HFWA
Heritage Financial Corporation
Set alert
28.47 USD -0.44 -1.52%
28.43 Day range 29.37
21.47 52-week range 31.25
- YTD
- +20.38%
- 1 year
- +26.82%
- Open
- 29.16
- Prev close
- 28.91
- Mkt cap
- 1.16B
- Vol
- 315.26K
- Avg vol
- 358.57K
- EPS
- 2.01
- P/E
- 14.16
- Div yield
- 3.46%
More statistics
- Low
- 28.43
- High
- 29.37
- Forward P/E
- 10.87
- Beta
- 0.50
- Short ratio
- 8.77
- Inst. own
- 83.53%
- Dividend
- 1.00
- Ex-div date
- Nov 3, 2026
- Earnings
- Jan 28, 2027
- 50-d avg
- 28.26
- 200-d avg
- 27.78
- 1y target
- 32.60
Ownership
Held by insiders 1.41%
Held by institutions 83.53%
Float held by institutions 84.72%
Institutions 270
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 14.20% | 5,811,114 | 165.44M | Jun 29, 2026 |
| Jennison Associates LLC | 8.65% | 3,538,159 | 100.73M | Jun 29, 2026 |
| Victory Capital Management Inc. | 5.77% | 2,360,915 | 67.22M | Jun 29, 2026 |
| Dimensional Fund Advisors LP | 5.00% | 2,044,399 | 58.20M | Jun 29, 2026 |
| State Street Corporation | 4.84% | 1,982,257 | 56.43M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.48% | 1,834,712 | 52.23M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 5.99% | 2,449,392 | 69.73M | Sep 29, 2026 |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | 4.39% | 1,795,000 | 51.10M | Jun 29, 2026 |
| Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. | 3.84% | 1,571,419 | 44.74M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.21% | 1,315,283 | 37.45M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.65% | 1,082,751 | 30.83M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.16% | 476,458 | 13.56M | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| CURRAN AMY E. | Officer | Conversion of Exercise of derivative security | Jun 14, 2026 | 29,958 |
| DEUEL JEFFREY J | Chief Executive Officer | Sale | Mar 16, 2025 | 70,906 |
| ELLWANGER KIMBERLY T | Director | Conversion of Exercise of derivative security | Apr 30, 2026 | 35,037 |
| GAVIN DEBORAH J. | Director | Conversion of Exercise of derivative security | Apr 30, 2025 | 23,997 |
| HINSON DONALD J | Chief Financial Officer | Sale | Jun 8, 2026 | 41,241 |
| LYON JEFFREY S | Director | Sale | Aug 4, 2026 | 40,719 |
Held by funds
121 US ETFs and mutual funds hold HFWA · largest positions