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HERITAGE FINANCIAL CORP (HFWA) Overview

HERITAGE FINANCIAL CORP (HFWA) Overview

  • 1 Apr 2026: Period ending 30 Jun 2026; Estimate (m); Actual 0.42; Beat / miss (m).
  • 1 Jan 2026: Period ending 31 Mar 2026; Estimate (m); Actual 0.48; Beat / miss (m).
  • 1 Jul 2025: Period ending 30 Sept 2025; Estimate (m); Actual 0.55; Beat / miss (m).
  • 1 Apr 2025: Period ending 30 Jun 2025; Estimate (m); Actual 0.36; Beat / miss (m).

Stock Price Chart

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Blue: Split-adjusted close · Orange: Cumulative dividend-reinvested close

$20.40$22.51$24.85$27.43$30.27$33.412025-11-062026-11-06$14.50$17.70$21.61$26.39$32.22$39.352021-11-082026-11-06$14.50$18.22$22.89$28.77$36.15$45.432016-11-072026-11-06$8.56$12.68$18.78$27.81$41.19$61.022006-11-062026-11-06$6.45$10.68$17.70$29.31$48.55$80.411998-05-072026-11-06

Logarithmic scale. Both lines share the same starting value for the selected range.

Last close
$28.39
Previous close
$27.81
Change
$0.58
Change (%)
2.09%
Close date
2026-11-06
Previous close date
2026-09-29
Open
(m)
Day high
(m)
Day low
(m)
Last session volume
(m)
Last session value
(m)
Currency
USD
Price basis
split-adjusted
Volume basis
(m)

Performance

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Cumulative total returns · 2026-09-29

YTD

HFWA
+20.71%
S&P 500
(m)

1 year

HFWA
+17.11%
S&P 500
(m)

3 years

HFWA
+93.39%
S&P 500
(m)

5 years

HFWA
+30.40%
S&P 500
(m)

Earnings trends

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Earnings per share

USD / share · As filed

30 Jun 2026 ○ Estimate (m) ● Actual 0.42

0.280.390.510.620.7331 Mar 2025: estimate (m); actual 0.4031 Mar 2025(m)30 Jun 2025: estimate (m); actual 0.3630 Jun 2025(m)30 Sept 2025: estimate (m); actual 0.5530 Sept 2025(m)31 Mar 2026: estimate (m); actual 0.4831 Mar 2026(m)30 Jun 2026: estimate (m); actual 0.4230 Jun 2026(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
1 Apr 202630 Jun 2026(m)0.42(m)(m)
1 Jan 202631 Mar 2026(m)0.48(m)(m)
1 Jul 202530 Sept 2025(m)0.55(m)(m)
1 Apr 202530 Jun 2025(m)0.36(m)(m)
1 Jan 202531 Mar 2025(m)0.40(m)(m)

31 Dec 2025 ○ Estimate (m) ● Actual 1.96

1.161.602.042.472.9131 Dec 2021: estimate (m); actual 2.7331 Dec 2021(m)31 Dec 2022: estimate (m); actual 2.3131 Dec 2022(m)31 Dec 2023: estimate (m); actual 1.7531 Dec 2023(m)31 Dec 2024: estimate (m); actual 1.2431 Dec 2024(m)31 Dec 2025: estimate (m); actual 1.9631 Dec 2025(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
1 Jan 202531 Dec 2025(m)1.96(m)(m)
1 Jan 202431 Dec 2024(m)1.24(m)(m)
1 Jan 202331 Dec 2023(m)1.75(m)(m)
1 Jan 202231 Dec 2022(m)2.31(m)(m)
1 Jan 202131 Dec 2021(m)2.73(m)(m)

Revenue vs. Earnings

USD

No complete retained periods.

No complete retained periods.

Analyst insights

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RatingsBuyHoldSellOther ratingsLast CloseAverage TargetUpsideHigh TargetLow Target
(m)(m)(m)(m)(m)$28.39(m)(m)(m)(m)
Past 12 Months12 Month ForecastLast Close$28.39High(m)Average(m)Low(m)2025-11-062026-11-06

Recent news

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(m)

YouTube videos mentioning HFWA

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(m)

Statistics

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Retained observations as of 2026-11-11; financial period ending (m).

