | USD64.14 -2.9% | 11 qtrs — |
| 9 | BURKE & HERBERT BANK & TRUST CO | 221.7K -35.4K (-13.8%) | 13.82M -2.0M (-12.9%) | 1.46% -0.250 pp | 3.82% +0.407 pp | USD59.31 +5.1% | 11 qtrs — |
| 10 | GOLDMAN SACHS GROUP INC | 164.3K +66.8K (+68.5%) | 10.24M +4.2M (+70.2%) | 1.08% +0.435 pp | 0.00% +0.001 pp | USD60.97 +2.2% | 11 qtrs — |
| 11 | ENDEAVOUR CAPITAL ADVISORS INC | 125.3K +22.6K (+22.0%) | 7.81M +1.5M (+23.2%) | 0.83% +0.143 pp | 2.17% +0.256 pp | USD59.33 +5.0% | 4 qtrs — |
| 12 | NORTHERN TRUST CORP | 112.9K -10.4K (-8.4%) | 7.03M -568.6K (-7.5%) | 0.75% -0.076 pp | 0.00% 0.000 pp | USD56.04 +11.2% | 11 qtrs — |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 109.5K -1.7K (-1.6%) | 6.82M -39.2K (-0.6%) | 0.72% -0.019 pp | 0.00% +0.000 pp | USD59.03 +5.6% | 11 qtrs — |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 105.6K +700.0 (+0.7%) | 6.58M +108.7K (+1.7%) | 0.70% -0.002 pp | 0.02% 0.000 pp | USD56.45 +10.4% | 4 qtrs — |
| 15 | MORGAN STANLEY | 97.4K +35.8K (+58.2%) | 6.07M +2.3M (+59.8%) | 0.64% +0.233 pp | 0.00% +0.000 pp | USD61.27 +1.7% | 11 qtrs — |
| 16 | BANK OF NEW YORK MELLON CORP | 89.6K +19.3K (+27.4%) | 5.58M +1.2M (+28.7%) | 0.59% +0.123 pp | 0.00% +0.000 pp | USD57.47 +8.4% | 11 qtrs — |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 81.7K +57.3K (+235.4%) | 5.09M +3.6M (+238.7%) | 0.54% +0.377 pp | 0.11% +0.075 pp | USD62.13 +0.3% | 2 qtrs — |
| 18 | AQR CAPITAL MANAGEMENT LLC | 74.6K +9.7K (+15.0%) | 4.65M +646.7K (+16.2%) | 0.49% +0.060 pp | 0.00% 0.000 pp | USD61.35 +1.6% | 3 qtrs — |
| 19 | FOURTHSTONE LLC | 72.7K -65.1K (-47.3%) | 4.53M -4.0M (-46.7%) | 0.48% -0.439 pp | 0.85% -0.677 pp | USD59.12 +5.4% | 7 qtrs — |
| 20 | VERDENCE CAPITAL ADVISORS LLC | 66.7K -1.0K (-1.5%) | 4.15M -1.2K (0.0%) | 0.44% -0.011 pp | 0.25% +0.007 pp | USD54.29 +14.8% | 7 qtrs — |
| 21 | ROYCE & ASSOCIATES LP | 60.0K -15.6K (-20.7%) | 3.74M -927.9K (-19.9%) | 0.40% -0.108 pp | 0.04% -0.009 pp | USD49.79 +25.1% | 7 qtrs — |
| 22 | JPMORGAN CHASE & CO | 56.4K +1.3K (+2.3%) | 3.52M +112.1K (+3.3%) | 0.37% +0.005 pp | 0.00% +0.000 pp | USD61.22 +1.8% | 11 qtrs — |
| 23 | EMPOWERED FUNDS, LLC | 46.1K +25.3K (+122.0%) | 2.87M +1.6M (+124.2%) | 0.30% +0.166 pp | 0.02% +0.010 pp | USD62.03 +0.5% | 2 qtrs — |
| 24 | LSV ASSET MANAGEMENT | 45.2K +4.3K (+10.5%) | 2.82M +293.0K (+11.6%) | 0.30% +0.026 pp | 0.01% +0.001 pp | USD61.05 +2.1% | 3 qtrs — |
| 25 | ALLIANCEBERNSTEIN L.P. | 45.0K +7.4K (+19.7%) | 2.80M +484.4K (+20.9%) | 0.30% +0.047 pp | 0.00% +0.000 pp | USD58.64 +6.3% | 7 qtrs — |
| 26 | PINNACLE HOLDINGS, LLC | 43.3K +— (+0.0%) | 2.70M +26.8K (+1.0%) | 0.29% -0.003 pp | 0.91% -0.020 pp | USD49.82 +25.1% | 7 qtrs — |
| 27 | UBS GROUP AG | 33.1K -6.3K (-16.0%) | 2.07M -369.8K (-15.2%) | 0.22% -0.044 pp | 0.00% +0.000 pp | USD60.02 +3.8% | 11 qtrs — |
| 28 | EJF CAPITAL LLC | 32.6K -17.2K (-34.6%) | 2.03M -1.0M (-33.9%) | 0.22% -0.117 pp | 1.15% -0.632 pp | USD51.39 +21.2% | 7 qtrs — |
| 29 | MARSHALL WACE, LLP | 32.4K -16.1K (-33.2%) | 2.02M -974.4K (-32.6%) | 0.21% -0.110 pp | 0.00% -0.001 pp | USD56.68 +9.9% | 4 qtrs — |
| 30 | TWO SIGMA INVESTMENTS, LP | 32.0K -4.3K (-12.0%) | 1.99M -248.0K (-11.1%) | 0.21% -0.031 pp | 0.00% -0.001 pp | USD57.03 +9.3% | 7 qtrs — |
| 31 | WELLS FARGO & COMPANY/MN | 29.8K +4.4K (+17.2%) | 1.86M +289.3K (+18.4%) | 0.20% +0.027 pp | 0.00% +0.000 pp | USD60.28 +3.4% | 11 qtrs — |
| 32 | BNP PARIBAS ARBITRAGE, SNC | 28.5K +10.6K (+59.6%) | 1.78M +674.0K (+61.2%) | 0.19% +0.069 pp | 0.00% +0.000 pp | USD61.28 +1.7% | 5 qtrs — |
| 33 | BARCLAYS PLC | 28.4K +6.2K (+27.7%) | 1.77M +413.6K (+30.5%) | 0.19% +0.039 pp | 0.00% +0.000 pp | USD60.70 +2.7% | 11 qtrs — |
| 34 | RUSSELL INVESTMENTS GROUP, LTD. | 27.2K +— (+0.0%) | 1.69M +16.9K (+1.0%) | 0.18% -0.002 pp | 0.00% 0.000 pp | USD50.27 +24.0% | 7 qtrs — |
| 35 | SWISS NATIONAL BANK | 26.6K +500.0 (+1.9%) | 1.66M +47.3K (+2.9%) | 0.18% +0.002 pp | 0.00% +0.000 pp | USD61.03 +2.1% | 6 qtrs — |
| 36 | MOORS & CABOT, INC. | 26.0K +— (+0.0%) | 1.62M +16.1K (+1.0%) | 0.17% -0.002 pp | 0.07% -0.001 pp | USD63.28 -1.5% | 11 qtrs — |
| 37 | FIFTH THIRD BANCORP | 21.9K +— (+0.0%) | 1.36M +13.6K (+1.0%) | 0.14% -0.001 pp | 0.00% +0.000 pp | USD49.78 +25.2% | 7 qtrs — |
| 38 | MERCER GLOBAL ADVISORS INC /ADV | 20.0K -2.0K (-9.1%) | 1.24M -111.2K (-8.2%) | 0.13% -0.015 pp | 0.00% 0.000 pp | USD61.69 +1.0% | 2 qtrs — |
