Burke & Herbert Financial Services Corp. Financial Summary

Complete Filing Data

Burke & Herbert Financial Services Corp. reported Stockholders Equity of $854.65 million for FY2025.

All values from 10-K, 20-F, and 10-Q filings on SEC EDGAR, organized by financial statement. Scroll each table horizontally for the full history. Blank cells mean Burke & Herbert Financial Services Corp. did not report that metric for that period in XBRL — often because accounting standards changed which tag a company files under (for example, most companies moved revenue to the ASC-606 tag in 2018), so a metric may continue in a different row. Rows marked * merge those successor tags into one continuous series, preferring the audited value from the newest-standard tag where periods overlap.

Income Statement

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021
Other Comprehensive Income Unrealized Holding Gain Loss On Securities Arising During Period Net Of Tax$37.4M$6.4M$32.7M-$144.2M-$15.9M
Other Comprehensive Income Loss Reclassification Adjustment From AOCI For Sale Of Securities Net Of Tax$113.0K$1.0M-$88.0K-$359.0K-$3.0K
Other Comprehensive Income Loss Net Of Tax Portion Attributable To Parent$36.8M$7.8M$36.0M-$146.5M-$15.6M
Other Comprehensive Income Loss Cash Flow Hedge Gain Loss Reclassification After Tax$1.6M$1.7M-$1.4M-$132.0K$0.00
Other Comprehensive Income Loss Cash Flow Hedge Gain Loss Before Reclassification After Tax$659.0K$3.1M-$283.0K-$1.7M$0.00
Net Income Loss$117.3M$35.7M$22.7M$44.0M$36.2M
Interest Income Expense Net$295.9M$226.7M$94.4M$103.7M$96.6M
Interest Income Expense After Provision For Loan Loss$294.4M$202.5M$94.2M$111.2M$97.6M
Interest Expense Other$105.0K$111.0K$86.0K$63.0K$39.0K
Interest Expense Deposits$122.0M$118.7M$39.2M$3.7M$2.7M
Income Tax Expense Benefit$27.6M$4.2M$2.4M$8.3M$4.3M
Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest$144.9M$39.9M$25.1M$52.3M$40.4M
Comprehensive Income Net Of Tax$154.1M$43.5M$58.7M-$102.4M$20.5M
Other Comprehensive Income Unrealized Holding Gain Loss On Securities Arising During Period Tax$10.4M$1.9M$8.7M-$38.3M-$4.2M
Other Comprehensive Income Loss Reclassification Adjustment From AOCI For Sale Of Securities Tax$34.0K$312.0K-$24.0K-$95.0K-$1.0K
Other Comprehensive Income Loss Cash Flow Hedge Gain Loss Reclassification Tax$485.0K$502.0K-$367.0K-$35.0K$0.00
Other Comprehensive Income Loss Cash Flow Hedge Gain Loss Before Reclassification Tax$195.0K$920.0K-$75.0K-$457.0K$0.00
Other Comprehensive Income Loss Fair Value Hedge Gain Loss Reclassification Tax$37.0K$37.0K-$215.0K$0.00$0.00
Deferred Income Tax Expense Benefit$13.3M-$1.5M-$1.5M$1.4M-$1.7M
Other Comprehensive Income Loss Fair Value Hedge Gain Loss Reclassification After Tax$123.0K-$810.0K$0.00$0.00
Income Taxes Paid$2.0M$1.6M$950.0K$1.3M
Interest Expense Borrowings$13.9M$5.1M$1.4M
Interest Expense$53.1M$8.9M$4.2M

