Burke & Herbert Financial Services (BHRB) Invested Capital (2022 - 2026)
Burke & Herbert Financial Services (BHRB) recorded Invested Capital of $1.86 billion in Q2 2026, up 21.9% from $1.53 billion a year earlier and up 27.4% from the prior quarter.
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Analysis
Burke & Herbert Financial Services (BHRB) Invested Capital (2022 - 2026) Analysis & Trends
For FY2025, Burke & Herbert Financial Services reported Invested Capital of $1.37 billion, up 15.5% from FY2024.
- Annual Invested Capital has increased for three straight years, with a three-year compound annual growth rate of 30.6% (FY2022 to FY2025).
- Across earlier years, Invested Capital came in at $1.19 billion in FY2024 (+38.6%), $858.75 million in FY2023 (+39.3%) and $616.55 million in FY2022.
- The Q2 2026 figure is the highest quarterly Invested Capital in data going back to Q4 2022.
- On a year-over-year basis, Invested Capital has increased for 11 consecutive quarters, with growth averaging 41.7% over the last eight quarters.
- The year-over-year growth in Invested Capital has ranged between 11.1% (Q1 2024) and 102.1% (Q3 2024) over the last five years.
- Per Business Quant, the preceding three quarters came in at $1.46 billion (Q1 2026), $1.37 billion (Q4 2025) and $1.34 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | 447.03 Bn |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | 9,394.86 Bn |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 361.07 Bn |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | 147.26 Bn |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | 490.36 Bn |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | 224.49 Bn |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 560.62 Bn |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | 207.49 Bn |
| 10 | Burke & Herbert Financial Services | 1.38 Bn | 725.75 Mn | - | 1.86 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.86 Bn |
| Mar 31, 2026 | 1.46 Bn |
| Dec 31, 2025 | 1.37 Bn |
| Sep 30, 2025 | 1.34 Bn |
| Jun 30, 2025 | 1.53 Bn |
| Mar 31, 2025 | 1.15 Bn |
| Dec 31, 2024 | 1.19 Bn |
| Sep 30, 2024 | 1.15 Bn |
| Jun 30, 2024 | 1.07 Bn |
| Mar 31, 2024 | 679.31 Mn |
| Dec 31, 2023 | 858.75 Mn |
| Sep 30, 2023 | 569.82 Mn |
| Jun 30, 2023 | 539.07 Mn |
| Mar 31, 2023 | 611.48 Mn |
| Dec 31, 2022 | 616.55 Mn |
API Access
Burke & Herbert Financial Services Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=BHRB&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "BHRB", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=BHRB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();