| 39 | NUVEEN, LLC | 19.9K -860.0 (-4.1%) | 1.24M -40.7K (-3.2%) | 0.13% -0.007 pp | 0.00% +0.000 pp | USD56.11 +11.0% | 4 qtrs — |
| 40 | BANK OF AMERICA CORP /DE/ | 19.1K -1.6K (-7.7%) | 1.19M -87.0K (-6.8%) | 0.13% -0.012 pp | 0.00% +0.000 pp | USD57.44 +8.5% | 11 qtrs — |
| 41 | D. E. SHAW & CO., INC. | 18.9K -7.8K (-29.2%) | 1.18M -469.7K (-28.5%) | 0.13% -0.053 pp | 0.00% 0.000 pp | USD57.77 +7.9% | 6 qtrs — |
| 42 | UBS ASSET MANAGEMENT AMERICAS INC | 18.2K +1.5K (+9.3%) | 1.13M +106.3K (+10.4%) | 0.12% +0.009 pp | 0.00% +0.000 pp | USD60.73 +2.6% | 6 qtrs — |
| 43 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 17.9K +— (+0.0%) | 1.12M +11.0K (+1.0%) | 0.12% -0.001 pp | 0.00% 0.000 pp | USD58.52 +6.5% | 8 qtrs — |
| 44 | INVESCO LTD. | 16.4K +1.8K (+12.5%) | 1.02M +122.4K (+13.6%) | 0.11% +0.011 pp | 0.00% +0.000 pp | USD59.96 +3.9% | 6 qtrs — |
| 45 | RHUMBLINE ADVISERS | 15.8K -1.9K (-10.9%) | 984.3K -109.8K (-10.0%) | 0.10% -0.014 pp | 0.00% 0.000 pp | USD55.92 +11.4% | 11 qtrs — |
| 46 | AMERIPRISE FINANCIAL INC | 15.5K +2.7K (+20.8%) | 963.5K +173.7K (+22.0%) | 0.10% +0.017 pp | 0.00% +0.000 pp | USD57.18 +9.0% | 4 qtrs — |
| 47 | FRANKLIN RESOURCES INC | 15.0K +— (+0.0%) | 932.7K +9.3K (+1.0%) | 0.10% -0.001 pp | 0.00% +0.000 pp | USD61.32 +1.6% | 11 qtrs — |
| 48 | PRICE T ROWE ASSOCIATES INC /MD/ | 14.9K +2.6K (+21.4%) | 927.0K +170.0K (+22.5%) | 0.10% +0.017 pp | 0.00% +0.000 pp | USD58.30 +6.9% | 7 qtrs — |
| 49 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 14.7K +34.0 (+0.2%) | 918.1K +11.2K (+1.2%) | 0.10% -0.001 pp | 0.00% +0.000 pp | USD59.74 +4.3% | 3 qtrs — |
| 50 | LEGAL & GENERAL GROUP PLC | 14.4K +1.0K (+7.7%) | 899.7K +73.5K (+8.9%) | 0.10% +0.006 pp | 0.00% +0.000 pp | USD59.63 +4.5% | 10 qtrs — |
| 51 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.6K +134.0 (+1.0%) | 850.1K +36.9K (+4.5%) | 0.09% +0.000 pp | 0.00% 0.000 pp | USD61.92 +0.6% | 5 qtrs — |
| 52 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 13.3K +606.0 (+4.8%) | 830.5K +45.6K (+5.8%) | 0.09% +0.003 pp | 0.00% +0.000 pp | USD60.11 +3.7% | 11 qtrs — |
| 53 | BAIRD FINANCIAL GROUP, INC. | 12.9K +— (+0.0%) | 803.2K +8.0K (+1.0%) | 0.09% -0.001 pp | 0.00% +0.000 pp | USD58.82 +5.9% | 11 qtrs — |
| 54 | VOLEON CAPITAL MANAGEMENT LP | 12.2K +2.6K (+26.6%) | 761.3K +165.9K (+27.9%) | 0.08% +0.016 pp | 0.02% +0.002 pp | USD61.66 +1.1% | 5 qtrs — |
| 55 | DEUTSCHE BANK AG\ | 11.7K +872.0 (+8.1%) | 727.6K +61.0K (+9.2%) | 0.08% +0.005 pp | 0.00% +0.000 pp | USD60.77 +2.5% | 11 qtrs — |
| 56 | TEACHER RETIREMENT SYSTEM OF TEXAS | 11.2K -2.4K (-17.5%) | 696.4K -138.9K (-16.6%) | 0.07% -0.017 pp | 0.00% -0.001 pp | USD61.69 +1.0% | 2 qtrs — |
| 57 | FMR LLC | 10.8K +2.3K (+27.1%) | 672.0K +148.4K (+28.3%) | 0.07% +0.015 pp | 0.00% +0.000 pp | USD57.30 +8.7% | 11 qtrs — |
| 58 | HOLDCO ASSET MANAGEMENT, LP | 10.5K +— (+0.0%) | 653.0K +6.5K (+1.0%) | 0.07% -0.001 pp | 0.05% -0.019 pp | USD59.73 +4.3% | 3 qtrs — |
| 59 | HSBC HOLDINGS PLC | 10.1K +10.1K (+100.0%) | 626.8K +626.8K (+100.0%) | 0.07% +0.066 pp | 0.00% +0.000 pp | USD62.31 +0.0% | 4 qtrs — |
| 60 | PHILADELPHIA TRUST CO | 9.9K +— (+0.0%) | 614.0K +6.0K (+1.0%) | 0.07% -0.001 pp | 0.04% -0.001 pp | USD49.78 +25.2% | 7 qtrs — |
| 61 | EMPOWER ADVISORY GROUP, LLC | 9.2K +— (+0.0%) | 575.7K +5.7K (+1.0%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD49.78 +25.2% | 7 qtrs — |
| 62 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 9.2K +9.2K (+100.0%) | 570.1K +570.1K (+100.0%) | 0.06% +0.060 pp | 0.00% +0.004 pp | USD62.31 +0.0% | 1 qtrs NEW |
| 63 | PASSIVE CAPITAL MANAGEMENT, LLC. | 8.7K +— (+0.0%) | 543.0K +5.4K (+1.0%) | 0.06% -0.001 pp | 0.17% -0.006 pp | USD64.20 -2.9% | 11 qtrs — |
| 64 | CITIGROUP INC | 8.5K -2.4K (-21.8%) | 530.5K -141.2K (-21.0%) | 0.06% -0.016 pp | 0.00% 0.000 pp | USD59.99 +3.9% | 11 qtrs — |
| 65 | ATLANTIC UNION BANKSHARES CORP | 8.3K -1.1K (-11.7%) | 516.6K -62.7K (-10.8%) | 0.05% -0.008 pp | 0.01% -0.001 pp | USD59.73 +4.3% | 3 qtrs — |
| 66 | QUANTINNO CAPITAL MANAGEMENT LP | 8.3K +4.1K (+100.1%) | 516.5K +261.0K (+102.1%) | 0.05% +0.027 pp | 0.00% +0.000 pp | USD62.00 +0.5% | 2 qtrs — |
| 67 | VERITION FUND MANAGEMENT LLC | 8.0K +2.6K (+48.1%) | 500.3K +165.8K (+49.6%) | 0.05% +0.017 pp | 0.00% +0.001 pp | USD59.14 +5.4% | 4 qtrs — |
