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HFWA

Heritage Financial Corp

Dec 23 • 04:00PM ET

24.58

-0.40 -1.60 %

Financial • Banks - Regional • USA • NASD

Peers: COLB ZION WAFD EWBC GBCI FNB HOPE WAL BOH VLY

| Held by: IJR VTI IWM VXF IJS IWN SPSM SMDV KRE DFAT

Scroll to Statements

Index	RUT	P/E	14.81	EPS (ttm)	1.66	Insider Own	1.70%	Shs Outstand	33.96M	Perf Week	-2.88%
Market Cap	834.66M	Forward P/E	11.75	EPS next Y	2.09	Insider Trans	3.42%	Shs Float	33.38M	Perf Month	5.63%
Enterprise Value	-	PEG	0.38	EPS next Q	0.56	Inst Own	87.40%	Short Float	3.19%	Perf Quarter	-0.24%
Income	57.22M	P/S	2.52	EPS this Y	51.34%	Inst Trans	1.29%	Short Ratio	5.70	Perf Half Y	5.40%
Sales	331.37M	P/B	0.92	EPS next Y	11.46%	ROA	0.81%	Short Interest	1.06M	Perf YTD	0.33%
Book/sh	26.62	P/C	-	EPS next 5Y	31.04%	ROE	6.43%	52W High	26.09 -5.79%	Perf Year	3.63%
Cash/sh	-	P/FCF	9.69	EPS past 3/5Y	-23.10% -7.45%	ROIC	6.18%	52W Low	19.84 23.89%	Perf 3Y	-17.52%
Dividend Est.	0.95 (3.89%)	EV/EBITDA	-	Sales past 3/5Y	8.66% 4.93%	Gross Margin	-	Volatility	2.58% 2.29%	Perf 5Y	3.10%
Dividend TTM	0.96 (3.91%)	EV/Sales	-	EPS Y/Y TTM	54.96%	Oper. Margin	20.90%	ATR (14)	0.58	Perf 10Y	35.65%
Dividend Ex-Date	Nov 05, 2025	Quick Ratio	-	Sales Y/Y TTM	8.27%	Profit Margin	17.27%	RSI (14)	52.66	Recom	2.33
Dividend Gr. 3/5Y	4.34% 4.45%	Current Ratio	0.06	EPS Q/Q	68.99%	SMA20	-0.55%	Beta	0.52	Target Price	28.40
Payout	74.22%	Debt/Eq	0.18	Sales Q/Q	7.57%	SMA50	4.89%	Rel Volume	0.97	Prev Close	24.98
Employees	761	LT Debt/Eq	0.02	Earnings	Oct 23 BMO	SMA200	4.12%	Avg Volume	186.72K	Price	24.58
IPO	Jan 09, 1998	Option/Short	Yes / Yes	EPS/Sales Surpr.	0.60% 0.62%	Trades		Volume	180,842	Change	-1.60%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-24-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$31 → $23
Jun-29-22	Upgrade	DA Davidson	Neutral → Buy	$27 → $29
Jan-15-21	Resumed	Stephens	Equal-Weight	$28
Nov-12-19	Downgrade	DA Davidson	Buy → Neutral
Jul-26-19	Downgrade	Janney	Buy → Neutral
Apr-26-19	Downgrade	Sandler O'Neill	Buy → Hold	$34 → $32
Mar-07-19	Initiated	Stephens	Equal-Weight
Jul-26-18	Downgrade	Keefe Bruyette	Outperform → Mkt Perform
May-02-18	Upgrade	Piper Jaffray	Neutral → Overweight
Mar-12-18	Upgrade	Keefe Bruyette	Mkt Perform → Outperform
Oct-23-15	Downgrade	Keefe Bruyette	Outperform → Mkt Perform
Oct-05-15	Downgrade	Raymond James	Outperform → Mkt Perform
Sep-28-15	Initiated	Piper Jaffray	Neutral	$19
Oct-25-13	Reiterated	Wunderlich	Buy	$18 → $25
Mar-13-13	Reiterated	Wunderlich	Buy	$18 → $20
Aug-27-10	Initiated	Wunderlich	Buy	$18
Sep-28-09	Initiated	Keefe Bruyette	Outperform	$17
Nov-07-08	Upgrade	DA Davidson	Neutral → Buy
Oct-25-07	Upgrade	DA Davidson	Neutral → Buy	$25

