Financials / Banks - RegionalUpdated 2026-05-10 22:07 UTC

HFWA stock hub

Heritage Financial Corporation has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

1.1B

NASDAQ

Market data

Live price

Current market quote for this ticker.

Current price

HFWA

In the news

Latest news · HFWA

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Fetching the latest headlines.

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Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E11.3

P25 8.8P50 10.4P75 13.1

Trailing P/E13.5

P25 10.9P50 14.7P75 36.2

ROE7.3

P25 4.9P50 10.4P75 15

ROICn/a

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All HFWA market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

214

Groups with data

Currency

USD

Showing 214 of 214 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001046025
Company name	Heritage Financial Corporation
Country	United States
Country code	US
Cusip	42722X106
Employees	905
Employees Change	144%
Employees Change Percent	18.92
Enterprise value	$909.5M
Exchange	NASDAQ
Financial currency	USD
First seen	2026-05-09
Industry	Banks - Regional
Isin	US42722X1063
Last refreshed	2026-05-10
Market cap	$1.1B
Market cap category	Small-Cap
Price	$27.52
Price currency	USD
Rev Per Employee	293,453.04x
Sector	Financials
Sic	6036
Symbol	HFWA
Website	https://www.hf-wa.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	6.39%
EV Earnings	12.53x
EV Sales Forward	2.52x
EV/Sales	3.42x
Forward P/E	11.27x
P/B ratio	1.02x
P/E ratio	13.52x
P/S ratio	4.27x
PE Ratio10 Y	15.67x
PE Ratio3 Y	13.97x
PE Ratio5 Y	12.47x
PS Forward	3.15x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
Gross Profit	$265.6M
Net Income	$72.6M
Net Income Growth	41.13%
Net Income Growth Q	36.2%
Net Income Growth Quarters	2%
Net Income Growth Years	1%
Net Income Growth3 Y	-4.21%
Net Income Growth5 Y	3.97%
Pretax Margin	31.95%
Profit Margin	27.32%
Profit Per Employee	$80,186
Profitable Years	16
ROA	0.93
Roa5y	0.99
ROE	7.27
Roe5y	8.34

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	8.53%
Cagr15y	8.62%
Cagr1y	24.58%
Cagr20y	3.53%
Cagr3y	25.12%
Cagr5y	3.03%
Div CAGR10	5.73%
Div CAGR3	3.73%
Div CAGR5	3.71%
EPS Growth	37.43
EPS Growth Q	20
EPS Growth Quarters	2
EPS Growth Years	1
EPS Growth3 Y	-4.39
EPS Growth5 Y	4.19
Revenue Growth	20.25x
Revenue Growth Q	37.2x
Revenue Growth Quarters	5x
Revenue Growth Years	1x
Revenue Growth3 Y	1.15x
Revenue Growth5 Y	4.07x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Assets	$8.5B
Cash	$268.1M
Debt	$42.4M
Equity	$1.1B
Liabilities	$7.4B
Net Cash	$225.7M
Net Cash By Market Cap	$19.88
Net Debt Equity	$-0.2
Tangible Book Value	$786.4M
Tangible Book Value Per Share	$19.07
WACC	6.76

