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Heritage Financial Stock

Heritage Financial Corporation

HFWANASDAQMarkt
US$27.55
+0.5% today

Company data

Sector
Financial Services
Industry
Banks - Regional
Country
United States
CEO
Bryan D. McDonald
Employees
755
Market cap
$1.1 B
IPO
07/05/1998

Heritage Financial Corporation operates as a holding company within the financial services sector, headquartered in Olympia, Washington. The company serves as the parent company for Heritage Bank and provides a comprehensive range of financial services to individuals as well as small to mid-sized businesses throughout…

Company description based on the data provider's company data, AI-assisted, created on 17/10/2026. Not investment advice.

Heritage Financial stock: price history

16/10/25+24.7 %16/10/26

1D

+0.5%

1W

+1.4%

1M

-1.6%

6M

+0.2%

YTD

+16.5%

1Y

+24.7%

2Y

+20.9%

5Y

+11.1%

10Y

+51.0%

Next earnings date

Next earnings date

22/10/2026 (in 5 days)

Volatility around earnings

~15% stronger price swings than usual

Pattern chart

Pattern detected by the Market Jury detector vsqueeze-release-v1.0 on 14/10/26. Not a buy or sell signal.Beta

What does this mean?

Volatility squeeze

Bearish

Price swings had compressed unusually tight beforehand (volatility near a low) and are now releasing into a stronger move. Technical analysis views such tight phases as often preceding a bigger move.

Chart patterns are a purely technical signal derived from price action. At Market Jury they do not feed into the agents' buy or sell decisions, they are supplementary information only.

Heritage Financial stock scores

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Deterministically calculated from financial metrics, not investment advice. Updated nightly, last on 01/09/2026.

Ask the agents about Heritage Financial

Analyst assessment of Heritage Financial

PRICE TARGET LOW

US$32.00

CONSENSUS

US$32.33

MEDIAN

US$32.00

PRICE TARGET HIGH

US$33.00

0

STRONG BUY

7

BUY

7

HOLD

0

SELL

0

STRONG SELL

14

TOTAL · Buy

As of: 28/07/2026

ANALYST FIRMRATINGACTIONDATE
Stephens & Co.Equal Weightmaintain28/07/2026
Keefe, Bruyette & WoodsMarket Performmaintain27/07/2026
DA DavidsonBuymaintain24/07/2026
Piper SandlerOverweightmaintain27/04/2026
Piper SandlerOverweightmaintain02/04/2026
Piper SandlerOverweightmaintain05/02/2026
Stephens & Co.Equal Weightmaintain26/01/2026
DA DavidsonBuymaintain23/01/2026

Heritage Financial stock metrics

P/E

13

P/B

0.99

EV/EBITDA

23.96

RETURN ON EQUITY

1.6%

NET MARGIN

28.2%

DEBT/EQUITY

0.17

DIVIDEND YIELD

3.5%

AS OF

30/06/2026

Free float & liquidity

FREE FLOAT

98.4%

FLOAT SHARES

40,277,275

AVG. DAILY VOLUME (30D)

391,026

Insider transactions (SEC)

ROLETRANSACTIONSHARESPRICEPLAN TYPEDATE

Rivera Frederick B

DirectorSale1,30028.57Spontaneous15/09/2026

CHARNESKI BRIAN

DirectorSale13,67529.18Spontaneous03/09/2026

Ray Matthew T.

OfficerSale3,69230.1Spontaneous13/08/2026

LYON JEFFREY S

DirectorSale10,00030Spontaneous05/08/2026

Chalfant Tony

OfficerSale3,23429.92Spontaneous05/08/2026
Page 1 / 8

Institutional holders

FUND / INSTITUTIONSHARESCHANGEAS OF
DEPRINCE RACE & ZOLLO INC68,401-3,41430/09/2026
Pacific Asset Management, LLC49,050+030/09/2026
Mengis Capital Management, Inc.20,397+8730/09/2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC18,671+18,67130/09/2026
State of Alaska, Department of Revenue11,663-6,46830/09/2026
Page 1 / 3

Dividends & Stock splits

Dividends

EX-DATEPAY DATEAMOUNTYIELD
05/08/202619/08/2026US$0.253.2 %
06/05/202620/05/2026US$0.243.5 %
28/01/202611/02/2026US$0.243.8 %
05/11/202519/11/2025US$0.244.3 %
06/08/202520/08/2025US$0.244.2 %
Page 1 / 8

Stock splits

DATERATIO
28/09/200521:20

Comparable stocks

Frequently asked questions about Heritage Financial stock

What does Heritage Financial do?

Heritage Financial Corporation is a company in the Financial Services sector, Banks - Regional industry, headquartered in United States.

The CEO is Bryan D. McDonald, the company employs around 755 people.

The IPO was on 07/05/1998; the stock trades on NASDAQ under the ticker HFWA.

What do analysts say about Heritage Financial stock?

14 analysts rate the stock, the consensus is Buy (as of 28/07/2026).

The average price target is US$32.33, ranging from US$32.00 to US$33.00, with a median of US$32.00.

This is an external assessment, not a statement by Market Jury.

When does Heritage Financial report next?

The next earnings date is 22/10/2026.

Around past earnings, price swings were roughly 15% stronger than usual.

Does Heritage Financial pay a dividend?

Yes. The last dividend was US$0.25 per share, ex-date 05/08/2026, paid on 19/08/2026.

The dividend yield is 3.5% (as of 30/06/2026).

Which stocks are comparable to Heritage Financial?

Comparable stocks include U.S. Bancorp, PNC Financial Services Group, Truist Financial, Fifth Third Bancorp, M&T Bank, Huntington Bancshares, Citizens Financial Group and Regions Financial.

How can I get Heritage Financial stock analyzed?

Clicking "Analyze stock" lets five strategies assess Heritage Financial against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.

Not investment advice. Past performance is not an indicator of future results.