| 68 | METLIFE INVESTMENT MANAGEMENT, LLC | 8.0K +— (+0.0%) | 498.7K +5.0K (+1.0%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD56.76 +9.8% | 11 qtrs — |
| 69 | WILEY BROS.-AINTREE CAPITAL, LLC | 8.0K +8.0K (+100.0%) | 498.5K +498.5K (+100.0%) | 0.05% +0.053 pp | 0.00% +0.003 pp | USD62.31 +0.0% | 1 qtrs NEW |
| 70 | IEQ CAPITAL, LLC | 7.9K +1.0K (+15.0%) | 492.1K +68.4K (+16.1%) | 0.05% +0.006 pp | 0.00% +0.000 pp | USD61.77 +0.9% | 2 qtrs — |
| 71 | ALPS ADVISORS INC | 7.5K +62.0 (+0.8%) | 465.6K +8.5K (+1.9%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD61.69 +1.0% | 2 qtrs — |
| 72 | MILLENNIUM MANAGEMENT LLC | 7.3K +7.3K (+100.0%) | 454.2K +454.2K (+100.0%) | 0.05% +0.048 pp | 0.00% +0.000 pp | USD62.31 +0.0% | 7 qtrs — |
| 73 | MODERA WEALTH MANAGEMENT, LLC | 7.2K +— (+0.0%) | 448.6K +4.5K (+1.0%) | 0.05% -0.001 pp | 0.01% +0.000 pp | USD61.09 +2.0% | 6 qtrs — |
| 74 | SG AMERICAS SECURITIES, LLC | 6.9K -1.2K (-14.6%) | 432.0K -68.0K (-13.6%) | 0.05% -0.008 pp | 0.00% -0.001 pp | USD60.60 +2.8% | 10 qtrs — |
| 75 | PATHSTONE HOLDINGS, LLC | 6.6K -47.0 (-0.7%) | 412.9K +1.2K (+0.3%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD59.74 +4.3% | 3 qtrs — |
| 76 | STERLING CAPITAL MANAGEMENT LLC | 6.5K +5.6K (+595.5%) | 403.9K +346.4K (+602.5%) | 0.04% +0.037 pp | 0.01% +0.006 pp | USD62.20 +0.2% | 6 qtrs — |
| 77 | COLONY GROUP, LLC | 6.4K +30.0 (+0.5%) | 399.4K +14.6K (+3.8%) | 0.04% 0.000 pp | 0.00% 0.000 pp | USD61.11 +2.0% | 6 qtrs — |
| 78 | DAVENPORT & CO LLC | 6.4K +— (+0.0%) | 395.9K +3.9K (+1.0%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD61.69 +1.0% | 2 qtrs — |
| 79 | TCTC HOLDINGS, LLC | 6.3K +— (+0.0%) | 392.7K +3.9K (+1.0%) | 0.04% 0.000 pp | 0.01% +0.000 pp | USD49.78 +25.2% | 7 qtrs — |
| 80 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 6.2K -112.0 (-1.8%) | 388.3K -3.0K (-0.8%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD51.80 +20.3% | 7 qtrs — |
| 81 | MARINER, LLC | 6.2K -1.3K (-17.1%) | 387.1K -75.4K (-16.3%) | 0.04% -0.009 pp | 0.00% 0.000 pp | USD57.94 +7.5% | 10 qtrs — |
| 82 | JANUS HENDERSON GROUP PLC | 6.2K +— (+0.0%) | 386.1K +5.1K (+1.3%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD61.69 +1.0% | 2 qtrs — |
| 83 | FIRST TRUST ADVISORS LP | 5.9K -2.3K (-28.3%) | 369.6K -140.6K (-27.6%) | 0.04% -0.016 pp | 0.00% 0.000 pp | USD59.82 +4.2% | 9 qtrs — |
| 84 | RAFFERTY ASSET MANAGEMENT, LLC | 5.9K -4.8K (-44.7%) | 369.1K -291.8K (-44.2%) | 0.04% -0.032 pp | 0.00% -0.001 pp | USD60.65 +2.7% | 3 qtrs — |
| 85 | SKOPOS LABS, INC. | 5.8K +5.8K (+100.0%) | 364.0K +364.0K (+100.0%) | 0.04% +0.038 pp | 0.02% +0.017 pp | USD62.31 +0.0% | 1 qtrs NEW |
| 86 | BEACON POINTE ADVISORS, LLC | 5.8K +44.0 (+0.8%) | 361.7K +6.3K (+1.8%) | 0.04% 0.000 pp | 0.00% -0.001 pp | USD61.69 +1.0% | 2 qtrs — |
| 87 | TWO SIGMA ADVISERS, LP | 5.5K -4.6K (-45.5%) | 343.7K -280.4K (-44.9%) | 0.04% -0.031 pp | 0.00% -0.001 pp | USD59.03 +5.6% | 4 qtrs — |
| 88 | INTECH INVESTMENT MANAGEMENT LLC | 5.2K -1.1K (-17.8%) | 324.6K -66.3K (-17.0%) | 0.03% -0.008 pp | 0.00% -0.001 pp | USD60.23 +3.5% | 5 qtrs — |
| 89 | CWM, LLC | 5.1K +758.0 (+17.3%) | 320.0K +50.0K (+18.5%) | 0.03% +0.005 pp | 0.00% +0.000 pp | USD61.37 +1.5% | 7 qtrs — |
| 90 | CITADEL ADVISORS LLC | 5.0K -3.4K (-40.1%) | 313.3K -204.2K (-39.5%) | 0.03% -0.023 pp | 0.00% +0.000 pp | USD61.69 +1.0% | 7 qtrs — |
| 91 | ROYAL BANK OF CANADA | 5.0K -27.0 (-0.5%) | 313.0K +2.0K (+0.6%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD56.57 +10.1% | 11 qtrs — |
| 92 | NTV ASSET MANAGEMENT LLC | 5.0K +— (+0.0%) | 311.3K +3.1K (+1.0%) | 0.03% 0.000 pp | 0.03% -0.001 pp | USD52.02 +19.8% | 7 qtrs — |
| 93 | AVENIR CORP | 5.0K +5.0K (+100.0%) | 310.3K +310.3K (+100.0%) | 0.03% +0.033 pp | 0.03% +0.034 pp | USD62.31 +0.0% | 5 qtrs — |
| 94 | STIFEL FINANCIAL CORP | 4.8K +— (+0.0%) | 296.3K +2.9K (+1.0%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD49.78 +25.2% | 7 qtrs — |
| 95 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 4.7K -1.6K (-25.0%) | 291.6K -93.2K (-24.2%) | 0.03% -0.011 pp | 0.00% -0.002 pp | USD61.69 +1.0% | 2 qtrs — |
| 96 | WEALTHSPIRE ADVISORS, LLC | 4.5K +38.0 (+0.8%) | 283.4K +5.2K (+1.9%) | 0.03% +0.000 pp | 0.00% +0.001 pp | USD63.82 -2.4% | 11 qtrs — |