Show Previous Ratings

Dec-19-25 08:00AM	Heritage Financial Corporation Appoints Scott T. Allan to its Board of Directors (PR Newswire)
Nov-19-25 09:57AM	Do Options Traders Know Something About Heritage Financial Stock We Don't? (Zacks)
Nov-18-25 12:20PM	Halper Sadeh LLC Encourages WOW, AKRO, HFWA, BRY Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
Nov-14-25 09:55AM	How Much Upside is Left in Heritage Financial (HFWA)? Wall Street Analysts Think 25.23% (Zacks)
Nov-04-25 08:06PM	Heritage Financial Corp (HFWA) Q3 2025 Earnings Call Highlights: Strong EPS Growth and ... (GuruFocus.com)
09:30AM	Loading…
Oct-23-25 09:30AM	Heritage Financial (HFWA) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
09:15AM	Heritage Financial (HFWA) Q3 Earnings Meet Estimates (Zacks)
08:16AM	Heritage Financial: Q3 Earnings Snapshot (Associated Press Finance)
08:00AM	Heritage Financial Announces Third Quarter 2025 Results and Declares Regular Cash Dividend of $0.24 Per Share (PR Newswire)
Oct-22-25 09:40AM	Earnings To Watch: Heritage Financial Corp (HFWA) Reports Q3 2025 Result (GuruFocus.com)
Oct-17-25 11:45AM	Why Heritage Financial (HFWA) is a Top Dividend Stock for Your Portfolio (Zacks)
Oct-15-25 05:10PM	Banner (BANR) Surpasses Q3 Earnings and Revenue Estimates (Zacks) -5.52%
Oct-12-25 05:04AM	Do you know what you earned 2 years ago? Why it's important for Medicare enrollment (USA TODAY)
Oct-02-25 11:00AM	Heritage Financial Announces Earnings Release Date and Conference Call (PR Newswire)
Oct-01-25 11:45AM	Heritage Financial (HFWA) Could Be a Great Choice (Zacks)
07:37AM	Loading…
Sep-29-25 07:37AM	Washington banks to combine in $176.6M deal (Banking Dive)
Sep-25-25 07:00PM	Heritage Financial Corporation to Acquire Olympic Bancorp, Inc. (PR Newswire)
Sep-15-25 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Aug-29-25 11:45AM	Why Heritage Financial (HFWA) is a Great Dividend Stock Right Now (Zacks)
Aug-13-25 11:45AM	Why Heritage Financial (HFWA) is a Top Dividend Stock for Your Portfolio (Zacks)
Aug-05-25 09:55AM	Here's Why Heritage Financial (HFWA) Is a Great 'Buy the Bottom' Stock Now (Zacks)
Jul-28-25 11:45AM	Heritage Financial (HFWA) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
Jul-27-25 09:00PM	Heritage Financial Corp (HFWA) Q2 2025 Earnings Call Highlights: Strong EPS Growth and ... (GuruFocus.com)
Jul-25-25 07:02AM	Heritage Financial: Q2 Earnings Snapshot (Associated Press Finance)
Jul-24-25 09:10AM	Heritage Financial (HFWA) Q2 Earnings Beat Estimates (Zacks) -6.85%
08:00AM	HERITAGE FINANCIAL ANNOUNCES SECOND QUARTER 2025 RESULTS AND DECLARES REGULAR CASH DIVIDEND OF $0.24 PER SHARE (PR Newswire)
Jul-23-25 09:54AM	Heritage Financial Corp (HFWA) Q2 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Jul-17-25 10:00AM	Heritage Financial (HFWA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-16-25 12:10PM	Can Heritage Financial (HFWA) Keep the Earnings Surprise Streak Alive? (Zacks)
Jun-26-25 11:57AM	Heritage Financial Announces Earnings Release Date and Conference Call (PR Newswire)
01:13PM	Loading…
May-06-25 01:13PM	Heritage Financial Names Bryan D. McDonald President and CEO and Appoints Him to the Board of Directors (PR Newswire)
May-03-25 01:26AM	Dividend Champion, Contender, And Challenger Highlights: Week Of May 4 (Seeking Alpha)
Apr-26-25 09:00AM	Heritage Financial Corp (HFWA) Q1 2025 Earnings Call Highlights: Strong Deposit Growth and ... (GuruFocus.com)