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q3 2023Q2 2023Q1 2023Q3 2022Q2 2022Q1 2022
Other Comprehensive Income Unrealized Holding Gain Loss On Securities Arising During Period Net Of Tax$20.0M$145.0K$7.7M$28.6M$833.0K-$441.0K-$20.3M-$5.3M$17.2M-$42.8M-$46.3M-$63.8M
Other Comprehensive Income Loss Reclassification Adjustment From AOCI For Sale Of Securities Net Of Tax$163.0K$29.0K$1.0K$0.00$484.0K$0.00$0.00-$88.0K$0.00-$33.0K$0.00$82.0K
Other Comprehensive Income Loss Net Of Tax Portion Attributable To Parent$19.4M$170.0K$7.7M$24.7M$524.0K$2.5M-$20.0M-$2.4M$15.7M-$43.4M-$46.7M-$64.5M
Other Comprehensive Income Loss Cash Flow Hedge Gain Loss Reclassification After Tax$546.0K$564.0K$330.0K$853.0K$687.0K-$353.0K-$373.0K-$334.0K-$287.0K-$58.0K$85.0K$59.0K
Other Comprehensive Income Loss Cash Flow Hedge Gain Loss Before Reclassification After Tax$170.0K$675.0K$370.0K-$3.1M$894.0K$2.7M-$38.0K-$275.0K$47.0K-$654.0K-$362.0K-$503.0K
Net Income Loss$30.0M$29.9M$27.2M$27.6M-$16.9M$5.2M$4.1M$6.0M$7.5M$11.1M$10.4M$9.1M
Interest Income Expense Net$73.8M$74.2M$73.0M$73.2M$59.8M$22.1M$22.9M$23.8M$24.8M$26.7M$25.6M$23.5M
Interest Income Expense After Provision For Loan Loss$73.5M$73.6M$72.5M$73.0M$35.9M$22.8M$22.7M$23.6M$24.3M$29.1M$28.2M$26.1M
Interest Expense Other$26.0K$26.0K$27.0K$28.0K$28.0K$28.0K$28.0K$15.0K$15.0K$17.0K$16.0K$15.0K
Interest Expense Deposits$30.3M$30.4M$31.9M$39.4M$30.4M$12.9M$11.3M$10.0M$5.4M$954.0K$368.0K$400.0K
Income Tax Expense Benefit$7.0M$7.3M$5.6M$5.2M-$2.2M$678.0K$464.0K$821.0K$584.0K$2.2M$1.9M$1.9M
Income Loss From Continuing Operations Before Income Taxes Extraordinary Items Noncontrolling Interest$37.0M$37.2M$32.8M$32.8M-$19.1M$5.9M$4.5M$6.9M$8.1M$13.4M$12.3M$11.1M
Comprehensive Income Net Of Tax$49.4M$30.1M$34.9M$52.3M-$16.4M$7.8M-$15.9M$3.7M$23.2M-$32.2M-$36.3M-$55.3M
Other Comprehensive Income Unrealized Holding Gain Loss On Securities Arising During Period Tax$6.0M$43.0K$2.3M$7.6M$221.0K-$117.0K-$5.4M-$1.4M$4.6M-$11.4M-$12.3M
Other Comprehensive Income Loss Reclassification Adjustment From AOCI For Sale Of Securities Tax$49.0K$9.0K$0.00$0.00$129.0K$0.00$0.00-$23.0K$0.00-$9.0K$0.00
Other Comprehensive Income Loss Cash Flow Hedge Gain Loss Reclassification Tax$163.0K$168.0K$99.0K$227.0K$183.0K-$94.0K-$99.0K-$89.0K-$76.0K-$15.0K$23.0K
Other Comprehensive Income Loss Cash Flow Hedge Gain Loss Before Reclassification Tax$51.0K$202.0K$111.0K-$816.0K$238.0K$707.0K-$10.0K$73.0K-$13.0K$174.0K$96.0K
Other Comprehensive Income Loss Fair Value Hedge Gain Loss Reclassification Tax$9.0K$9.0K$9.0K$9.0K$9.0K$9.0K$9.0K-$728.0K$496.0K$0.00$0.00
Deferred Income Tax Expense Benefit-$1.5M$741.0K-$1.2M-$214.0K
Other Comprehensive Income Loss Fair Value Hedge Gain Loss Reclassification After Tax$31.0K$32.0K$32.0K$32.0K$32.0K-$2.7M$1.9M$0.00$0.00$0.00
Income Taxes Paid$3.6M$625.0K$0.00$0.00
Interest Expense Borrowings$3.7M$3.1M$3.3M$4.1M$1.6M$527.0K$366.0K
Interest Expense$16.6M$14.4M$13.3M$9.6M$2.6M$911.0K$781.0K