| 97 | NEW YORK STATE COMMON RETIREMENT FUND | 4.5K +— (+0.0%) | 282.1K +2.8K (+1.0%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD56.92 +9.5% | 11 qtrs — |
| 98 | ADVISOR GROUP HOLDINGS, INC. | 4.5K -23.0 (-0.5%) | 279.4K +1.6K (+0.6%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD57.50 +8.4% | 11 qtrs — |
| 99 | CASSADAY & CO WEALTH MANAGEMENT LLC | 4.3K +— (+0.0%) | 269.2K +2.7K (+1.0%) | 0.03% 0.000 pp | 0.01% -0.001 pp | USD46.47 +34.1% | 10 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 106 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.57% | 518.1K | 0.63% |
| 2 | State Street SPDR S&P Regional Banking ETF KRE | 0.27% | 13.34M | 0.35% |
| 3 | Barron's 400SM ETF BFOR | 0.25% | 568.1K | 0.65% |
| 4 | iShares Micro-Cap ETF IWC | 0.24% | 3.64M | 0.60% |
| 5 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.22% | 3.68M | 0.47% |
| 6 | Vanguard U.S. Multifactor ETF VFMF | 0.16% | 1.02M | 0.18% |
| 7 | First Trust US Equity Income UCITS ETF UNCU.L | 0.14% | 58.4K | 0.65% |
| 8 | First Trust US Equity Income UCITS ETF UIND.L | 0.14% | 569.1K | 0.65% |
| 9 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.11% | 2.40M | 0.38% |
| 10 | Principal U.S. Small-Cap Multi-Factor ETF PSC | 0.10% | 1.33M | 0.38% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.33
Neutral
Ratio by volume
3.00
Bullish
Buys
16
Sells
12
Shares acquired
58.2K
Shares disposed
15.2K
Cash buys
5.00
Cash sales
1.00
Net activity
+43,005
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | Burke James Mason | Director | J-Other | A | Common Stock | 1,000 | 0.00 | — | 259,980 | I | ↗ |
| 2026-05-20 | Upson Jill S | Director | S-Sale | D | Common Stock | 1,112 | 63.31 | 70.4K | 2,000 | D | ↗ |
| 2026-05-15 | LUNDBLAD CARL D | Officer | A-Award | A | Common Stock | 9,743 | 0.00 | — | 20,228 | D | ↗ |
| 2026-05-12 | Riojas Jose David | Director | P-Purchase | A | Common Stock | 1,000 | 62.00 | 62.0K | 20,000 | I | ↗ |
| 2026-05-11 | Barnwell Julian Forrest Jr. | Director | P-Purchase | A | Common Stock | 5,000 | 63.05 | 315.2K | 208,939 | I | ↗ |
| 2026-05-03 | Zirk Angela R | Officer | F-InKind | D | Common Stock | 142 | 64.64 | 9.2K | 2,870 | D | ↗ |
| 2026-05-03 | TISSUE ROBERT S | Officer | F-InKind | D | Common Stock | 1,364 | 64.64 | 88.2K | 50,926 | D | ↗ |
| 2026-05-03 | Schmidt Jennifer Palmer | Officer | F-InKind | D | Common Stock | 271 | 64.64 | 17.5K | 4,432 | D | ↗ |
| 2026-05-03 | Rowan Shannon Barrow | Officer | F-InKind | D | Common Stock | 211 | 64.64 | 13.6K | 4,912 | D | ↗ |
| 2026-05-03 | Ritchie Bradford E | Officer | F-InKind | D | Common Stock | 659 | 64.64 | 42.6K | 23,078 | D | ↗ |
| 2026-05-03 | MADDY H CHARLES III | Director / Officer | F-InKind | D | Common Stock | 1,541 | 64.64 | 99.6K | 43,088 | D | ↗ |
| 2026-05-03 | Kimlel Lauren N. | Officer | F-InKind | D | Common Stock | 269 | 64.64 | 17.4K | 3,579 | D | ↗ |
| 2026-05-03 | Huffman Patrick Kip | Officer | A-Award | A | Common Stock | 950 | 0.00 | — | 2,554 | D | ↗ |
| 2026-05-03 | Hintelmann Robert Victor Jr. | Officer | A-Award | A | Common Stock | 2,850 | 0.00 | — | 8,474 | D | ↗ |
| 2026-05-03 | Halyama Roy Eugene | Officer | F-InKind | D | Common Stock | 2,649 | 64.64 | 171.2K | 21,054 | D | ↗ |
| 2026-05-03 | Freeman Danyl R | Officer | F-InKind | D | Common Stock | 202 | 64.64 | 13.1K | 3,851 | D | ↗ |
| 2026-05-03 | BOYLE DAVID P | Director / Officer | F-InKind | D | Common Stock | 5,784 | 64.64 | 373.9K | 66,936 | D | ↗ |
| 2026-05-01 | Snyder Kristen | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-05-01 | Poillon Diane | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-05-01 | LUNDBLAD CARL D | Officer | A-Award | A | Warrants | 8,100 | 74.08 | 600.0K | 8,100 | D | ↗ |
| 2026-04-29 | McLaughlin Shawn Patrick | Director | P-Purchase | A | Common Stock | 1,000 | 63.55 | 63.5K | 69,000 | D | ↗ |
| 2026-04-28 | McLaughlin Shawn Patrick | Director | P-Purchase | A | Common Stock | 1,000 | 64.80 | 64.8K | 68,000 | D | ↗ |
| 2026-02-28 | Schmidt Jennifer Palmer | Officer | A-Award | A | Common Stock | 231 | 54.03 | 12.5K | 4,703 | D | ↗ |
| 2026-02-28 | Rowan Shannon Barrow | Officer | A-Award | A | Common Stock | 63 | 54.03 | 3.4K | 5,123 | D | ↗ |
| 2026-02-28 | Kimlel Lauren N. | Officer | A-Award | A | Common Stock | 130 | 54.03 | 7.0K | 3,848 | D | ↗ |
