Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Burke & Herbert Financial Services Corp. (BHRB)
NASDAQFinancialsBanks - RegionalSnapshot 2026-11-05
$69.86-2.84%
Close 2026-11-05 · 1-day change
NASDAQFinancialsBanks - RegionalSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
8.77 → 8.72 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for BHRB yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Complete and integrate merger with LINKBANCORP | A primary condition in Burke & Herbert Financial Services Corp.'s published investment case. The stated target is Merger completed by 2026-Q2. | Intact | Merger integration delays or failure after 2026-Q2 | Qualitative condition This condition has no defined numerical measure. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “From David P. Boyle, Company Chair and Chief Executive Officer “The successful integration of LINKBANCORP brings together two organizations with a shared commitment to being the quintessential community bank in our markets - one that is deeply invested in the people and businesses we serve every day.” “We’re looking forward to our upcoming merger with LINKBANK and the benefits it will provide for our combined customers, employees, communities, and shareholders."” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
BHRB is a smaller financial company with a performance and integration-driven long-term thesis, rather than a steady earnings story. The thesis is intact, with recent momentum improving, though execution and earnings quality remain mixed.
The valuation evidence points to BHRB being cheap versus peers, while the model describes expectations as close to justified. The expectations gap is slightly negative, and priced-in fragility is low, so the evidence does not suggest that the setup depends on unusually fragile assumptions.
Near term, results may remain uneven: Q3 net income and diluted earnings per share were much higher than Q2, and the reports cite merger-related effects. The LINKBANCORP integration is operationally complete, but the longer-term benefits still need to show through; capital and liquidity were strong at Q3 end. A guidance cut on the next call is a key near-term risk, while the stated miss risk is low.
Over the multi-year view, the thesis hinges on realizing merger benefits and sustaining strong financial performance without further guidance cuts. Near term, lower interest rates could weigh on financial companies, while continued strong results and higher guidance from sector bellwethers could support sector momentum.
For the next 1 to 3 years, BHRB presents a cheap-versus-peers, integration-led thesis with strong recent performance, but volatile earnings and mixed execution leave important proof points ahead. The evidence supports an intact thesis, not a settled one. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Achieve adjusted diluted EPS of $1.87 in fiscal 2026 | The company aims to earn $1.87 per share in 2026. | Broken | EPS falls below 1.87 USD in 2026-FY | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain quarterly dividend at $0.55 per share | The company aims to earn $1.87 per share in 2026. | Intact | Dividend cut below 0.55 USD per share in 2026-Q2 | Dividend per share: $0.53 per share FY2024-Q1; GAAP. Published target: 0.55 USD per share quarterly. The stored target says 2026-Q2; this source reports FY2024-Q1. Fiscal/calendar alignment needs review. May 10, 20240.53 USD/share · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$8.80 → $8.72 · observed estimates
$0.49B → $0.49B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $8.80 | $494,700,000 | 3 / 1 |
| 2026-07-25 | $8.80 | $494,700,000 | 3 / 1 |
| 2026-07-26 | $8.80 | $494,700,000 | 3 / 1 |
| 2026-07-27 | $8.87 | $494,200,000 | 3 / 1 |
| 2026-07-28 | $8.87 | $494,200,000 | 3 / 1 |
| 2026-07-29 | $8.82 | $494,200,000 | 3 / 1 |
| 2026-07-30 | $8.82 | $494,200,000 | 3 / 1 |
| 2026-07-31 | $8.82 | $494,200,000 | 3 / 1 |
| 2026-08-01 | $8.81 | $500,800,000 | 2 / 1 |
| 2026-08-02 | $8.77 | $493,950,000 | 2 / 1 |
| 2026-08-03 | $8.75 | $493,950,000 | 3 / 2 |
| 2026-08-04 | $8.75 | $493,950,000 | 3 / 2 |
| 2026-08-05 | $8.75 | $493,950,000 | 3 / 2 |
| 2026-08-06 | $8.75 | $493,950,000 | 3 / 2 |
| 2026-08-07 | $8.77 | $493,950,000 | 2 / 1 |
| 2026-08-08 | $8.75 | $493,950,000 | 3 / 2 |
| 2026-08-09 | $8.75 | $493,950,000 | 3 / 2 |
| 2026-08-10 | $8.75 | $493,950,000 | 3 / 2 |
| 2026-08-11 | $8.75 | $493,950,000 | 3 / 2 |
