HFWA — Heritage Financial Corporation stock price, charts and financials

NASDAQ·Financial Services·Banks - Regional·USA

Latest market price

30.01

+0.28+0.94%

Overview Short InterestFilings

HFWAQT64Heritage Financial Corporation·NASDAQ

Overview Short InterestFilings

30.01+0.94%

Loading chart...

Signal & projected range

Earnings big beat — drift (PEAD)Historical pattern — not a prediction

Recent priceDays this stock last showed the setupRange of past outcomes (±1σ)

Horizon

Unlock the projected rangeSee where this setup landed historically — with Premium.

Unlock with Premium

Over the next 20 trading days, similar setups historically landed in a measured range of outcomes. Unlock with Premium to see the median return, the typical range, and how often they were positive. This is the historical range of outcomes — not a prediction of this stock’s price.

Ranges describe how this exact setup resolved in the past — derived from thousands of historical occurrences across QuoTrend’s coverage since 2006, survivorship-corrected to include companies that later delisted. The band is the typical spread (±1σ) of those outcomes, not a forecast; the central value is their average move. Fewer matching cases over longer horizons widen the band and lower its reliability. Backtested results are hypothetical, based on historical data, and do not represent actual trading. Past performance does not guarantee or predict future results. QuoTrend is an educational research tool, not investment advice. Markets involve risk, including loss of principal.

Screen all →

TFIN+0.92%$76.63 TCBK+0.87%$58.04 CASH+2.84%$90.75 STBA+0.44%$52.38 GABC+0.43%$51.10 NBHC+0.00%$43.19 LOB+2.24%$43.76 STEL+0.03%$39.32

Snapshot

Index	-	P/E	14.02	EPS (ttm)	2.12	Insider Own	1.95%	Shs Outstand	41.22M	Perf Week	-1.43%

Market Cap	1.23B	Forward P/E	11.22	EPS next Y	2.65	Insider Trans	-2.95%	Shs Float	40.23M	Perf Month	-1.65%

Enterprise Value	1.31B	PEG	0.30	EPS next Q	0.60	Inst Own	-	Short Float	6.43%	Perf Quarter	8.03%

Income	80.51M	P/S	3.64	EPS this Y	-6.32%	Inst Trans	-	Short Ratio	8.95	Perf Half Y	16.68%

Sales	336.26M	P/B	1.07	EPS next Y	34.06%	ROA	0.92%	Short Interest	2.59M	Perf YTD	25.71%

Book/sh	-	P/C	13.24	EPS next 5Y	34.06%	ROE	7.69%	52W High	31.54 -4.86%	Perf Year	30.80%

Cash/sh	-	P/FCF	15.27	EPS past 3/5Y	-5.33% 8.73%	ROIC	0.48%	52W Low	21.52 39.45%	Perf 3Y	58.48%

Dividend Est.	1.00 (3.33%)	EV/EBITDA	26.87	Sales past 3/5Y	9.35% 5.92%	Gross Margin	74.64%	Volatility	2.51% 2.52%	Perf 5Y	30.68%

Dividend TTM	0.96 (3.20%)	EV/Sales	3.90	EPS Y/Y TTM	70.16%	Oper. Margin	14.03%	ATR (14)	0.75	Perf 10Y	72.05%

Dividend Ex-Date	Aug 05, 2026	Quick Ratio	0.76	Sales Y/Y TTM	5.99%	Profit Margin	23.17%	RSI (14)	51.31	Recom	2.50

Dividend Gr. 3/5Y	4.55% 3.71%	Current Ratio	0.76	EPS Q/Q	7.55%	SMA20	-0.63%	Beta	0.50	Target Price	32.00

Payout	41.90%	Debt/Eq	0.17	Sales Q/Q	-22.50%	SMA50	2.93%	Rel Volume	1.31	Prev Close	29.73

Employees	755	LT Debt/Eq	0.02	Earnings	Oct 22	SMA200	13.43%	Avg Volume	334.24K	Price	30.01

