Burke & Herbert Financial Services (BHRB) Return on Assets [ROA] (2023 - 2026)
Burke & Herbert Financial Services' Return on Assets [ROA] was 1.03% in Q2 2026, down 0.29 percentage points from 1.32% a year earlier and down 0.46 percentage points from the prior quarter.
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Analysis
Burke & Herbert Financial Services (BHRB) Return on Assets [ROA] (2023 - 2026) Analysis & Trends
For FY2025, Return on Assets [ROA] at Burke & Herbert Financial Services came in at 1.49%, up 0.87 percentage points from FY2024.
- In earlier years, Return on Assets [ROA] was 0.62% in FY2024 (-0.01 pp) and 0.63% in FY2023.
- The Q2 2026 figure marks the lowest quarterly Return on Assets [ROA] since Q1 2025.
- Compared with a year earlier, Return on Assets [ROA] was higher in five of the last eight quarters, with an average year-over-year change of +0.42 percentage points.
- The best year-over-year quarter for Return on Assets [ROA] over five years was Q2 2025 (a gain of 1.36 percentage points); the worst was Q2 2024 (a drop of 1.10 percentage points).
- Per Business Quant data, BHRB's Return on Assets [ROA] in the three quarters before Q2 2026 was 1.48% (Q1 2026), 1.48% (Q4 2025) and 1.34% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 1.31% |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | 2.83% |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 0.96% |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 1.25% |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 0.93% |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 0.53% |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 1.00% |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 1.02% |
| 10 | Burke & Herbert Financial Services | 1.41 Bn | 751.15 Mn | - | 1.03% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.03% |
| Mar 31, 2026 | 1.48% |
| Dec 31, 2025 | 1.48% |
| Sep 30, 2025 | 1.34% |
| Jun 30, 2025 | 1.32% |
| Mar 31, 2025 | 0.74% |
| Dec 31, 2024 | 0.46% |
| Sep 30, 2024 | 0.27% |
| Jun 30, 2024 | -0.04% |
| Mar 31, 2024 | 0.56% |
| Dec 31, 2023 | 0.63% |
| Sep 30, 2023 | 0.87% |
| Jun 30, 2023 | 1.05% |
| Mar 31, 2023 | 1.17% |
API Access
Burke & Herbert Financial Services Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=BHRB&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=BHRB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();