HFWA Heritage Financial Corporation logo

HFWA Heritage Financial Corporation

Financial Services
$27.18+0.15%ClosedMarket Cap: $924.0M

As of 2026-05-25

Valuation

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P/E (TTM)

13.74

PEG

0.24

P/B

0.94

P/S

2.61

EV/EBITDA

10.20

DCF Value

$146.64

FCF Yield

8.7%

Div Yield

3.5%

Margins & Returns

Gross Margin

74.8%

Operating Margin

23.7%

Net Margin

20.5%

ROE

7.6%

ROA

0.9%

ROIC

1.0%

Financials

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PeriodRevenueNet IncomeEPS
Q1 null$99.4M$18.9M$
Q4 null$86.8M$22.2M$
FY null$336.0M$67.5M$
Q3 null$87.8M$19.2M$

Analyst Ratings

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Consensus

Hold

Target (Consensus)

$31.33

Target (Median)

$32.00

Target Range

$30.00 - $32.00

1 Strong Buy1 Buy4 Hold0 Sell0 Strong Sell
Piper SandlerOverweight
2026-04-27
Piper SandlerOverweight
2026-02-05
Stephens & Co.Equal Weight
2026-01-26
DA DavidsonBuy
2026-01-23
Keefe, Bruyette & WoodsMarket Perform
2025-09-29

Trading Activity

Insider Trades

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Watson Anndirector
SellMon May 04
Robison Sabrina Cofficer: EVP Chief HR Officer
SellMon May 04
Robison Sabrina Cofficer: EVP Chief HR Officer
SellMon May 04
LYON JEFFREY Sdirector
SellMon May 04
Dryer Trevor D.director
SellMon May 04

Company Info

Sector

Financial Services

Industry

Banks - Regional

Country

US

Exchange

Beta

0.50

Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. Its loan portfolio includes commercial and industrial loans, owner-occupied and non-owner occupied commercial real estate loans, one-to-four family residential loans, real estate construction and land development loans, consumer loans, commercial business loans, lines of credit, term equipment financing, and term real estate loans, as well as commercial business loans to a range of businesses in industries that include real estate and rental and leasing, healthcare, accommodation and food services, retail trade, and construction. The company also originates loans that are guaranteed by the U.S. Small Business Administration; and offers trust services, as well as objective advice. As of January 27, 2022, it had a network of 49 banking offices located in Washington and Oregon. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.

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