| 2026-02-28 | Huffman Patrick Kip | Officer | A-Award | A | Common Stock | 109 | 54.03 | 5.9K | 1,604 | D | ↗ |
| 2026-02-28 | Hintelmann Robert Victor Jr. | Officer | A-Award | A | Common Stock | 74 | 54.03 | 4.0K | 5,624 | D | ↗ |
| 2026-02-10 | MADDY H CHARLES III | Director / Officer | M-Exempt | A | Common Stock | 15,616 | 43.33 | 676.6K | 56,166 | D | ↗ |
| 2026-01-22 | Zirk Angela R | Officer | A-Award | A | Common Stock | 488 | 0.00 | — | 2,412 | D | ↗ |
| 2026-01-22 | TISSUE ROBERT S | Officer | A-Award | A | Common Stock | 3,080 | 0.00 | — | 50,740 | D | ↗ |
| 2026-01-22 | Schmidt Jennifer Palmer | Officer | A-Award | A | Common Stock | 1,074 | 0.00 | — | 3,547 | D | ↗ |
| 2026-01-22 | Rowan Shannon Barrow | Officer | A-Award | A | Common Stock | 834 | 0.00 | — | 4,060 | D | ↗ |
| 2026-01-22 | Ritchie Bradford E | Officer | A-Award | A | Common Stock | 2,706 | 0.00 | — | 21,947 | D | ↗ |
| 2026-01-22 | MADDY H CHARLES III | Director / Officer | A-Award | A | Common Stock | 5,720 | 0.00 | — | 40,550 | D | ↗ |
| 2026-01-22 | Kimlel Lauren N. | Officer | A-Award | A | Common Stock | 990 | 0.00 | — | 3,118 | D | ↗ |
| 2026-01-22 | Huffman Patrick Kip | Officer | A-Award | A | Common Stock | 950 | 0.00 | — | 1,950 | D | ↗ |
| 2026-01-22 | Hintelmann Robert Victor Jr. | Officer | J-Other | D | Common Stock | 2,850 | 0.00 | — | 3,500 | D | ↗ |
| 2026-01-22 | Halyama Roy Eugene | Officer | A-Award | A | Common Stock | 5,984 | 0.00 | — | 20,053 | D | ↗ |
| 2026-01-22 | Hager Joseph | Officer | A-Award | A | Common Stock | 1,980 | 0.00 | — | 6,173 | D | ↗ |
| 2026-01-22 | Freeman Danyl R | Officer | A-Award | A | Common Stock | 704 | 0.00 | — | 3,153 | D | ↗ |
| 2026-01-22 | BOYLE DAVID P | Director / Officer | A-Award | A | Common Stock | 13,067 | 0.00 | — | 62,980 | D | ↗ |
| 2026-01-19 | Rowan Shannon Barrow | Officer | M-Exempt | D | Restricted Stock Units | 295 | 0.00 | — | 0 | D | ↗ |
| 2026-01-19 | Halyama Roy Eugene | Officer | M-Exempt | D | Restricted Stock Units | 829 | 0.00 | — | 0 | D | ↗ |
| 2026-01-19 | BOYLE DAVID P | Director / Officer | F-InKind | D | Common Stock | 1,736 | 64.67 | 112.3K | 49,913 | D | ↗ |
| 2025-12-31 | George Georgette R. | Director | — | — | Common Stock | 0 | 0.00 | — | 38,722 | I | ↗ |
| 2025-10-28 | McLaughlin Shawn Patrick | Director | P-Purchase | A | Common Stock | 1,000 | 61.00 | 61.0K | 67,000 | D | ↗ |
| 2025-10-24 | Geary James P II | Director | W-Will | A | Common Stock | 12,607 | 0.00 | — | 12,607 | I | ↗ |
| 2025-09-15 | HINKLE GARY L | Director | P-Purchase | A | Common Stock | 1,600 | 61.70 | 98.7K | 250,159 | I | ↗ |
| 2025-08-31 | Schmidt Jennifer Palmer | Officer | A-Award | A | Common Stock | 160 | 53.01 | 8.5K | 2,473 | D | ↗ |
| 2025-08-31 | Rowan Shannon Barrow | Officer | A-Award | A | Common Stock | 63 | 53.01 | 3.3K | 3,036 | D | ↗ |
| 2025-08-31 | Kimlel Lauren N. | Officer | A-Award | A | Common Stock | 132 | 53.01 | 7.0K | 2,128 | D | ↗ |
| 2025-06-26 | Geary James P II | Director | W-Will | A | Common Stock | 15,550 | 0.00 | — | 33,468 | D | ↗ |
| 2025-06-05 | Riojas Jose David | Director | P-Purchase | A | Common Stock | 500 | 55.85 | 27.9K | 19,000 | I | ↗ |
| 2025-06-02 | Anderson Mark Guthrie | Director | P-Purchase | A | Common Stock | 1,500 | 56.32 | 84.5K | 27,700 | D | ↗ |
| 2025-05-29 | McLaughlin Shawn Patrick | Director | P-Purchase | A | Common Stock | 1,000 | 56.25 | 56.3K | 66,000 | D | ↗ |
| 2025-05-23 | Upson Jill S | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 3,112 | D | ↗ |
| 2025-05-23 | Riojas Jose David | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 11,200 | D | ↗ |
| 2025-05-23 | PICCIRILLO CHARLES | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 20,320 | D | ↗ |
| 2025-05-23 | McLaughlin Shawn Patrick | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 65,000 | D | ↗ |
| 2025-05-23 | Hinson Samuel Laing III | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 27,560 | D | ↗ |
| 2025-05-23 | HINKLE GARY L | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 11,288 | D | ↗ |
| 2025-05-23 | George Georgette R. | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 21,971 | D | ↗ |
| 2025-05-23 | Geary James P II | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 17,918 | D | ↗ |