IPO Date	May 07, 1998	Option/Short	Yes / Yes	EPS/Sales Surpr.	28.09% -2.52%	Net Debt/EBITDA	1.77	Volume	437,184	Change	0.94%

Analyst Ratings

Date	Action	Analyst	Rating	Target
Jul-28-26	Reiterated	Stephens & Co.	Equal Weight	$30 → $32
Apr-27-26	Reiterated	Piper Sandler	Overweight	$35 → $32
Feb-05-26	Reiterated	Piper Sandler	Overweight	$35
Jan-26-26	Reiterated	Stephens & Co.	Equal Weight	$26 → $30
Jan-23-26	Reiterated	DA Davidson	Buy	$29 → $32
Sep-29-25	Reiterated	DA Davidson	Buy	$29
Sep-26-25	Reiterated	DA Davidson	Buy	$29
Oct-29-24	Reiterated	Stephens & Co.	Equal Weight	$26
Apr-24-23	Downgrade	Keefe, Bruyette & Woods	Outperform → Market Perform
Jun-29-22	Upgrade	DA Davidson	Neutral → Buy

Latest News

Jul-24-26

Jul-24-2606:06PM

Dividend Champion, Contender, And Challenger Highlights: Week Of July 26SeekingAlpha

Jul-23-26

Jul-23-2603:40PM

Heritage Financial Corporation (HFWA) Q2 2026 Earnings Call Transcriptseekingalpha.com

01:07PM

Heritage Financial Q2 Earnings Call Highlightsmarketbeat.com

10:31AM

Compared to Estimates, Heritage Financial (HFWA) Q2 Earnings: A Look at Key Metricszacks.com

10:11AM

Heritage Financial (HFWA) Surpasses Q2 Earnings Estimateszacks.com

08:00AM

Heritage Financial Announces Second Quarter 2026 Results and Declares Regular Cash Dividend of $0.25 Per Shareprnewswire.com

Jul-21-26

Jul-21-2610:10AM

Heritage Financial Corp (NASDAQ:HFWA): A Minervini Trend Template High-Growth Momentum CandidateChartMill

Jul-20-26

Jul-20-2604:30PM

What This Heritage Financial Insider Move Signals With the Stock Up 20%fool.com

Company

Heritage Financial Corporation operates as the parent company for Heritage Bank, providing a comprehensive range of financial services to individuals and small to mid-sized businesses throughout the United States. The company's deposit offerings include various checking accounts (both interest and non-interest bearing), money market accounts, savings accounts, and certificates of deposit. Its extensive lending portfolio encompasses commercial and industrial financing, real estate loans for both owner-occupied and investment properties, residential mortgages for single to four-family dwellings, and funding for construction and land development projects. Additionally, it extends consumer loans, lines of credit, equipment financing, and commercial business loans to a wide array of sectors such as real estate, leasing, healthcare, hospitality, retail, and construction. Heritage Financial also originates loans backed by the U.S. Small Business Administration and delivers trust services along with professional financial guidance. As of January 27, 2022, the corporation managed 49 banking locations situated across Washington and Oregon. Established in 1927 and headquartered in Olympia, Washington, the company adopted its current name in 1998, having previously operated as Heritage Financial Corporation, M.H.C.

Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements

DataTimeframe

Line Item (USD, M)	TTM —	FY 2025 12/31/2025	FY 2024 12/31/2024	FY 2023 12/31/2023	FY 2022 12/31/2022	FY 2021 12/31/2021	FY 2020 12/31/2020	FY 2019 12/31/2019	FY 2018 12/31/2018
Total Revenue	336	336	317	303	257	247	252	250	231
Cost of Goods Sold Incl. D&A	85	93	107	64	7	-22	49	22	18
Gross Profit	251	243	211	240	250	270	202	228	213
Selling, General and Administrative Excl. Other	160	121	103	105	96	93	93	105	101
Research and Development	0	0	0	0	0	0	0	0	0
Other Operating Expense	44	45	55	62	55	56	56	42	48
Operating Income	47	78	52	73	99	121	53	81	64
Interest Expense	87	90	100	59	8	7	13	18	12
Unusual Expense	—	—	—	—	—	—	—	—	—
Non-Operating Income (Expense)	130	91	100	59	8	7	13	18	12
Net Income Before Taxes	91	79	52	73	99	121	53	81	64
Income Taxes	12	11	9	11	18	22	7	13	11
Consolidated Net Income	78	68	43	62	82	98	47	68	53
Net Income From Continuing Operations	78	68	43	62	82	98	47	68	53
Net Income	78	68	43	62	82	98	47	68	53
EPS (Recurring)	2.12	1.99	1.26	1.76	2.33	2.75	1.29	1.84	1.49
EPS (Basic, Before Extraordinaries)	2.12	1.99	1.26	1.76	2.33	2.75	1.29	1.84	1.49
EPS (Diluted)	2.11	1.96	1.24	1.75	2.31	2.73	1.29	1.83	1.50
EBITDA	49	80	55	79	103	102	53	99	86
Other After Tax Adjustments	—	—	—	—	—	—	—	—	—
Stock Option Compensation Expense	—	—	—	—	—	—	—	—	—
Price To Earnings Ratio	14.22	12.07	19.76	12.22	13.26	8.95	18.13	15.46	19.81
Price To Sales Ratio	3.57	2.39	2.63	2.47	4.17	3.56	3.34	4.19	4.50
Gross Margin	74.70	72.32	66.56	79.21	97.28	109.31	80.16	91.20	92.21
Operating Margin	13.99	23.21	16.40	24.09	38.52	48.99	21.03	32.40	27.71
Net Margin	23.21	20.24	13.56	20.46	31.91	39.68	18.65	27.20	22.94
Shares Outstanding	40	34	34	35	35	36	36	37	35
Market Capitalization	1,200	804	833	749	1,072	880	842	1,047	1,040
Operating Lease Expense	—	—	—	—	—	—	—	—	—

Unlock full historical data

See years of past statements with Premium.

Unlock with Premium

Insider Trading Volume

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Wilson Kelli Ann	EVP Chief Banking Officer	Jul 30 '26	Sale	29.69	3,778	112,178	3,099	Jul 30
Glasby William	EVP Chief Information Officer	Jul 17 '26	Option Exercise	30.52	12,815	391,114	25,723	Jul 20
Curran Amy E.	EVP Director Commercial Lend	Jun 15 '26	Option Exercise	28.44	576	16,381	30,029	Jun 15
Chalfant Tony	EVP Chief Credit Officer	Jun 15 '26	Option Exercise	28.44	1,316	37,427	23,731	Jun 15
Hinson Donald	EVPand Chief Financial Officer	Jun 09 '26	Sale	28.37	3,842	109,013	41,241	Jun 10
VANCE BRIAN L	Director	May 01 '26	Option Exercise	27.61	2,218	61,239	102,342	May 04
Saunders Karen R	Director	May 01 '26	Option Exercise	27.61	2,218	61,239	2,218	May 04
Rivera Frederick B	Director	May 01 '26	Option Exercise	27.61	2,218	61,239	7,190	May 04
Ellwanger Kimberly T	Director	May 01 '26	Option Exercise	27.61	2,218	61,239	35,037	May 04
Robison Sabrina C	EVP Chief HR Officer	May 01 '26	Sale	27.60	5,440	150,126	0	May 04
Dryer Trevor D.	Director	May 01 '26	Option Exercise	27.61	2,218	61,239	9,977	May 04
LYON JEFFREY S	Director	May 01 '26	Option Exercise	27.61	2,218	61,239	50,719	May 04
Watson Ann	Director	May 01 '26	Option Exercise	27.61	2,218	61,239	26,121	May 04
CHARNESKI BRIAN	Director	May 01 '26	Option Exercise	27.61	2,218	61,239	44,709	May 04
Giacobbe Gail B.	Director	May 01 '26	Option Exercise	27.61	2,218	61,239	9,977	May 04

open in yahoo·open in reuters·open in marketwatch·open in google·open in EDGAR

QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.