Forward P/E
(m)
PEG ratio · 5-year expected
(m)
Shares held by insiders
(m)
Insider transactions · change (%)
(m)
Shares held by institutions
(m)
Institutional transactions · change (%)
(m)
Diluted EPS · 12 month
(m)
EPS estimate · next quarter
(m)
EPS estimate · next year
(m)
EPS growth · current annual estimate
(m)
EPS growth · next annual estimate
(m)
EPS growth · next 5 years expected
(m)
EPS growth · past 3 years annualized
(m)
EPS growth · past 5 years annualized
(m)
EPS change · 12 months vs prior year
(m)
EPS change · latest quarter vs previous quarter
(m)
Latest earnings report date
(m)
EPS surprise · latest reported quarter
(m)
Net income · 12 month
(m)
Profit margin
(m)
Return on assets · 12 month
(m)
Stock compensation expense · all employees · 12 months
(m)
Named executive and board stock awards · latest fiscal year
(m)
Index membership
(m)
Employees
723.00
IPO date
(m)
Options available
(m)
Shortable
(m)
Analyst recommendation
(m)
Analyst target price
(m)
Price volatility · week
(m)
Price volatility · month
(m)
Average true range · 14 sessions
(m)
Relative strength index · 14 sessions
(m)
Relative volume
(m)
Average daily volume
448.40K
Latest session volume
(m)
Last session value
(m)
30 days ago session value
(m)
1 year ago session value
(m)
Number of trades
(m)
Total return · week
-1.45%*
Total return · month
-3.00%*
Total return · quarter
-4.62%*
Total return · half year
12.38%*
Total return · year to date
20.71%*
Total return · 1 year
17.11%*
Total return · 3 years
93.39%*
Total return · 5 years
30.40%*
Market cap
(m)
Book value per share · latest quarter
(m)
Price / cash · latest quarter
(m)
Enterprise value
(m)
Enterprise value / revenue
(m)
Enterprise value / EBITDA
(m)
Dividend · 12 months per share
(m)
Dividend ex-date
(m)
Next dividend ex-date
(m)
Next dividend amount per share
(m)
Dividend growth · 3 years annualized
(m)
Dividend growth · 5 years annualized
(m)
Revenue · 12 month
(m)
Revenue growth · past 3 years annualized
(m)
Revenue growth · past 5 years annualized
(m)
Revenue change · 12 months vs prior year
(m)
Revenue change · latest quarter vs previous quarter
(m)
Revenue surprise · latest reported quarter
(m)
Levered free cash flow · 12 month
(m)
Debt / equity · latest quarter
(m)
Long-term debt / equity · latest quarter
(m)
Return on equity · 12 month
(m)
Return on invested capital · 12 months
(m)
Previous close
(m)
Latest closing price
(m)
Latest session change (%)
(m)
52-week high
(m)
52-week low
(m)
Price vs 20-session moving average
(m)
Price vs 50-session moving average
(m)
Price vs 200-session moving average
(m)
Float shares
(m)
Short float (%)
(m)
Short ratio (days to cover)
(m)
Short interest (shares)
(m)

Five-year projected P/E and P/S repeat the preceding five-year EPS and revenue CAGR, holding current price and market cap constant. Hover a calculated row for its formula. Net assets = assets − debt − payables − deferred revenue − obligations due within 1 year − obligations due after 1 year.

Holders breakdown

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BreakdownOwnership
(m)Shares held by all insiders
(m)Shares held by institutions
(m)Float held by institutions
(m)Institutions holding shares

Other holders

(m)

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Insider holders

(m)

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Top institutional holders

(m)

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Top mutual fund holders

(m)

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HERITAGE FINANCIAL CORP Overview

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(m)

(m)

SEC CIK
1046025
Industry (SIC)
6036 Savings Institutions, Not Federally Chartered
Country of operation
United States
Business address
201 FIFTH AVENUE S.W., P O BOX 1578, OLYMPIA, Washington, 98501, United States
Fiscal year end
1231
Phone
3609431500

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