Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 8.07% is 20% below its 5-year average of 10.10%, around the middle of its 5-year range (-0.37%–16.10%).
As of the fiscal period ended Tuesday, June 30, 2026. 34.72% below its 12-month average of 12.35%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 8.07%.
RETURN ON EQUITY (ROE)
8.07%
RETURN ON EQUITY (ROE) AVG TTM
12.35%
RETURN ON EQUITY (ROE) AVG 3Y
8.84%
RETURN ON EQUITY (ROE) AVG 5Y
10.10%
RETURN ON EQUITY (ROE) AVG 10Y
N/A
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-34.72%
CURRENT VS 3Y AVG
-8.74%
CURRENT VS 5Y AVG
-20.13%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 677 covered companies
CURRENT VS SECTOR MEDIAN
-7.93%
vs the sector median at left
Burke & Herbert Financial Services Corp.
Market Cap
$1.39B
Return on Equity (ROE)
8.07%
TTM Avg
12.35%
3Y Avg
8.84%
5Y Avg
10.10%
Market Cap
$1.38B
Return on Equity (ROE)
12.11%
TTM Avg
11.19%
3Y Avg
11.63%
5Y Avg
11.37%
Market Cap
$1.41B
Return on Equity (ROE)
20.76%
TTM Avg
21.33%
3Y Avg
27.56%
5Y Avg
48.97%
Market Cap
$1.41B
Return on Equity (ROE)
14.42%
TTM Avg
10.25%
3Y Avg
4.62%
5Y Avg
2.33%
Market Cap
$1.38B
Return on Equity (ROE)
12.99%
TTM Avg
14.01%
3Y Avg
17.30%
5Y Avg
14.87%
Market Cap
$1.42B
Return on Equity (ROE)
13.58%
TTM Avg
14.09%
3Y Avg
14.81%
5Y Avg
12.87%
Market Cap
$1.44B
Return on Equity (ROE)
14.38%
TTM Avg
13.62%
3Y Avg
14.98%
5Y Avg
14.39%
Market Cap
$1.32B
Return on Equity (ROE)
9.64%
TTM Avg
9.70%
3Y Avg
10.76%
5Y Avg
9.12%
Market Cap
$1.32B
Return on Equity (ROE)
10.17%
TTM Avg
12.84%
3Y Avg
13.56%
5Y Avg
13.01%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Burke & Herbert Financial Services Corp. (BHRB) | $1.39B | 8.07% | 12.35% | 8.84% | 10.10% |
| Community Trust Bancorp, Inc. (CTBI)vs › | $1.38B | 12.11% | 11.19% | 11.63% | 11.37% |
| Atlanticus Holdings Corporation (ATLC)vs › | $1.41B | 20.76% | 21.33% | 27.56% | 48.97% |
| United Fire Group, Inc. (UFCS)vs › | $1.41B | 14.42% | 10.25% | 4.62% | 2.33% |
| Westamerica Bancorporation (WABC)vs › | $1.38B | 12.99% | 14.01% | 17.30% | 14.87% |
| Amalgamated Financial Corp. (AMAL)vs › | $1.42B | 13.58% | 14.09% | 14.81% | 12.87% |
| Lakeland Financial Corporation (LKFN)vs › | $1.44B | 14.38% | 13.62% | 14.98% | 14.39% |
| Peoples Bancorp Inc. (PEBO)vs › | $1.32B | 9.64% | 9.70% | 10.76% | 9.12% |
| HBT Financial, Inc. (HBT)vs › | $1.32B | 10.17% | 12.84% | 13.56% | 13.01% |
| Capital Southwest Corporation (CSWC)vs › | $1.47B | 10.46% | 9.58% | 8.95% | 10.19% |
ROE
8.1%
ROA
0.9%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 8.07% |
| 2026-03-31 | 13.59% |
| 2025-12-31 | 13.73% |
| 2025-09-30 | 13.00% |
| 2025-06-30 | 13.40% |
| 2025-03-31 | 7.61% |
| 2024-12-31 | 4.89% |
| 2024-09-30 | 2.84% |
| 2024-06-30 | -0.37% |
| 2024-03-31 | 6.38% |
| 2023-12-31 | 7.21% |
| 2023-09-30 | 11.43% |
| 2023-06-30 | 13.12% |
| 2023-03-31 | 14.64% |
| 2022-12-31 | 16.10% |
| 2022-09-30 | 15.38% |
| 2022-06-30 | 12.85% |
| 2022-03-31 | 10.99% |
| 2021-12-31 | 9.28% |
| 2021-09-30 | 9.43% |
| 2021-06-30 | 8.50% |
| 2021-03-31 | 7.58% |
| 2020-12-31 | 6.89% |
| 2020-09-30 | 4.29% |
| 2020-06-30 | 3.99% |
| 2020-03-31 | 4.33% |
| 2019-12-31 | 4.80% |