| 2026-08-12 | $8.75 | $493,950,000 | 3 / 2 |
| 2026-08-13 | $8.75 | $493,950,000 | 3 / 2 |
| 2026-08-14 | $8.77 | $493,950,000 | 2 / 1 |
| 2026-08-15 | $8.77 | $493,950,000 | 2 / 1 |
| 2026-08-16 | $8.77 | $493,950,000 | 2 / 1 |
| 2026-08-17 | $8.77 | $493,950,000 | 2 / 1 |
| 2026-08-18 | $8.77 | $493,950,000 | 2 / 1 |
| 2026-08-19 | $8.77 | $493,950,000 | 2 / 1 |
| 2026-08-20 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-08-21 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-08-22 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-08-23 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-08-24 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-08-25 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-08-26 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-08-27 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-08-28 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-08-29 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-08-30 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-08-31 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-01 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-02 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-03 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-04 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-05 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-06 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-07 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-08 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-09 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-10 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-11 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-12 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-13 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-14 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-15 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-16 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-17 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-18 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-19 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-20 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-21 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-22 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-23 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-24 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-25 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-26 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-27 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-28 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-29 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-09-30 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-10-01 | $8.77 | $493,950,000 | 3 / 1 |
| 2026-10-02 | $8.77 | $494,000,000 | 3 / 1 |
| 2026-10-03 | $8.77 | $494,000,000 | 3 / 1 |
| 2026-10-04 | $8.77 | $494,000,000 | 3 / 1 |
| 2026-10-05 | $8.77 | $494,000,000 | 3 / 1 |
| 2026-10-06 | $8.77 | $494,000,000 | 3 / 1 |
| 2026-10-07 | $8.77 | $494,000,000 | 3 / 1 |
| 2026-10-08 | $8.77 | $494,000,000 | 3 / 1 |
| 2026-10-09 | $8.74 | $494,000,000 | 3 / 1 |
| 2026-10-10 | $8.74 | $494,000,000 | 3 / 1 |
| 2026-10-11 | $8.74 | $494,000,000 | 2 / 1 |
| 2026-10-12 | $8.74 | $494,000,000 | 2 / 1 |
| 2026-10-13 | $8.74 | $494,000,000 | 2 / 1 |
| 2026-10-14 | $8.74 | $494,000,000 | 2 / 1 |
| 2026-10-15 | $8.74 | $494,000,000 | 2 / 1 |
| 2026-10-16 | $8.74 | $494,000,000 | 2 / 1 |
| 2026-10-17 | $8.74 | $494,000,000 | 2 / 1 |
| 2026-10-18 | $8.74 | $494,000,000 | 2 / 1 |
| 2026-10-19 | $8.74 | $494,000,000 | 2 / 1 |
| 2026-10-20 | $8.74 | $494,000,000 | 2 / 1 |
| 2026-10-21 | $8.74 | $494,000,000 | 2 / 1 |
| 2026-10-22 | $8.74 | $494,000,000 | 2 / 1 |
| 2026-10-23 | $8.74 | $494,000,000 | 2 / 1 |
| 2026-10-24 | $8.74 | $492,450,000 | 2 / 1 |
| 2026-10-25 | $8.74 | $492,450,000 | 2 / 1 |
| 2026-10-26 | $8.74 | $492,450,000 | 2 / 1 |
| 2026-10-27 | $8.74 | $492,450,000 | 2 / 1 |
| 2026-10-28 | $8.76 | $492,450,000 | 2 / 1 |
| 2026-10-29 | $8.76 | $492,450,000 | 2 / 1 |
| 2026-10-30 | $8.76 | $492,450,000 | 2 / 1 |
| 2026-10-31 | $8.76 | $492,450,000 | 2 / 1 |
| 2026-11-01 | $8.76 | $492,450,000 | 2 / 1 |
| 2026-11-02 | $8.76 | $492,450,000 | 2 / 1 |
| 2026-11-03 | $8.72 | $488,700,000 | 2 / 1 |
| 2026-11-04 | $8.72 | $488,700,000 | 2 / 1 |
| 2026-11-05 | $8.72 | $488,700,000 | 2 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.