HFWA — Heritage Financial Corporation stock price, charts and financials

QT60Heritage Financial Corporation

Heritage Financial Corporation (NASDAQ: HFWA) is a Financial Services company in the Banks - Regional industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.

Latest market price
28.09
+0.08+0.29%
HFWAQT60Heritage Financial Corporation·NASDAQ
28.09+0.29%
TA
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Signal & projected range
Insider open-market saleHistorical 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/E13.31EPS (ttm)2.11Insider Own1.60%Shs Outstand41.22MPerf Week-1.13%
Market Cap1.16BForward P/E10.60EPS next Y2.65Insider Trans-6.80%Shs Float40.24MPerf Month-4.62%
Enterprise Value1.24BPEG0.39EPS next Q0.59Inst Own-Short Float7.55%Perf Quarter2.07%
Income78.00MP/S3.45EPS this Y-6.32%Inst Trans-Short Ratio8.46Perf Half Y13.63%
Sales336.00MP/B1.04EPS next Y34.06%ROA0.92%Short Interest3.04MPerf YTD18.77%
Book/sh26.93P/C11.24EPS next 5Y34.06%ROE7.69%52W High31.25 -10.11%Perf Year16.90%
Cash/sh2.50P/FCF13.99EPS past 3/5Y-5.33% 8.73%ROIC0.48%52W Low21.32 31.75%Perf 3Y66.11%
Dividend Est.1.00 (3.56%)EV/EBITDA25.36Sales past 3/5Y9.35% 5.92%Gross Margin74.64%Volatility1.87% 1.63%Perf 5Y15.12%
Dividend TTM0.97 (3.45%)EV/Sales3.70EPS Y/Y TTM70.16%Oper. Margin14.03%ATR (14)0.51Perf 10Y50.46%
Dividend Ex-DateAug 05, 2026Quick Ratio0.76Sales Y/Y TTM5.99%Profit Margin23.17%RSI (14)35.52Recom2.50
Dividend Gr. 3/5Y4.55% 3.71%Current Ratio0.76EPS Q/Q7.55%SMA20-2.13%Beta0.50Target Price32.00
Payout44.09%Debt/Eq0.05Sales Q/Q-22.50%SMA50-4.49%Rel Volume1.16Prev Close28.01
Employees755LT Debt/Eq0.02EarningsOct 22SMA2003.04%Avg Volume395.79KPrice28.09
IPO DateMay 07, 1998Option/ShortYes / YesEPS/Sales Surpr.28.09% -2.52%Net Debt/EBITDA1.77Volume459,748Change0.29%
Analyst Ratings
DateActionAnalystRatingTarget
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 & WoodsOutperformMarket Perform
Jun-29-22UpgradeDA DavidsonNeutralBuy
Latest News· Times ET
Sep-03-26
Aug-28-26
Aug-19-26
Aug-14-26
Aug-08-26
Aug-08-2606:29AM
Aug-01-26
Jul-24-26
Jul-23-26
Jul-21-26
Jul-20-26
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 Revenue336336317
Cost of Goods Sold Incl. D&A8593107
Gross Profit251243211
Selling, General and Administrative Excl. Other160121103
Research and Development
000
Other Operating Expense444555
Operating Income477852
Interest Expense8790100
Unusual Expense
Non-Operating Income (Expense)13091100
Net Income Before Taxes917952
Income Taxes12119
Consolidated Net Income786843
Net Income From Continuing Operations786843
Net Income786843
EPS (Recurring)2.121.991.26
EPS (Basic, Before Extraordinaries)2.121.991.26
EPS (Diluted)2.111.961.24
EBITDA498055
Other After Tax Adjustments
Stock Option Compensation Expense
Price To Earnings Ratio13.3112.0719.76
Price To Sales Ratio3.342.392.63
Gross Margin74.7072.3266.56
Operating Margin13.9923.2116.40
Net Margin23.2120.2413.56
Shares Outstanding403434
Market Capitalization1,124804833
Operating Lease Expense
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Insider Trading Volume
$32.72$29.54$26.36$23.18$20.00 Close Price0.00K126.97K253.94K380.91K507.88KUSD Trades VolumeSepOctNovDec2026FebMarAprMayJunJulAugSep
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#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.