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working Capital	$-6.8B

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-2.56%
Dividend Growth	2.13%
Dividend Growth Years	5%
Dividend per share	$0.96
Dividend Years	16
Dividend Yield	3.49%
Ex Div Date	2026-05-06
Last Dividend	$0.24
Payout Frequency	Quarterly
Payout Ratio	47.15%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	126.75%
1Y total return	24.56%
200-day SMA	24.87
3Y total return	95.91%
50-day SMA	26.4
50-day SMA vs 200-day SMA	50over200
5Y total return	16.1%
All Time High	37.4
All Time High Change	-26.42%
All Time High Date	2018-09-10
All Time Low	6.73
All Time Low Change	309.16%
All Time Low Date	2000-04-17
ATR	0.74
Beta	0.5
Beta1y	0.69
Beta2y	0.73
Ch YTD	16.36
High	27.6
High52	28.98
High52 Date	2026-02-18
High52ch	-5.04%
Low	27.25
Low52	21.32
Low52 Date	2025-11-18
Low52ch	29.08%
Ma50ch	4.25%
Price vs 200-day SMA	10.66%
RSI	55.12
RSI Monthly	60.78
RSI Weekly	58.64
Sharpe ratio	0.76x
Sortino ratio	1.35
Total Return	0.93%
Tr YTD	18.48
Tr15y	245.55%
Tr1m	4.06%
Tr1w	0.55%
Tr3m	-1.52%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	4
Analyst Count Top	2
Analyst Price Target Top	$30
Analyst Ratings	Buy
Analyst Ratings Top	Buy
Earnings EPS Estimate	$0.57
Earnings EPS Estimate Growth	16.33
Earnings Revenue Estimate	80,471,920x
Earnings Revenue Estimate Growth	39.73x
Operating Income	$91.2M
Operating margin	34.34
Price target	$30.5
Price Target Change	$10.83
Price Target Change Top	$9.01

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	40,587,469%
Float Percent	98.39%
Shares Insiders	1.59%
Shares Institutions	73.51%
Shares Out	41,249,873
Shares Qo Q	13.66%
Shares Yo Y	2.56%
Short Float	5.86%
Short Ratio	6.88
Short Shares	5.77

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Average Volume	257,603.2x
Bv Per Share	27.05
Ch10y	59.35
Ch15y	101
Ch1m	3.15
Ch1w	-0.33
Ch1y	19.76
Ch20y	4.28
Ch3m	-2.38
Ch3y	72.11
Ch5y	-4.78
Ch6m	24.75
Change	0.36%
Change From Open	0.29
Close	27.42
Days Gap	0.07
Dollar Volume	5,196,766.7
Earnings Date	2026-04-23
Earnings Time	bmo
EPS	$2.04
F Score	2
Fiscal Year End	December
Founded	1,927
Goodwill	279,029,000
Graham Number	35.20189
Graham Upside	27.91
Income Tax	$12.3M
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-04-23
Last Report Date	2026-03-31
Last Split Date	2005-09-28
Last Split Type	Forward
Last10k Filing Date	2026-02-27
Lynch Fair Value	$10.18
Lynch Upside	-63
Ma150	25.19
Ma150ch	9.25%
Ma20	27.31
Ma20ch	0.76%
Next Earnings Date	2026-07-23
Open	27.44
Optionable	Yes
Payment Date	2026-05-20
Position In Range	77.14
Ppne	100,509,000
Price Date	2026-05-08
Ptbv Ratio	1.44
Relative Volume	0.73x
Revenue	265,575,000x
Tax By Revenue	4.62x
Tax Rate	14.47%
Tr20y	100.09%
Tr6m	27.02%
Us State	Washington
Volume	188,836

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

HFWA dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+3.5%

$0.96 annual per share

Payout ratio

+47.1%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+3.7%

5 consecutive years of growth

Total shareholder yield

+0.9%

Next ex-dividend date: 2026-05-06

Performance

HFWA stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns HFWA?

Insider, institutional, and short-interest positioning.

Institutional ownership

+73.5%

Float: +98.4% of shares outstanding

Insider ownership

+1.6%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

HFWA momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

55.1

Neutral momentum band

Price vs 200-day MA

+10.7%

50/200-day relationship not available

Beta (5Y)

0.50

Less volatile than the market

Sharpe ratio

0.76

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

HFWA vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	Reduce
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	Reduce
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	Reduce

Questions

About HFWA

Hub-level FAQ points readers to the deeper analysis pages.

What is the current HFWA stock rating?

Heritage Financial Corporation is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full HFWA analysis?

The full report lives at /stocks/HFWA/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for HFWA?

The latest report frames HFWA around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the HFWA page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.