Apr-25-25 09:10AM	Improve Your Retirement Income with These 3 Top-Ranked Dividend Stocks (Zacks)
Apr-24-25 05:47PM	Heritage Financial Q1: Still Sitting On The Sidelines (Seeking Alpha)
03:18PM	Heritage Financial Corporation (HFWA) Q1 2025 Earnings Conference Call Transcript (Seeking Alpha)
09:30AM	Heritage Financial (HFWA) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
09:15AM	Heritage Financial (HFWA) Q1 Earnings Top Estimates (Zacks)
08:10AM	Heritage Financial: Q1 Earnings Snapshot (Associated Press Finance)
08:00AM	HERITAGE FINANCIAL ANNOUNCES FIRST QUARTER 2025 RESULTS AND DECLARES REGULAR CASH DIVIDEND OF $0.24 PER SHARE (PR Newswire)
Apr-14-25 11:45AM	This is Why Heritage Financial (HFWA) is a Great Dividend Stock (Zacks)
Mar-28-25 11:45AM	Heritage Financial (HFWA) Could Be a Great Choice (Zacks)
Mar-27-25 02:07PM	Heritage Financial Announces Earnings Release Date and Conference Call (PR Newswire)
Mar-24-25 05:40AM	New Strong Buy Stocks for March 24th (Zacks)
04:43AM	Zacks Industry Outlook Banner, Berkshire Hills Bancorp and Heritage Financial (Zacks)
03:39AM	Best Income Stocks to Buy for March 24th (Zacks)
Mar-21-25 11:37AM	3 Savings & Loan Stocks Worth Buying Amid Industry Challenges (Zacks)
Jan-27-25 04:00PM	Heritage Bank Expands Into the Spokane, Washington, Market (PR Newswire)
Jan-24-25 08:00AM	Heritage Financial Corp (HFWA) Q4 2024 Earnings Call Highlights: Strong Loan Growth and ... (GuruFocus.com)
Jan-23-25 08:24AM	Heritage Financial: Q4 Earnings Snapshot (Associated Press Finance)
08:00AM	HERITAGE FINANCIAL ANNOUNCES FOURTH QUARTER AND ANNUAL 2024 RESULTS AND DECLARES REGULAR CASH DIVIDEND OF $0.24 PER SHARE (PR Newswire)
Jan-22-25 07:08AM	Earnings To Watch: Heritage Financial Corp (HFWA) Reports Q4 2024 Result (GuruFocus.com)
Jan-02-25 01:08PM	Heritage Financial Announces Earnings Release Date and Conference Call (PR Newswire)
Dec-19-24 01:41PM	Heritage Financial Corporation Appoints Karen R. Saunders to its Board of Directors (PR Newswire)
Oct-27-24 01:00PM	Heritage Financial Corp (HFWA) Q3 2024 Earnings Call Highlights: Strong Loan and Deposit Growth ... (GuruFocus.com)
Oct-25-24 05:49PM	Heritage Financial Reports Q3 Earnings and Dividend Announcement (TipRanks)
Oct-24-24 08:09AM	Heritage Financial: Q3 Earnings Snapshot (Associated Press Finance)
08:00AM	HERITAGE FINANCIAL ANNOUNCES THIRD QUARTER 2024 RESULTS AND DECLARES REGULAR CASH DIVIDEND OF $0.23 PER SHARE (PR Newswire)
Oct-23-24 04:00PM	Nicholas Bley Named Chief Operating Officer at Heritage Bank (PR Newswire)
09:10AM	Heritage Financial Corp (HFWA) Q3 2024 Earnings Report Preview: What to Expect (GuruFocus.com)
Oct-09-24 03:17PM	Heritage Financial Corp (HFWA) Q2 2024 Earnings Call Highlights: Strong Loan Growth Amid Margin ... (GuruFocus.com)
Oct-01-24 06:22PM	Heritage Financial Announces Earnings Release Date and Conference Call (PR Newswire)
Aug-14-24 09:56AM	Implied Volatility Surging for Heritage Financial (HFWA) Stock Options (Zacks)
Jul-25-24 08:15AM	Heritage Financial: Q2 Earnings Snapshot (Associated Press Finance) +5.36%
08:00AM	HERITAGE FINANCIAL ANNOUNCES SECOND QUARTER 2024 RESULTS AND DECLARES REGULAR CASH DIVIDEND (PR Newswire)
Jul-03-24 12:33PM	Heritage Financial Announces Earnings Release Date and Conference Call (PR Newswire)
Jun-25-24 08:00AM	Heritage Financial Announces CEO Succession Plan (PR Newswire)
