Burke Herbert Ownership

BHRB Stock  USD 69.20  0.91  1.30%   
The market capitalization of Burke Herbert Financial is $1.05 Billion. 30% of Burke Herbert Financial outstanding shares are owned by other corporate entities. Institutional investors are typically referred to investors that purchase positions in a given stock to benefit from reduced commissions. Consequently, institutional investors are subject to different rules and regulations than regular investors. Please look out for any change in current institutional holding as this could mean something significant has changed at the company or is about to change. Please take into account that even companies with profitable outlook can generate negative future returns on their equity. If the true value of the firm is less than the current market value, you may not be able generate positive returns on investment in the long run.
 
Shares in Circulation  
First Issued
2003-03-31
Previous Quarter
7.5 M
Current Value
15 M
Avarage Shares Outstanding
M
Quarterly Volatility
3.9 M
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Burke Herbert in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Burke Herbert, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
As of November 27, 2024, Dividends Paid is expected to decline to about 11.6 M. In addition to that, Dividend Yield is expected to decline to 0.03. The current year's Common Stock Shares Outstanding is expected to grow to about 7.8 M, whereas Net Income Applicable To Common Shares is forecasted to decline to about 29.3 M.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Burke Herbert Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.

Burke Stock Ownership Analysis

About 12.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 1.43. Some equities with similar Price to Book (P/B) outperform the market in the long run. Burke Herbert Financial last dividend was issued on the 15th of November 2024. The entity had 40:1 split on the 15th of November 2022. Burke Herbert Financial Services Corp. operates as the bank holding company for Burke Herbert Bank Trust Company that provides various personal and business banking products and services in the Northern Virginia. Burke Herbert Financial Services Corp. was founded in 1852 and is headquartered in Alexandria, Virginia. BURKE HERBERT is traded on OTC Exchange in the United States. For more info on Burke Herbert Financial please contact CPA CPA at 703 666 3555 or go to https://www.burkeandherbertbank.com.

Burke Herbert Financial Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Burke Herbert insiders, such as employees or executives, is commonly permitted as long as it does not rely on Burke Herbert's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Burke Herbert insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Hinkle Gary L over a week ago
Acquisition by Hinkle Gary L of 3652 shares of Burke Herbert at 68.564 subject to Rule 16b-3
 
Maddy H Charles Iii over two weeks ago
Disposition of 5000 shares by Maddy H Charles Iii of Burke Herbert at 23.82 subject to Rule 16b-3
 
Burke James Mason over three weeks ago
Disposition of 2000 shares by Burke James Mason of Burke Herbert at 64.2173 subject to Rule 16b-3
 
Anderson Mark Guthrie over three weeks ago
Acquisition by Anderson Mark Guthrie of 900 shares of Burke Herbert at 64.2399 subject to Rule 16b-3
 
Jeffrey Welch over a month ago
Disposition of 960 shares by Jeffrey Welch of Burke Herbert subject to Rule 16b-3
 
Upson Jill S over two months ago
Acquisition by Upson Jill S of 1000 shares of Burke Herbert subject to Rule 16b-3
 
Hinkle Gary L over three months ago
Acquisition by Hinkle Gary L of 5000 shares of Burke Herbert at 68.09 subject to Rule 16b-3
 
Hinkle Gary L over three months ago
Acquisition by Hinkle Gary L of 1000 shares of Burke Herbert subject to Rule 16b-3
 
Mclaughlin Shawn Patrick over three months ago
Acquisition by Mclaughlin Shawn Patrick of 500 shares of Burke Herbert at 59.0 subject to Rule 16b-3
 
Mclaughlin Shawn Patrick over three months ago
Acquisition by Mclaughlin Shawn Patrick of 250 shares of Burke Herbert at 59.5 subject to Rule 16b-3
 
Kirtan Parikh over six months ago
Acquisition by Kirtan Parikh of tradable shares of Burke Herbert subject to Rule 16b-3
 
Shannon Rowan over six months ago
Exercise or conversion by Shannon Rowan of 320 shares of Burke Herbert subject to Rule 16b-3

Burke Herbert Outstanding Bonds

Burke Herbert issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Burke Herbert Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Burke bonds can be classified according to their maturity, which is the date when Burke Herbert Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Burke Herbert Corporate Filings

F4
19th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
15th of November 2024
Other Reports
ViewVerify
10Q
13th of November 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
8K
25th of October 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
When determining whether Burke Herbert Financial offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Burke Herbert's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Burke Herbert Financial Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Burke Herbert Financial Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Burke Herbert Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
Is Regional Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Burke Herbert. If investors know Burke will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Burke Herbert listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
2.333
Dividend Share
2.14
Earnings Share
2
Revenue Per Share
13.863
Quarterly Revenue Growth
2.179
The market value of Burke Herbert Financial is measured differently than its book value, which is the value of Burke that is recorded on the company's balance sheet. Investors also form their own opinion of Burke Herbert's value that differs from its market value or its book value, called intrinsic value, which is Burke Herbert's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Burke Herbert's market value can be influenced by many factors that don't directly affect Burke Herbert's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Burke Herbert's value and its price as these two are different measures arrived at by different means. Investors typically determine if Burke Herbert is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Burke Herbert's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.