Is Burke Herbert Stock a Good Investment?
Burke Herbert Investment Advice | BHRB |
- Examine Burke Herbert's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Burke Herbert's leadership team and their track record. Good management can help Burke Herbert navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Regional Banks space and any emerging trends that could impact Burke Herbert's business and its evolving consumer preferences.
- Compare Burke Herbert's performance and market position to its competitors. Analyze how Burke Herbert is positioned in terms of product offerings, innovation, and market share.
- Check if Burke Herbert pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Burke Herbert's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Burke Herbert Financial stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Burke Herbert Financial is a good investment.
Sell | Buy |
Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost neglects market trends | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Burke Herbert Stock
Researching Burke Herbert's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). 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.
To determine if Burke Herbert is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Burke Herbert's research are outlined below:
| About 12.0% of the company shares are held by company insiders | |
| On 2nd of December 2024 Burke Herbert paid $ 0.55 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Burke Herbert Financial Services Shares Down 0.1 percent - Heres Why - MarketBeat |
Earnings surprises can significantly impact Burke Herbert's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Burke Herbert's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-07-26 | 2024-06-30 | 1.27 | -1.41 | -2.68 | 211 |
Burke Herbert's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.04 B.Market Cap |
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Burke Herbert's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.07 | 0.13 |
Determining Burke Herbert's profitability involves analyzing its financial statements and using various financial metrics to determine if Burke Herbert is a good buy. For example, gross profit margin measures Burke Herbert's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Burke Herbert's profitability and make more informed investment decisions.
Please note, the presentation of Burke Herbert's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Burke Herbert's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Burke Herbert's management manipulating its earnings.
Evaluate Burke Herbert's management efficiency
The current year's Return On Equity is expected to grow to 0.13, whereas Return On Tangible Assets are forecasted to decline to 0.01. At present, Burke Herbert's Total Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 100.1 M, whereas Total Assets are forecasted to decline to about 2.6 B. Burke Herbert's management efficiency ratios could be used to measure how well Burke Herbert manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 42.37 | 40.25 | |
| Tangible Book Value Per Share | 42.37 | 83.25 | |
| Enterprise Value Over EBITDA | 24.87 | 21.81 | |
| Price Book Value Ratio | 1.48 | 1.99 | |
| Enterprise Value Multiple | 24.87 | 21.81 | |
| Price Fair Value | 1.48 | 1.99 | |
| Enterprise Value | 736 M | 486.4 M |
The strategic initiatives led by Burke Herbert's management are central to its market success. By analyzing these initiatives, we provide a clear picture of the stock's growth prospects.
Dividend Yield 0.0318 | Forward Dividend Yield 0.0318 | Forward Dividend Rate 2.2 | Beta 0.096 |
Basic technical analysis of Burke Stock
As of the 2nd of December, Burke Herbert shows the Downside Deviation of 1.84, risk adjusted performance of 0.0413, and Mean Deviation of 1.54. Burke Herbert Financial technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Burke Herbert's 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.
Burke Herbert's Outstanding Corporate 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.
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Understand Burke Herbert's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Burke Herbert's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0413 | |||
| Market Risk Adjusted Performance | 0.0587 | |||
| Mean Deviation | 1.54 | |||
| Semi Deviation | 1.71 | |||
| Downside Deviation | 1.84 | |||
| Coefficient Of Variation | 2202.25 | |||
| Standard Deviation | 2.23 | |||
| Variance | 4.98 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | (0.15) | |||
| Total Risk Alpha | (0.28) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.0487 | |||
| Maximum Drawdown | 13.02 | |||
| Value At Risk | (3.50) | |||
| Potential Upside | 4.67 | |||
| Downside Variance | 3.4 | |||
| Semi Variance | 2.94 | |||
| Expected Short fall | (1.85) | |||
| Skewness | 1.09 | |||
| Kurtosis | 3.57 |
| Risk Adjusted Performance | 0.0413 | |||
| Market Risk Adjusted Performance | 0.0587 | |||
| Mean Deviation | 1.54 | |||
| Semi Deviation | 1.71 | |||
| Downside Deviation | 1.84 | |||
| Coefficient Of Variation | 2202.25 | |||
| Standard Deviation | 2.23 | |||
| Variance | 4.98 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | (0.15) | |||
| Total Risk Alpha | (0.28) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.0487 | |||
| Maximum Drawdown | 13.02 | |||
| Value At Risk | (3.50) | |||
| Potential Upside | 4.67 | |||
| Downside Variance | 3.4 | |||
| Semi Variance | 2.94 | |||
| Expected Short fall | (1.85) | |||
| Skewness | 1.09 | |||
| Kurtosis | 3.57 |
Consider Burke Herbert's intraday indicators
Burke Herbert intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Burke Herbert stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
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 |
Burke Stock media impact
Far too much social signal, news, headlines, and media speculation about Burke Herbert that are available to investors today. That information is available publicly through Burke media outlets and privately through word of mouth or via Burke internal channels. However, regardless of the origin, that massive amount of Burke data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Burke Herbert news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Burke Herbert relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Burke Herbert's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Burke Herbert alpha.
Burke Herbert Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Burke Herbert can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Burke Herbert Corporate Management
| CPA CPA | CEO Pres | Profile | |
| Jeffrey Welch | Executive Officer | Profile | |
| Joseph Hager | Executive Officer | Profile | |
| Julie Markwood | Senior Officer | Profile | |
| Jennifer Schmidt | Principal Officer | Profile | |
| Emily Debeniotis | Executive Resources | Profile |
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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
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.
In summary, please note that there is a difference between Burke Herbert's value and its price, as these two are different measures arrived at by various 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.