Heritage Financial Corporation HFWA
Set alert
At close · Oct 30
After hours · Oct 30, 4:00 PM ET
- 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
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)
| Name | Date | Ago |
|---|---|---|
| SMA: Bullish | Oct 22, 2026 | 1 week ago |
| SMA: Bullish | Oct 20, 2026 | 1 week ago |
| MACD: Buy Signal | Oct 16, 2026 | 2 weeks ago |
| SMA: Bearish | Oct 9, 2026 | 3 weeks ago |
| SMA: Bullish | Oct 8, 2026 | 3 weeks ago |
| SMA: Bearish | Oct 7, 2026 | 3 weeks ago |
| MACD: Sell Signal | Oct 6, 2026 | 3 weeks ago |
| MACD: Buy Signal | Oct 2, 2026 | 1 month ago |
| MACD: Sell Signal | Sep 30, 2026 | 1 month ago |
| MACD: Buy Signal | Sep 25, 2026 | 1 month ago |
| MACD: Sell Signal | Sep 9, 2026 | 1 month ago |
| MACD: Buy Signal | Sep 3, 2026 | 1 month ago |
| SMA: Bearish | Aug 18, 2026 | 2 months ago |
| MACD: Sell Signal | Jul 23, 2026 | 3 months ago |
| MACD: Buy Signal | Jul 16, 2026 | 3 months ago |
| MACD: Sell Signal | Jul 8, 2026 | 3 months ago |
| RSI: Overbought | Jul 1, 2026 | 4 months ago |
| MACD: Buy Signal | Jun 23, 2026 | 4 months ago |
| MACD: Sell Signal | Jun 18, 2026 | 4 months ago |
| SMA: Bullish | Jun 4, 2026 | 5 months ago |
| MACD: Buy Signal | Jun 4, 2026 | 5 months ago |
| SMA: Bearish | Jun 3, 2026 | 5 months ago |
| MACD: Sell Signal | Jun 3, 2026 | 5 months ago |
| MACD: Buy Signal | May 26, 2026 | 5 months ago |
| SMA: Bullish | May 18, 2026 | 5 months ago |
| SMA: Bearish | May 15, 2026 | 5 months ago |
| SMA: Bullish | May 14, 2026 | 5 months ago |
| SMA: Bearish | May 13, 2026 | 5 months ago |
| MACD: Sell Signal | Apr 24, 2026 | 6 months ago |
| RSI: Overbought | Apr 9, 2026 | 6 months ago |
| SMA: Bullish | Apr 6, 2026 | 6 months ago |
| MACD: Buy Signal | Mar 25, 2026 | 7 months ago |
| SMA: Bearish | Mar 5, 2026 | 8 months ago |
| MACD: Sell Signal | Feb 23, 2026 | 8 months ago |
| RSI: Overbought | Jan 22, 2026 | 9 months ago |
| MACD: Buy Signal | Jan 15, 2026 | 9 months ago |
| MACD: Sell Signal | Dec 23, 2025 | 10 months ago |
| RSI: Overbought | Dec 10, 2025 | 10 months ago |
| SMA: Bullish | Nov 25, 2025 | 11 months ago |
| SMA: Bullish | Nov 21, 2025 | 11 months ago |
| MACD: Buy Signal | Nov 19, 2025 | 11 months ago |
| MACD: Sell Signal | Nov 17, 2025 | 11 months ago |
| MACD: Buy Signal | Nov 11, 2025 | 11 months ago |
| MACD: Sell Signal | Oct 30, 2025 | 1 year ago |
| MACD: Buy Signal | Oct 27, 2025 | 1 year ago |
| SMA: Bearish | Oct 8, 2025 | 1 year ago |
| SMA: Bearish | Oct 8, 2025 | 1 year ago |
| SMA: Bullish | Sep 17, 2025 | 1 year ago |
| SMA: Bullish | Sep 17, 2025 | 1 year ago |
| SMA: Bearish | Sep 16, 2025 | 1 year ago |
| SMA: Bearish | Sep 16, 2025 | 1 year ago |
| MACD: Sell Signal | Sep 15, 2025 | 1 year ago |
| SMA: Bullish | Aug 26, 2025 | 1 year ago |
| SMA: Bearish | Aug 25, 2025 | 1 year ago |
| SMA: Bullish | Aug 22, 2025 | 1 year ago |
| SMA: Bullish | Aug 22, 2025 | 1 year ago |
| SMA: Bearish | Aug 15, 2025 | 1 year ago |
| SMA: Bullish | Aug 13, 2025 | 1 year ago |
| MACD: Buy Signal | Aug 13, 2025 | 1 year ago |
| SMA: Bearish | Jul 24, 2025 | 1 year ago |
| MACD: Sell Signal | Jul 18, 2025 | 1 year ago |
| RSI: Overbought | Jul 3, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 24, 2025 | 1 year ago |
| SMA: Bullish | Jun 23, 2025 | 1 year ago |
| SMA: Bearish | Jun 13, 2025 | 1 year ago |
| MACD: Sell Signal | Jun 13, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 11, 2025 | 1 year ago |
| SMA: Bullish | Jun 6, 2025 | 1 year ago |
| SMA: Bearish | Jun 4, 2025 | 1 year ago |
| SMA: Bullish | Jun 3, 2025 | 1 year ago |
| SMA: Bearish | Jun 2, 2025 | 1 year ago |
| SMA: Bullish | May 27, 2025 | 1 year ago |
| SMA: Bearish | May 22, 2025 | 1 year ago |
| MACD: Sell Signal | May 22, 2025 | 1 year ago |
| SMA: Bullish | May 8, 2025 | 1 year ago |
| SMA: Bearish | May 7, 2025 | 1 year ago |
| SMA: Bullish | May 2, 2025 | 1 year ago |
| MACD: Buy Signal | Apr 22, 2025 | 1 year ago |
| RSI: Oversold | Apr 11, 2025 | 1 year ago |
| RSI: Oversold | Apr 4, 2025 | 1 year ago |
| SMA: Bearish | Apr 3, 2025 | 1 year ago |
| MACD: Sell Signal | Apr 3, 2025 | 1 year ago |
| SMA: Bullish | Apr 2, 2025 | 1 year ago |
| MACD: Buy Signal | Mar 21, 2025 | 1 year ago |
| MACD: Sell Signal | Mar 5, 2025 | 1 year ago |
| SMA: Bearish | Mar 4, 2025 | 1 year ago |
| MACD: Buy Signal | Feb 28, 2025 | 1 year ago |
| SMA: Bullish | Feb 27, 2025 | 1 year ago |
| SMA: Bearish | Feb 12, 2025 | 1 year ago |
| SMA: Bullish | Feb 11, 2025 | 1 year ago |
| MACD: Sell Signal | Feb 11, 2025 | 1 year ago |
| SMA: Bearish | Feb 7, 2025 | 1 year ago |
| SMA: Bullish | Feb 4, 2025 | 1 year ago |
| SMA: Bearish | Feb 3, 2025 | 1 year ago |
| SMA: Bullish | Jan 27, 2025 | 1 year ago |
| MACD: Buy Signal | Jan 15, 2025 | 1 year ago |
| RSI: Overbought | Nov 22, 2024 | 1 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
- 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 | 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 |
Fund ownership
| 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 |