Balance Sheet

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021FY2020
Stockholders Equity$854.6M$730.2M$314.8M$273.5M$389.6M$384.9M
Financing Receivable Allowance For Credit Loss Excluding Accrued Interest$67.8M$68.0M$25.3M$21.0M$31.7M$32.7M
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents$289.1M$135.3M$44.5M$50.3M$77.4M$228.7M
Interest And Fee Income Loans And Leases$382.8M$311.3M$101.8M$73.6M$73.2M
Debt And Equity Securities Gain Loss$147.0K$1.4M-$112.0K-$454.0K-$4.0K
Dividends Common Stock Cash$28.3M$16.3M$15.7M
Gain Loss On Sale Of Property Plant Equipment-$225.0K-$2.2M-$37.0K$4.5M$1.1M
Right Of Use Asset Obtained In Exchange For Operating And Finance Lease Liability$775.0K$12.3M$1.2M$1.6M$2.2M
Financing Receivable Excluding Accrued Interest Credit Loss Expense Reversal$214.0K-$7.5M-$1.0M
Finance Lease Interest Payment On Liability$107.0K$110.0K$86.0K$63.0K$39.0K
Debt Securities Available For Sale Unrealized Gain Loss After Adjustment And Tax$45.4M$8.3M$41.4M-$182.1M-$20.2M
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Period Increase Decrease Including Exchange Rate Effect$153.8M$90.8M-$5.8M-$27.1M-$151.3M
Amortization Of Discounts And Premiums Investments$9.8M$9.5M$9.2M$11.1M$9.9M
Accretion Of Discounts And Premiums Investments$4.6M$3.7M$1.6M$1.6M$1.4M
Finance Lease Principal Payments$236.0K$216.0K$119.0K$152.0K$152.0K
Goodwill$34.1M$32.8M$0.00$0.00$0.00

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022
Stockholders Equity$822.2M$780.0M$758.0M$738.1M$693.1M$319.3M$270.8M$290.1M$289.8M$255.5M$291.1M$330.9M
Financing Receivable Allowance For Credit Loss Excluding Accrued Interest$67.6M$67.3M$67.8M$67.8M$68.0M$24.6M$26.1M$25.9M$25.7M$21.0M$23.4M$29.1M
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents$131.7M$325.1M$148.8M$291.8M$211.9M$54.1M$41.9M$80.8M$116.9M$41.1M$92.8M$62.2M
Interest And Fee Income Loans And Leases$95.1M$96.8M$97.0M$103.7M$81.7M$28.0M$26.4M$25.3M$22.8M$18.6M$17.4M$16.5M
Debt And Equity Securities Gain Loss$212.0K$38.0K$1.0K$0.00$613.0K$0.00-$1.0K-$111.0K$0.00-$41.0K$0.00$104.0K
Dividends Common Stock Cash$8.3M$8.3M$8.2M$7.9M$7.9M$3.9M$3.9M$3.9M$3.9M$3.9M$3.9M$3.9M
Gain Loss On Sale Of Property Plant Equipment-$88.0K-$235.0K$0.00$3.7M-$6.0K
Right Of Use Asset Obtained In Exchange For Operating And Finance Lease Liability$0.00$0.00$0.00$0.00
Financing Receivable Excluding Accrued Interest Credit Loss Expense Reversal$147.0K$23.9M-$670.0K$235.0K$214.0K$515.0K-$2.4M-$2.5M-$2.6M
Finance Lease Interest Payment On Liability$27.0K$28.0K$15.0K$16.0K
Debt Securities Available For Sale Unrealized Gain Loss After Adjustment And Tax$7.7M-$559.0K$21.8M-$80.8M
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Period Increase Decrease Including Exchange Rate Effect$13.5M$9.6M$66.6M-$17.7M
Amortization Of Discounts And Premiums Investments$2.4M$2.2M$2.4M$2.9M
Accretion Of Discounts And Premiums Investments$1.0M$442.0K$466.0K$315.0K
Finance Lease Principal Payments$56.0K$53.0K$39.0K$38.0K
Goodwill$34.1M$34.1M$32.8M$32.8M$32.8M$0.00$0.00$0.00$0.00

Cash Flow Statement

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021
Employee Benefits And Share Based Compensation$18.5M$17.2M$9.4M$7.7M$7.6M
Share Based Compensation$4.8M$2.9M$2.5M$2.0M$283.0K
Proceeds From Sale Of Restricted Investments$29.1M$40.6M$29.9M$22.7M$2.0M
Proceeds From Sale Of Loans Held For Sale$23.0M$37.1M$14.2M$9.6M$50.2M
Proceeds From Sale Of Available For Sale Securities Debt$22.1M$372.4M$77.8M$195.9M$700.0K
Proceeds From Maturities Prepayments And Calls Of Available For Sale Securities$209.6M$257.9M$112.0M$213.6M$194.6M
Payments To Acquire Restricted Investments$37.7M$67.7M$19.4M$27.1M$1.9M
Payments To Acquire Property Plant And Equipment$11.7M$4.6M$14.2M$23.1M$1.1M
Payments To Acquire Available For Sale Securities Debt$374.9M$622.8M$33.2M$367.6M$670.0M
Payments Of Dividends$33.9M$28.6M$15.7M$15.7M$14.9M
Payments For Origination And Purchases Of Loans Held For Sale$20.7M$37.5M$15.5M$2.3M$43.0M
Net Cash Provided By Used In Operating Activities$107.9M$85.8M$42.5M$61.1M$55.0M
Net Cash Provided By Used In Investing Activities$136.7M$123.6M-$43.2M-$127.4M-$384.1M
Net Cash Provided By Used In Financing Activities-$90.8M-$118.5M-$5.1M$39.3M$177.8M
Increase Decrease In Other Operating Assets$58.0M$32.5M-$3.9M-$501.0K-$2.6M
Increase Decrease In Operating Lease Liability-$2.5M-$2.7M-$3.1M-$2.3M-$2.1M
Increase Decrease In Interest Payable And Other Liabilities$36.7M$63.7M$6.5M$4.0M$32.0K
Increase Decrease In Customer Loans-$322.4M-$92.2M$200.5M$151.4M-$88.7M
Increase Decrease In Accrued Interest Receivable Net$988.0K-$3.0M$414.0K$228.0K$1.5M
Depreciation Depletion And Amortization$6.9M$5.9M$2.9M$3.1M$3.2M