Apr-30-24 10:00AM	Heritage Financial Corporation (NASDAQ:HFWA) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-26-24 07:33AM	Heritage Financial Corp (HFWA) Q1 2024 Earnings Miss Analyst Projections Amid Strategic Shifts (GuruFocus.com)
Apr-25-24 12:53PM	HFWA Stock Earnings: Heritage Financial Meets EPS, Misses Revenue for Q1 2024 (InvestorPlace)
10:00AM	Here's What Key Metrics Tell Us About Heritage Financial (HFWA) Q1 Earnings (Zacks)
08:17AM	Heritage Financial: Q1 Earnings Snapshot (Associated Press Finance)
08:00AM	HERITAGE FINANCIAL ANNOUNCES FIRST QUARTER 2024 RESULTS AND DECLARES REGULAR CASH DIVIDEND (PR Newswire)
Apr-02-24 01:01PM	Heritage Financial Announces Earnings Release Date and Conference Call (PR Newswire)
Feb-07-24 01:34PM	Heritage Financial Corporation Announces that Director Eric K. Chan Resigned from the Board of Directors (PR Newswire)
Jan-27-24 09:53AM	Heritage Financial Corporation (NASDAQ:HFWA) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-25-24 10:30AM	Compared to Estimates, Heritage Financial (HFWA) Q4 Earnings: A Look at Key Metrics (Zacks)
08:21AM	Heritage Financial: Q4 Earnings Snapshot (Associated Press Finance)
08:00AM	HERITAGE FINANCIAL ANNOUNCES FOURTH QUARTER AND ANNUAL 2023 RESULTS AND DECLARES REGULAR CASH DIVIDEND (PR Newswire)
Jan-23-24 07:06AM	Heritage Financial (HFWA) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Jan-04-24 04:57PM	Heritage Financial Announces Earnings Release Date and Conference Call (PR Newswire)
Oct-20-23 10:10AM	Heritage Financial Corporation (NASDAQ:HFWA) Q3 2023 Earnings Call Transcript (Insider Monkey)
03:27AM	Q3 2023 Heritage Financial Corp Earnings Call (Thomson Reuters StreetEvents)
Oct-19-23 04:22PM	Heritage Financial Corp (HFWA) Announces Q3 2023 Earnings: Net Income Rises to $18.2 Million (GuruFocus.com) +7.42%
08:17AM	Heritage Financial: Q3 Earnings Snapshot (Associated Press Finance)
08:00AM	HERITAGE FINANCIAL ANNOUNCES THIRD QUARTER 2023 RESULTS AND DECLARES REGULAR CASH DIVIDEND (PR Newswire)
Sep-27-23 02:08PM	Heritage Financial Announces Earnings Release Date and Conference Call (PR Newswire)
Sep-14-23 01:11PM	Director Brian Charneski Buys 5,000 Shares of Heritage Financial Corp (GuruFocus.com)
Aug-07-23 05:37PM	15 Worst Performing Bank Stocks in 2023 (Insider Monkey)
Jul-23-23 06:12AM	Heritage Financial Corporation (NASDAQ:HFWA) Q2 2023 Earnings Call Transcript (Insider Monkey)
Jul-21-23 04:20AM	Q2 2023 Heritage Financial Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-20-23 08:09AM	Heritage Financial: Q2 Earnings Snapshot (Associated Press Finance)
08:00AM	HERITAGE FINANCIAL ANNOUNCES SECOND QUARTER 2023 RESULTS AND DECLARES REGULAR CASH DIVIDEND (PR Newswire)
Jun-28-23 07:13PM	Heritage Financial Announces Earnings Release Date and Conference Call (PR Newswire)
Jun-21-23 08:00PM	HFWA: Lowering target price to $17.00 (Argus Research)
Jun-08-23 10:32AM	Positive earnings growth hasn't been enough to get Heritage Financial (NASDAQ:HFWA) shareholders a favorable return over the last five years (Simply Wall St.)
May-23-23 08:00AM	KBRA Publishes and Affirms Ratings for Heritage Financial Corporation (PR Newswire)
Apr-28-23 06:13AM	Heritage Financial Corporation (NASDAQ:HFWA) Passed Our Checks, And It's About To Pay A US$0.22 Dividend (Simply Wall St.)
Apr-26-23 08:00PM	HFWA: Lowering target price to $19.00 (Argus Research)
Apr-21-23 03:12AM	Q1 2023 Heritage Financial Corp Earnings Call (Thomson Reuters StreetEvents)

