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HFWA

Heritage Financial Corp

Mar 27 • 04:00PM ET

25.17

-0.41 -1.60 %

Financial • Banks - Regional • USA • NASD

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

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

Scroll to Statements

Index	RUT	P/E	12.83	EPS (ttm)	1.96	Insider Own	1.67%	Shs Outstand	41.13M	Perf Week	1.94%
Market Cap	1.04B	Forward P/E	8.65	EPS next Y	2.91	Insider Trans	1.59%	Shs Float	40.44M	Perf Month	-8.17%
Enterprise Value	-	PEG	-	EPS next Q	0.31	Inst Own	73.02%	Short Float	4.36%	Perf Quarter	2.61%
Income	67.53M	P/S	3.08	EPS this Y	8.50%	Inst Trans	0.87%	Short Ratio	5.75	Perf Half Y	2.32%
Sales	335.97M	P/B	0.93	EPS next Y	36.83%	ROA	0.96%	Short Interest	1.76M	Perf YTD	6.43%
Book/sh	27.13	P/C	-	EPS next 5Y	-	ROE	7.57%	52W High	28.98 -13.15%	Perf Year	3.20%
Cash/sh	-	P/FCF	12.09	EPS past 3/5Y	-5.31% 8.77%	ROIC	7.02%	52W Low	19.84 26.86%	Perf 3Y	13.48%
Dividend Est.	0.98 (3.90%)	EV/EBITDA	-	Sales past 3/5Y	9.34% 6.00%	Gross Margin	-	Volatility	2.27% 2.98%	Perf 5Y	-13.74%
Dividend TTM	0.96 (3.81%)	EV/Sales	-	EPS Y/Y TTM	58.14%	Oper. Margin	23.40%	ATR (14)	0.78	Perf 10Y	48.17%
Dividend Ex-Date	Jan 28, 2026	Quick Ratio	-	Sales Y/Y TTM	5.92%	Profit Margin	20.10%	RSI (14)	43.38	Recom	2.33
Dividend Gr. 3/5Y	4.55% 3.71%	Current Ratio	0.05	EPS Q/Q	87.22%	SMA20	-0.85%	Beta	0.49	Target Price	31.40
Payout	48.98%	Debt/Eq	0.07	Sales Q/Q	5.59%	SMA50	-4.44%	Rel Volume	0.75	Prev Close	25.58
Employees	755	LT Debt/Eq	0.04	Earnings	Apr 23 BMO	SMA200	2.87%	Avg Volume	307.08K	Price	25.17
IPO	Jan 09, 1998	Option/Short	Yes / Yes	EPS/Sales Surpr.	16.07% 0.38%	Trades		Volume	229,614	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

Mar-25-26 01:30PM	Heritage Financial Announces Earnings Release Date and Conference Call (PR Newswire)
Mar-03-26 04:34PM	Savant Acquires $3.9 Billion Massachusetts Advisory Firm. It Has $42 Billion in Assets Now. (Barrons.com)
10:54AM	Savant Wealth Secures Largest Acquisition to Date With $3.9B RIA (Wealth Management)
Feb-26-26 10:10AM	Zacks Industry Outlook Highlights ServisFirst Bancshares, WSFS Financial and Heritage Financial (Zacks)
Feb-24-26 10:21PM	Zacks Industry Outlook Highlights ServisFirst Bancshares, WSFS Financial and Heritage Financial (Zacks)
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10:01AM	Savings & Loan Industry Stocks to Buy on Solid Prospects (Zacks)
Feb-02-26 08:00AM	Heritage Financial Corporation Announces Completion of Acquisition of Olympic Bancorp, Inc. (PR Newswire)
Jan-23-26 08:01PM	Heritage Financial Corp (HFWA) Q4 2025 Earnings Call Highlights: Strong Earnings Growth and ... (GuruFocus.com) -5.54%
Jan-22-26 02:26PM	Heritage Financial Q4 Earnings Call Highlights (MarketBeat) +7.16%
10:00AM	Heritage Financial (HFWA) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks) +7.16%
09:10AM	Heritage Financial (HFWA) Q4 Earnings and Revenues Top Estimates (Zacks) +7.16%
08:17AM	Heritage Financial: Q4 Earnings Snapshot (Associated Press Finance) +7.16%
08:00AM	Heritage Financial Announces Fourth Quarter and Annual 2025 Results (PR Newswire) +7.16%
Jan-21-26 09:15AM	Gear Up for Heritage Financial (HFWA) Q4 Earnings: Wall Street Estimates for Key Metrics (Zacks) +5.67%
07:18AM	Heritage Financial Corp (HFWA) Q4 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com) +5.67%
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Jan-16-26 04:05PM	Heritage Financial Corporation Declares Quarterly Dividend (PR Newswire)
Jan-06-26 05:19PM	Heritage Financial Announces Earnings Release Date and Conference Call (PR Newswire)
Dec-29-25 02:09PM	Heritage Financial Corporation Receives Regulatory Approval to Acquire Olympic Bancorp, Inc. (PR Newswire)
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)
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%
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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)
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)
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)
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)
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)

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
Wilson Kelli Ann	EVP Chief Banking Officer	Mar 16 '26	Option Exercise	24.89	3,818	95,030	7,596	Mar 18 03:23 PM
Robison Sabrina C	EVP Chief HR Officer	Mar 16 '26	Option Exercise	24.89	4,038	100,506	34,391	Mar 18 03:22 PM
Ray Matthew T.	EVP Chief Lending Officer	Mar 16 '26	Option Exercise	24.89	4,516	112,403	27,176	Mar 18 03:21 PM
McDonald Bryan	President	Mar 16 '26	Option Exercise	24.89	4,991	124,226	36,054	Mar 18 03:20 PM
Hinson Donald	EVPand Chief Financial Officer	Mar 16 '26	Option Exercise	24.89	3,685	91,720	45,772	Mar 18 03:19 PM
Henning Thomas J	EVP Chief Risk Officer	Mar 16 '26	Option Exercise	24.89	5,116	127,337	19,549	Mar 18 03:18 PM
Glasby William	EVP Chief Information Officer	Mar 16 '26	Option Exercise	24.89	5,291	131,693	14,246	Mar 18 03:17 PM
Curran Amy E.	EVP Director Commercial Lend	Mar 16 '26	Option Exercise	24.89	5,040	125,446	30,371	Mar 18 03:16 PM
Chalfant Tony	EVP Chief Credit Officer	Mar 16 '26	Option Exercise	24.89	3,128	77,856	22,998	Mar 18 03:15 PM
Chalfant Tony	EVP Chief Credit Officer	Feb 11 '26	Sale	27.65	4,668	129,065	19,870	Feb 11 04:44 PM
TONY CHALFANT	Officer	Feb 11 '26	Proposed Sale	27.65	4,668	129,065		Feb 11 04:11 PM
Rivera Frederick B	Director	Feb 03 '26	Sale	26.31	1,800	47,350	4,972	Feb 03 05:49 PM
FREDERICK B RIVERA	Director	Feb 03 '26	Proposed Sale	26.31	1,800	47,350		Feb 03 04:48 PM
Wilson Kelli Ann	EVP Chief Banking Officer	Jan 26 '26	Sale	26.48	1,900	50,307	3,778	Jan 26 04:39 PM
KELLI A WILSON	Officer	Jan 26 '26	Proposed Sale	26.48	1,900	50,307		Jan 26 04:03 PM
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

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HFWA

Heritage Financial Corp

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