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Burke & Herbert Financial Services Corp. key statistics and ratios

In fiscal 2025, Burke & Herbert Financial Services Corp. had return on equity of 14.8% and a net margin of 34.3%. Each ratio below is calculated from the figures on its income statement, balance sheet and cash flow pages.

Financial ratios

US$ thousands unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year2021Dec 20212022Dec 20222023Dec 20232024Dec 20242025Dec 2025LTMJun 2026
Net margin31.8%36.4%20.3%13.6%34.3%26.7%
Return on equity9.3%13.3%7.7%6.8%14.8%9.4%
Return on assets—1.2%0.6%0.6%1.5%1.0%
Effective tax rate10.6%15.8%9.5%10.5%19.1%19.3%
Dividends ÷ net income41.1%35.8%69.4%80.2%28.9%37.9%

Returns use average equity or assets over the year. Return on equity is left blank when equity is negative or so small that the ratio says nothing (above ±200%); interest cover is left blank above 200 times. Price-based ratios such as P/E are on the valuation page.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Compare with peers

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More: Regional Banks stocks compared, Financials sector, rankings of US companies

Figures from Burke & Herbert Financial Services Corp.'s SEC filings (10-K and 10-Q), retrieved October 31, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Burke & Herbert Financial Services Corp.