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Heritage Financial Corp /Wa/ (NASDAQ:HFWA)

US · Delayed Price · Currency is USD
27.48+0.24 (+0.88%)
 
Market Cap1.13B+14.2%
Revenue (ttm)336.27M+3.4%
Net Income77.90M+57.4%
EPS2.11+47.6%
Shares Out41.22M
PE Ratio12.78
Forward PE10.43
Dividend$0.97(3.58%)
Ex-Dividend DateAug 5, 2026
Volume132,835.982
Open27.19
Previous Close27.24
Day's Range27.02 - 27.54
52-Week Range21.32 - 31.25
Beta0.50
AnalystsBuy
Price Target32.33(+17.65%)
Earnings DateOct 22, 2026
Insider Score
––Not scored
HFWA Insider Score

Insiders filed in the last 90 days, but none of those trades qualified for scoring — round-trip buys and filings whose price is far off the market are excluded.

About HFWA

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.

Address
201 Fifth Avenue SW, Olympia, WA, 98501, US
Market Cap
1.13 billion
Employees
755
Industrial Classification
Banks - Regional

What Are Insiders Doing?

Open-market buy / sell balanceNet Selling
Sold
$1.32M
Bought
$0

View the trades behind this meter — each links to its SEC Form 4 →

Open-market Form 4 purchases (code P) vs sales (code S) on file for this company. Grants, option exercises and tax withholdings are excluded. Informational only.

1 Day
+0.11%
5 Days
-3.33%
1 Month
-5.64%
6 Months
-0.51%
1 Year
+14.20%

$HFWA stock is featured in our Insider Score Rankings, and Insider Trades datasets.

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Recently reported changes in HFWA holdings by institutional investors

Scanning latest 13F filings…

Latest 0 13F filings · Source: SEC EDGAR

View all institutional owners →

Insider Trading

Quarterly net insider trading by HFWA's directors and management

Net Shares Purchased by Insiders−40k−20k02025Q42026Q12026Q22026Q32026Q4

Source: SEC EDGAR (Form 4)

Corporate Lobbying

HFWA Estimated quarterly lobbying spending

Source: U.S. Senate LDA

U.S. Patents

New HFWA patent grants

Loading patent grants…

Source: USPTO Open Data Portal

Government Contracts

Estimated quarterly amount awarded to HFWA from public contracts

Source: USAspending.gov

Top ETF Holders

ETFs with the largest estimated holdings in HFWA

ETFEst. Holding Size
IJRiShares Core S&P Small-Cap ETF$66.72M
VTIVanguard Morningstar Total Stock Market ETF$37.92M
IWMiShares Russell 2000 ETF$29.49M
DFSVU.S. Small Cap Value Portfolio ETF Class Shares$21.25M
VXFVanguard Extended Market ETF$13.69M
DFATDimensional - US Targeted Value ETF$12.60M

Estimated from each fund’s disclosed top holdings × AUM

HFWA Insider Score

Our composite score: insider buying, sector, volume, tone & dilution

Members only

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Bull Case vs Bear Case

AI-generated from HFWA’s recent data — informational, not investment advice

Generating analysis…

Insider Score

Our 0–100 Insider Score and the signals behind it.

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Recent Insider Activity

Buys
0
Sells
9
Buy Value
$0
Distinct Buyers
0

Frequently Asked Questions

Disclaimer — Informational only — not investment advice. Insider transaction data is sourced from SEC Form 4 filings; market data from public feeds and may be delayed. The Insider Score is a proprietary score for research purposes and does not predict future performance. Always do your own research.