| 2025-05-23 | Burke James Mason | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 9,480 | D | ↗ |
| 2025-05-23 | Bonnafe Katherine Diane | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 8,200 | D | ↗ |
| 2025-05-23 | Barnwell Julian Forrest Jr. | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 21,580 | D | ↗ |
| 2025-05-23 | BEAN OSCAR M | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 44,024 | D | ↗ |
| 2025-05-23 | Anderson Mark Guthrie | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 25,700 | D | ↗ |
| 2025-05-19 | Anderson Mark Guthrie | Director | P-Purchase | A | Common Stock | 2,300 | 57.25 | 131.7K | 24,700 | D | ↗ |
| 2025-05-07 | McLaughlin Shawn Patrick | Director | P-Purchase | A | Common Stock | 1,000 | 56.50 | 56.5K | 64,000 | D | ↗ |
| 2025-05-03 | Zirk Angela R | Officer | F-InKind | D | Common Stock | 71 | 57.39 | 4.1K | 1,924 | D | ↗ |
| 2025-05-03 | TISSUE ROBERT S | Officer | F-InKind | D | Common Stock | 464 | 57.39 | 26.6K | 47,660 | D | ↗ |
| 2025-05-03 | Rowan Shannon Barrow | Officer | F-InKind | D | Common Stock | 126 | 57.39 | 7.2K | 2,973 | D | ↗ |
| 2025-05-03 | Ritchie Bradford E | Officer | F-InKind | D | Common Stock | 395 | 57.39 | 22.7K | 19,241 | D | ↗ |
| 2025-05-03 | MADDY H CHARLES III | Director / Officer | F-InKind | D | Common Stock | 835 | 57.39 | 47.9K | 34,830 | D | ↗ |
| 2025-05-03 | Kimlel Lauren N. | Officer | F-InKind | D | Common Stock | 161 | 57.39 | 9.2K | 1,996 | D | ↗ |
| 2025-05-03 | Halyama Roy Eugene | Officer | F-InKind | D | Common Stock | 1,440 | 57.39 | 82.6K | 13,683 | D | ↗ |
| 2025-05-03 | Hager Joseph | Officer | F-InKind | D | Common Stock | 289 | 57.39 | 16.6K | 4,193 | D | ↗ |
| 2025-05-03 | Freeman Danyl R | Officer | F-InKind | D | Common Stock | 122 | 57.39 | 7.0K | 2,449 | D | ↗ |
| 2025-05-03 | BOYLE DAVID P | Director / Officer | F-InKind | D | Common Stock | 3,143 | 57.39 | 180.4K | 48,288 | D | ↗ |
| 2025-04-30 | PICCIRILLO CHARLES | Director | P-Purchase | A | Common Stock | 500 | 54.45 | 27.2K | 19,320 | D | ↗ |
| 2025-04-29 | Riojas Jose David | Director | P-Purchase | A | Common Stock | 500 | 55.00 | 27.5K | 18,500 | I | ↗ |
| 2025-04-29 | Hinson Samuel Laing III | Director | P-Purchase | A | Common Stock | 4,000 | 53.00 | 212.0K | 28,800 | I | ↗ |
| 2025-04-29 | Anderson Mark Guthrie | Director | P-Purchase | A | Common Stock | 3,000 | 52.99 | 159.0K | 22,400 | D | ↗ |
| 2025-04-23 | Zirk Angela R | Officer | M-Exempt | A | Common Stock | 1,210 | 23.82 | 28.8K | 2,559 | D | ↗ |
| 2025-04-23 | MADDY H CHARLES III | Director / Officer | M-Exempt | A | Common Stock | 5,544 | 23.82 | 132.1K | 38,249 | D | ↗ |
| 2025-04-22 | Ritchie Bradford E | Officer | M-Exempt | A | Common Stock | 8,629 | 23.82 | 205.5K | 23,671 | D | ↗ |
| 2025-04-21 | Huffman Patrick Kip | Officer | P-Purchase | A | Common Stock | 1,000 | 0.00 | — | 1,000 | D | ↗ |
| 2025-03-17 | Hintelmann Robert Victor Jr. | Officer | P-Purchase | A | Common Stock | 3,500 | 0.00 | — | 3,500 | D | ↗ |
| 2025-03-13 | Barnwell Julian Forrest Jr. | Director | P-Purchase | A | Common Stock | 1,140 | 58.38 | 66.6K | 91,361 | I | ↗ |
| 2025-03-11 | Riojas Jose David | Director | P-Purchase | A | Common Stock | 500 | 58.00 | 29.0K | 18,000 | I | ↗ |
| 2025-03-10 | Barnwell Julian Forrest Jr. | Director | P-Purchase | A | Common Stock | 1,000 | 58.80 | 58.8K | 84,083 | I | ↗ |
| 2025-03-07 | Barnwell Julian Forrest Jr. | Director | P-Purchase | A | Common Stock | 1,000 | 59.75 | 59.8K | 83,083 | I | ↗ |
| 2025-03-06 | Riojas Jose David | Director | P-Purchase | A | Common Stock | 500 | 60.20 | 30.1K | 17,500 | I | ↗ |
| 2025-03-05 | Barnwell Julian Forrest Jr. | Director | P-Purchase | A | Common Stock | 2,000 | 60.50 | 121.0K | 203,939 | I | ↗ |
| 2025-03-04 | Barnwell Julian Forrest Jr. | Director | P-Purchase | A | Common Stock | 2,000 | 62.00 | 124.0K | 199,939 | I | ↗ |
| 2025-02-28 | Schmidt Jennifer Palmer | Officer | A-Award | A | Common Stock | 226 | 53.01 | 12.0K | 2,313 | D | ↗ |
| 2025-02-28 | Rowan Shannon Barrow | Officer | A-Award | A | Common Stock | 63 | 53.01 | 3.3K | 3,099 | D | ↗ |
| 2025-02-28 | Parikh Kirtan | Officer | A-Award | A | Common Stock | 87 | 53.01 | 4.6K | 4,067 | D | ↗ |
| 2025-02-28 | Kimlel Lauren N. | Officer | A-Award | A | Common Stock | 50 | 53.01 | 2.7K | 2,157 | D | ↗ |
