Heritage Financial Corporation HFWA
At closeNov 4, 2026, 4:01 PM EST
After hours · Nov 4, 4:01 PM ET
- YTD
- +23.38%
- 1 year
- +29.75%
- Market cap
- 1.18B
- Revenue (ttm)
- 315.40M
- Profit margin
- 24.56%
- EPS (ttm)
- 2.01
- Shares out
- 40.58M
- P/E ratio
- 14.52
- Forward P/E
- 11.14
- Dividend
- 1.00 (3.47%)
- Ex-dividend date
- Nov 3, 2026
- YTD return
- +23.38%
- 1-year return
- +29.75%
- Volume
- 320.81K
- Avg volume
- 354.44K
- Open
- 29.29
- Previous close
- 28.52
- Day's range
- 29.08 – 29.74
- 52-week range
- 21.32 – 31.25
- Beta
- 0.51
- Analysts
- Buy
- Price target
- 32.60 (+11.7%)
- Earnings date
- Jan 28, 2027
1D +0.88 (+3.09%)
Key statistics
- Enterprise value
- 1.12B
- PEG ratio
- 2.13
- Price / sales
- 3.75
- Price / book
- 1.09
- Dividend yield
- 3.47%
- Payout ratio
- 45.71%
- Revenue growth
- 31.80%
- Free cash flow
- 0
- Total cash
- 187.07M
- Total debt
- 144.47M
- Return on equity
- 7.79%
- Short % of float
- 9.36%
- 50-day average
- 28.25
- 200-day average
- 27.84
Analyst view
Consensus: buy
- Target (low)
- 31.00
- Target (mean)
- 32.60
- Target (high)
- 34.00
- Strong buy1
- Buy2
- Hold3
- Sell0
- Strong sell0
Next earnings
Jan 28, 2027
Expected Jan 28, 2027. Consensus EPS estimate 0.62167.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Jan 28, 2027 | Dec 30, 2026 | 0.62 | — | — | — |
| Oct 22, 2026 | Sep 30, 2026 | 0.505 | 0.55 | +0.05 | +8.91% |
| Jul 23, 2026 | Jun 30, 2026 | 0.445 | 0.57 | +0.12 | +28.09% |
| Apr 23, 2026 | Mar 31, 2026 | 0.57 | 0.49 | -0.08 | -14.04% |
| Jan 22, 2026 | Dec 31, 2025 | 0.57 | 0.66 | +0.09 | +15.79% |
| Oct 23, 2025 | Sep 30, 2025 | 0.547 | 0.56 | +0.01 | +2.38% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 28, 2026 | Stephens & Co. | main | Equal-Weight | Equal-Weight |
| Jul 27, 2026 | Keefe, Bruyette & Woods | main | Market Perform | Market Perform |
| Jul 24, 2026 | DA Davidson | main | Buy | Buy |
| Apr 27, 2026 | Piper Sandler | main | Overweight | Overweight |
| Apr 2, 2026 | Piper Sandler | main | Overweight | Overweight |
| Feb 5, 2026 | Piper Sandler | main | Overweight | Overweight |
About Heritage Financial Corporation
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.
- Sector
- Financial Services
- Industry
- Banks - Regional
- Country
- United States
- Website
- hf-wa.com
News
Heritage Financial: 3 Key Takeaways for Long-Term Investors 
Pat Casey Named Chief Information Officer at Heritage Bank 
Heritage Financial Q3 Earnings Call Highlights 
Heritage Financial Corporation (HFWA) Q3 2026 Earnings Call Transcript 
Heritage Financial (HFWA) Reports Q3 Earnings: What Key Metrics Have to Say 
Heritage Financial (HFWA) Lags Q3 Earnings Estimates 
Heritage Financial Q3 Adj. EPS $0.55 Beats $0.51 Estimate, Sales $86.512M Beat $86.110M Estimate 
Heritage Financial Announces Third Quarter 2026 Results and Declares Regular Cash Dividend of $0.25 Per Share 
Heritage Financial (HFWA) Earnings Expected to Grow: Should You Buy? 
Heritage Financial Announces Earnings Release Date and Conference Call
Your note
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Insider holders
| 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 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 14.20% | 5,811,114 | 169.57M | Jun 29, 2026 |
| Jennison Associates LLC | 8.65% | 3,538,159 | 103.24M | Jun 29, 2026 |
| Victory Capital Management Inc. | 5.77% | 2,360,915 | 68.89M | Jun 29, 2026 |
| Dimensional Fund Advisors LP | 5.00% | 2,044,399 | 59.66M | Jun 29, 2026 |
| State Street Corporation | 4.84% | 1,982,257 | 57.84M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.48% | 1,834,712 | 53.54M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 5.99% | 2,449,392 | 71.47M | Sep 29, 2026 |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | 4.39% | 1,795,000 | 52.38M | Jun 29, 2026 |
| Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. | 3.84% | 1,571,419 | 45.85M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.21% | 1,315,283 | 38.38M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.65% | 1,082,751 | 31.59M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.16% | 476,458 | 13.90M | Jun 29, 2026 |