Heritage Financial Corp. is a bank holding company, which engages in the business of planning, directing, and coordinating the business activities of wholly owned subsidiary, Heritage Bank. It operates through the following loan portfolio segments: Commercial Business, Residential Real Estate, Real Estate Construction and Land Development, and Consumer. The Commercial Business segment focuses on the identified cash flows of the borrower and secondarily on the underlying collateral provided by the borrower. The Residential Real Estate segment includes secured by one-to-four family residences located in its primary market areas. The Real Estate Construction and Land Development segment offers construction loans for residential and for commercial and multifamily properties. The Consumer segment provides consumer loans and lines of credit that are both secured and unsecured. The company was founded on August 28, 1997 and is headquartered in Olympia, WA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Ray Matthew T.	EVP Chief Lending Officer	Dec 15 '25	Option Exercise	25.43	832	21,158	22,838	Dec 16 12:47 PM
Bley Nicholas M	EVP Chief Operating Officer	Dec 15 '25	Option Exercise	25.43	4,857	123,514	4,857	Dec 16 12:46 PM
Henning Thomas J	EVP Chief Risk Officer	Dec 15 '25	Option Exercise	25.43	495	12,588	14,512	Dec 16 12:45 PM
Robison Sabrina C	EVP Chief HR Officer	Dec 15 '25	Option Exercise	25.43	247	6,281	30,392	Dec 16 12:44 PM
Glasby William	EVP Chief Information Officer	Dec 15 '25	Option Exercise	25.43	265	6,739	8,995	Dec 16 12:43 PM
McDonald Bryan	President	Nov 20 '25	Buy	22.32	19,106	426,446	31,363	Nov 24 04:57 PM
Curran Amy E.	EVP Director Commercial Lend	Jun 16 '25	Option Exercise	22.76	1,102	25,082	25,455	Jun 17 02:56 PM
Wilson Kelli Ann	EVP Chief Banking Officer	Jun 16 '25	Option Exercise	22.76	526	11,972	5,730	Jun 17 02:56 PM
Chalfant Tony	EVP Chief Credit Officer	Jun 16 '25	Option Exercise	22.76	1,315	29,929	24,668	Jun 17 02:56 PM
Gavin Deborah J	Director	May 01 '25	Option Exercise	23.04	2,928	67,461	23,997	May 05 02:23 PM
Giacobbe Gail B.	Director	May 01 '25	Option Exercise	23.04	2,928	67,461	7,759	May 02 01:31 PM
CHARNESKI BRIAN	Director	May 01 '25	Option Exercise	23.04	2,928	67,461	42,491	May 02 01:31 PM
Watson Ann	Director	May 01 '25	Option Exercise	23.04	2,928	67,461	23,903	May 02 01:31 PM
LYON JEFFREY S	Director	May 01 '25	Option Exercise	23.04	2,928	67,461	48,501	May 02 01:30 PM