| 2025-02-26 | Barnwell Julian Forrest Jr. | Director | P-Purchase | A | Common Stock | 2,000 | 61.75 | 123.5K | 197,939 | I | ↗ |
| 2025-02-24 | McLaughlin Shawn Patrick | Director | P-Purchase | A | Common Stock | 1,000 | 62.35 | 62.4K | 63,000 | D | ↗ |
| 2025-02-24 | Barnwell Julian Forrest Jr. | Director | P-Purchase | A | Common Stock | 2,000 | 62.25 | 124.5K | 191,939 | I | ↗ |
| 2025-02-21 | Barnwell Julian Forrest Jr. | Director | P-Purchase | A | Common Stock | 2,000 | 62.50 | 125.0K | 189,939 | I | ↗ |
| 2025-02-13 | Barnwell Julian Forrest Jr. | Director | P-Purchase | A | Common Stock | 5,000 | 63.75 | 318.7K | 187,939 | I | ↗ |
| 2025-02-10 | HINKLE GARY L | Director | P-Purchase | A | Common Stock | 3,000 | 64.97 | 194.9K | 248,459 | I | ↗ |
| 2025-02-05 | HINKLE GARY L | Director | P-Purchase | A | Common Stock | 1,104 | 64.43 | 71.1K | 245,459 | I | ↗ |
| 2025-01-31 | HINKLE GARY L | Director | P-Purchase | A | Common Stock | 1,000 | 64.48 | 64.5K | 244,355 | I | ↗ |
| 2025-01-29 | McLaughlin Shawn Patrick | Director | P-Purchase | A | Common Stock | 500 | 62.75 | 31.4K | 62,000 | D | ↗ |
| 2025-01-23 | Zirk Angela R | Officer | A-Award | A | Common Stock | 732 | 0.00 | — | 1,349 | D | ↗ |
| 2025-01-23 | TISSUE ROBERT S | Officer | A-Award | A | Common Stock | 4,620 | 0.00 | — | 38,275 | D | ↗ |
| 2025-01-23 | Schmidt Jennifer Palmer | Officer | A-Award | A | Common Stock | 1,613 | 0.00 | — | 2,087 | D | ↗ |
| 2025-01-23 | Rowan Shannon Barrow | Officer | A-Award | A | Common Stock | 1,253 | 0.00 | — | 3,036 | D | ↗ |
| 2025-01-23 | Ritchie Bradford E | Officer | A-Award | A | Common Stock | 4,059 | 0.00 | — | 15,042 | D | ↗ |
| 2025-01-23 | Parikh Kirtan | Officer | A-Award | A | Common Stock | 2,970 | 0.00 | — | 3,973 | D | ↗ |
| 2025-01-23 | Markwood Julie R | Officer | A-Award | A | Common Stock | 473 | 0.00 | — | 2,519 | D | ↗ |
| 2025-01-23 | MADDY H CHARLES III | Director / Officer | A-Award | A | Common Stock | 8,580 | 0.00 | — | 32,705 | D | ↗ |
| 2025-01-23 | Kimlel Lauren N. | Officer | A-Award | A | Common Stock | 1,485 | 0.00 | — | 2,107 | D | ↗ |
| 2025-01-23 | Halyama Roy Eugene | Officer | A-Award | A | Common Stock | 8,976 | 0.00 | — | 15,123 | D | ↗ |
| 2025-01-23 | Hager Joseph | Officer | A-Award | A | Common Stock | 2,970 | 0.00 | — | 4,482 | D | ↗ |
| 2025-01-23 | Freeman Danyl R | Officer | A-Award | A | Common Stock | 1,056 | 0.00 | — | 2,571 | D | ↗ |
| 2025-01-23 | BOYLE DAVID P | Director / Officer | A-Award | A | Common Stock | 19,602 | 0.00 | — | 51,431 | D | ↗ |
| 2025-01-21 | Rowan Shannon Barrow | Officer | M-Exempt | D | Restricted Stock Units | 360 | 0.00 | — | 0 | D | ↗ |
| 2025-01-21 | Halyama Roy Eugene | Officer | F-InKind | D | Common Stock | 417 | 62.18 | 25.9K | 6,147 | D | ↗ |
| 2025-01-21 | BOYLE DAVID P | Director / Officer | M-Exempt | A | Common Stock | 5,000 | 0.00 | — | 33,852 | D | ↗ |
| 2024-12-31 | TISSUE ROBERT S | Officer | — | — | Common Stock | 0 | 0.00 | — | 43,504 | D | ↗ |
| 2024-12-31 | George Georgette R. | Director | — | — | Common Stock | 0 | 0.00 | — | 38,722 | I | ↗ |
| 2024-12-13 | HINKLE GARY L | Director | P-Purchase | A | Common Stock | 110 | 69.65 | 7.7K | 243,355 | I | ↗ |
| 2024-12-13 | Barnwell Julian Forrest Jr. | Director | P-Purchase | A | Common Stock | 3,000 | 68.75 | 206.3K | 182,939 | I | ↗ |
| 2024-12-10 | Ritchie Bradford E | Officer | I-Discretionary | D | Common Stock | 5,220 | 70.66 | 368.9K | 0 | I | ↗ |
| 2024-12-09 | McLaughlin Shawn Patrick | Director | P-Purchase | A | Common Stock | 555 | 69.35 | 38.5K | 61,000 | D | ↗ |
| 2024-12-05 | McLaughlin Shawn Patrick | Director | P-Purchase | A | Common Stock | 195 | 69.50 | 13.6K | 60,445 | D | ↗ |
| 2024-12-03 | Parikh Kirtan | Officer | — | — | Common Stock | 0 | 0.00 | — | 1,003 | D | ↗ |
| 2024-11-18 | HINKLE GARY L | Director | P-Purchase | A | Common Stock | 1,548 | 68.50 | 106.0K | 238,355 | I | ↗ |
| 2024-11-15 | HINKLE GARY L | Director | P-Purchase | A | Common Stock | 3,652 | 68.56 | 250.4K | 236,807 | I | ↗ |
| 2024-11-06 | MADDY H CHARLES III | Director / Officer | M-Exempt | A | Common Stock | 5,000 | 23.82 | 119.1K | 25,802 | D | ↗ |
| 2024-10-31 | Burke James Mason | Director | S-Sale | D | Common Stock | 2,000 | 64.22 | 128.4K | 258,980 | I | ↗ |
