Alert: Rating Upgrade (3/18/24)-Burke Herbert Financial Services (NASDAQ: BHRB).

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Stock Rating Upgrade

Reflecting improving fundamentals and high Appreciation Potential, the Value Trend Rating for Burke Herbert Financial Services (NASDAQ: BHRB) improved recently. BHRB’s current Value Trend Rating is C and the prior Rating was D. Details supporting this higher rating are included in our next report.

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Recent Price Action

Burke Herbert Financial Services (NASDAQ: BHRB) stock closed at $51.42 on 3/18/24 after a decline of -2.3%. Trading volume in this decline was normal. The stock has performed in line with the market over the last nine months and has declined -7.5% during the last week.

Current PriceTarget Research Rating

With future capital returns forecasted to be above the cost of capital, BHRB is expected to continue to be a modest Value Builder.

Burke Herbert Financial Services has a current Value Trend Rating of C (Low Neutral). This VT Rating improved in recent days from D previously. With this rating, PTR’s two proprietary measures of a stock’s current attractiveness are providing contradictory signals. Burke Herbert Financial Services has a slightly negative Appreciation Score of 34 but a slightly positive Power Rating of 64, producing the Low Neutral Value Trend Rating.

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