Dryer Trevor D.	Director	May 01 '25	Option Exercise	23.04	2,928	67,461	7,759	May 02 01:30 PM
Ellwanger Kimberly T	Director	May 01 '25	Option Exercise	23.04	2,928	67,461	32,819	May 02 01:30 PM
VANCE BRIAN L	Director	May 01 '25	Option Exercise	23.04	2,928	67,461	100,124	May 02 01:30 PM
Rivera Frederick B	Director	May 01 '25	Option Exercise	23.04	2,928	67,461	6,772	May 02 01:30 PM
Deuel Jeffrey J	CEO	Mar 17 '25	Option Exercise	23.77	2,436	57,904	73,342	Mar 19 01:38 PM
McDonald Bryan	President	Mar 17 '25	Option Exercise	23.77	921	21,892	31,209	Mar 19 01:38 PM
McDonald Bryan	President and COO	Mar 17 '25	Option Exercise	23.77	5,189	123,343	31,242	Mar 18 05:52 PM
Henning Thomas J	EVP Chief Risk Officer	Mar 17 '25	Option Exercise	23.77	4,667	110,935	14,900	Mar 18 05:52 PM
Ray Matthew T.	EVP Chief Lending Officer	Mar 17 '25	Option Exercise	23.77	4,225	100,428	22,738	Mar 18 05:52 PM
Robison Sabrina C	EVP Chief HR Officer	Mar 17 '25	Option Exercise	23.77	3,647	86,689	30,894	Mar 18 05:52 PM
Glasby William	EVP Chief Information Officer	Mar 17 '25	Option Exercise	23.77	4,677	111,172	10,310	Mar 18 05:52 PM
Wilson Kelli Ann	EVP Chief Banking Officer	Mar 17 '25	Option Exercise	23.77	2,866	68,125	5,804	Mar 18 05:51 PM
Curran Amy E.	EVP Director Commercial Lend	Mar 17 '25	Option Exercise	23.77	4,505	107,084	25,211	Mar 18 05:51 PM
Curran Amy E.	EVP Director Commercial Lend	Mar 17 '25	Sale	23.77	858	20,395	24,353	Mar 18 05:51 PM
Deuel Jeffrey J	CEO	Mar 17 '25	Option Exercise	23.77	12,098	287,569	80,135	Mar 18 05:51 PM
Deuel Jeffrey J	CEO	Mar 17 '25	Sale	23.66	7,033	166,387	70,906	Mar 18 05:51 PM
Hinson Donald	EVPand Chief Financial Officer	Mar 17 '25	Option Exercise	23.77	4,604	109,437	46,338	Mar 18 05:51 PM
Hinson Donald	EVPand Chief Financial Officer	Mar 17 '25	Sale	23.59	3,420	80,681	42,087	Mar 18 05:51 PM
Chalfant Tony	EVP Chief Credit Officer	Mar 17 '25	Option Exercise	23.77	3,944	93,749	24,063	Mar 18 05:51 PM
Deuel Jeffrey J	Officer	Mar 17 '25	Proposed Sale	23.66	7,033	166,388		Mar 17 04:59 PM
Hinson Donald	Officer	Mar 17 '25	Proposed Sale	23.40	3,420	80,028		Mar 17 04:56 PM
Rivera Frederick B	Director	Jan 27 '25	Proposed Sale	25.43	4,000	101,722		Jan 27 04:53 PM
Rivera Frederick B	Director	Jan 27 '25	Sale	25.43	4,000	101,722	3,844	Jan 27 04:40 PM

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HFWA

Heritage Financial Corp

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