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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
$2.13M
Other fees
$6K-95.8%

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$2.18M+11.9%

Other financials

Income statement

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Revenue$106.9M+22.7%
Net income$9.5M-68.3%
EPS (diluted)$0.50-74.6%

Balance sheet

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Cash & equivalents$167.2M-48.6%
Total debt$558.8M-16.4%
Total equity$1.2B+54.1%
Total assets$11.0B+36.5%

Cash flow

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Operating cash flow$313.0K+663%
CapEx$2.2M-36.0%
Free cash flow$24.6M-31.3%

Valuation

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Market cap$1.49B+73.9%
Enterprise value$1.88B+56.7%
P/E15.3×+7.1×
P/S4.1×+1.5×

Profitability

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Net margin26.7%-4.4pp
FCF margin25.7%-9.3pp

Returns & leverage

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Return on equity9.8%-4.4pp
Debt / equity0.5×-0.4×

Where this comes from

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

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Burke & Herbert Financial Services Corp.’s 10-Q, filed August 7, 2026.

Filed
Aug 7, 2026, 4:08 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001964333-26-000095
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Total provision for credit losses1,3796241,3911,125
Net interest income after credit loss expense91,66373,609163,494146,095
Non-interest income
Fiduciary and wealth management3,1002,4256,3274,868
Service charges and fees2,2862,1304,1414,308
Net (loss) gain on securities(1,868)38(69)39
Income from company-owned life insurance3,2072,9824,6864,175
Bank debit and other card revenue3,4213,0246,2565,908

Item 1. Financial Statements

FAQ

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 $3.1M in Q2 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 27.8% year-over-year, from $2.43M to $3.1M.
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.

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