Endeavour Capital Increases Stake in Burke & Herbert Financial Services
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy BHRB?
Source: Fool
- Share Increase: On May 11, 2026, Endeavour Capital Advisors Inc disclosed an increase of 179,866 shares in Burke & Herbert Financial Services, with an estimated trade value of $11.63 million, reflecting the fund's confidence in the company.
- Position Value Growth: Following the transaction, Burke & Herbert's quarter-end position value rose by $11.20 million, demonstrating the dual impact of stock price appreciation and increased holdings, thereby solidifying its position within Endeavour's portfolio.
- Portfolio Dynamics: After the increase, Burke & Herbert's shares now represent 4.31% of Endeavour's reportable AUM, making it the tenth largest holding, indicating its growing significance within the fund despite not being in the top five.
- Merger Prospects: The recent merger with LINKBANK provides Burke & Herbert with an opportunity to expand into Pennsylvania, increasing total assets to $11 billion, which is expected to enhance its market competitiveness and shareholder returns.
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Analyst Views on BHRB
Wall Street analysts forecast BHRB stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 62.325
Low
74.00
Averages
74.00
High
74.00
Current: 62.325
Low
74.00
Averages
74.00
High
74.00
About BHRB
Burke & Herbert Financial Services Corp. is a financial holding company for Burke & Herbert Bank & Trust Company (the Bank). The Bank offers a full range of business and personal financial solutions designed to meet customers' banking, borrowing, and investment needs. The Bank has over 77 branches across Delaware, Kentucky, Maryland, Virginia, and West Virginia. The Bank’s primary source of funding is deposits, both interest-bearing and non-interest-bearing. The Bank provides a range of commercial lending services, including commercial real estate loans, acquisition, construction & development, commercial and industrial loans, and residential real estate loans to customers generally located or conducting business in its market area. It also provides traditional banking and wealth management services. The Bank offers digital banking, mobile banking, and a remote deposit service, which allows customers to facilitate and expedite deposit transactions through the use of electronic devices.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Evermay Wealth Management Acquires Burke & Herbert Shares
- New Investment Position: Evermay Wealth Management disclosed a new position by acquiring 185,765 shares of Burke & Herbert Financial Services in Q1 2026, with an estimated transaction value of $12.01 million, indicating confidence in the bank's stability.
- Increased Holdings Proportion: This acquisition accounts for 1.28% of Evermay's reported AUM, reflecting a growing emphasis on Burke & Herbert within its investment portfolio.
- Stable Financial Performance: Burke & Herbert reported a net income of $27.1 million in Q1, with diluted EPS at $1.79 and a strong net interest margin of 4.09%, showcasing its robust profitability and risk management capabilities.
- Merger Integration Challenges: Following the completion of the LINKBANK merger, investors are keen to see if Burke & Herbert can successfully integrate the acquisition while maintaining profitability in a challenging regional banking environment.
See More
Endeavour Capital Increases Stake in Burke & Herbert Financial Services
- Share Increase: On May 11, 2026, Endeavour Capital Advisors Inc disclosed an increase of 179,866 shares in Burke & Herbert Financial Services, with an estimated trade value of $11.63 million, reflecting the fund's confidence in the company.
- Position Value Growth: Following the transaction, Burke & Herbert's quarter-end position value rose by $11.20 million, demonstrating the dual impact of stock price appreciation and increased holdings, thereby solidifying its position within Endeavour's portfolio.
- Portfolio Dynamics: After the increase, Burke & Herbert's shares now represent 4.31% of Endeavour's reportable AUM, making it the tenth largest holding, indicating its growing significance within the fund despite not being in the top five.
- Merger Prospects: The recent merger with LINKBANK provides Burke & Herbert with an opportunity to expand into Pennsylvania, increasing total assets to $11 billion, which is expected to enhance its market competitiveness and shareholder returns.
See More
Burke & Herbert Completes Merger with LINKBANCORP
- Merger Completion: Burke & Herbert Financial Services Corp. successfully completed its merger with LINKBANCORP on May 1, 2026, marking a significant expansion in its financial services sector and enhancing its market competitiveness.
- Bank Integration: The merger includes the integration of LINKBANK into Burke & Herbert Bank & Trust Company, which is expected to optimize resource allocation and improve operational efficiency, thereby enhancing customer service quality.
- Historic Bank: Burke & Herbert Bank & Trust Company is one of the oldest continuously operating banks in the U.S., with nearly 100 branches, and the merger will further solidify its market position in the Washington metropolitan area.
- Comprehensive Financial Solutions: Post-merger, Burke & Herbert will continue to offer a full range of business and personal financial solutions to meet customers' banking, borrowing, and investment needs, driving business growth.
See More
BURKE & HERBERT FINANCIAL SERVICES CORP. FINALIZES MERGER WITH LINKBANCORP, INC.
Merger Announcement: Burk & Herbert Financial Services Corp. has completed its merger with Link Bank Corp., Inc.
Strategic Implications: This merger is expected to enhance the financial services offered by the combined entity and expand its market presence.
See More
Burke & Herbert Q1 Earnings Report Analysis
- Earnings Performance: Burke & Herbert Financial Services reported a Q1 non-GAAP EPS of $1.87, aligning with market expectations, indicating stability in the company's profitability.
- Revenue Growth: The company achieved Q1 revenue of $84.69 million, reflecting a 2.0% year-over-year increase, demonstrating some market resilience despite the modest growth rate.
- Revenue Miss: Although revenue grew year-over-year, it fell short of analyst expectations by $1.82 million, suggesting that increasing market competition may be exerting pressure on the company's performance.
