Sectors

HFWA
Heritage Financial Corporation
29.55
1 x 28.84
1 x 29.98
bid
ask
+
0.14
0.47%
09:36 AM
timesize
Ytd24.93%
1y31.38%
29.42
day range
29.57
21.32
52 week range
31.25
Open29.51Prev Close29.41Low29.42High29.57Mkt Cap1.22B
Vol2.32KAvg Vol355.30KEPS2.34P/E12.63Forward P/E11.13
Beta0.50Short Ratio7.11Inst. Own82.85%Dividend1.00Div Yield3.37
Ex Div Date08-05Earning07-2350-d Avg29.20200-d Avg26.421yr Est33.00
Earning
DateForEstimateReportedSurprisesurprise %
2026-10-222026-090.59N/AN/AN/A
2026-07-232026-060.450.570.1228.09%
2026-04-232026-030.570.49-0.08-14.04%
2026-01-222025-120.570.660.0915.79%
2025-10-232025-090.550.560.012.38%
2025-07-242025-060.50.530.036.70%
Upgrade / Downgrade
DateFirmActionFromTo
2026-07-28Stephens & Co.UpgradeEqual-WeightEqual-Weight
2026-07-27Keefe, Bruyette & WoodsUpgradeMarket PerformMarket Perform
2026-07-24DA DavidsonUpgradeBuyBuy
2026-04-27Piper SandlerUpgradeOverweightOverweight
2026-04-02Piper SandlerUpgradeOverweightOverweight
2026-02-05Piper SandlerUpgradeOverweightOverweight
Profile
Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and its owners in the United States. It accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. The company also offers commercial business loans, including lines of credit, term equipment financing and term owner-occupied, and non-owner occupied CRE loans; real estate construction and land development loans, as well as residential construction loans, and commercial and multifamily construction loans; residential real estate loans; and originate loans that are guaranteed by the U.S. SBA, and secured and unsecured consumer loans and lines of credit. In addition, it provides investment advice, online banking, online statements, mobile banking with mobile deposit, Visa debit cards, and access. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.
Insider Holder
DateNameRelationQuantityDescription
2026-04-30CHARNESKI BRIAN SDirector44.71KConversion of Exercise of derivative security
2026-06-14CURRAN AMY E.Officer29.96KConversion of Exercise of derivative security
2025-03-16DEUEL JEFFREY JChief Executive Officer70.91KSale
2026-04-30ELLWANGER KIMBERLY TDirector35.04KConversion of Exercise of derivative security
2026-06-08HINSON DONALD JChief Financial Officer41.24KSale
2026-08-04LYON JEFFREY SDirector40.72KSale
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29Blackrock Inc.5.81M170.90M14.10%
2026-06-29Jennison Associates LLC3.54M104.06M8.58%
2026-06-29Victory Capital Management Inc.2.36M69.43M5.73%
2026-06-29State Street Corporation1.98M58.30M4.81%
2026-03-30Dimensional Fund Advisors LP1.96M57.54M4.75%
2026-03-30Vanguard Capital Management LLC1.85M54.35M4.48%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29iShares Trust-iShares Core S&P Small-Cap ETF2.48M72.92M6.02%
2026-03-30Victory Portfolios-Victory Sycamore Small Company Opportunity Fund1.83M53.67M4.43%
2026-03-30Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.1.39M40.89M3.37%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund1.34M39.46M3.26%
2026-06-29iShares Trust-iShares Russell 2000 ETF1.09M32.18M2.65%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund463.02K13.62M1.12%
Dividend
DividendDate
0.252026-08-05
0.242026-05-06
0.242026-01-28
0.242025-11-05
0.242025-08-06
0.242025-05-07
Split
SplitDate
1 : 12005-09-28