Latest market price
28.47
-0.44-1.52%
HFWAQT61Heritage Financial Corporation·NASDAQ
28.47-1.52%
TA
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Signal & projected range
Analyst consensus risingHistorical pattern — not a prediction
Recent priceDays this stock last showed the setupRange of past outcomes (±1σ)
Horizon
0%Past 3 monthsToday
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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.

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Snapshot
Index—P/E14.16EPS (ttm)2.01Insider Own1.62%Shs Outstand40.92MPerf Week-2.33%
Market Cap1.16BForward P/E10.87EPS next Y2.62Insider Trans-5.97%Shs Float40.32MPerf Month2.08%
Enterprise Value1.12BPEG0.67EPS next Q0.62Short Float8.13%Perf Quarter-5.13%
Income78.00MP/S3.26EPS this Y4.00%Short Ratio8.36Perf Half Y3.11%
Sales357.00MP/B1.07EPS next Y34.16%ROA0.91%Short Interest3.28MPerf YTD20.38%
Book/sh26.49P/C0.65EPS next 5Y21.05%ROE7.32%52W High31.25 -8.90%Perf Year26.14%
Cash/sh43.72P/FCF19.74EPS past 3/5Y-5.33% 8.73%ROIC3.01%52W Low21.32 33.54%Perf 3Y78.27%
Dividend Est.1.00 (3.51%)EV/EBITDA15.33Sales past 3/5Y9.35% 5.92%Gross Margin75.81%Volatility2.04% 1.88%Perf 5Y12.13%
Dividend TTM0.97 (3.41%)EV/Sales3.14EPS Y/Y TTM21.08%Oper. Margin13.17%ATR (14)0.59Perf 10Y56.60%
Dividend Ex-DateNov 04, 2026Quick Ratio0.25Sales Y/Y TTM7.85%Profit Margin21.64%RSI (14)53.20Recom2.50
Dividend Gr. 3/5Y4.55% 3.71%Current Ratio0.25EPS Q/Q-1.79%SMA201.92%Beta0.53Target Price32.50
Payout33.82%Debt/Eq0.13Sales Q/Q23.86%SMA500.77%Rel Volume0.88Prev Close28.91
Employees755LT Debt/Eq0.02EarningsJan 28SMA2002.41%Avg Volume356.27KPrice28.47
IPO DateMay 07, 1998Option/ShortYes / YesEPS/Sales Surpr.8.91% 0.47%Net Debt/EBITDA-22.83Volume315,258Change-1.52%
Analyst Ratings
DateActionAnalystRatingTarget
Sep-22-26ReiteratedCapital One Financial$33
Jul-28-26ReiteratedStephens & Co.Equal Weight$30 → $32
Apr-27-26ReiteratedPiper SandlerOverweight$35 → $32
Feb-05-26ReiteratedPiper SandlerOverweight$35
Jan-26-26ReiteratedStephens & Co.Equal Weight$26 → $30
Jan-23-26ReiteratedDA DavidsonBuy$29 → $32
Sep-29-25ReiteratedDA DavidsonBuy$29
Sep-26-25ReiteratedDA DavidsonBuy$29
Oct-29-24ReiteratedStephens & Co.Equal Weight$26
Apr-24-23DowngradeKeefe, Bruyette & WoodsOutperform → Market Perform
Latest News· Times ET
Oct-30-26
Oct-27-26
Oct-26-26
Oct-22-26
Oct-20-26
Oct-15-26
Sep-30-26
Sep-29-26
Sep-28-26
Sep-21-26
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 Revenue357336317303—————
Cost of Goods Sold Incl. D&A869310764—————
Gross Profit271243211240—————
Selling, General and Administrative Excl. Other182121103105—————
Research and Development
0000—————
Other Operating Expense42455562—————
Operating Income47785273—————
Interest Expense889010059—————
Unusual Expense
—————————
Non-Operating Income (Expense)1319110059—————
Net Income Before Taxes91795273—————
Income Taxes1311911—————
Consolidated Net Income78684362—————
Net Income From Continuing Operations78684362—————
Net Income78684362—————
EPS (Recurring)2.021.991.261.75—————
EPS (Basic, Before Extraordinaries)2.021.991.261.75—————
EPS (Diluted)2.011.961.241.75—————
EBITDA72805579—————
Other After Tax Adjustments
—————————
Stock Option Compensation Expense
—————————
Price To Earnings Ratio14.1612.0719.7612.22—————
Price To Sales Ratio3.272.392.632.47—————
Gross Margin75.9172.3266.5679.21—————
Operating Margin13.1723.2116.4024.09—————
Net Margin21.8520.2413.5620.46—————
Shares Outstanding41343435—————
Market Capitalization1,167804833749—————
Operating Lease Expense
—————————
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Insider Trading Volume
$32.72$29.54$26.36$23.18$20.00● Close Price0.00K126.97K253.94K380.91K507.88KUSD Trades VolumeNovDec2026FebMarAprMayJunJulAugSepOctNov
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
Rivera Frederick BDirectorSep 15 '26Sale28.571,30037,1355,890Sep 15
CHARNESKI BRIANDirectorSep 03 '26Sale29.1813,675399,0910Sep 03
Ray Matthew T.EVP Chief Lending OfficerAug 13 '26Sale30.103,692111,12922,735Aug 13
LYON JEFFREY SDirectorAug 05 '26Sale30.0010,000300,00040,719Aug 05
Chalfant TonyEVP Chief Credit OfficerAug 05 '26Sale29.923,23496,75120,362Aug 05
Wilson Kelli AnnEVP Chief Banking OfficerJul 30 '26Sale29.693,778112,1783,099Jul 30
Glasby WilliamEVP Chief Information OfficerJul 17 '26Option Exercise30.5212,815391,11425,723Jul 20
Curran Amy E.EVP Director Commercial LendJun 15 '26Option Exercise28.4457616,38130,029Jun 15
Chalfant TonyEVP Chief Credit OfficerJun 15 '26Option Exercise28.441,31637,42723,731Jun 15
Hinson DonaldEVPand Chief Financial OfficerJun 09 '26Sale28.373,842109,01341,241Jun 10
Dryer Trevor D.DirectorMay 01 '26Option Exercise27.612,21861,2399,977May 04
LYON JEFFREY SDirectorMay 01 '26Option Exercise27.612,21861,23950,719May 04
Watson AnnDirectorMay 01 '26Option Exercise27.612,21861,23926,121May 04
CHARNESKI BRIANDirectorMay 01 '26Option Exercise27.612,21861,23944,709May 04
Giacobbe Gail B.DirectorMay 01 '26Option Exercise27.612,21861,2399,977May 04
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.