| 2024-10-29 | Anderson Mark Guthrie | Director | P-Purchase | A | Common Stock | 300 | 64.07 | 19.2K | 19,400 | D | ↗ |
| 2024-09-30 | Welch Jeffrey A. | Officer | M-Exempt | A | Common Stock | 960 | 0.00 | — | 3,480 | D | ↗ |
| 2024-08-31 | Schmidt Jennifer Palmer | Officer | A-Award | A | Common Stock | 210 | 46.97 | 9.9K | 474 | — | ↗ |
| 2024-08-31 | Rowan Shannon Barrow | Officer | A-Award | A | Common Stock | 69 | 46.97 | 3.2K | 1,551 | — | ↗ |
| 2024-08-23 | HINKLE GARY L | Director | P-Purchase | A | Common Stock | 5,000 | 68.09 | 340.5K | 233,155 | — | ↗ |
| 2024-08-15 | Upson Jill S | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 2,112 | — | ↗ |
| 2024-08-15 | Riojas Jose David | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 11,000 | — | ↗ |
| 2024-08-15 | PICCIRILLO CHARLES | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 18,820 | — | ↗ |
| 2024-08-15 | McLaughlin Shawn Patrick | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 60,250 | — | ↗ |
| 2024-08-15 | Kitzmiller Jason A | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 12,439 | — | ↗ |
| 2024-08-15 | Hinson Samuel Laing III | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 26,560 | — | ↗ |
| 2024-08-15 | HINKLE GARY L | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 10,288 | — | ↗ |
| 2024-08-15 | George Georgette R. | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 20,971 | — | ↗ |
| 2024-08-15 | Geary James P II | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 16,918 | — | ↗ |
| 2024-08-15 | Burke James Mason | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 12,480 | — | ↗ |
| 2024-08-15 | Bonnafe Katherine Diane | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 7,200 | — | ↗ |
| 2024-08-15 | Barnwell Julian Forrest Jr. | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 20,580 | — | ↗ |
| 2024-08-15 | BEAN OSCAR M | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 43,024 | — | ↗ |
| 2024-08-15 | Anderson Mark Guthrie | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 18,200 | — | ↗ |
| 2024-08-09 | McLaughlin Shawn Patrick | Director | P-Purchase | A | Common Stock | 500 | 59.00 | 29.5K | 59,250 | — | ↗ |
| 2024-08-05 | McLaughlin Shawn Patrick | Director | P-Purchase | A | Common Stock | 250 | 59.50 | 14.9K | 58,750 | — | ↗ |
| 2024-07-31 | Burke James Mason | Director | S-Sale | D | Common Stock | 2,000 | 66.81 | 133.6K | 11,480 | — | ↗ |
| 2024-07-24 | TISSUE ROBERT S | Officer | M-Exempt | D | Stock Settled Appreciation Rights | 5,430 | 23.82 | 129.3K | 0 | — | ↗ |
| 2024-01-08 | Welch Jeffrey A. | Officer | A-Award | A | Phantom Stock | 25 | 0.00 | — | 1,172 | — | ↗ |
| 2023-09-13 | Riojas Jose David | Director | P-Purchase | A | Common Stock | 1,000 | 48.66 | 48.7K | 12,600 | I | ↗ |
| 2023-07-14 | Welch Jeffrey A. | Officer | A-Award | A | Phantom Stock | 5 | 0.00 | — | 1,147 | — | ↗ |
| 2023-05-18 | Welch Jeffrey A. | Officer | A-Award | A | Phantom Stock | 127 | 0.00 | — | 1,142 | — | ↗ |
| 2023-04-27 | Welch Jeffrey A. | Officer | A-Award | A | Phantom Stock | 25 | 0.00 | — | 1,015 | — | ↗ |
| 2023-04-21 | Welch Jeffrey A. | Officer | — | D | Phantom Stock | 990 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
178.1K
Shares Outstanding
15.02M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David Boyle | Chair & Chief Executive Officer | 2M | male |
| H. Charles Maddy | President & Director | 1M | male |
| Roy E. Halyama | Executive Vice President & Chief Financial Officer | 1M | male |
| Bradford E. Ritchie | Executive VP & Chief Lending Officer | 721.0K | male |
| Robert S. Tissue | Executive VP & Head of Balance Sheet Strategy | 626.0K | male |
| Robert V. Hintelmann Jr. | Executive Vice President & Chief Credit Officer | 475.6K | male |
| Daniel Kroll | Senior VP & Commercial Banking Executive Commercial Real Estate | — | male |
| Clark A. Snow | Senior Vice President of Treasury Management | — | male |
| Douglas Horton | Chief Information Officer | — | male |
| Debra L. Mills | Principal Vice President of Business Systems Planning | — | — |
| Catherine E. Slepitza | Principal VP & Senior Operations Officer | — | — |
| Danyl R. Freeman | Executive Vice President & Chief Human Resources Officer | — | female |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for BHRB
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
