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Heritage Financial Corporation HFWA

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Price alert · HFWA

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28.47 USD -0.44 -1.52%

At close · Oct 30

28.47 0.00 0.00%

After hours · Oct 30, 4:00 PM ET

Bid
28.48 × 2
Ask
28.49 × 2
28.43 Day range 29.37
21.32 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
356.67K
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

2Y chart

Chart tools
Interval

Events in this range
  • Nov 6, 2024Dividend: 0.23
  • Feb 6, 2025Dividend: 0.24
  • May 7, 2025Dividend: 0.24
  • Aug 6, 2025Dividend: 0.24
  • Oct 23, 2025Earnings: 0.56; estimate 0.547; surprise 2.38%
  • Nov 5, 2025Dividend: 0.24
  • Jan 22, 2026Earnings: 0.66; estimate 0.57; surprise 15.79%
  • Jan 28, 2026Dividend: 0.24
  • Feb 5, 2026Rating: Piper Sandler · Overweight → Overweight
  • Apr 2, 2026Rating: Piper Sandler · Overweight → Overweight
  • Apr 23, 2026Earnings: 0.49; estimate 0.57; surprise -14.04%
  • Apr 27, 2026Rating: Piper Sandler · Overweight → Overweight
  • May 6, 2026Dividend: 0.24
  • Jul 23, 2026Earnings: 0.57; estimate 0.445; surprise 28.09%
  • Jul 24, 2026Rating: DA Davidson · Buy → Buy
  • Jul 27, 2026Rating: Keefe, Bruyette & Woods · Market Perform → Market Perform
  • Jul 28, 2026Rating: Stephens & Co. · Equal-Weight → Equal-Weight
  • Aug 5, 2026Dividend: 0.25
  • Oct 22, 2026Earnings: 0.55; estimate 0.505; surprise 8.91%
Signals (97)
NameDateAgo
SMA: BullishOct 22, 20261 week ago
SMA: BullishOct 20, 20261 week ago
MACD: Buy SignalOct 16, 20262 weeks ago
SMA: BearishOct 9, 20263 weeks ago
SMA: BullishOct 8, 20263 weeks ago
SMA: BearishOct 7, 20263 weeks ago
MACD: Sell SignalOct 6, 20263 weeks ago
MACD: Buy SignalOct 2, 20261 month ago
MACD: Sell SignalSep 30, 20261 month ago
MACD: Buy SignalSep 25, 20261 month ago
MACD: Sell SignalSep 9, 20261 month ago
MACD: Buy SignalSep 3, 20261 month ago
SMA: BearishAug 18, 20262 months ago
MACD: Sell SignalJul 23, 20263 months ago
MACD: Buy SignalJul 16, 20263 months ago
MACD: Sell SignalJul 8, 20263 months ago
RSI: OverboughtJul 1, 20264 months ago
MACD: Buy SignalJun 23, 20264 months ago
MACD: Sell SignalJun 18, 20264 months ago
SMA: BullishJun 4, 20265 months ago
MACD: Buy SignalJun 4, 20265 months ago
SMA: BearishJun 3, 20265 months ago
MACD: Sell SignalJun 3, 20265 months ago
MACD: Buy SignalMay 26, 20265 months ago
SMA: BullishMay 18, 20265 months ago
SMA: BearishMay 15, 20265 months ago
SMA: BullishMay 14, 20265 months ago
SMA: BearishMay 13, 20265 months ago
MACD: Sell SignalApr 24, 20266 months ago
RSI: OverboughtApr 9, 20266 months ago
SMA: BullishApr 6, 20266 months ago
MACD: Buy SignalMar 25, 20267 months ago
SMA: BearishMar 5, 20268 months ago
MACD: Sell SignalFeb 23, 20268 months ago
RSI: OverboughtJan 22, 20269 months ago
MACD: Buy SignalJan 15, 20269 months ago
MACD: Sell SignalDec 23, 202510 months ago
RSI: OverboughtDec 10, 202510 months ago
SMA: BullishNov 25, 202511 months ago
SMA: BullishNov 21, 202511 months ago
MACD: Buy SignalNov 19, 202511 months ago
MACD: Sell SignalNov 17, 202511 months ago
MACD: Buy SignalNov 11, 202511 months ago
MACD: Sell SignalOct 30, 20251 year ago
MACD: Buy SignalOct 27, 20251 year ago
SMA: BearishOct 8, 20251 year ago
SMA: BearishOct 8, 20251 year ago
SMA: BullishSep 17, 20251 year ago
SMA: BullishSep 17, 20251 year ago
SMA: BearishSep 16, 20251 year ago
SMA: BearishSep 16, 20251 year ago
MACD: Sell SignalSep 15, 20251 year ago
SMA: BullishAug 26, 20251 year ago
SMA: BearishAug 25, 20251 year ago
SMA: BullishAug 22, 20251 year ago
SMA: BullishAug 22, 20251 year ago
SMA: BearishAug 15, 20251 year ago
SMA: BullishAug 13, 20251 year ago
MACD: Buy SignalAug 13, 20251 year ago
SMA: BearishJul 24, 20251 year ago
MACD: Sell SignalJul 18, 20251 year ago
RSI: OverboughtJul 3, 20251 year ago
MACD: Buy SignalJun 24, 20251 year ago
SMA: BullishJun 23, 20251 year ago
SMA: BearishJun 13, 20251 year ago
MACD: Sell SignalJun 13, 20251 year ago
MACD: Buy SignalJun 11, 20251 year ago
SMA: BullishJun 6, 20251 year ago
SMA: BearishJun 4, 20251 year ago
SMA: BullishJun 3, 20251 year ago
SMA: BearishJun 2, 20251 year ago
SMA: BullishMay 27, 20251 year ago
SMA: BearishMay 22, 20251 year ago
MACD: Sell SignalMay 22, 20251 year ago
SMA: BullishMay 8, 20251 year ago
SMA: BearishMay 7, 20251 year ago
SMA: BullishMay 2, 20251 year ago
MACD: Buy SignalApr 22, 20251 year ago
RSI: OversoldApr 11, 20251 year ago
RSI: OversoldApr 4, 20251 year ago
SMA: BearishApr 3, 20251 year ago
MACD: Sell SignalApr 3, 20251 year ago
SMA: BullishApr 2, 20251 year ago
MACD: Buy SignalMar 21, 20251 year ago
MACD: Sell SignalMar 5, 20251 year ago
SMA: BearishMar 4, 20251 year ago
MACD: Buy SignalFeb 28, 20251 year ago
SMA: BullishFeb 27, 20251 year ago
SMA: BearishFeb 12, 20251 year ago
SMA: BullishFeb 11, 20251 year ago
MACD: Sell SignalFeb 11, 20251 year ago
SMA: BearishFeb 7, 20251 year ago
SMA: BullishFeb 4, 20251 year ago
SMA: BearishFeb 3, 20251 year ago
SMA: BullishJan 27, 20251 year ago
MACD: Buy SignalJan 15, 20251 year ago
RSI: OverboughtNov 22, 20241 year ago

