HFWA logo

HERITAGE FINANCIAL CORP

HFWANASDAQ
πŸ† #2270 by market capEarnings Jan 20US Equity
$28.68β–Ό $0.43 (βˆ’1.48%)
Market closed Β· at close
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24hβ–Ό 1.5%
7dβ–² 0.6%
14dβ–² 4.5%
30dβ–² 3.1%
ytdβ–² 21.3%
1yβ–² 26.7%
🏦Market Cap
$1.16B
Small Cap
πŸ“ˆRevenue Growth (YoY)
30.9%
High Growth
πŸ“ŠGross Margin
β€”
πŸ’΅FCF Margin
15.5%
Healthy
βš–οΈP/S Ratio
2.3x
Cheap
Otter Score
β€”
Insufficient data

Trading Snapshot

Day Range
$28.59 – $29.16
52-Week Range
$21.32 – $31.25
Volume (shares)
305,083
Avg Volume (shares)
β€”
Shares Outstanding
40.6M
Next Earnings
2027-01-20

Fundamentals Snapshot

Annual Revenue
$336M
Last Q Revenue
$109M
P/E Ratio
15.4
P/S Ratio
2.3x
EPS (TTM)
$2.01
Dividend Yield
2.87%
Dilution (1yr)
βˆ’0.4%
HFWA logo

HERITAGE FINANCIAL CORP

HFWA
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$336Mβ–² +5.9% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
72.4%β–² +9.1% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$78Mβ–² +48.9% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$86Mβ–² +40.4% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
34.4Mβ–Ό βˆ’0.4% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
$10Mβ–² +$298M YoY
StockOtter Β· stockotter.space

About HERITAGE FINANCIAL CORP

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.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)

Insufficient data for all five components.

πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Insufficient data
β€”/100

Analyst Ratings

β“˜
Consensus
Buy
12 analysts
Strong Buy2
Buy6
Hold4
Sell0
Strong Sell0
Ratings as of Oct 2026

Latest News & Updates

PRNewsWireΒ·1d ago

Pat Casey Named Chief Information Officer at Heritage Bank

OLYMPIA, Wash., Oct. 27, 2026 /PRNewswire/ -- Heritage Financial Corporation (Nasdaq: HFWA) (the "Company" or "Heritage"), the parent company of Heritage BankΒ (the "Bank"), announces that Pat Casey will become the Execut

MarketBeatΒ·6d ago

Heritage Financial Q3 Earnings Call Highlights

Heritage Financial NASDAQ: HFWA reported third-quarter operating trends marked by loan and deposit growth, expanding net interest margin and the completion of its Kitsap Bank systems conversion, while also disclosing hig

Seeking AlphaΒ·6d ago

Heritage Financial Corporation (HFWA) Q3 2026 Earnings Call Transcript

Heritage Financial Corporation ( HFWA ) Q3 2026 Earnings Call October 22, 2026 12:00 PM EDT Company Participants Bryan McDonald - CEO, President & Director Donald Hinson - Executive VP & CFO Tony Chalfant - Executive VP

Zacks Investment ResearchΒ·6d ago

Heritage Financial (HFWA) Reports Q3 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Heritage Financial (HFWA) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wal

Zacks Investment ResearchΒ·6d ago

Heritage Financial (HFWA) Lags Q3 Earnings Estimates

Heritage Financial (HFWA) came out with quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.56 per share a year ago.

PRNewsWireΒ·6d ago

Heritage Financial Announces Third Quarter 2026 Results and Declares Regular Cash Dividend of $0.25 Per Share

Third Quarter 2026 Highlights Net income was $18.7 million, or $0.46 per diluted share, compared to $17.5 million, or $0.42 per diluted share, for the second quarter of 2026. Adjusted diluted earnings per share (1)Β were