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q3 2023Q2 2023Q1 2023Q3 2022Q2 2022Q1 2022
Employee Benefits And Share Based Compensation$4.4M$4.1M$5.1M$4.7M$5.3M$2.4M$2.2M$2.4M$2.5M$2.0M$1.9M$2.0M
Share Based Compensation$1.3M$632.0K$581.0K$506.0K
Proceeds From Sale Of Restricted Investments$29.1M$2.3M$22.2M$2.3M
Proceeds From Sale Of Loans Held For Sale$6.6M$5.5M$658.0K$2.6M
Proceeds From Sale Of Available For Sale Securities Debt$0.00$1.3M$0.00$87.0M
Proceeds From Maturities Prepayments And Calls Of Available For Sale Securities$50.4M$35.0M$28.9M$66.4M
Payments To Acquire Restricted Investments$30.6M$12.7M$14.9M$469.0K
Payments To Acquire Property Plant And Equipment$1.8M$1.5M$2.7M$109.0K
Payments To Acquire Available For Sale Securities Debt$48.5M$65.7M$0.00$158.0M
Payments Of Dividends$8.5M$3.9M$3.9M$3.9M
Payments For Origination And Purchases Of Loans Held For Sale$5.5M$6.3M$1.0M$1.3M
Net Cash Provided By Used In Operating Activities$37.6M$7.1M$10.9M$14.2M
Net Cash Provided By Used In Investing Activities$22.6M-$70.6M-$31.0M-$18.2M
Net Cash Provided By Used In Financing Activities-$46.7M$73.1M$86.7M-$13.7M
Increase Decrease In Other Operating Assets$24.8M-$1.0M$1.2M-$4.0M
Increase Decrease In Operating Lease Liability-$626.0K-$598.0K-$810.0K-$555.0K
Increase Decrease In Interest Payable And Other Liabilities$35.7M-$1.5M$2.2M-$896.0K
Increase Decrease In Customer Loans-$23.9M$30.4M$64.5M$15.2M
Increase Decrease In Accrued Interest Receivable Net$27.0K$433.0K-$323.0K$680.0K
Depreciation Depletion And Amortization$1.7M$820.0K$684.0K$777.0K

Per-Share & Share Counts

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021
Earnings Per Share Diluted$7.72$2.82$3.02$5.89$4.87
Earnings Per Share Basic$7.76$2.83$3.05$5.93$4.87

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q3 2023Q2 2023Q1 2023Q3 2022Q2 2022Q1 2022
Earnings Per Share Diluted$1.97$1.97$1.80$1.82$-1.41$0.69$0.55$0.80$1.00$1.49$1.39$1.23
Earnings Per Share Basic$1.98$1.98$1.80$1.83$-1.41$0.70$0.55$0.81$1.01$1.50$1.40$1.23

Other Metrics

Annual (10-K / 20-F)