- Future Outlook: Burke & Herbert Financial Services plans a merger in 2026, and while current performance has not fully met market expectations, the long-term strategy may present new growth opportunities for the company.
See More
Burke & Herbert and LINK Merger Receives Regulatory Approval
- Merger Approval: Burke & Herbert Financial Services Corp. and LINKBANCORP, Inc. announced receipt of all necessary regulatory approvals, with the merger expected to close on May 1, 2026, marking a critical phase in their strategic integration that could enhance market competitiveness.
- Historical Context: Burke & Herbert is one of the oldest banks in the U.S. with over 75 branches, while LINKBANCORP aims to positively impact lives through community banking, and the merger will further expand their service range and customer base.
- Market Impact: This merger is set to significantly increase market share across Delaware, Kentucky, Maryland, Virginia, and West Virginia, potentially strengthening their leadership position in the regional financial services market.
- Future Outlook: Post-merger, both companies will leverage their resources and networks to drive the development of innovative financial products to meet evolving customer needs, thereby achieving long-term sustainable growth.
See More
Evermay Wealth Management Acquires Burke & Herbert Shares
- New Investment Position: Evermay Wealth Management disclosed a new position by acquiring 185,765 shares of Burke & Herbert Financial Services in Q1 2026, with an estimated transaction value of $12.01 million, indicating confidence in the bank's stability.
- Increased Holdings Proportion: This acquisition accounts for 1.28% of Evermay's reported AUM, reflecting a growing emphasis on Burke & Herbert within its investment portfolio.
- Stable Financial Performance: Burke & Herbert reported a net income of $27.1 million in Q1, with diluted EPS at $1.79 and a strong net interest margin of 4.09%, showcasing its robust profitability and risk management capabilities.
- Merger Integration Challenges: Following the completion of the LINKBANK merger, investors are keen to see if Burke & Herbert can successfully integrate the acquisition while maintaining profitability in a challenging regional banking environment.
See More
Endeavour Capital Increases Stake in Burke & Herbert Financial Services
- Share Increase: On May 11, 2026, Endeavour Capital Advisors Inc disclosed an increase of 179,866 shares in Burke & Herbert Financial Services, with an estimated trade value of $11.63 million, reflecting the fund's confidence in the company.
- Position Value Growth: Following the transaction, Burke & Herbert's quarter-end position value rose by $11.20 million, demonstrating the dual impact of stock price appreciation and increased holdings, thereby solidifying its position within Endeavour's portfolio.
- Portfolio Dynamics: After the increase, Burke & Herbert's shares now represent 4.31% of Endeavour's reportable AUM, making it the tenth largest holding, indicating its growing significance within the fund despite not being in the top five.
- Merger Prospects: The recent merger with LINKBANK provides Burke & Herbert with an opportunity to expand into Pennsylvania, increasing total assets to $11 billion, which is expected to enhance its market competitiveness and shareholder returns.
See More
Burke & Herbert Completes Merger with LINKBANCORP
- Merger Completion: Burke & Herbert Financial Services Corp. successfully completed its merger with LINKBANCORP on May 1, 2026, marking a significant expansion in its financial services sector and enhancing its market competitiveness.
- Bank Integration: The merger includes the integration of LINKBANK into Burke & Herbert Bank & Trust Company, which is expected to optimize resource allocation and improve operational efficiency, thereby enhancing customer service quality.
- Historic Bank: Burke & Herbert Bank & Trust Company is one of the oldest continuously operating banks in the U.S., with nearly 100 branches, and the merger will further solidify its market position in the Washington metropolitan area.
- Comprehensive Financial Solutions: Post-merger, Burke & Herbert will continue to offer a full range of business and personal financial solutions to meet customers' banking, borrowing, and investment needs, driving business growth.
See More
BURKE & HERBERT FINANCIAL SERVICES CORP. FINALIZES MERGER WITH LINKBANCORP, INC.
Merger Announcement: Burk & Herbert Financial Services Corp. has completed its merger with Link Bank Corp., Inc.
Strategic Implications: This merger is expected to enhance the financial services offered by the combined entity and expand its market presence.
See More
Burke & Herbert Q1 Earnings Report Analysis
- Earnings Performance: Burke & Herbert Financial Services reported a Q1 non-GAAP EPS of $1.87, aligning with market expectations, indicating stability in the company's profitability.
- Revenue Growth: The company achieved Q1 revenue of $84.69 million, reflecting a 2.0% year-over-year increase, demonstrating some market resilience despite the modest growth rate.
- Revenue Miss: Although revenue grew year-over-year, it fell short of analyst expectations by $1.82 million, suggesting that increasing market competition may be exerting pressure on the company's performance.
- Future Outlook: Burke & Herbert Financial Services plans a merger in 2026, and while current performance has not fully met market expectations, the long-term strategy may present new growth opportunities for the company.
See More
Burke & Herbert and LINK Merger Receives Regulatory Approval
- Merger Approval: Burke & Herbert Financial Services Corp. and LINKBANCORP, Inc. announced receipt of all necessary regulatory approvals, with the merger expected to close on May 1, 2026, marking a critical phase in their strategic integration that could enhance market competitiveness.
- Historical Context: Burke & Herbert is one of the oldest banks in the U.S. with over 75 branches, while LINKBANCORP aims to positively impact lives through community banking, and the merger will further expand their service range and customer base.
- Market Impact: This merger is set to significantly increase market share across Delaware, Kentucky, Maryland, Virginia, and West Virginia, potentially strengthening their leadership position in the regional financial services market.
- Future Outlook: Post-merger, both companies will leverage their resources and networks to drive the development of innovative financial products to meet evolving customer needs, thereby achieving long-term sustainable growth.
See More