Key statistics

Market cap
1.16B
Enterprise value
1.13B
Trailing P/E
14.16
Forward P/E
10.87
PEG ratio
2.13
Price / sales
3.66
Price / book
1.07
EPS (TTM)
2.01
Beta
0.50
Dividend yield
3.46%
Payout ratio
45.71%
Profit margin
24.56%
Revenue (TTM)
315.40M
Revenue growth
31.80%
Free cash flow
0
Total cash
187.07M
Total debt
144.47M
Return on equity
7.79%
Shares outstanding
40.58M
Short % of float
9.36%
50-day average
28.26
200-day average
27.78

Analyst view

Consensus: buy

Buy
Price target (mean) 32.60 +14.5% upside
Target (low)
31.00
Target (mean)
32.60
Target (high)
34.00
Ratings (0m) 6 3 buy · 3 hold · 0 sell
  • Strong buy1
  • Buy2
  • Hold3
  • Sell0
  • Strong sell0

Next earnings

Jan 28, 2027

Expected Jan 28, 2027. Consensus EPS estimate 0.62167.

Earnings history

Financials — quick view

All financials
HFWA Revenue — quarterly 85.05M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
HFWA Net income — quarterly 17.55M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
HFWA EPS — quarterly 0.42
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026

Earnings

HFWA recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Jan 28, 2027Dec 30, 20260.62———
Oct 22, 2026Sep 30, 20260.5050.55+0.05+8.91%
Jul 23, 2026Jun 30, 20260.4450.57+0.12+28.09%
Apr 23, 2026Mar 31, 20260.570.49-0.08-14.04%
Jan 22, 2026Dec 31, 20250.570.66+0.09+15.79%
Oct 23, 2025Sep 30, 20250.5470.56+0.01+2.38%

Upgrades / downgrades

HFWA analyst upgrades and downgrades
DateFirmActionFromTo
Jul 28, 2026Stephens & Co.mainEqual-WeightEqual-Weight
Jul 27, 2026Keefe, Bruyette & WoodsmainMarket PerformMarket Perform
Jul 24, 2026DA DavidsonmainBuyBuy
Apr 27, 2026Piper SandlermainOverweightOverweight
Apr 2, 2026Piper SandlermainOverweightOverweight
Feb 5, 2026Piper SandlermainOverweightOverweight

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

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Insider holders

HFWA insider holders
InsiderRelationLatest transactionDateShares held
CURRAN AMY E.OfficerConversion of Exercise of derivative securityJun 14, 202629,958
DEUEL JEFFREY JChief Executive OfficerSaleMar 16, 202570,906
ELLWANGER KIMBERLY TDirectorConversion of Exercise of derivative securityApr 30, 202635,037
GAVIN DEBORAH J.DirectorConversion of Exercise of derivative securityApr 30, 202523,997
HINSON DONALD JChief Financial OfficerSaleJun 8, 202641,241
LYON JEFFREY SDirectorSaleAug 4, 202640,719

Institution ownership

HFWA institution ownership
Holder% heldSharesValueReported
Blackrock Inc.14.20%5,811,114165.44MJun 29, 2026
Jennison Associates LLC8.65%3,538,159100.73MJun 29, 2026
Victory Capital Management Inc.5.77%2,360,91567.22MJun 29, 2026
Dimensional Fund Advisors LP5.00%2,044,39958.20MJun 29, 2026
State Street Corporation4.84%1,982,25756.43MJun 29, 2026
Vanguard Capital Management LLC4.48%1,834,71252.23MJun 29, 2026

Fund ownership

HFWA fund ownership
Holder% heldSharesValueReported
iShares Trust-iShares Core S&P Small-Cap ETF5.99%2,449,39269.73MSep 29, 2026
Victory Portfolios-Victory Sycamore Small Company Opportunity Fund4.39%1,795,00051.10MJun 29, 2026
Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.3.84%1,571,41944.74MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.21%1,315,28337.45MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.65%1,082,75130.83MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund1.16%476,45813.56MJun 29, 2026
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