Metric \ Fiscal YearFY2025FY2024FY2023FY2022FY2021
Salaries Wages And Officers Compensation$83.4M$77.1M$39.2M$39.4M$37.1M
Other Noninterest Expense$39.1M$48.6M$21.5M$17.4M$17.8M
Occupancy Net$14.4M$11.6M$6.0M$5.6M$6.4M
Noninterest Income Other Operating Income$6.9M$3.8M$1.5M$2.7M$3.4M
Noninterest Income$46.1M$35.3M$17.3M$17.1M$17.3M
Noninterest Expense$195.6M$197.8M$86.4M$75.9M$74.4M
Interest Income Securities Taxable$36.8M$39.8M$37.2M$29.6M$17.5M
Interest Income Securities Tax Exempt$17.4M$10.2M$5.6M$8.9M$9.9M
Interest Income Other$7.8M$5.6M$2.9M$437.0K$206.0K
Interest Income Operating$445.0M$367.1M$147.5M$112.6M$100.8M
Equipment Expense$15.8M$23.2M$5.8M$5.8M$5.5M
Bank Owned Life Insurance Income$8.1M$4.7M$2.8M$2.7M$2.3M
Adjustments To Additional Paid In Capital Sharebased Compensation Requisite Service Period Recognition Value$3.4M$2.2M$1.9M$196.0K
Net Change Noninterest Bearing Deposits Domestic-$43.6M-$27.5M-$130.4M$29.8M$78.8M
Net Change Interest Bearing Deposits Domestic-$68.8M-$158.7M$211.9M-$42.9M$65.1M
Interest Paid Deposits$123.9M$114.7M$37.6M$3.4M$2.9M
Gain Loss On Sales Of Loans Net$297.0K$484.0K$138.0K$58.0K$194.0K
Amortization Of Housing Tax Credits$7.0M$5.4M$5.6M$6.1M$6.8M
Gain Loss On Loans Held For Sale Fair Value Adjustment$0.00-$28.0K$28.0K-$23.0K$23.0K

Quarterly (10-Q, single quarters)

Metric \ QuarterQ3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q3 2023Q2 2023Q1 2023Q3 2022Q2 2022Q1 2022
Salaries Wages And Officers Compensation$20.8M$21.3M$20.9M$20.9M$20.9M$9.5M$9.9M$9.9M$9.5M$10.1M$9.6M$9.5M
Other Noninterest Expense$9.6M$16.3M$15.5M$10.2M$22.6M$6.5M$7.4M$6.0M$5.6M$5.2M$5.9M$4.7M
Occupancy Net$3.5M$3.5M$4.0M$3.4M$3.0M$1.5M$1.5M$1.5M$1.5M$1.2M$1.6M$1.5M
Noninterest Income Other Operating Income$2.3M$2.4M$1.4M$1.3M$1.5M$501.0K$764.0K$1.1M$682.0K$683.0K$831.0K$536.0K
Noninterest Income$11.6M$12.9M$10.0M$10.6M$9.5M$4.3M$4.3M$4.6M$4.2M$4.3M$4.5M$4.1M
Noninterest Expense$48.1M$49.3M$49.7M$50.8M$64.4M$21.2M$22.4M$21.3M$20.4M$20.0M$20.4M$19.2M
Interest Income Securities Taxable$9.1M$9.3M$9.5M$10.1M$10.9M$8.9M$8.9M$9.4M$9.8M$8.2M$6.6M$5.4M
Interest Income Securities Tax Exempt$4.9M$3.9M$3.3M$3.1M$2.6M$1.4M$1.4M$1.4M$1.5M$2.3M$2.5M$2.4M
Interest Income Other$2.1M$1.8M$955.0K$1.6M$905.0K$396.0K$562.0K$988.0K$308.0K$142.0K$88.0K$18.0K
Interest Income Operating$111.2M$111.9M$110.8M$118.5M$96.1M$38.7M$37.3M$37.1M$34.3M$29.3M$26.5M$24.3M
Equipment Expense$3.9M$4.1M$4.1M$4.7M$12.7M$1.3M$1.4M$1.5M$1.3M$1.5M$1.4M$1.4M
Bank Owned Life Insurance Income$1.2M$3.0M$1.2M$1.3M$922.0K$547.0K$589.0K$571.0K$560.0K$555.0K$542.0K$537.0K
Adjustments To Additional Paid In Capital Sharebased Compensation Requisite Service Period Recognition Value$785.0K$862.0K$745.0K$610.0K$517.0K$396.0K$488.0K$422.0K$517.0K
Net Change Noninterest Bearing Deposits Domestic$2.5M-$7.6M-$54.0M$34.6M
Net Change Interest Bearing Deposits Domestic$24.1M-$4.2M$166.0M$5.6M
Interest Paid Deposits$32.7M$15.0M$4.3M$413.0K
Gain Loss On Sales Of Loans Net$78.0K$67.0K$15.0K$52.0K
Amortization Of Housing Tax Credits$1.9M$1.4M$1.4M$1.5M
Gain Loss On Loans Held For Sale Fair Value Adjustment$0.00-$26.0K-$7.0K-$23.0K

Most recent annual filing with the SEC: February 27, 2026

Data sourced from SEC EDGAR public filings as of August 5, 2026.