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Burke & Herbert Financial Services Corp. BHRB Fiduciary and wealth management — Revenue

Other product segments

Deposit related fees
$7.82M+18.9%
Trust fees
$6.12M+24.5%
Advisory fees
$2.68M+12.2%
Service charges and fees
$655K—
Other fees
$6K-95.8%

Similar metrics at other companies

Provident Financial Services logo
PFSWealth management fees — Revenue
$7.4M+1.0%
Peoples Bancorp logo
PEBOFiduciary and Trust — Revenue
$3.08M+5.5%
WSFS Financial logo
WSFSInvestment management and fiduciary income — Revenue from Contract with Customer, Including Assessed Tax
$49.13M+25.1%
City Holding Company logo
CHCOWealth and investment management fee income — Revenue
$3.32M+14.3%
Park National logo
PRKFiduciary and Trust — Revenue from Contract with Customer, Including Assessed Tax
$12.34M+12.3%
Old Second Bancorp logo
OSBCFiduciary And Trust — Revenue (Gross)
$3.38M+9.5%

Other financials

Income statement

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Revenue$84.7M+2.0%
Net income$27.3M+0.5%
EPS (diluted)$1.79-0.6%

Balance sheet

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Cash & equivalents$69.6M-53.2%
Total debt$543.7M+71.8%
Total equity$864.5M+14.1%
Total assets$7.9B+1.1%

Cash flow

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Operating cash flow$26.5M-29.6%
CapEx$1.9M+5.4%
Free cash flow$24.6M-31.3%

Valuation

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Market cap$1.37B+61.3%
Enterprise value$1.84B+81.3%
P/E11.6×-3.1×
P/S4×+1.3×

Profitability

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Net margin34.2%+16.1pp
FCF margin25.7%-9.3pp

Returns & leverage

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Return on equity14.5%+3.8pp
Debt / equity0.6×+0.2×

Where this comes from

Reported directly by Burke & Herbert Financial Services Corp. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Burke & Herbert Financial Services Corp.’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Burke & Herbert Financial Services Corp.'s fiduciary and wealth management — revenue?
Burke & Herbert Financial Services Corp. (BHRB) reported fiduciary and wealth management — revenue of $3.23M in Q1 2026.
How has Burke & Herbert Financial Services Corp.'s fiduciary and wealth management — revenue changed year-over-year?
Burke & Herbert Financial Services Corp.'s fiduciary and wealth management — revenue increased by 32.1% year-over-year, from $2.44M to $3.23M.
What is the long-term trend for Burke & Herbert Financial Services Corp.'s fiduciary and wealth management — revenue?
Over 4 years (2021 to 2025), Burke & Herbert Financial Services Corp.'s fiduciary and wealth management — revenue has grown at a 19.3% compound annual growth rate (CAGR), from $5.16M to $10.46M.
What does fiduciary and wealth management — revenue mean?
This metric represents the total revenue generated from fees and commissions earned through fiduciary services, investment advisory, and wealth management activities provided to clients. It reflects the company's ability to monetize its asset management capabilities and advisory expertise as a non-interest income stream. Growth in this area indicates successful expansion of fee-based services and deepening of client relationships beyond traditional banking products.